The Client Intake and Matter Specialist supports the firm’s financial and administrative operations by reviewing, analyzing, and setting up new client and matter requests. This position ensures that all information entered into the firm’s systems is accurate, compliant with internal standards, and aligned with client-specific requirements. The role also maintains the quality and consistency of client and matter data throughout the lifecycle of each engagement. TKey Responsibilities Client & Matter Setup Review incoming intake requests submitted through the firm’s internal workflow system. Evaluate engagement documents to determine the appropriate fee arrangements, rates, billing formats, staffing assignments, and any client‑specific instructions. Configure new clients and matters in the firm’s financial platform, including: Billing options and rate structures UTBMS phase/task/activity codes Client hierarchy and address information E‑billing requirements and related settings Ongoing Matter Maintenance Process updates such as reopenings, modifications, and closures in accordance with established procedures. Work closely with revenue leadership, pricing, billing, and collections teams to implement annual rate adjustments across clients and matters. Monitor existing records for accuracy and consistency, making corrections when needed. Compliance & Data Quality Ensure that all matter setups comply with client guidelines, billing rules, and outside counsel expectations. Identify missing or unclear information and follow up with attorneys and support staff to complete the intake process. Support data cleanup projects, system upgrades, and process improvements. Prepare and analyze Excel reports to validate data quality and address discrepancies. Escalate complex or exceptions‑based issues to management as appropriate.
We are looking for a Patient Access Specialist to join a busy healthcare setting in New Haven, Connecticut on a Contract basis. This role supports a high-volume front desk operation by welcoming patients, managing registration and discharge workflows, and coordinating appointment scheduling with accuracy and professionalism. The position requires strong customer service skills, attention to detail, and the ability to handle phone triage, insurance verification, and patient inquiries in a fast-paced environment.<br><br>Responsibilities:<br>• Welcome patients at the front desk, guide them through arrival and departure processes, and maintain an efficient flow throughout the day.<br>• Enter and update demographic, insurance, and financial details accurately to support timely patient registration and billing readiness.<br>• Answer incoming calls, assess the nature of each inquiry, and route or resolve scheduling and service requests appropriately.<br>• Arrange, confirm, and adjust appointments based on provider availability, visit type, and patient needs while keeping records current.<br>• Verify patient identity and obtain required documentation, signatures, and authorizations in accordance with established safety and compliance procedures.<br>• Support patients who need additional assistance, including individuals with language, hearing, or mobility barriers, to help ensure access to care.<br>• Monitor open appointment opportunities, including wait lists or recall needs, and help fill available time slots to optimize scheduling.<br>• Review insurance and eligibility information using online resources and payer tools to help ensure complete and accurate financial records.
<p>We are looking for a detail-oriented Credentialing Specialist to support provider enrollment and credential maintenance for medical practitioners. This is a remote Credentialing Specialist contract position focused on ensuring practitioners meet organizational, payer, and regulatory standards through accurate documentation and timely follow-up. The ideal Credentialing Specialist candidate will bring healthcare credentialing experience, strong organizational skills, and the ability to manage multiple priorities in a web-based environment.</p><p><br></p><p>Here’s how you’ll contribute each day: </p><p>• Manage practitioner onboarding and ongoing credential reviews, including new submissions, renewals, and periodic reappointments.</p><p>• Examine licenses, certifications, education records, training details, and employment history to confirm accuracy and completeness.</p><p>• Maintain up-to-date provider files within a secure online credentialing platform and ensure documentation is properly recorded.</p><p>• Partner with physicians, providers, and practice leadership to collect missing materials and address inconsistencies in submitted information.</p><p>• Track application progress and follow through on outstanding items to keep credentialing activities aligned with required timelines.</p><p>• Apply current healthcare regulations and accreditation expectations when evaluating provider records and processing documentation.</p><p>• Prepare routine updates and status summaries for leadership and compliance stakeholders.</p><p>• Serve as a knowledgeable resource for credentialing-related questions across multiple practice locations.</p>