Maintain new referral/client information – responsibilities include sending out and receiving back new client packets, insurance verification prior to first visit, schedule evaluations, file evaluation reports within 7 days and mail a copy to parent/legal guardian and a copy to referral source, schedule client with therapist, enter new client into billing software, ensure all information in client chart is complete so we can bill for services. · Preparation and management of client charts – responsibilities include preparation of patient chart at client’s check-in, enter client in electronic health record (onset, SOC, date, name, DOB, insurance, co-pay, codes), ensure file is complete/accurate before refiling.