Health Resource Specialist- Case Management (FT- 1.0 FTE, Day Shift)

Bozeman Health; Bozeman (MT); On-site; USD 36,000 - 48,000; Full time

Job summary

Bozeman Health is seeking a Patient Resource Specialist to support patients and clinic teams by handling pre-visit data collection, entering medical records and orders, and coordinating patient forms and paperwork to ensure a smooth clinic experience.

The role includes scheduling tasks, assisting with prior authorizations for imaging and procedures, managing clinic supplies and vaccines, and ensuring compliance with policies and patient confidentiality in a fast-paced healthcare setting.

Qualifications

• High school diploma or equivalent.
• One year of medical/clinic experience with scheduling responsibility.

Responsibilities

• Schedules, faxes, phones, mails, data entry, and orders for patient packets, records, referrals, and forms.
• Follows protocols for ordering Wellness labs and sends out patient paperwork.
• Completes prior authorizations for imaging, procedures and prescriptions.
• Coordinates the Patient Assistance Program for clinic patients.
• Orders and stocks clinic supplies, lab supplies, medications, immunizations and VFC management.
• Performs other duties as assigned.

Skills

Scheduling experience

Medical/clinic experience

High school diploma

Education

High School Diploma or Equivalent

Job description

The Patient Resource Specialist supports patients and clinic teams by performing necessary duties to ensure patients’ needs are met prior to, during, and after a clinic visit. This can include but is not limited to pre-visit data/record collection and entering of medical records/orders; completion of prior authorization and patient forms; identifying/ordering/stocking supplies, equipment, medication and vaccines needed in the clinic.

Required

Minimum Qualifications

• High School Diploma or Equivalent
• One (1) year of medical/clinic experience with scheduling responsibility

Essential Job Functions

In addition to the essential functions of the job listed below, employees must maintain timely completion of all required education, trainings, and certifications as assigned and in accordance with Bozeman Health policies, department-specific requirements, applicable certification program and registry requirements, and other applicable regulatory requirements.

• Schedules/Fax/phone/mail/data entry/ordering for patient packets, medical records, referrals, patient paperwork, forms and letters.
• Follows protocols for ordering Wellness labs and sends out patient paperwork
• Completes prior authorization for imaging, procedures and prescriptions
• Coordinates Patient Assistance Program for clinic patients
• Orders/stocks of clinic supplies, lab supplies, medications, immunizations and VFC management
• Other related duties and responsibilities as assigned.

Knowledge, Skills And Abilities

• Demonstrate sound judgment, patience, and maintain a professional demeanor at all times
• Exercise tact, discretion, sensitivity, and maintains confidentiality
• Perform essential job functions successfully in a fast-paced environment
• Learn current and new computer applications and office equipment utilized at Bozeman Health
• Strong interpersonal, verbal, and written communication skills
• Analyze, organize, and prioritize work while meeting multiple deadlines
• Demonstrate the Bozeman Health SPIRIT values of: Service, People, Integrity, Respect, Improvement, and Teamwork.

Schedule Requirements

• This role requires regular and sustained attendance.
• The position may necessitate working beyond a standard 40-hour workweek, including weekends and after-hours shifts.
• On-call work may be required to respond promptly to organizational, patient, or employee needs.

Physical Requirements

Lifting (Rarely – 30 pounds): Exerting force and/or using a negligible amount of force to lift, carry, push, pull, or otherwise move objects or people.

Sit (Continuously): Maintaining a sitting posture for extended periods may include adjusting body position to prevent discomfort or strain.

Stand (Occasionally): Maintaining a standing posture for extended periods may include adjusting body position to prevent discomfort or strain.

Walk (Occasionally): Walking and moving around within the work area requires good balance and coordination.

Climb (Rarely): Ascending or descending ladders, stairs, scaffolding, ramps, poles, and the like using feet and legs; may also use hands and arms.

Twist/Bend/Stoop/Kneel (Occasionally): Twisting, bending, stooping, and kneeling require flexibility and a wide range of motion in the spine and joints.

Reach Above Shoulder Level (Occasionally): Lifting, carrying, pushing, or pulling objects as necessary above the shoulder, requiring strength and stability.

Push/Pull (Occasionally): Using the upper extremities to press or exert force against something with steady force to thrust forward, downward, or outward.

Fine-Finger Movements (Continuously): Picking, pinching, typing, or otherwise working primarily with fingers rather than using the whole hand as in handling.

Vision (Continuously): Close visual acuity to prepare and analyze data and figures and to read computer screens, printed materials, and handwritten materials.

Cognitive Skills (Continuously): Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow.

Exposures (Rarely): Bloodborne pathogens, such as blood, bodily fluids, or tissues. Radiation in settings where medical imaging procedures are performed. Various chemicals and medications are used in healthcare settings. Job tasks may involve handling cleaning products, disinfectants, and other substances. Infectious diseases due to contact with patients in areas that may have contagious illnesses.

• Frequency Key: Continuously (100% - 67% of the time), Repeatedly (66% - 33% of the time), Occasionally (32% - 4% of the time), Rarely (3% - 1% of the time), Never (0%).

The above statements are intended to describe the general nature and level of work being performed by people assigned to the job classification. They are not to be construed as a contract of any type nor an exhaustive list of all job duties performed by individuals so classified.