What are the responsibilities and job description for the Case Assistant position at WellWise Services?
SUMMARY: The Case Assistant (No Wrong Door) provides support to the Clinical Staff assisting with various tasks and projects.
REQUIRED DUTIES AND RESPONSIBILITIES:
• Fax physician office or other providers as needed to request documentation
• Provide assistance to Clinical staff
• Coordinate Non-Emergency Medical Transportation when applicable according to program standards
• Coordinate with community service providers to obtain needed information
• Assist with various surveys as needed
• Provide clerical support for Clinical staff
• Schedule assessments and appointment as needed
• Assist with distribution of participant related materials following HIPAA protocols
• Perform other duties as assigned by the supervisor or CEO consistent with the employee’s skills and Agency needs
• Follow program specific protocols to ensure accurate and compliant documentation in Agency systems
• Provide support to Clinical staff to assign, track and monitor referrals and service requests
• Complete assigned trainings as required by program manager
Qualifications: The individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
• Minimum of an Associate’s degree in a social services field is preferred.
• Experience in the health care system and the field of aging.
• Scheduling experience.
• Strong computer fundamentals including proficiency with Microsoft Office products.
Language Skills: Possess the ability to read, analyze and interpret information. Possess the ability to respond to inquiries or complaints from staff and vendors. Possess the ability to effectively present information to management and staff.
Mathematical Skills: Possess the ability to work with mathematical concepts and apply concepts such as fractions, percentages, ratios and proportions to work situations.
Reasoning Ability: Possess the ability to define problems, collect data, establish facts and draw valid conclusions based on information.
Other Skills & Abilities:
• Manage time and work well with people on an individual basis.
• Organize and access office files.
• Accurately enter and retrieve information from a computer.
• Sit for long periods of time.
• Must maintain confidentiality regarding participant information.
• Detail oriented regarding numbers and able to perform job duties with accuracy.
• Must have experience working with computers and learning new software programs.
• Possess effective communication skills.
• Work as part of a team
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk and hear. The employee frequently is required to sit and use hands and fingers, handle or use objects, tools or controls. The employee is occasionally required to stand and walk.
The employee will have to occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision and the ability to adjust focus.
