Consumer Data Clerk

Headquarters
San Bernardino, CA 92408, USA

SUMMARY: Under the general supervision of the Administrative Unit Manager – Case Control, enter and update consumer demographic and diagnostic information; identify and correct data coding and data entry errors, produce and verify reports.

HOURLY RANGE:

• $19.3039 - $27.1626

GENEROUS BENEFITS PACKAGE AND EMPLOYEE PERKS:

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Screen new/transfer-in cases through the statewide database and the Client Master File (CMF) following established criteria to avoid duplication within IRC and statewide records. Once verified, input case status accurately; assign consumer UCI number.
• Screen all new/transfer-in consumers over the age of 16 through Megan’s Law database, properly code all findings.
• Assemble documents in consumer file, in prescribed format, for input into electronic records database.
• Input new/transfer cases into CMF to include, but not limited to, demographic client data, caseload, case status consumer relationships, supplemental, conservator/guardianship, etc.
• Input intake/historical information, code special instructions, and request face sheets as needed.
• Verify and input requested transaction from acceptable Change of Status Forms (ICRC 209) or return inappropriate requests to Consumer Services Coordinator within 48 hours. Verify all necessary signatures and documents are submitted with ICRC 209.
• Verify we have consumer file in electronic records database, or other acceptable format.
• Key enter data from Consumer Information Form (ICRC 201) including, but not limited to, consumer relationship information, physician/medical information, insurance information, conservator/guardian information, other client demographic information and comment information.
• Examine Consumer Developmental Evaluation Report (CDER) for sufficiency and recordability.
• Return unacceptable documents for correction/completion to submitting party.
• Input required consumer information, ICD-10-CM codes, and function levels into CDER file from CDER booklet, Summary turnaround document, or other source documents.
• Look up/verify current ICD-10-CM codes for non-compliant CDERs.
• Input CDER renewal date according to established procedures.
• Review SANDIS bridge reports for errors and make necessary corrections.
• Screen source documents and proofread daily output reports to produce error-free work that is in conformance with agency guidelines.
• Reconcile and balance monthly transactions against computerized statistical report; identify and correct discrepancies as necessary.
• Generate and distribute statistical and other related monthly reports accurately within two work days.
• Request and distribute computer reports on a timely basis.
• Forward or distribute pending consumer material and unit’s incoming/outgoing mail appropriately.
• Process letters to consumer/family generated because of a caseload change within 10 days.
  Coordinate or assist staff in all filing assignments, including electronic files as needed or assigned. Prepare files for scanning.
• Coordinate and train new staff on all Case Control functions when requested by manager or lead clerk in their absence, or when they are otherwise unavailable.
• Assist Consumer Service Coordinator in making new entries or changes to the CMF.
• Input data appropriately into AS400/SANDIS and/or PC from standard and non-standard source documents.
• Maintain required clerical skill level, seek to maintain and expand relevant knowledge base.
• Work cooperatively and effectively with others. Perform as a member of the team, answer questions, share expertise and contribute to the harmony of the team.
• Use office equipment appropriately and report the need for any repairs. Keep work area neat and orderly. Observe all safety rules and comply…