Job Title 

CSI Medical Records Team Lead

Location

CSI Plano TX

Employee Type

Employee

Working Hours Per Week

40

Summary

Under general supervision, performs complex secretarial support for division manager and

assigned staff. Responsible for medical record/document retrieval and uploading

processes. Leads team of staff designated to specific tasks and roles and oversees performance and quality.

Essential Duties and Responsibilities

include the following. Other duties may be assigned, as necessary.

• Accurately and efficiently retrieves medical records, via EMR access and fax
• Maintains high regard for patient privacy in accordance with the corporate privacy
• policies and procedures.
• Corresponds with pharmacy personnel requesting documents.
• Scans, attaches, and files assigned documents. Scans and files all patient
• paperwork received via inbound faxing or physical mail. Supports quality efforts to
• audit and upload work orders, delivery tickets, etc.
• Sends all prescriber orders via fax and tracks them for signature
• Receives/reviews all incoming correspondence and mail, routing it to the
• appropriate department or individual
• Prepares detailed outgoing correspondence
• Faxes documents as necessary
• Maintains files of correspondence
• Attends, holds, and organizes departmental meetings
• Organizes and maintains complex computerized and manual files, records,
• inventories, and data bases including backing up and purging systems, annotating
• files, and retrieving data in report form as required
• Ensures office efficiency is maintained through oversight, coaching, and
• management of direct reports. Meets with staff annually at a minimum to review
• performance and quality.
• Ensures security, integrity, and confidentiality of data while maintaining team's
• accuracy of tasks. Designs training and processes to improve efficiency and
• accuracy.
• Consistently represents the company in a professional manner
• Maintains effective working relationship and cooperate with all personnel in the Company
• Adheres to the Company's compliance requirements as stated in the policy and
• procedure manual and all other related policies
• Performs other duties and responsibilities as assigned for leadership role.

Qualification Requirements

To perform this job successfully, an 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.

• Provide the highest level of professionalism, responsiveness, and communication to
• build and maintain the maximum customer base possible.
• Must possess the ability to multi-task and frequently change direction.

Education and/or Experience

• High school diploma or equivalent required with some specialized training.
• Three (3) years related secretarial experience.
• Previous leadership or management experience (2) two years minimum.

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 or hear. The

employee regularly is required to stand, walk, sit, climb stairs, use hand to finger, handle or feel

objects, tools, or controls; and reach with hands and arms.

The employee frequently lifts and/or moves up to 20 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job generally operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. While performing the duties of this position, the employee may travel by automobile and be exposed to changing weather conditions.

Comments

This description is intended to describe the essential job functions, the general supplemental functions, and the essential requirements for the performance of this job. It is not an exhaustive list of all duties, responsibilities, and requirements of a person so classified. Other functions may be assigned, and management retains the right to add or change the duties at any time.

NOTICE: Successful completion of a drug screen prior to employment is part of our background process, which includes medical and recreational marijuana.

By supplying your phone number, you agree to receive communication via phone or text.

CSI Pharmacy is an Equal Opportunity Employer