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Client Records Specialist II
Job Code:12255
Location:Saco 04072
Department:Other
FT/PT Status:Full Time
  
Summary:
Assists in providing for the overall administration of client records to include adherence to charting policies and procedures, supervision of record storage and quality standards for charts, and maintenance of timely and accurate processing of client record data to support ongoing organization operations.

ESSENTIAL FUNCTIONS:

  • Serves as an organizational resource for all providers on questions related to documentation standards, privacy, and compliance.
  • Discloses PHI in compliance with all federal, state, licensing, and accreditation standards and organizational policies.
  • Electronically files client documentation.
  • Monitors data quality and assures errors are corrected.
  • Works with third parties to obtain clinical documentation as necessary.
  • Completes quantitative audits on a rolling basis.
  • Enters data into the electronic health record and other applications.

     

    GENERAL EXPECTATIONS:

  • Analyze and prepare reports as directed.
  • Attend and actively participate in staff meetings at least 80% of the time.If unable to attend, will be responsible to read minutes of meetings.
  • Complete annual self-evaluation.
  • Participate in in-service training and continuing education programs as required and assigned.
  • Participate in providing training to other Sweetser employees as appropriate and needed.
  • Perform all other duties as assigned.
  • Attend and actively participate in staff meetings.
  • Be committed to the mission, vision, and values of the organization.
  • Work collaboratively as a member of a team with various groups of staff, depending on the issue addressed.
  • Assure quality in work performed to facilitate the delivery of quality services.
  • Reports accidents and injuries in a timely fashion, demonstrates safe housekeeping practices, notifies supervisor of
    potential health and safety concerns immediately, participates in health and safety training as required, understands
    and follows all Sweetser health and safety policies.
  • Ability to support and recognize the important role volunteers play.  Sweetser employees work with, support, collaborate with volunteers, and promote opportunities for volunteer engagement.
  • Follow Suicide safer care practices.

 

ORGANIZATIONAL EXPECTATIONS:

Customer Focus Competency

  • Anticipates customer needs and is responsive to customer feedback by taking action to make things better.
  • Treats others with courtesy and respect, projecting an approachable manner at all times.
  • Meets needs of customers thru reliable work attendance and completion of job duties. Arrives to work and meetings on time; returns from breaks and lunch at designated time.
  • Works with, supports, collaborate with volunteers and interns, and promote opportunities for volunteer and intern engagement.
  • Maintains professional boundaries with all clients, co-workers, visitors, and community partners.
  • Shares responsibility by taking initiative to assist coworkers.

Team Orientation Competency

  • Maintains confidentiality in client, family, and personal communications.
  • Expresses ideas professionally, clearly, and concisely both verbally and in writing, without the use offensive language.
  • Shares appropriate information necessary for team members (departmental and interdepartmental) to effectively plan, anticipate, and be proactive participants in the service provided.
  • Communicates with individuals about issues as they arise, in a direct and timely manner that is positive and builds trust and confidence in the organization. Expresses disagreement constructively.
  • Maintains alignment and collaboration with leadership and coworkers through respectful communication by providing consistent and coordinated messages.

Quality Competency

  • Identifies, supports, and participates in continuous quality improvement activities by developing or participating in strategies to improve processes.
  • Assesses problems and evaluates options by considering available resources, implications, and consequences.
  • Uses the plan, do, check, act strategy to meet quality outcomes.
  • Approaches tasks with diligence, timeliness, and attention to detail.
  • Maintains alignment with team, supervisory, and management goals, objectives, and direction of the organization.
  • Identifies ways to be fiscally efficient while supporting quality service and mission attainment.
  • Enhances quality performance by participating in professional training and development opportunities.

Safety Competency

  • Adheres to safety procedures and works to prevent accidents and injuries, including good ergonomic practices.Reports accidents, injuries, or emergencies to Supervisor and Human Resources within 48 hours.
  • Maintains a professional appearance and is attired to support safe completion of assigned duties; utilizes personal protective equipment/safety devices to prevent injury.
  • Demonstrates good housekeeping practices, helping to maintain the professional appearance and safety of facilities, to ensure they are easily and safely accessible.Returns all equipment to its proper place and cleans work areas promptly.
  • Notifies facilities staff as appropriate of safety issues needing to be addressed.
  • Wears and displays identification badge in Sweetser facilities and as appropriate when working in the community.Approaches individuals not displaying Sweetser identification, offering assistance and escorting them to their destination whenever possible.

5 Basic Principles Standard

  • Focus on the situation, issue or behavior, not on the person.
  • Maintain the self-confidence and self-esteem of others.
  • Maintain constructive relationships.
  • Take Initiative to make things better.
  • Lead by example.

 EDUCATION:

  • High school diploma or equivalent.

     

    CERTIFICATES, LICENSES, REGISTRATIONS REQUIRED:

  • Maintain a valid state driver’s license

    EXPERIENCE:

  • Minimum of two (2) years office experience, preferably in a healthcare environment.

KNOWLEDGE AND SKILLS:

  • Type a minimum of forty-five (45) words per minute.
  • 98% accuracy rate to be maintained on all typed documents.
  • Strong organizational skills.
  • Ability to alphabetize.
  • Strong oral and written communication skills.
  • Detail oriented.
  • Ability to adapt to change and handle stressful situations.
  • Intermediate knowledge of computer systems and programs.
  • Ability to work without direct supervision.
  • Ability to work as member of a team.
  • Ability to communicate effectively and interact professionally with all organization staff and external customers.
  • Ability to provide training to Level I staff.