Records Assistant - Beal Wellness

Job Overview

Beal Wellness is a forward-thinking psychiatric clinic dedicated to providing exceptional mental health care in a supportive and compassionate environment. We pride ourselves on being a dynamic and innovative workplace where every team member plays a crucial role in helping our patients thrive. As part of our commitment to excellence, we are looking for a dedicated Records Assistant to join our team.

In this role, you will be the backbone of our record-keeping processes, ensuring that all documentation is meticulously maintained so that our clinic can run smoothly and efficiently. Your work will help ensure that our patients receive the timely and accurate care they need, making you a vital part of our compassionate mission.

Responsibilities:

Medical Records Handling

• Send patient records to external providers, insurers, lawyers, and legal entities Request records from other providers using Beal Wellness’s ROI process.
• Share patient portal access guides to help patients retrieve their own records.

Disability & Leave Documentation

• Complete and submit disability-related forms: FMLA, STD, LTD, OWCP, RTW, VA (DBQs and nexus letters).
• Maintain and update a disability tracking spreadsheet.
• Manage employment accommodations and supporting documents

System & Alert Management

• Create and update alerts in our EHR system

Letters & Verifications

• Prepare letters and forms for various entities: schools, lawyers, SSA, leasing offices, insurance companies, jury duty, and housing needs.
• Draft ESA letters and clearance notes.

Fax System Oversight

• Manage and empty the fax inbox.
• Sort and distribute incoming faxes to appropriate departments (records, clinical, billing, etc.)

Qualifications

• Strong interpersonal skills and excellent written and verbal communication skills.
• Highly organized, detail-oriented, and capable of managing multiple tasks.
• Adaptable, resilient, coachable, and forward-thinking, with a willingness to learn and grow in the position.
• Previous experience in a similar role is not required, though it is a plus.

Job Details

Job Type:

• W2

Pay:

• $17.50 per hour

Benefits:

• Flexible schedule
• Supportive staff
• User-friendly EHR portal

Schedule:

• Self-determined

Work Location:

• On-Site

Pay: $17.50 per hour

Benefits:

• Flexible schedule
• Paid time off

Work Location: In person

Salary : $18