Records & Data Compliance Specialist

Empowering People's Independence (EPI); City of Rochester (NY); On-site; USD 44,000 - 48,000; Full time

Benefits offered by this job

403(b) with discretionary match

Dental & Vision insurance

Employee assistance program

Flexible spending account

Health insurance with HSA and employer

Health savings account

Life insurance

Generous PTO bank

Parental leave

Referral program

Job summary

Empowering People's Independence (EPI) seeks a detail-oriented Records Specialist to manage, validate, and monitor essential documentation for OPWDD, DOH, and Medicaid billing. You will ensure accuracy, timeliness, and confidentiality of records across programs and services.

Responsibilities include maintaining electronic records, generating reports, tracking due dates, and supporting audits while collaborating with Program Managers to improve data quality and billing compliance.

Qualifications

• High school diploma or higher; experience in OPWDD settings or related health/human services preferred.
• Two+ years of work experience in records/documentation or data management.
• Experience with Medicaid, OPWDD, DOH requirements is desirable.
• Strong written and verbal communication skills and ability to collaborate across teams.

Responsibilities

• Monitors records for OPWDD, DOH, Medicaid, and department requirements; identifies risks and actions.
• Reviews Staff Action Plans and Service Plans for completeness and alignment with Life Plans or Plans of Care.
• Tracks plans, LCEDs, and records; monitors due dates, expirations, and missing information; supports timely billing and Medicaid compliance.
• Verifies documents for signatures, dates, and approvals; escalates deficiencies.
• Collaborates with Program Managers and Supervisors to support consistent service delivery.
• Develops and updates procedures and training materials for documentation and records management; trains staff.
• Maintains Self-Direction records for accuracy, approvals, and Medicaid compliance; documents findings and tracks corrections.
• Maintains reports, dashboards, and Excel tracking tools; ensures clean data and confidentiality.
• Provides leadership with accurate information for process improvement and audits.

Skills

Records management

Data validation

Documentation accuracy

Communication skills

Time management

Education

High school diploma

Associate's degree in health care or human services

Bachelor's degree preferred

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

PowerPoint

Job description

Empowering People's Independence (EPI) seeks a detail-oriented Records Specialist to manage, validate, and monitor essential documentation for OPWDD, DOH, and Medicaid billing. You will ensure accuracy, timeliness, and confidentiality of records across programs and services.

Responsibilities include maintaining electronic records, generating reports, tracking due dates, and supporting audits while collaborating with Program Managers to improve data quality and billing compliance.