The individual who fills this position demonstrates that he or she is capable of carrying out the following roles and responsibilities:
- All filing for the medication clinic and case management office.
- Must create paper charts for the medication clinic.
- Responsible for assisting as necessary with the development of client records; new clients, current clients and their whereabouts.
- Train and follow-up with required office procedure to ensure efficiencies.
- Keep Case Management Monitors and Program Director informed to any concerns and/or emergencies that may affect the organization. This could include client records not meeting documentation standards.
- Transport client records as needed.
- Must maintain professionalism and confidentiality at all times.
- Must make sure the forms are up to date and sufficient copies are maintained.
- Maintains stock of paper supply
- Submit record requests timely according to “Copy Medical Records” process
- Purge client records annually
- Provide Program Managers notification of chart audits as received.
- Coordinate with primary clinicians regarding record releases.
Qualifications and Education Requirements
- 18 years of age or older
- High School Diploma or equivalent
- Possess a valid driver’s license
- Working telephone
- Pass all regulatory checks
Essential Work Requirements
- Adhere to Recipient Rights and Confidentiality Standards at All Times
- Adhere to All CSI Policies and Procedures
- Adhere to All Work Rules and Ethical Standards
- Work Well Among Team
- Exceptional computer skills
- Ability to meet deadlines and work under pressure
- Ability to present a professional manner to the public, clients and all other agencies as necessary
- Ability to lift up to 50 lbs. to chest height
- Ability to repetitively lift overhead up to 30 lbs
- Attend all required trainings as described by contracting and payer authority
Additional Notes
Physical: Standing, support weight other than own, walking, stooping, kneeling, carrying, reaching, pushing, pulling, use of telephone, good hearing, general good vision, work close with others, speaking, ability to travel, ability to transport clients.
Mental: Reading, writing, simple arithmetic, analyzes date/report information, works under pressure, rapid decision making, creates methodologies for solving client goals, implements recommendations, pleasant, congenial, calm and courteous, firm, maintains confidentiality, directs activities of others to accomplish a goal, evaluates performance of others.
Environmental: Community settings and client homes, travel to client settings, exposure to general public and aggressive clientele, exposure to clientele with poor health conditions, poor hygiene, ability to work evenings and weekends, as necessary.
