Consumer Data Clerk

Inland Regional Center•San Bernardino, CA

23h•$19 - $27•Hybrid

About The Position

Under the general supervision of the Administrative Unit Manager – Case Control, this role is responsible for entering and updating consumer demographic and diagnostic information, identifying and correcting data coding and data entry errors, and producing and verifying reports. The position requires the ability to handle a hybrid work environment, communicate effectively, and adapt to changing priorities. It also involves maintaining good attendance, punctuality, and compliance with agency policies.

Requirements

High School Diploma or equivalent.
2 years of clerical work, including 12 months experience of file and record maintenance and heavy volume typing/data entry.
Experience processing documents requiring accurate and rapid handling.
Ability to handle change well and be flexible and adaptable in dealing with interruptions, new priorities, and new assignments.
Ability to follow oral and written direction.
Ability to establish and maintain effective working relationships with others.
Good verbal and written communication skills.
Full use of an automobile, possession of a valid California driver's license and liability insurance for the minimum amount prescribed by law or ability to provide for independent transportation. Must have and maintain a safe driving record.

Nice To Haves

Bilingual preferred.

Responsibilities

Screen new/transfer-in cases through the statewide database and the Client Master File (CMF) following established criteria to avoid duplication within IRC and statewide records. Once verified, input case status accurately; assign consumer UCI number.
Screen all new/transfer-in consumers over the age of 16 through Megan’s Law database, properly code all findings.
Assemble documents in consumer file, in prescribed format, for input into electronic records database.
Input new/transfer cases into CMF to include, but not limited to, demographic client data, caseload, case status consumer relationships, supplemental, conservator/guardianship, etc.
Input intake/historical information, code special instructions, and request face sheets as needed.
Verify and input requested transaction from acceptable Change of Status Forms (ICRC 209) or return inappropriate requests to Consumer Services Coordinator within 48 hours. Verify all necessary signatures and documents are submitted with ICRC 209.
Verify we have consumer file in electronic records database, or other acceptable format.
Key enter data from Consumer Information Form (ICRC 201) including, but not limited to, consumer relationship information, physician/medical information, insurance information, conservator/guardian information, other client demographic information and comment information.
Examine Consumer Developmental Evaluation Report (CDER) for sufficiency and recordability.
Return unacceptable documents for correction/completion to submitting party.
Input required consumer information, ICD-10-CM codes, and function levels into CDER file from CDER booklet, Summary turnaround document, or other source documents.
Look up/verify current ICD-10-CM codes for non-compliant CDERs.
Input CDER renewal date according to established procedures.
Review SANDIS bridge reports for errors and make necessary corrections.
Meet unit deadline for processing.
Screen source documents and proofread daily output reports to produce error-free work that is in conformance with agency guidelines.
Reconcile and balance monthly transactions against computerized statistical report; identify and correct discrepancies as necessary.
Generate and distribute statistical and other related monthly reports accurately within two work days.
Request and distribute computer reports on a timely basis.
Forward or distribute pending consumer material and unit’s incoming/outgoing mail appropriately.
Process letters to consumer/family generated because of a caseload change within 10 days.
Coordinate or assist staff in all filing assignments, including electronic files as needed or assigned. Prepare files for scanning.
Coordinate and train new staff on all Case Control functions when requested by manager or lead clerk in their absence, or when they are otherwise unavailable.
Assist Consumer Service Coordinator in making new entries or changes to the CMF.
Input data appropriately into AS400/SANDIS and/or PC from standard and non-standard source documents.
Maintain required clerical skill level, seek to maintain and expand relevant knowledge base.
Work cooperatively and effectively with others. Perform as a member of the team, answer questions, share expertise and contribute to the harmony of the team.
Use office equipment appropriately and report the need for any repairs. Keep work area neat and orderly. Observe all safety rules and comply with IRC’s Injury and Illness Prevention Plan and Workplace Violence Prevention Plan.
Ability to handle a hybrid work environment consisting of working in the office and remotely at home while maintaining work productivity and efficiency; communicate via telephone calls, video conference calls, emails, and chat rooms.
Handle change well and be flexible and adaptable in dealing with interruptions, new priorities and new assignments.
Maintain good attendance and punctuality.
Good verbal and written communication skills.
Keep manager informed of pending work, work in progress and problems encountered.
Utilize agency’s IT systems as assigned, maintaining security and following agency’s protocol and procedures, rules, and requirements.
Attend training sessions as required.
Comply with and ensure program compliance with agency’s Personnel Policies and Procedures.
Perform different or additional work as assigned.