Case Aide

FIVE ACRES; Pasadena (CA); On-site; USD 26,000 - 37,000; Full time

Job summary

FIVE ACRES in Pasadena, CA is seeking a detail-oriented Records Clerk to manage client documents in Welligent, create and break down client charts, and support chart compliance.

The role requires at least a high school diploma, 2 years of filing experience, and familiarity with electronic health records. Bilingual Spanish/English is preferred; remote options may be available for identified positions.

Qualifications

• Minimum two years' experience handling documents maintenance and filing.
• Knowledge of electronic health records systems (Welligent or similar) preferred.
• Excellent written and oral communication; bilingual Spanish/English preferred.
• Valid California driver's license and auto insurance; maintain confidentiality.

Responsibilities

• Scan and upload client documents into Welligent and file in charts.
• Create charts for new clients and break down charts for discharged clients.
• Assist with follow-up and monitoring of chart compliance via Welligent reports.
• Attend team meetings and perform general office duties.
• Maintain confidentiality under HIPAA.

Skills

Document maintenance

Filing

Welligent experience

Microsoft Office

Bilingual Spanish/English

Excellent communication

Education

High School Diploma or GED

Tools

Welligent

Electronic Health Records (EHR) system

Job description

• Ensure that client documents are scanned, uploaded into Welligent and filed in client's charts, per the chart model provided by QA as assurance of uniformity.
• Create charts for new clients and break down charts for discharged clients per QA standards.
• Assist the division with follow-up and monitoring/tracking of chart compliance using Welligent reports.
• Position may additionally be required to handle electronic health records (EHR) maintenance; including client records searches.
• Will be responsible for attending team and program staff meetings as needed.
• Performs general related office duties as required.
• Supports Agency philosophies, policies, and practices.
• Exercises good judgment in the performance of duties and responsibilities.
• Maintains confidentiality regarding children, families and agency operations. Ensure confidentiality of all client information in accordance with Agency policy and HIPAA privacy mandates

Qualifications

To perform effectively in this position, the incumbent must have:

• High School Diploma or GED required.
• Minimum two (2) years' experience handling documents maintenance and filing, properly utilizing alphabetic and other standard filing systems and protocols.
• Knowledge and experience utilizing an electronic health records system (i.e., Welligent or similar) highly preferred.
• Computer skills sufficient to meet production demands of the job including Microsoft Office and WELLIGENT software, and skill in maintaining detailed, accurate and complete records.
• Effective oral/written communication skills; bi-lingual skills in Spanish/English preferred
• Must have a valid California Driver License, proof of automobile insurance and meet the Agency's safe driver guidelines.
• Ability to maintain First Aid/CPR Certification
• Ability to work varied hours including evenings, nights and weekends, if needed.
• Sensitivity to the different cultures represented among the clients, families and staff.

Compensation Range: $18.57/hr - $27.10/hr

Work culture matters at 5A! We offer a comprehensive benefits package with a medical coverage option as low as $5 with free dental HMO, vision, life insurance, AD&D and disability insurance. We offer a 401k with an annual match up to 3%, annual performance reviews with up to 4% merit (6% for direct service providers), plus annual retention stipends. We offer team building retreats, wellness incentive, 12 paid holidays and flexible work schedules, including remote options for identified positions!