Intake Coordinator and Medical Record Assistant Home Health

Compassionate Home Health LtdRoseville, CA
Hybrid

About The Position

This role combines the responsibilities of an Intake Coordinator and a Medical Record Assistant within a home health setting. The Intake Coordinator assists patients and field clinicians by providing information, services, and assistance, maintaining medical supplies, verifying patient information, preparing charts, and scheduling clinician visits. They are also responsible for securing patient information, maintaining confidentiality (HIPAA), and complying with legal regulations. The Medical Record Assistant ensures all patient medical records are complete and accurate, processes and tracks physician orders, obtains supporting documents from other healthcare providers, and maintains HIPAA compliance. Both roles contribute to maintaining a safe and healthy work environment, updating job knowledge, and enhancing the practice's reputation by adhering to professional standards and agency policies.

Requirements

  • High school graduate
  • Ability to organize, prioritize and multi-task
  • Organized and a resourceful self-starter, strong and possess the ability to work in a team.
  • Excellent observation, verbal, written and interpersonal communication skills
  • Comfortable and proficient with computer use, i.e. Microsoft office suite as well as electronic medical record.
  • Must be a licensed driver with an automobile that is insured in accordance with state and/or organization requirements and is in good working order.
  • Current CPR card.
  • COVID-19 Vaccine with booster shot.
  • Flu shot
  • Current health certificate/physical examination and TB Blood testing.

Nice To Haves

  • AS degree/college degree preferred in administrative/business degree
  • Health Care experience preferred

Responsibilities

  • Helps patients/field clinicians by providing information, services, and assistance.
  • Maintains medical supplies inventory and performs preventive maintenance to keep medical equipment operating.
  • Verifies patient information by interviewing patients, recording medical history, and confirming the purpose of the start of care (SOC) visit and preparing charts (pre-admission and consent forms).
  • Prepares patients for SOC by welcoming patient; confirming home address, name of the primary care physician, weight, and height; and completing patient history summary (Face to Face/F2F).
  • Saves doctors, nurses, or medical practitioners time by helping with office procedures.
  • Secures patient information and maintains patient confidence by completing and safeguarding medical records, completing diagnostic coding, procedure coding, and keeping patient information confidential (HIPPA).
  • Counsel patient/s by transmitting physician’s orders and questions in regards to specific medical conditions of the patient.
  • Schedule/ plot clinician’s visits by verifying, planning the arrangement of the time/day for the patient/s for the Doctor of Physical Therapy, Registered Nurse, Occupational Therapy, Speech Therapy, and Medical Social Worker for home health visits.
  • Maintains a safe, secure, and healthy work environment by establishing and following standards, procedures, and complying with legal regulations in the home health setting.
  • Keeps supplies ready by inventorying stock, placing orders, and verifying receipt.
  • Keeps equipment operating by following operating instructions, troubleshooting breakdowns, maintaining supplies, performing preventive maintenance, and calling for repairs.
  • Updates job knowledge by participating in educational opportunities and reading professional publications.
  • Serves and protects the practice by adhering to professional standards, Compassionate Home Health, LTD policies and procedures, and federal, state, and local requirements.
  • Enhances practice reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments.
  • Ensures all contents necessary and required maintained in the patient medical record and required items completed. i.e. consents completed, all documents dated, signed etc.
  • Ensures that faxed items such as lab work, orders and supporting documents (H&P, discharge summary op reports) etc. are transitioned into the patient medical record and in their appropriate sections.
  • Processes, maintains, sends and tracks physician orders. Ensures orders back signed within appropriate time frames. If needed interacts with physician offices either by phone or in person to obtain signed orders.
  • Obtains patient’s supporting documents like, After Visit Summary, Discharge Summary, etc. from physician’s offices, hospitals or other agencies on a monthly basis.
  • Appraises supervisor of any delays and difficulty in obtaining orders so further delays are not experienced.
  • Takes initiative to enhance record department procedures and capabilities.
  • Develops organizational tools to facilitate and incorporate accountabilities for all medical records.
  • Ensures safeguarding of medical records in accordance with the Privacy Act. Maintains HIPAA compliance regarding any patient and agency records.
  • Works with Compliance officer and Supervisor with any record requests from regulatory agencies, subpoenas or patient/families.
  • Provides back-up with answering phone calls and triaging to the appropriate individuals and/or departments.
  • Promotes the agency philosophy and positive image when interacting with patient/families and physicians either over the phone or in person.
  • As part of the team, performs other duties as assigned.

Benefits

  • 401(k)
  • Bonus based on performance
  • Health insurance
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service