Records Specialist - FT

Southwest Behavioral Health Center; St. George (VT); On-site; USD 38,000 - 46,000; Full time

Benefits offered by this job

Health benefits and retirement match

Paid holidays, vacation and sick leave

URS pension option

Job summary

Southwest Behavioral Health Center is seeking a Records Specialist to support the management of client and outside agency records. The role requires strong computer skills, organization, and attention to detail.

The position is full-time, with a competitive benefit package including holidays, vacation, and retirement options. The Records Specialist will work under supervision to perform a variety of clerical duties related to maintaining clinical records, supporting team members, and ensuring

Qualifications

• High school diploma and bookkeeping training required.
• Three years accounting or bookkeeping experience required.
• Ability to pass background check.

Responsibilities

• Process client and outside agency records requests within five business days of receipt.
• Maintain and audit client records in the EHR and Term Server.
• Prepare, provide, and respond to records requests in a timely manner.
• Run reports and assist team with documentation and reviews/closures.
• Ensure confidentiality and HIPAA compliance across records handling.

Education

High school diploma

Two years specialized training in bookkeeping or related field

Three years accounting or bookkeeping experience

Job description

Our Records Specialist assists with client and outside agency records request. Must have strong computer skills, organization and an eye for detail. Reliable, friendly and customer service oriented when preparing, providing and responding to records requests.

POSTING CLOSES MONDAY, OCTOBER 19, 2026 AT 8:00 A.M. MT.

Full-time employment includes a benefit package that encompasses paid holidays, paid vacation and sick leave, Retirement match, medical, dental, vision and voluntary benefits along with a Utah Retirement System (URS) pension option.

GENERAL PURPOSE

Performs a variety of full performance, complex clerical and routine fiscal duties related to maintaining clinical records, and supporting team members.

SUPERVISION RECEIVED

Works under the direct supervision of the Director of Client Information Systems and the general supervision of the Program Manager.

SUPERVISION EXERCISED

Provides close supervision to temporary, seasonal, and new employees. May provide close supervision to other Records Specialists while in training.

PERFORMANCE EXPECTATIONS

• Exemplifies the organizational values of Performance, Innovation, and Excellence (PIE).
• Demonstrates a positive attitude to the team and will assist staff in using the electronic record, and will inform the Program Manager of staff that may need additional training with the electronic record or documentation requirements.
• Reads and has a basic understanding of the Southwest Behavioral Health Center (SBHC) HIPAA policies and procedures. Coordinates with the Center Privacy Officer regarding HIPAA privacy questions and provides Hipaa privacy information to clinical staff as the need arises.
• Completes a Service Audit for a clinician on the team weekly using a rotating schedule.
• Requests for records are to be completed and sent within five buisness days of receipt.
• Manages discharged client records and ensure that discharged client files are moved to closed case areas within the Term Server and/or the file room.
• Runs scrub reports and other error reports and distribute to team members
• Attends weekly Team meetings and assists with teaming clients by projecting documentation for each case, providing feedback on missing elements, etc.
• Records a multi-disciplinary note in to the EHR, on cases that have received service authorization from the team, during or immediately after team meeting
• The Records Specialist provides reports to team members needing initial team presentation and tracking of reviews/closures, etc.
• Follow directions given by the Quality Improvement Committee (QIC) Peer Review Chairperson on the duties they need to perform in conducting Peer Reviews.
• Is vigilant in watching for documentation errors, misunderstandings and confidentiality issues.
• Monitors confidentiality in their office and conducts a weekly walk through to ensure compliance.
• Report confidentiality and records compliance offenses to the appropriate personal.
• Makes suggestions for improvement in client care, work flow, or any other suggestions that may improve client experience or the way SBHC conducts business.
• Is a team player and fill in for other support staff when needed
• Completes all required training, including E-learning assignments within assigned timeframes.
• Adheres to deadlines regarding audits, reports, etc assigned by their supervisor.
• Completes other duties as assigned.

MINIMUM QUALIFICATIONS

Education and Experience:

• Graduation from high school, plus two (2) years of specialized training in bookkeeping, accounting, general business management or a related field;

AND

• Three (3) years of responsible experience in accounting or bookkeeping;

OR

• An equivalent combination of education and experience.

Able to pass background check (BCI) if working with vulnerable populations.

Required Knowledge, Skills, and Abilities:

Considerable knowledge of:

• personal computer operations and various program applications
• 10 key (8,000 KPH) and typing (30 WPM) fluency