Payeeship Clerk

ESSENTIAL DUTIES AND RESPONSIBILITIES

Employees are expected to perform essential duties to performance standards. As needed, reasonable accommodations will be made for otherwise qualified employees with disabilities that are covered by the Americans with Disabilities Act (ADA), in so far as the accommodation does not create an undue hardship on Behavioral Healthcare Partners of Central Ohio, Inc. (BHP).

• Maintains responsibility for developing and establishing an initial budget for clients (payees), and revises the budget as situations and needs change.
• Plans for, and distributes client money on a regular schedule, and pays client bills on a timely basis.
• Performs banking functions on behalf of clients, and reconciles client bank accounts. Keeps client records organized.
• Confers and negotiates with landlords, utility companies, and business on behalf of the client regarding payment of bills.
• Communicates with Social Security Administration and completes required annual reports regarding clients.
• Provides assistance and support during government auditing of client records.
• Collaborates with co-workers and others to encourage clients to work toward independent, meaningful and productive living.
• Maintains confidentiality of HIPAA and other confidential and sensitive information.
• Maintains the highest level of integrity and professionalism in all aspects of job performance.
• Keeps abreast of current trends and "best practices" in the field. Attends and participates in required trainings on topics relevant to the job and to behavioral healthcare.
• Performs job responsibilities and maintains all records in accordance with BHP's policy, procedure and protocol, and as appropriate to the job, all regulatory authorities' accreditation/licensure/

certification standards, and all applicable laws and regulations.

• Works assigned schedule, exhibits regular and punctual attendance and works outside of normal schedule as required.

OTHER DUTIES AND RESPONSIBILITIES

• Performs other duties as assigned.

KEY PERFORMANCE INDICATORS

The employee assigned to this position is responsible for achieving each of the following key performance indicators (KPI's) to the specified standard. The employee is likewise accountable for consistently meeting or exceeding all of this job's essential duties to performance standards as are evaluated throughout the course of employment, and which are rated during the performance evaluation period.

Client bills are paid in a timely manner providing funds permit.

Annual reports are completed accurately and by due dates.

Client bank accounts are reconciled within 15 days of receipt of bank statement.

SCOPE OF SUPERVISION:

None

EQUIPMENT OPERATED:

Computer, telephone, copier, fax, and other general office equipment; personal vehicle.

CONTACTS WITH OTHERS:

Clients, staff, various social service agencies, landlords, business representatives, court personnel, Veterans Administration and Social Security agency representatives.

CONFIDENTIAL INFORMATION AND DATA:

Client bills and financial records, client information, client contracts, and other confidential or sensitive information.

WORKING CONDITIONS:

Good office working conditions when working in the office.

USUAL PHYSICAL DEMANDS

The following demands are typically used and exhibited by employees when performing this job's essential duties and responsibilities. They are not, and should not be construed to be qualification standards. Rather, they are illustrated to help BHP and otherwise qualified employee or job applicant with an ADA disability identify essential job duties that need to be reasonably accommodated, and the type of appropriate reasonable accommodation which may be available which does not create an undue hardship on the employer.

The employee frequently converses verbally with others in person and by telephone. The employee regularly exhibits digital dexterity and eye-hand coordination when performing general typing, word processing, data entry, paperwork and other similar tasks. The employee frequently sits for extended periods of time, and frequently walks through various types of environments. Vision demands include close, relatively detailed vision when…