Case Aide

So Cal Training Team Media Group; Pasadena (CA); On-site; USD 26,000 - 37,000; Full time

Benefits offered by this job

Medical coverage option

Dental coverage

Vision coverage

401k with match

Job summary

So Cal Training Team Media Group is seeking an organized professional to manage client charts and EHR records in a fast-paced environment. You will scan, file, and create charts for new and discharged clients, ensuring QA standards are met and records are accurate.

You will assist with chart compliance reporting via Welligent, perform routine office tasks, attend meetings, and maintain strict confidentiality of all client information in line with HIPAA and agency policy.

Qualifications

• High School Diploma or GED required.
• Minimum two years' experience handling documents and filing.
• Experience with electronic health records (Welligent or similar) preferred.
• Proficient with Microsoft Office and WELLIGENT; accurate record-keeping.

Responsibilities

• Scan client documents and upload into Welligent; file in client charts.
• Create charts for new clients and modify charts for discharged clients per QA standards.
• Assist with follow-up and monitoring of chart compliance using Welligent reports.
• Handle EHR maintenance including client record searches as needed.
• Attend team and program staff meetings; perform general office duties.
• Maintain confidentiality of client information per agency policy and HIPAA.

Skills

Document management

Filing systems

Communication skills

Bilingual Spanish/English

Education

High School Diploma or GED

Tools

Welligent

Microsoft Office

Job description

Essential Duties

1. 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.
2. Create charts for new clients and break down charts for discharged clients per QA standards.
3. Assist the division with follow-up and monitoring/tracking of chart compliance using Welligent reports.
4. Position may additionally be required to handle electronic health records (EHR) maintenance; including client records searches.
5. Will be responsible for attending team and program staff meetings as needed.
6. Performs general related office duties as required.
7. Supports Agency philosophies, policies, and practices.
8. Exercises good judgment in the performance of duties and responsibilities.
9. 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

• 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 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!