Classification General Statement:
The Business Service Specialist performs a full range of clerical and administrative work in direct support of agency work
flow and clinical staff. This position performs a wide variety of standard office support duties including reception,
scheduling, posting payments, word processing and data entry. Specialized clerical duties may be added depending
upon location and programs supported.
Essential Responsibilities of the Classification: (The following list represents the essential responsibilities of the
position. It does not, however, include all of the duties the position may be assigned.)
• Provide general reception services in a clinic or office setting. Serve as initial contact for clients and visitors in-person
and by telephone. Greet arrivals and callers; screen and route calls; provide general information. Operate multi-line
telephone and voice mail system; ensure that calls are transferred and messages are properly delivered. Serve as
emergency call screener as assigned.
• Perform a variety of word processing duties. Prepare forms, correspondence, reports, letters, and other material from
rough draft or verbal instruction with reasonable speed, accuracy and timeliness.
• Maintain clinician scheduling in electronic system.
• Schedule client appointments; obtain completed intake paperwork; obtain insurance information for billing purposes.
Inform client of associated fees; collect and post payment; issue receipt. Review account with client and provide
explanations, as needed.
• Scan client documents into electronic health record; ensure that documents are properly scanned; ensure
confidentiality and security of all records within scope of responsibility.
• Open, date-stamp, and distribute incoming mail; prepare outgoing mail. Ensure that postage meter is loaded with
adequate postage to meet business needs.
• Assist clients with voter registration, as requested. Ensure that forms are complete; forward forms and records to
appropriate agencies; maintain associated records.
• Ensure that all office equipment is in proper working order; assist staff with troubleshooting equipment malfunctions;
report unresolvable issues to the Office Manager.
• Prepare the front office at the beginning and end of the business day; follow opening and closing procedures and
processes; ensure that confidential information is secure. Prepare bank deposits, as assigned.
• Provide back-up for other Business Service Specialists, as assigned.
• Regular and reliable attendance; timely and professional communication; confidentiality.