Financial Specialist

Intake Coordinator/Financial Specialist

Department:

Bozeman

Immediate Supervisor:

Outpatient Site Manager

Positions Supervised:

N/A

Status:

Non-Exempt

JOB SUMMARY: Responsible for the overall care coordination and targeted case management; SUD, medical, mental health and other behavioral health services. Offer a holistic, whole-person approach to care. Assures adherence to state statutes and rules, CARF standards, and federal regulations including HIPAA and 42 CFR Part 2. Positively represents the organization and promotes Rimrock's Mission to the community.

Essential Functions:

1. Assist new clients in completing paperwork and releases of information needed to transfer medical care.
2. Posts daily to general ledger, and reconciles monthly bank statements.
3. Performs detailed financial analysis relative to productivity and expense management.
4. Assists in the preparation of financial work papers in preparation for annual financial audit.
5. Develop and manage budgets, financial reports, and grants management procedures.
6. Ensure compliance with financial regulations and company policies.
7. Grant reporting and analysis.
8. Assist in financial eligibility checks for potential clients.
9. Act as the system navigator and point of contact for clients and families.
10. Assist clients and their families in problem solving potential issues related to the health care system, financial or social barriers (e.g., request interpreters as appropriate, transportation services or prescription assistance).
11. Assist clients during their medical appointment and provide as-needed education in order to assist in the understanding of disease, medication compliance, recommended specialty services and/or any other medical needs.
12. Schedule appointments with external medical specialists, as requested by the medical team and explain purpose of appointments in clear and simple language.
13. Participate as a member of a multi-disciplinary team including but not limited to both medical and psychiatric members towards the development and management of operations of health home services.
14. Coordinate with Rimrock team and community services as needed to ensure that both current diseases, as well as preventative and health promotion needs are addressed.
15. Teach and assist clients to gain the skills necessary to self-manage chronic diseases using realistic and SMART (specific, measurable, attainable, realistic and timely) goals.
16. Assist consumers with budgeting and money management as it relates to their medical needs; refer to lead case manager at Rimrock if there is case management already involved.
17. Use a step-by-step process when teaching skills, use positive reinforcement and encouragement and use a flexible approach with a diverse population.
18. Attend both mandatory in-service trainings and related conferences and provide feedback to staff on the content of educational programs attended.
19. Negotiate on behalf of the client, as needed, with the medical and psychiatric treatment team, and clients themselves by creating reasonable goals, clarifying the issues to be negotiated, following through with the agreement reached, while remaining flexible and consider culturally-sensitive and holistic alternatives.
20. Advocate on the client's behalf to ensure approval of the necessary supplies/services for the client in a timely fashion.
21. Complete notes for all care coordination services; progress notes as needed and required interagency paperwork.
22. Distribute and collect outcome surveys.
23. Seek opportunities to improve outcomes through population health management.
24. Other duties as assigned

EDUCATION/TRAINING: Bachelor's Degree in Human Service or Social Work or equivalent experience in lieu of a degree is required. One year of experience working in the Mental Health or SUD field preferred.


SKILLS:

1. Proficiency with financial software including QuickBooks, NetSuite and Microsoft Office Suite, particularly Excel
2. Knowledge of financial regulations and compliance requirements
3. Experience with financial modeling and analysis
4. Proven ability to prepare detailed reports
5. Exceptional analytical and quantitative skills
6. Excellent attention to detail with the ability to spot numerical errors
7. Strong interpersonal skills and the ability to communicate complex financial information clearly
8. Ability to work independently and as part of a team
9. Time management skills and the ability to meet deadlines

PHYSICAL DEMANDS: Work is indoors in an office environment with moderate noise. Intermittent physical effort involving lifting of up to 25 pounds, walking and stooping is required. A typical workday involves sitting, frequent use of a keyboard, reaching with hands and arms, and talking and hearing, approximately 70% of the time. Approximately 30% or less of the time is spent standing. Normal vision abilities required, including close vision and ability to adjust focus.


WORK ENVIRONMENT/JOB LOCATIONS: Involves everyday risk or discomfort requiring normal safety precautions. Work may involve mental and emotional stress. Some driving required. Will work primarily at the Bozeman location.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of responsibilities, duties and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.