ROLE SUMMARY: The Records Clerk is instrumental in managing client data, communicating with families, and collecting information for LA County Department of Mental Health compliance (LACDMH). The Records Clerk provides support services to the Total Quality Management, Clinical and Management teams. Duties are typically clerical in nature and will involve contact with clinics and families served at Wellnest. The Records Clerk will access the computerized record system to verify client’s previous services, confirm current services, review financial information and other confidential information. The Records Clerk provides support by organizing, filing, scanning, uploading and maintaining medical records. In this position, the Records Clerk upholds LACDMH and Wellnest Policies & Procedures and Principles of Responsibilities as required, including ensuring the security of medical records to ensure that confidentiality is maintained. ESSENTIAL FUNCTIONS: Scans, files, copies, and uploads documents Maintains Chart Inventory for compliance Performs monthly Financial Spot Audits for DMH Compliance Provides reception coverage (at any Wellnest location) Answers telephone and obtains necessary information from callers Collects and enters patient information into the office Electronic Health Record (EHR) system Answers questions about organization and provides callers with address, directions, and other information Attends and participates in all staff meetings Successfully completes all DMH required training courses Demonstrates a knowledge of health insurances, including eligibility, benefit coverage, authorization/pre-certification, and other relevant information Completes all other duties, as assigned. REQUIRED QUALIFICATIONS: A minimum of a High School Diploma/GED required, a Bachelor’s Degree with an emphasis on Mental Health care/management or related field preferred. A minimum of 6 months experience in mental health care or related experience in health care required. Must have experience and competency with computers and spreadsheets. Previous DMH experience preferred and experience with clinical health care background and claims data inquiry preferred. CONDITIONS OF EMPLOYMENT: Employee may be asked to pursue additional training when it is determined to be in the best interest of the Company. Employee must have the ability to use a personal vehicle with the required insurance coverage to complete the essential duties of their job and conduct agency business. Employee must maintain a valid California driver’s license and clean driving record that meets Wellnest’s insurance carrier’s criteria for liability coverage. In keeping with Company policy for all employees, the successful applicant must also complete a test for TB, and fingerprint clearance by the Department of Justice. Proof that you will be fully vaccinated against COVID-19 and boosted per eligibility guidelines by your employment start date. Per the CDC and Department of Public Health, individuals are considered fully vaccinated for COVID-19: two weeks or more after they have received the second dose in a 2-dose series (Pfizer-BioNTech or Moderna or vaccine authorized by the World Health Organization), or two weeks or more after they have received a single-dose vaccine (Johnson and Johnson [J&J]/Janssen). The Company will provide exemptions in accordance with applicable law. WORKING CONDITIONS: Employee regularly works in an office environment. Employee may be required to work flexible, evening and/or weekend hours for time-sensitive projects. REASONING ABILITY: Ability to effectively present information and respond to questions from clients, office personnel, other employees and the general public Ability to read, analyze and interpret manual and office documents Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form Ability to define problems, gather, transcribe and post data, analyze, synthesize and classify information, and draw valid conclusions where only limited standardization exists Ability to work independently and with others - including other employees, clients and members of the public - in face-to-face and telephonic contexts Ability to multi-task, establish priorities and manage time, meet deadlines and perform duties under time constraints Ability to be flexible and adapt to changing work demands Maintain high level of concentration and attention to detail for extended periods of time Ability to respond effectively to sensitive inquiries or complaints Maintain a high level of ethical and professional standards in accordance with agency and community policy PHYSICAL DEMANDS: Ability to talk or hear in order to give and receive information and instructions. Ability to stand, walk, sit, use hands to finger, handle or feel objects, tools or controls Ability to reach with hands and arms. Ability to use computer keyboard up to 75% of the day. Visual acuity, ability to adjust focus and peripheral vision for work on a laptop or other computer equipment. Lift and/or move up to 25 pounds. Able to use telephone, office copier, calculator, fax machine, computer printer and scanner, or other equipment as required. This description is only intended to illustrate the duties, responsibilities and requirements for it. It is not intended, nor should it be interpreted to describe each and every duty the employee may be required to perform.