SENIOR CLERK-EINSTEIN (JR232878)

Montefiore Hudson Valley Collaborative; New York (NY); On-site; USD 25,000 - 39,000; Full time

Job summary

Montefiore Hudson Valley Collaborative is seeking a Senior Clerk to act as a Team Leader within Montefiore Medical Group. You will back up senior clerk referral coordinators, process referrals, DME authorizations, and coordinate patient transportation.

Ideal candidates have a High School Diploma or GED and 1–3 years of EPIC Optime experience, with solid English communication. Proficiency in Word and scheduling databases is expected; ability to work independently in a busy office setting is

Qualifications

• High School Diploma or GED required.
• 1–3 years of EPIC Optime experience required.
• 1–3 years of advanced clerical, call center, or medical office experience.
• Medium proficiency with Microsoft Word.
• Strong knowledge of Medical Terminology and basic office equipment.
• Must speak and write English fluently.
• Proven ability to work independently to enter data into scheduling systems.
• OHS Annual Assessment required.

Responsibilities

• Provide backup support to senior clerk referral coordinators, processing complex referrals, DME authorizations, and coordinated patient transportations.
• Manage and resolve insurance plan obstacles, reassign patients to closed physician panels, and address call center escalations.
• Handle daily co-payment reconciliations for 20 PSRs.
• Answer and direct a high volume of calls in a courteous, professional manner.
• Perform receptionist duties: greet patients, log pre-assessments, forward charts, and generate work orders.
• Coordinate inpatient accommodations and timely admission authorizations with insurers.
• Arrange contractual ambulance and transportation services with correct demographic data.
• Promote Montefiore’s standards and drive continuous quality improvement.

Skills

EPIC Optime

Microsoft Word

Medical terminology

Scheduling databases

Call center experience

Independent work

Education

High School Diploma or GED

Tools

EPIC Optime

Job description

Introduction

To heal, to teach, to discover and to advance the health of the communities we serve.

To learn more about the “Montefiore Difference” – who we are at Montefiore and all that we have to offer our associates, please click here.

Overview

For positions that have only a rate listed, the displayed rate is the hiring rate but could be subject to change based on shift differential, experience, education or other relevant factors.

Senior Clerk: Montefiore Medical Group - MMG

At Montefiore Medical Center, we are proud to be the academic medical center and University Hospital for Albert Einstein College of Medicine. Recognized nationally for our clinical excellence, we are committed to breaking new ground in research, training the next generation of healthcare leaders, and delivering patient-centered care. As one of the top hospitals nationally and regionally by U.S. News & World Report, we have been innovating healthcare for over 100 years—creating new treatments, procedures, and approaches that raise the bar for medical care both locally and globally. Join us as we continue to set new standards of excellence in healthcare.

Montefiore Medical Group is seeking a highly organized and proactive Senior Clerk to serve as a Team Leader. In this multi-faceted role, you will perform diversified and complex clerical duties while providing vital backup support to our senior clerk referral coordinators, which includes processing specialized referrals, managing Durable Medical Equipment (DME) authorizations, and coordinating contractual patient transportation. The ideal candidate will be an adaptable, independent problem-solver capable of managing daily co-payment reconciliations for 20 Patient Service Representatives (PSRs), resolving insurance plan issues, and professionally handling call center escalations with standard-setting communication skills and absolute efficiency.

Responsibilities

• Provide critical backup support to senior clerk referral coordinators, processing complex referrals, Durable Medical Equipment (DME) authorizations, and coordinated patient transportations.
• Manage and resolve insurance plan obstacles, reassign patients to closed physician panels, and professionally address call center patient complaints and escalations.
• Handle the daily reconciliations of co-payments delivered by all 20 Patient Service Representatives (PSRs).
• Answer and direct a high volume of telephone calls in an exceptionally courteous, efficient, and professional manner.
• Perform comprehensive receptionist duties: greeting patients and families, logging pre-assessments, forwarding completed charts to medical records, and generating engineering work orders as needed.
• Coordinate inpatient accommodations, review daily emergency/urgent lists to ensure seamless bed availability, and contact insurance companies to secure timely admission authorizations.
• Arrange contractual ambulance and transportation services, ensuring appropriate demographic and retrieval information is provided.
• Integrate Montefiore’s standards of excellence into daily practice, promoting continuous quality improvement and respecting patient rights.

Requirements

• High School Diploma or GED required.
• 1–3 years of EPIC Optime experience required.
• 1–3 years of advanced clerical, call center, or medical office experience.
• Medium proficiency with Microsoft® Office applications (specifically Word).
• Strong working knowledge of Medical Terminology and basic office equipment operations.
• Must speak and write English fluently with the ability to communicate information quickly and effectively.
• Proven ability to work independently to enter data into scheduling system databases.
• OHS Annual Assessment required.

Shift: Monday to Friday 0930A – 0600P; Alternating Saturdays

At Montefiore, the opportunity to grow in your career is limitless. Join us and become part of a team that is reshaping healthcare and making a global impact.

This job posting will be available on our internal Career Website for 5 business days.

Associates may apply or lateral transfers after completing one (1) year in their current position, with exceptions for those who have received written warnings or suspensions. Part-time Associates may apply for full-time roles within their department after completing their probationary period.