Unit Clerk

Optum; Town of Monroe (NY); On-site; USD 22,041 - 39,950; Full time

Benefits offered by this job

Paid Time Off

Medical Plan options

Dental, Vision, Life & AD&D Insurance

401(k) Savings Plan

Education Reimbursement

Employee Discounts

Employee Assistance Program

Employee Referral Bonus Program

Job summary

Optum NY/NJ is seeking a Unit Clerk to join our Monroe, NY team. The role supports patient flow, administrative tasks, and coordination with clinical staff in a fast-paced healthcare setting.

The position offers a Monday–Friday schedule, 37.5 hours, with responsibilities including patient check-in, insurance verification, appointment scheduling, and maintaining an orderly reception area and accurate records.

Qualifications

• High School Diploma or GED required.
• At least 1 year of computer proficiency across Outlook, Excel and Word.
• At least 1 year of customer service or healthcare related experience.

Responsibilities

• Greet patients and staff in a professional, courteous manner.
• Verify insurance eligibility and patient demographics at visits.
• Schedule, cancel, and reschedule appointments per physician orders.
• Maintain neat reception and service areas and manage supplies.
• Communicate effectively with clinical staff regarding patient status.

Skills

Customer service

Communication

Organization

Time management

Independent work

Education

High School Diploma/GED

Tools

Microsoft Outlook

Excel

Word

Electronic Health Record

Job description

Optum NY/NJ is seeking a Unit Clerk to join our team in Monroe, NY.

This role is part of the Optum Care Delivery team and supports the organization’s vision to improve healthcare.

Schedule

Monday through Friday, 37.5-hour work from 9:00 am to 5:00 pm (schedule to be determined by manager).

Location

855 State Route 17M, Monroe, NY 10950

Primary Responsibilities

• Adheres to standards of professionalism set by the Practice
• Always maintains professional appearance by adhering to dress code and wearing identification badge
• Demonstrates and maintains professionalism in behavior and courtesy toward the patients and staff
• Respects confidentiality and is HIPAA compliant in all aspects of communication regarding patient, Practice and staff members
• Functions as a member of a team committed to quality patient care
• Takes initiative to keep informed of new/revised Policy and Procedures, Standards of Care and incorporates these into practice
• Attends and participates in mandatory quarterly staff meetings or reads minutes
• Completes Mandatory Education annually
• Attends/participates in training/review classes and projects as assigned
• Handles difficult situations and people with tact, professionalism and H.E.A.R.T.
• Demonstrates good judgment in escalating difficult situations and people to Management personnel
• Demonstrates professionalism in attendance & punctuality. Consider number of unauthorized or unscheduled absences, a pattern of before and after weekend absences, tardiness and early departures, and long meal periods in accordance with CRHC policy
• Promotes a positive work attitude, fostering teamwork and acceptance of management decisions
• Supports peer-to-peer training initiative for new Patient Services employees
• Assists co-workers whenever possible, to achieve office goals / patient satisfaction
• Works independently, takes initiative in completing assignments and does so without reminder
• Completes all miscellaneous work assigned by leadership or Physician accurately and in a timely manner
• Opens office as needed; turns on copiers, terminals and printers, and updates computer for current day's session
• Communicates with clinical staff to keep patients informed of appointment status
• Verifies insurance eligibility and coverage by phone, independent website, RTS, Phreesia or at time of service
• Verifies patient demographic and insurance information at time of visit. Assures all demographic and insurance information is accurate, complete and up to date in the patient's chart. Scans current insurance card and photo identification into system
• Provides After visit Summary in compliance with ACO guidelines
• Schedules / Cancels / Reschedules patient appointments as ordered by the physician adhering to scheduling policies and procedures
• Notifies management or other departments appropriately using Clerical Templates for various issues/requests/reason
• Maintains supply inventories and equipment necessary for the effective performance of the job; communicates supply needs to the office supervisor in a timely manner
• Maintains a neat, organized, orderly environment in the reception and waiting room areas, i.e. magazines, physician business cards, brochures, signage, etc.
• Closes office as needed, ensuring that lights, terminals and office machines have been turned off and all patients accounted for and discharged. May be required to set alarm
• Actively demonstrates good oral and written communication skills with both internal and external customers
• Demonstrates flexibility in schedule to meet patient and office needs
• Works with a sense of urgency
• Collects data from patient charts to complete forms, prior authorizations and schedule appointments as needed
• Documents and reports the information and data collected in a retrievable understandable and readable format
• Is proficient in ability to print and fax documents
• Is proficient in maintaining adequate office supplies
• Is proficient in the use of electronic systems
• Documents information acquired and services implemented in the patient health record
• Communicates openly with patients, caregivers and other healthcare professionals regarding patient care
• Uses effective professional communication skills and tools to acquire and disseminate relevant information to patients, caregivers and health care providers across the continuum of care
• Performs other tasks as required for the effective and efficient functioning of the Practice when directed to do so by Supervisory and Managerial personnel
• Other duties as assigned

Required Qualifications

• High School Diploma/GED
• 1+ years of computer proficiency experience (multi-tasking through multiple applications including Microsoft Outlook, Excel, and Word)
• 1+ years of customer service or healthcare related experience

Preferred Qualifications

• Experience working with an electronic health record
• 1+ years of experience working in medical office position performing duties such as scheduling appointments, checking patients in/out, insurance verification, collecting co-pays, and maintaining medical records
• 1+ years of experience working with authorizations

Soft Skills

• Ability to work independently and maintain good judgment and accountability
• Demonstrated ability to work well with health care providers
• Strong organizational and time management skills
• Ability to multi-task and prioritize tasks to meet all deadlines
• Ability to work well under pressure in a fast-paced environment
• Excellent verbal and written communication skills; ability to speak clearly and concisely, conveying information in a manner that others can understand, as well as ability to understand and interpret information from others

Benefits

• Paid Time Off which you start to accrue with your first pay period plus 8 Paid Holidays
• Medical Plan options along with participation in a Health Spending Account or a Health Saving account
• Dental, Vision, Life & AD&D Insurance along with Short-term disability and Long-Term Disability coverage
• 401(k) Savings Plan, Employee Stock Purchase Plan
• Education Reimbursement
• Employee Discounts
• Employee Assistance Program
• Employee Referral Bonus Program
• Voluntary Benefits (pet insurance, legal insurance, LTC Insurance, etc.)

Compensation

The hourly pay for this role will range from $16.00 to $29.00 per hour based on full-time employment. Compensation is based on several factors including but not limited to local labor markets, education, work experience, certifications, and eligibility requirements.

Equal Employment Opportunity

UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.