P 210.614.1231 | F 210.809.4989 |
Enjoy a better life and brighter future through kidney disease treatment and research in San Antonio and South Texas
Medical Secretary - Medical Records
General Summary
A nonexempt position responsible for performing a variety of clerical duties to assist physicians, patients and clinical service managers.
Duties and Responsibilities
- Maintain Patient Medical Records in a confidential setting.
- Retrieve and distribute medical records, loose notes and reports in accordance with established priorities and procedures.
- Sort, file and collate a variety of medical records i.e. laboratory reports, clinic notes, etc. in appropriate sequence and in accordance with established procedures.
- Research lost or missing records.
- Generate new patient medical records as needed.
- Data entry of medical records.
- Purge files and separate according to needed material (make inactive file for old data).
- Assist with patient calls.
- Customer service.
- Screen and sort mail and documents.
- Answer telephone, screen calls, respond to routine questions and take messages in accordance with clinic's protocol.
- Collect, records and distribute faxes accordingly.
- Maintain office file system of patient records, reports, correspondence and miscellaneous information in an organized fashion.
- Collect payments.
- Assembles patients' health information including medical history, exam results, X-ray reports, lab tests, diagnosis and treatment plans. Checks to ensure all forms are completed properly identified, and signed. Ensure all information is entered in patients' electronic medical record.
- Confirms appointments, verifies demographic and insurance. Verifies that all other pertinent medical information is updated in patients' chart. Accurately posts labs manually if not received electronically.
- Requests, sends and receives patient medical records within HIPPA guidelines.
- Uses customer service principles and techniques to deal with patients calmly and pleasantly.
- Assists in the care and maintenance of office equipment.
- Other duties as assigned.
- Assist Customer with billing questions.
- Research and resolve claim issues: unpaid claims, denial, appeals etc.
- Performs various collection actions including contacting patients by phone and resubmitting claims to third-party payers.
- Knowledge of Medicare and Medicare advantage plans.
- CPT & ICD 9 /ICD 10 code/modifier knowledge.
- Bilingual a plus.
- Perform other related duties as assigned by the supervisor or doctors.
- Prepares and submits clean claims to various insurance companies either electronically or by paper
- Answers questions from patients, clerical staff and insurance companies.
- .Identifies and resolves patient billing complaints.
- Performs various collection actions including contacting patients by phone, correcting and resubmitting claims to third party payers.
- Processes payments from insurance companies and prepares a daily deposit.
- Conducts self in accordance with HPA's employee manual.
- Maintains strictest confidentiality; adheres to all HIPAA guidelines/regulations.
Qualifications
EDUCATION AND EXPERIENCE
- Minimum requirements - High school diploma or General Equivalency Diploma (GED).
- Must have a valid driver's licenses and reliable transportation.
- Must have COVID Vaccine.
Performance Requirements
Knowledge
- Knowledge of basic medical terminology and office procedures.
- Knowledge of grammar, spelling and punctuation to type from draft, copy and review and edit reports and correspondence.
- Knowledge of basic arithmetic to make calculations, balance and reconcile figures and make changes accurately.
- Knowledge of computerized scheduling systems.
- Knowledge of medical practice protocols related to scheduling appointments.
- Knowledge of legal and ethical considerations related to patient information.
- Knowledge of customer service principles and techniques.
Skills
- Skill in operating office equipment.
- Skill in using computer and medical records software.
- Skills in organizational matters, including time management, prioritization, multitasking and problem solving.
- Skill in putting information in preferred medical record system, meeting clinic standards.
- Skill in dealing with masses of information in organized manner.
- Skill in communicating effectively with physicians/clinicians about scheduling preferences.
- Skill in generating reports from EMR as needed.
Abilities
- Ability to effectively communicate, read, understand and follow oral and written instructions.
- Ability to establish and maintain effective working relationships with patients, physicians, other clinical staff and the public.
- Ability to multitask effectively, dealing with phone calls, patients, staff and others calmly and pleasantly in all circumstances.
- Ability to analyze situations and respond appropriately.
- Ability to analyze medical records for completeness and accuracy, paying attention to detail.
