Unit Clerk - Rock Hill NY - Optum : Job Details

Opportunities with Optum in the Tri-State region (formerly CareMount Medical, ProHEALTH New York, Crystal Run Healthcare and Riverside Medical Group). Come make a difference in the lives of people who turn to us for care at one of our hundreds of locations across New York, New Jersey, and Connecticut. Work with state-of-the-art technology and brilliant co-workers who share your passion for helping people feel their best. Join a dynamic health care organization and discover the meaning behind Caring. Connecting. Growing together.

Orthopedic Cystal Run, part of Optum, has an immediate opening for a friendly, patient focused and detailed oriented Unit Clerk to join our team. The Unit Clerk is responsible for the completion of set processes and protocols. Works cooperatively with all members of the care team to support the vision and mission of the organization, deliver excellent customer service, and adhere to Lean processes. Supports the teams in meeting financial, clinical and service goals.

Schedule: This is a 37.5-hour week, Monday through Friday 8:00 am to 4:00 pm, shift to be determined by the hiring manager upon hire.

Location: 61 Emerald Place, Suite 303, Third Floor, Rock Hill, New York, 12775

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 patient 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, explains and reviews for accurate completion, all Registration forms, i.e., Patient Representative, Patient Registration form, and Family Information form where applicable and obtains signatures as required
• Provides and explains the Authorization to Release Health Information to patient at their request
• Determines balances due including past balance, co-payments, co-insurance and deductibles, referring to Patient Accounts as necessary; takes responsibility for collecting and posting payments from patients at time of service via checks, cash or credit card in compliance with Cash Control Policies and Procedures
• Invite patients with the Patient Portal enrollment (PxP) in compliance with Meaningful Use guidelines
• Provides After visit Summary in compliance with ACO guidelines
• Prepares Batch Report daily to total and balance collections
• Begins the check in process in EPM, Phreesia, and Siemens. Act on notations in all systems and completes the auto-flow process successfully
• Schedules /Cancels /Reschedules patient appointments as ordered by the physician adhering to scheduling policies and procedures
• Obtains or issues HMO insurance referrals as required for maximum reimbursement of services rendered
• Notifies management or other departments appropriately using Clerical Templates for various issues/requests/reasons
• 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
• Performs other tasks as required for the effective and efficient functioning of the Practice when directed to do so by Supervisory and Managerial personnel
• 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

What are the reasons to consider working for UnitedHealth Group? Put it all together – competitive base pay, a full and comprehensive benefit program, performance rewards, and a management team who demonstrates their commitment to your success. Some of our offerings include:

• 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.)
• More information can be downloaded at:

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:

• High School Diploma/GED (or higher)
• 1+ years of receptionist or customer service experience in a healthcare setting
• Intermediate level of computer proficiency (including Microsoft Outlook, Teams)

Preferred Qualifications:

• Experience as a receptionist in a healthcare setting
• Experience working with an electronic health records
• Knowledge and ability to learn and apply job functions, and minimal medical terminology knowledge

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