Medical Records & Intake Assistant / Home Health Aide

  • Cornerstone Service Center
  • Bozeman, Montana
  • 3w ago
  • Full-Time
  • On-site

Medical Records & Intake Assistant

JOB SUMMARY 

The Medical Record & Intake Assistant is responsible for medical records, data entry, maintaining patient records, preparing for meetings, answering & directing telephone calls to the appropriate staff, and entering/coordinating patient intake. They are responsible for managing workflow in Home Care Home Base to support operations of the Agency. This position also requires establishing and maintaining positive relationships with all related entities (internal staff, clinical field employees, contract staff, patients/families, referral sources, etc), responding to staff requests/concerns and maintaining information to assist in the coordination of patient services and staff availability. They are responsible for all aspects of the patient intake process and maintaining and protecting organization clinical records

DUTIES & RESPONSIBILITIE

1.   Maintains confidentiality of patient information. 

2.   Assists the Intake department with entering and coordinating new patient referrals.   

3.   Maintains accurate up to date medical records in accordance with regulations of Medicare and 

the Policy and Procedure Manual. 

4.   Communicates effectively on the telephone with patients, families and staff. 

5.   Answers incoming calls and forwards to appropriate staff person or takes a message if the 
person is not available. 

6.   Welcomes and assists all guests. 

7.   Manages incoming, outgoing and interoffice mail. 

8.   Performs typing, faxing and copying tasks as requested for various staff persons. 

9.   Inputs data into computer for billing purposes. 

10. Orders and maintains accurate records of medical equipment and supplies. 

11. Responsible for informing staff of any changes, updates, etc., regarding admissions; discharges, 

visits, schedules; and clinical meetings as directed by the Program Director, Director of Clinical 
Services and/or Administrator. 

12. Tracks admission, discharge, IDTs, certification and re-certification dates on all patients. 

13. Responsible for assisting with audits of patient information. 

14. Maintains accurate mailing lists of employees; patients; volunteers, Medical Directors, 
physicians and nursing facilities and forwards any changes to the Corporate Office.

15. Protects the confidentiality of patient and organization information through effective controls

and direct supervision of clinical records.

16. Forwards copies of clinical records to authorized users according to policy.

17. Monitors aged unsigned physician orders and submit second and third requests for signed

orders to overdue physicians, calls or visit the offices of seriously overdue physicians.

18. Completes an administrative record audit following patient discharge and forwards abnormal

results to the Clinical Director or their designee for clinical audit.

19. ensure accurate and prompt filing and retrieval of clinical records.

20. Performs other necessary functions/duties as assigned by the Executive Director.

Home Health Aide (CNA)

JOB SUMMARY 
The Certified Nursing Assistant (CNA) is a paraprofessional member of the home care team who works 
under the supervision of a registered nurse or therapist and performs various personal care services as 
necessary to meet the patient’s needs. The home health aide is responsible for observing patients, 
reporting these observations and documenting observations and care performed. The home health aide 
will be assigned in a manner that promotes quality, continuity and safety of a patient’s care, and only after 
successful completion of a competency evaluation program. CNA, is also a part of the interdisciplinary 
team.  

DUTIES & RESPONSIBILITIES 
Responsibilities of the certified nursing assistant include, but are not limited to, the following: 
1. Providing personal care including: 
A. Baths 
B. Back rubs 
C. Oral hygiene 
D. Shampoos 
E. Changing bed linen 
F. Assisting patients with dressing and undressing 
G. Nail & Skin care to prevent breakdown 
H. Assisting the patient with toileting activities 
I. Keeping patient’s living area clean and orderly, as appropriate 
2. Planning and preparing nutritious meals. 
3. Assisting in feeding the patient, if necessary. 
4. Taking and recording oral, rectal and axillary temperatures, pulse, respiration and blood pressure 
when ordered (with appropriate completed/demonstrated skills competency). 
5. Assisting in ambulation and exercise according to the plan of care. 
6. Performing range of motion and other simple procedures as an extensional therapy service as 
ordered (with appropriate completed/demonstrated skills competency). 
7. Assisting patient in the self-administration of medication. 
8. Doing patient’s laundry, as appropriate. 
9. Meeting safety needs of patients and using equipment safely and properly (foot stools, 
side rails, etc.). 
10. Reporting on patient’s condition and significant changes to the assigned nurse. 
11. Adhering to the Organization's documentation and care procedures and standards of personal and 
professional conduct. 
12. Attend 12 clock hours of in-service training annually during a 12-month period. 
13. As part of the Interdisciplinary Group (IDG), attend scheduled Case Conference meetings to discuss 
patients in which you are involved in.  

The above statements are only meant to be a representative summary of the major duties and 

responsibilities performed by the employee of this job.  The employee may be requested to perfor
job-related tasks other than those stated in this description. 

The employer for this position is stated in the job posting.  The Pennant Group, Inc. is a holding company of independent operating subsidiaries that provide healthcare services through home health and hospice agencies and senior living communities located throughout the US.  Each of these businesses is operated by a separate, independent operating subsidiary that has its own management, employees and assets.  More information about The Pennant Group, Inc. is available at http://www.pennantgroup.com.