Jewish Family and Children's Services of San Francisco, the Peninsula, Marin and Sonoma Counties

Team Lead

• Open/Close building at the designated time and have front desk activities fully operational at the start of business
• Secure building according to agency protocols, including arming and disarming alarm and checking all areas prior to closing
• Verify insurance and services covered under Medicaid/Medicare or private insurance and obtain authorization
• Pull and review incoming faxes; process or distribute to appropriate staff or departments
• Sort and distribute incoming mail, supplies, and courier bag content
• Gather demographic information over the phone or in person
• Determine provider availability and verify intake information with clients or guardians
• Schedule client appointments for BHMP and Primary Care
• Coordinate scheduling for taxicabs and translation
• Scan and import case material according to agency procedures
• Update electronic client files with changes in address, phone number, fee, or other pertinent information
• Process medical records requests, including review, approval, and uploading into CIOX
• Help stock and maintain the food pantry
• Process, balance, and maintain gas cards and bus passes for client distribution
• Add and expire alerts in client charts
• Monitor services provided to clients and input appointment data
• Answer incoming calls and coordinate inquiries effectively
• Ensure accurate information in the OTTO platform for virtual appointments
• Document all client and stakeholder contact with Doc Only notes
• Create morning bank; balance cash; create daily batch; review, sign off, and create nightly deposit
• Complete assigned reports and projects for the Operations Coordinator or Operations Manager
• Print daily and weekly site reports, including Medication Reports
• Complete month-end Meter Report, QT Card report, and Bus Pass Log report
• Create new charts when needed
• Work Closure list MS-14 and MS-12 report; notify manager when CL-01 falls out of compliance
• Post and remove holiday and updated building postings
• Maintain supply orders, kitchen supplies, resource book, and site phone list
• Deliver supplies to staff weekly
• Create or edit staff schedules as needed
• Follow up on issues when the Manager is unavailable
• Send documents to AFLS website for translation and maintain billing files
• Train new Operations and site staff on appointment scheduling procedures
• Train Operations staff in NextGen
• Perform other duties as assigned

Client Representative – Team Lead