Records Technician

Rael Bernstein D D S PC•Monterey, CA

1d•Onsite

About The Position

The Records Technician enhances patient care by greeting and welcoming all new patients into the practice. This role requires staying informed and updated on HIPAA and OSHA regulations. The technician will manage patient interactions positively, maintain a pleasant and caring attitude, and ensure a neat and orderly office and lab area. Responsibilities include fabricating removable appliances, assisting with retainer delivery and check appointments, taking impressions, and pouring impressions for retainers and study models. The technician will also familiarize themselves with clinical assistant duties and substitute when necessary, seat and set up patients, take chairside records, and learn to take intra-oral scans. Assisting with sterilization, restocking instruments, and identifying instruments and supplies are also key duties. The role requires availability on non-doctor days for patient care, managing patient records including photographs and x-rays, and handling patient information in compliance with HIPAA. Communication with doctors, treatment coordinators, front desk, and office manager is essential, as is handling the shipping and receiving of outside lab cases and reviewing the following week's deliveries and schedule updates. The technician will monitor inventory, maintain equipment, and develop maintenance schedules, providing monthly reports. Daily tasks include prepping solutions, machines, electronics, debond projects, processing instruments, and completing checklists. The role also supports the marketing team in internal and external initiatives, requiring participation in at least two marketing events per quarter and representing the company in the community. Active participation in team meetings and adherence to team principles are expected, along with performing other assigned tasks.

Requirements

May be required to lift up to 40 pounds.
Active movement throughout the day: sitting, walking, standing, squatting, bending, stooping, reaching, etc. (not a sedentary position).
Vision: close vision, depth perception, and ability to adjust focus.
Hearing: able to satisfactorily communicate with patients, doctor, and other staff members to ensure verbal communication is clearly understood, or a satisfactory-equivalent method of communication.
Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or operate equipment.
May be required to administer CPR.

Nice To Haves

Occasional exposure to toxic or caustic chemicals and radiation.

Responsibilities

Greet and welcome all new patients into the practice.
Keep informed and updated on HIPAA and OSHA regulations.
Interact in a positive manner with patients at all times.
Maintain a pleasant, caring, people-oriented team attitude at all times.
Maintain a neat and orderly office and lab area.
Fabricate removable appliances under the direction of the office manager.
Assist in the evaluation of fit and esthetics as needed.
Deliver retainers, do retainer check appointments, and take impressions.
Pour impressions intended for retainers and study models.
Familiarize yourself with clinical assistant duties and responsibilities and substitute when necessary.
Seat and set up patients for OA, deliver retainers, take impressions, and take chairside records as necessary.
Take intra-oral scans for touch-up and retainer programs.
Assist with sterilization and restocking of instruments between records.
Be knowledgeable with instrument and supply ID to help with restocking in the clinics.
Be available on Non-doctor days for patient care.
Take patient photographs, panoramic, cephalometric x-rays; upload them onto the patient’s chart; and print them for diagnostic purposes.
Handle patient information in compliance with legal requirements, including HIPAA regulations.
Maintain open communication with the doctor(s), treatment coordinators, front desk, and office manager.
Ship and receive all outside lab cases.
Review and double check the following week's deliveries as well as check for updates in the schedule daily.
Maintain open communication with the doctor(s), office manager, outside lab and other agencies that we work with.
Monitor inventory of required and necessary records materials, instruments and equipment.
Be knowledgeable about all equipment, its maintenance and servicing needs.
Maintain equipment in record/lab areas and perform overall maintenance of dental equipment.
Maintain x-ray processor.
Arrange for repairs when necessary.
Develop and maintain daily and weekly maintenance schedule.
Providing management a monthly maintenance report.
Fold and put Cintas towels away in designated area.
Prep milk bath, ultrasonic solution, impression trays, turn on LISA/Statim machines, turn on electronics (TV and computers), prepare debond projects, process all instruments and impression trays, complete lunch and end of duties checklist, check schedule one week out to ensure appliances have been delivered, and ensure retainers are made prior to appointment date and time.
Assist the marketing team in both internal and external marketing initiatives.
Staff minimum of two marketing events per quarter.
Represent the company throughout the community.
Be an active participant in team meetings.
Agree to, and work by, the team principles outlined in your training packet.
Perform other tasks as assigned by management and doctor.