In order to limit the exposure and transmission of Covid-19, PTI will be exclusively doing tele-psychiatry (virtual) visits. You will still have your appointment, you will just have to do it with our Virtual Psych Network (VPN™). Contact us today to schedule your appointment.

Client Liaison

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Are you ready to join the most dynamic mental health services team in Louisiana?

Job Description

Responsible for greeting incoming clients and visitors, relaying incoming phone calls, and performing various clerical duties in a professional manner.

Essential Functions

  • Answer multi-line telephone system, take accurate messages, screen and direct telephone calls to the appropriate person in an efficient manner.
  • Greet and identify patients and visitors as they enter the office in reference to the daily schedule and obtain additional patient information as needed.
  • Request patients and visitors be seated in the waiting room in a courteous manner and communicate unexpected delays when necessary.
  • Review patient charts to ensure proper documentation and information are enclosed in accordance with practice guidelines.
  • Acquire necessary medical records and documents for patient charts by communicating via telephone, facsimile or in person with other office locations or office personnel.
  • Maintain a neat and organized waiting room and order supplies as needed.
  • Schedule patients for appointments and “re-call” appointments in an efficient and productive manner.
  • Apply knowledge of sterile techniques and OSHA regulations.
  • Receive payments from patients for services rendered and prepare bank deposits on a daily basis.
  • Maintain accounts receivable records and place necessary collection calls to patients and insurance companies in a professional manner.
  • Create financial arrangements with patients for all treatment.
  • Enter financial transactions and miscellaneous correspondence on computer.
  • Maintain exam rooms in a neat and clean manner at all times.
  • Comply with patient needs at all times.
  • Escort patients from waiting room to examination rooms.
  • Review patient charts to ensure they contain all pertinent information and are placed in designated areas for Physicians’ use.
  • Alert Physicians of patients’ allergies prior to beginning exams.
  • Assist Physicians with injections and/or other procedures as necessary.
  • Monitor supply levels, and replace as needed.
  • Instruct patients regarding information needed once they leave the office to include: medication usage and therapy instruction.21. Photocopy information given to patients, and place copies in appropriate charts.
  • Perform other related duties as assigned.

Required Skills

  • Oral Communication Skills
  • Written Communication Skills
  • Technical Communication
  • Telephone Etiquette
  • Customer Relations
  • Diplomacy
  • Filing
  • Math Aptitude
  • Organization
  • Professionalism
  • Reading Skills
  • Time Management


Degree: High School Diploma or Equivalent
Medical Assistant Certification (If Applicable)


Prior secretarial experience beneficial.


Email an updated CV to [email protected]

“The way to get started is to quit talking and begin doing.”

~ Walt Disney

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