Client Coordinator & Finance Assistant
Current- I am the first point of contact for Developmental FX, responding to calls and emails from families seeking pediatric therapy services, referring providers, nurses and social workers collaborating on client care, insurance and billing agents, and general inquiries. - Primary responsibilities include client intake coordination and scheduling all clinic services (psychological evaluations, occupational therapy and speech-language pathology evaluations and therapy, mental health psychotherapy)- I maintain patient records management systems, both electronic and physical, and created records protocols and communicated to the DFX team- I created the Client Coordinator Handbook to integrate protocols into a guidebook for the role - I process all mail including payments, invoices and insurance correspondence. I entered deposits and expenses into Quickbooks and our internal tracking systems, supervised by the DFX Finance Director - I created itineraries and coordinate travel logistics for the DFX Executive Director
