Hybrid- Client Operations Manager - San Diego, CA

Verisma; San Diego (CA); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Verisma is seeking a Client Operations Manager in San Diego, CA, to oversee on-site operations for assigned accounts under the Director of Client Operations. This role requires on-site attendance and hands-on leadership.

You will train and staff ROIS teams, monitor performance, and ensure compliance with HIPAA rules while coordinating workflow across facilities. Strong communication and travel to multiple sites are essential.

Qualifications

• Bachelor’s degree preferred; experience in healthcare is a plus.
• Prior supervisory experience required.
• HIPAA privacy standards knowledge required.
• RHIT or ROI certification readiness within 90 days.
• Ability to travel to multiple accounts.

Responsibilities

• Meet facility revenue goals consistently.
• Answer client and ROI Specialist inquiries.
• Identify opportunities to increase productivity.
• Prepare weekly dashboards and month-end reports.
• Maintain confidentiality of information.
• Coordinate scheduling and staffing onsite.
• Provide training and evaluation of ROIS staff.

Skills

Supervisory experience

Effective communication

Healthcare/medical records knowledge

HIPAA knowledge

Travel to assigned accounts

Driver's license

Education

Bachelor’s Degree Preferred

RHIT certification or ROI certification readiness

Medical terminology coursework

Job description

Hybrid - Client Operations Manager - San Diego, CA

Under the direction of the Director of Client Operations and the general instruction of the primary Facility Contact at various facilities, the Client Operations Manager is responsible for the efficient operation of assigned accounts. In addition, the Client Operations Manager will also assist in training, staffing, and providing coverage at various sites. This is not a remote position and on-site attendance in San Diego, CA is required.

Duties & Responsibilities:

• Responsiblefor meeting facility revenue goals on a consistent basis
• Answers day-to-day questions posed by clients and Release of Information Specialists (ROIS)
• Identifies and recommends opportunities to increase productivity
• Complies with all release of information related functions, as stipulated by service agreement.
• Prepares weekly dashboard and month-end Operational performance reports
• Monitors productivity and quality to ensure high customer service satisfaction
• Assists the Director of Client Operations in the training and evaluation of ROIS staff, both onsite and remote.
• Assists in selecting, interviewing, hiring, training and terminating of employees
• Participates in counseling sessions of site personnel and makes disciplinary or termination recommendations, when necessary
• Manages scheduling of onsite staff to include time off requests and payroll approval
• Distributes work to local site personnel and assists remote supervisors with the coordination of workflow. Will be expected to provide physical coverage at various sites when workload dictates.
• Maintains confidentiality by keeping all information seen and heard in the facility secure
• Provides input into the review and revision of site procedure
• Performs quality reviews and site evaluations as required by clients
• Reviews release of information requests for validity according to applicable state or federal statutes; returns inappropriate authorizations and requests to the requester
• Looks up medical record numbers, fills out guides and pulls medical records, when appropriate
• Reviews the requests to determine which encounters are being requested
• Scans and/or captures electronically, the medical record and chooses the appropriate information to be duplicated
• Captures the appropriate pages for the requested records, when appropriate
• Re-assembles the charts (if paper) for re-filing
• Logs information that is being sent to the requester either manually or using company software in accordance with the facility procedure
• Documents the release of information in the patient medical record or other means determined by the facility.
• Calculates billing and prepares invoices, as needed
• Certifies medical records copies, when appropriate
• Attends all mandatory meetings and/or training sessions
• Ensures supplies are available at designated facility
• Submits company-related travel expense reports and original receipts to manager in a timely fashion
• Develops and maintains strong, professional relationship/partnership with the Client management team
• Runs reports and analyzes content to appropriately manage the operations
• Complies with and provides guidance on Company Policies, as identified in the Company Handbook
• Performs other appropriate duties, as assigned, to meet the needs of the department and the company

Minimum Qualifications:

• Bachelor’s Degree Preferred
• Prior Supervisory experience
• A valid driver’s license and a history of safe driving
• Ability to communicate effectively with clients, staff members and management.
• Experience with medical records or healthcare, beneficial.
• Knowledge of HIPAA privacy information standards, required.
• Medical terminology coursework, preferred
• RHIT certification or the ability to take and pass an ROI Certification course with a score of 85% or higher, within 90 days is required.
• Ability to travel to various assigned accounts
• Ability to report to work consistently with minimal unplanned schedule deviations