Sentences with phrase «performing client intakes»

We will perform client intake, collect and complete all client documents as per to your preferred client document checklist and perform many other case - related activities, thus freeing you and your staff for more strategic matters.

If your answering service doesn't perform client intakes, it's time to find a more efficient service.

Performed client intakes, client interviews, and relayed the nature of clients» legal issues to attorney (s).

• Performed client intakes and spoke regularly with clients.

Not exact matches

Perform initial screening, intake and assessment, orientation, crisis intervention, individual and group substance abuse counseling, case management, client education, referral, treatment planning, and consul...

Whether the Receptionist performs a new client intake, or takes an important message from an existing client, your callers know that a live person is helping them in their time of need.

Conducts telephonic or in - person intakes with clients, meets with clients, and performs other specialized projects for the Unit as they arise.

From managing employees to performing appropriate client intake due diligence, this book offers a practical approach to evaluating the state of risk management within your firm, and to implementing a program to control it.

Three concerns relating to new business incentives raised by partners in those firms that have implemented these programs include the need to insure that (1) the firm has a well - conceived and implemented client conflict and matter intake procedure; (2) the firm has a good system for assigning substantive work to insure that the new matter is performed by the most appropriate individual, not necessarily the associate who brought the client through the door; and (3) the incentive compensation must be designed so as not to reward work on the associate's own matters to insure that the associate will work on firm matters, not primarily matters that he or she originates.

Practice leaders in many of the more profitable firms take an active role in the intake procedures for new clients and matters to ensure that: (1) the engagement does not present a client or business conflict (and where one is identified, work within the firm to resolve such conflicts; (2) the work is appropriate for the practice to perform; (3) credit is fairly allocated among those responsible for the opportunity, including consultation with other practice leaders where cross-practice efforts were involved to obtain the representation; and (4) work assignments are distributed appropriately among those partners and associates competent to perform this work within the practice group.

Successful solos and smalls will schedule meetings online, and require all new clients to complete online intake forms prior to a first meeting; conflict checks will be automatically performed at that time so the client knows immediately if the solo or small may act for her.

Legal Aid of Southeastern Pennsylvania Aetna's Blue Bell, Pa., office partners each year with Legal Aid of Southeastern Pennsylvania to perform in - person client intake sessions several afternoons per month, freeing up the Legal Aid attorneys to focus on their current client matters.

Providing direct rehabilitative services to persons with substance abuse issues for the past nine years with the Fotuluma Residence in St. Louis; performing intakes and assessments, determining treatment plans and goals in alignment with DMH standard, tracking and documenting client progress, and delivering feedback and encouragement to clients to address maladaptive behaviors.

Case Management for youth placed in housing, such as the transitional living program, Bridges Phase 2, in which consistent and scheduled meetings were held with client, intake process performed, and assistance in achieving goals set by clients took place.

Professional Experience Valley Trauma Center (Van Nuys, CA) 2011 — Present In - Home Outreach Counselor • Provide prevention education and counseling at the individual, family and group level within both in - home and clinical settings while overseeing all case management services • Utilize various methods including humanistic, cognitive behavioral and family systems approaches • Assist group members in the discovery of internal sources of strength and ability to effectively cope with situational crises a well as modify self - defeating behavior • Set and achieve specific group - level goals while helping participants define concrete, meaningful developmental benchmarks, appraising on - going change processes and related dynamics, and connecting individual efforts to common themes • Manage 10 cases on a weekly basis while ensuring an initial visitation with clients within 48 hours of referral • Perform new program participant assessments and participate in all intake and discharge functions

Professional Duties & Responsibilities Served as office manager and executive assistant ensuring effective and efficient operations Directed customer service department resulting in client satisfaction and repeat business Trained and supervised junior administrative support staff and customer service personnel Managed and streamlined company shipping, receiving, and documentation processes Decreased receiving errors, increased quality control, and improved client satisfaction levels Oversaw company inventory, replenishment, and tracking of supply usage Maintained confidential patient records ensuring accurate and easily accessible information Authored workman's compensation reports for main billing office Achieved highest proficiency rating for MPC code entering in 5 years Responsible for written correspondence, telephone system, and in person reception duties Scheduled patient appointments and handled patient intake procedures Performed additional administrative duties including faxing, photocopying, and filing Conducted all responsibilities in courteous, polite, and positive manner

Managed office operations and work flow, office staff, recruitment, and performance Management and training or development of specialty practice Enabled excellent customer service in a medical institution and made sure that all patients are well attended Provided support and performed regular QA reviews for client intake, registration and scheduling functions Provide required leadership, support and direction for office initiatives and special projects Built financial model for new business unit Developed and enforced new policies Reduced and controlled expenses by creating kanban, managed overtime and temp labor.

Performing necessary intake, treatment plan, assessment and discharge documentation for client caseloads