Business Finance Staff

The Business Finance role is mainly responsible for ensuring that counseling services provided by In-Touch to its clients are appropriately captured in our system to facilitate counselor payments, monitor client collections and gather data to support the company in achieving business goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Handle database management for SFP, SUB, ITS, CPS, PRB, PRC, CPP, and EAP/EWP

1. Assign unique E Slip number per session rendered
2. Data entry for counseling/psychiatric sessions, workshops/seminars, and other consultant/counselor attributable activities to the organization accurately and in a timely manner
3. Confirm that entered data accurately aligns with the local database and correct any errors and/or duplication and other erroneous encoded data (e.g., codes, session dates) in a timely manner
4. Maintain all encoded data in the system (local database)

• Engage in the new case management system

1. Analyze and examine data coming up with accurate and efficient information to help the company make important decisions

• Official Receipt (OR) processing

1. Assign OR numbers and write OR details manually
2. Send a scanned copy of the ORs to requesting clients every day

• Support calendar management for payment processing

1. Confirm client bookings in counselors In Touch calendars and send payment notifications
2. Monitor and verify client payments
3. Maintain good consultant/counselor relations

• Support billing and collection for Direct Clients (self-pay and subsidized

1. Send daily invoice/payment notifications with upcoming bookings
2. Address standard client billing and payment queries; Escalate any other client issues, as appropriate

• Support Accounts Receivable monitoring and analysis for Direct Clients
• Support EAP/global provider processing
• Maintain constant and positive communication with management
• Participate and provide support in the process improvement initiatives in Business Finance