Medical Records / Case Assignment

PROCESSING DUTIES ; MEDICAL RECORDS 

1. Record Keeping: Indexing/Filing clients’ clinical and pertinent documentation in file.
2. Maintains clinical logs when charts are checked out.
3. Ensures strict confidentiality by following HIPAA standards and Agency’s policies.
4. Ensures proper consent forms are filled out and signed in order to release information.
5. Locates charts for upcoming psychiatric and outpatient, in-office appointments.
6. Logs all faxed documents.
7. Looks up information in Lauris Electronic Medical Records System.
8. Follows HIPPA confidentiality requirements and Agency's policies and procedures.
9. Follows LBHC safety guidelines.

 PROCESSING DUTIES ; CASE ASSIGNMENT 

1. Assign Therapy in the field cases by completing the Staff assignment form and notifying the independent contractors and their consultant via email.
2. Assigns all case transfers accordingly.
3. Maintain Therapy referrals for assignment waiting list.
4. Verify funding monthly for each referral pending.
5. Verify funding prior to assignment of each referral.
6. Ensure/verify that all referrals have the authorizations in the system, if applicable.
7. Works in cooperation with other departments within the agency.
8. Enters data as required in Lauris Electronic Medical Records System or determined necessary by supervisor
9. Generates correspondence/faxes/emails as required.
10. Conducts and documents Quality Assurance calls to clients as needed.