Title: Intake Coordinator

Date Revised: 2.2020

Type: Full-time

Classification: Nonexempt

Summary/Objective: Responsible for preparing charts, scanning and filing documents into the Electronic Health Record.

Supervision Received: Reports to Office Manager/Team Leader.

Supervision Exercised: None.
Essential Functions:

• Create and maintain electronic medical records.
• Transmits medical information to requesting parties via secure computer.
• Uses computer to track chart inquires, tasks, patient portal requests, medical records, and to access other pertinent information.
• Reviews each chart for accuracy and completion before releasing the chart for a patient visit
• Answers and receives phone calls related to medical records requests.

Education: High school diploma or GED. Completion of an accredited medical terminology course.

Experience: One year of medical records experience is preferred but not required.

Requirements: Minimum of one year of general clerical and computer experience.

Competencies

• Knowledge of medical terminology and office procedures.
• Knowledge of English grammar, spelling, and punctuation to type simple correspondence.
• Knowledge of basic arithmetic to make simple calculations.
• Skill in using computer programs and applications.
• Skill in using courteous and professional telephone manner.
• Ability to read, understand, and follow oral and written instruction.
• Ability to establish and maintain effective working relationships with colleagues.
• Ability to work on several projects simultaneously.

The job holder must demonstrate current competencies applicable to job position

Minimal travel between JWM sites required. Must have a valid driver’s license and auto insurance.