Operations Specialist - Branch Records

The Operations Specialist responsible for providing top level customer service to internal and external clients as it relates to branch location’s clinical operational support activities.

Essential Job Functions

Personnel Activities:
o Ensures all caregiver personnel files are secure, accurate and complete
o Verification and maintenance of caregiver credentials (licenses and certifications)
o Creating and providing monthly evaluation and skills report to Director(s)
o Coordinate with Corporate Risk Management and Leave of Absence Specialists on all worker compensation claims and return to work coordination activities
o Coordinate with People Services on all unemployment claims
o Be primary point of contact for caregiver questions relating to company benefits, policies, procedures, education

o Establish and maintain an orientation schedule for caregiver staff
o Maintain accurate and up to date contact list of all active caregivers, including mailing log
o Mail monthly schedule to patient’s home each month according to branch location guidelines

Clinical Department Assistance Activities

• Maintain integrity of client medical record (chronological and content) and file nursing-related documents in the client chart located in the office, includes thinning and filing
• Participate in scanning and upload to client electronic medical records
• Monitor compliance to policies and procedures including but not limited to nursing documentation.
• Assist the corporate compliance department with surveys and audits as assigned.
• Create and maintain supply of open charts
• Maintain confidentiality of all employee/client records and information.
• Data entry to Incident and Infection logs as assigned by nursing director
• Performs additional duties as assigned

Office Support Activities :
o Scanning and/or filing of documentation and records
o Assist in answering of incoming calls and ensuring accurate messages are taken and given to the appropriate staff member
o Mail distribution to appropriate staff member or department
o Process invoices according to branch location guidelines
o Office supply orders
o Preform special projects as needed

Requirements
• High school diploma or GED
• Proficient typing skills
• Proficient Microsoft Office skills

Preferences
• Previous Human Resources experience
• Private duty, home care or health care company experience
• Advanced Microsoft Excel skills
• Two (2) years general office experience

Other Skills/Abilities
• Must maintain company and employee confidentiality at all times
• Must maintain professional boundaries at all times
• Ability to remain calm and professional in stressful situations
• Attention to detail
• Time Management
• Effective problem-solving and conflict resolution
• Excellent organization and communication skills

Physical Requirements
• Must be able to speak, write, read and understand English
• Occasional lifting, caring, pushing and pulling of up to 25 pounds
• Must be able to lift 50 pounds
• Prolonged walking, standing, bending, kneeling, reaching, twisting
• Must be able to sit and climb stairs
• Must have visual and hearing acuity

Environment
• Performs duties in an office environment during agency operating hours
• Must be able to function in a wide variety of environments which may involve exposure to allergens and other various conditions

Other Duties
• Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

As an employer accepting Medicare and Medicaid funds, employees must comply with all health-related requirements in all relevant jurisdictions, including required vaccinations and testing, subject to exemptions for medical or religious reasons as appropriate.