Unit Clerk

Improve the lives of others while Caring. Connecting. Growing together.

Optum NY/NJ is seeking a Unit Clerk to join our team in Monroe, NY
. Optum is a clinician‑led care organization that is changing the way clinicians work and live.

As a member of the Optum Care Delivery team, you’ll be an integral part of our vision to make healthcare better for everyone.

At Optum, you’ll have the clinical resources, data and support of a global organization behind you so you can help your patients live healthier lives.

Monday through Friday, 37.5‑hour work from 9:00 am to 5:00 pm week to be determined by the manager.

855 State Route 17M, Monroe, NY 10950

• 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 patients 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 After visit Summary in compliance with ACO guidelines
• Schedules /Cancels /Reschedules patient appointments as ordered by the physician adhering to scheduling policies and procedures
• Notifies management or other departments appropriately using Clerical Templates for various issues/requests/reason
• 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
• 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…