Payeeship Clerk

Payeeship Clerk – Behavioral Healthcare Partners of Central Ohio, Inc.

Primary responsibility is to manage payee finances, ensuring timely disbursement of funds, maintaining accurate records, and complying with regulatory requirements.

• Develop and establish an initial budget for clients (payees), and revise the budget as situations and needs change.
• Plan for, and distribute client money on a regular schedule, paying client bills in a timely manner.
• Perform banking functions on behalf of clients and reconcile client bank accounts; keep client records organized.
• Confere and negotiate with landlords, utility companies, and businesses on behalf of the client regarding payment of bills.
• Communicate with the Social Security Administration and complete required annual reports regarding clients.
• Provide assistance and support during government auditing of client records.
• Collaborate with co‑workers and others to encourage clients to work toward independent, meaningful, and productive living.
• Maintain confidentiality of HIPAA and other confidential and sensitive information.
• Maintain the highest level of integrity and professionalism in all aspects of job performance.
• Keep abreast of current trends and “best practices” in the field; attend and participate in required trainings on topics relevant to the job and to behavioral healthcare.
• Perform job responsibilities and maintain all records in accordance with BHP’s policies, procedures, protocols, regulatory authorities’ accreditation and licensing standards, and all applicable laws and regulations.
• Work assigned schedule, exhibiting regular and punctual attendance and working outside of normal schedule as required.

• Client bills paid in a timely manner, providing funds as permitted.
• Annual reports completed accurately and by due dates.
• Client bank accounts reconciled within 15 days of receipt of bank statement.

• Associate’s degree in accounting or a related field.
• One year of bookkeeping, accounting, or related experience.
• Bondable.
• Upon conditional hire, required to submit to and pass a drug test, criminal background check, and may be required to submit to a driving record check, personal vehicle inspection, and be insurable under BHP’s driving insurance provider guidelines.
• Document personal identity and employment eligibility within three days of appointment in compliance with Immigration Reform and Control Act (I‑9) requirements.
• Knowledge of general office practices, personal budget management, information contained in the “Guide for Organizational Representative Payees” issued by the Social Security Administration, HIPAA and other confidentiality requirements.
• Ability to respond appropriately to inquiries; become proficient in job‑related software; balance checking accounts; be self‑directed; follow payee guidelines and requirements; follow instructions; organize work tasks and establish priorities to meet required deadlines; communicate effectively orally and in writing; exhibit attention to detail in accurately maintaining financial records; file documents in alphabetical, numerical, chronological and subject order; develop and maintain effective working relationships;
  
  demonstrate respect and sensitivity for cultural and personal differences; contribute toward building a positive and productive team working environment; maintain confidentiality of confidential and sensitive information; consistently exhibit job competency, ethical conduct, integrity and trustworthiness; embrace and effectively adapt to organizational change; exhibit behavior consistent with BHP values and policies.
• Skill in general typing and word processing; application of job‑related software including Microsoft Word, Excel and Outlook; operation of computer, printer, and other job‑related equipment; generating government and other required reports.