Amber Vallentin

• Screening & Navigation: Identify Medicaid members' needs and navigate them to appropriate community resources (housing, food, transportation).
• Service Coordination: Build and maintain networks of providers to address health-related social needs (HRSNs).
• Data & Performance Management: Track and report on network performance to measure the impact of the SCN program.
• Client Support: Develop service plans and assist with navigating complex social service systems.

Maintain paper and electronic medical records system
Must have knowledge of statutes governing health information management
Review records for completeness, accuracy and compliance with regulations
Ensure provider notes are accurate, complete, and signed off within 5 business
days
Confer with appropriate clinic staff to ensure patient records contain most updated
patient information Facilitate and maintain policy and procedures for release of
patient information
Print/copy medical records for patients transferring from practice
Notes on EMR system patient transfer information, as appropriate
Review and release medical records as needed and appropriate for referrals made
by providers, as well as requests for records by authorized agencies.
Scan patient records sent from other providers, and capture key information for
EMR from scanned documents Responsible for storing PHI in a manner that
protects the confidentiality of patients
Schedule and pull charts as needed for special audits, peer reviews and other
compliance reviews.
Key administrator for granting staff access rights to RHIO, E-Partner, etc.
Maintain existing paper charts including creating, repairing and thinning charts in
compliance with NYS Department of Health Regulations.
Process Inactive/Expired/Deceased Electronic Health Record and/or prepare
patient records and send them to offsite storage facility.
Receive all patient forms to be filled out; fill out as much as possible, give to
providers, track, and mail out in a timely manner. All forms will be scanned in
electronic health system in patient's charts.
Maintain and monitor Chart Sign In/Out process and offsite records tracking
database Develop Policies and Procedures

Support Manager, Practice Support as required.
Requires the ability and commitment to respect and support inclusiveness and
diversity including but not limited to individuals of different backgrounds, cultures,
races, ages, sexual orientations, gender identities or expressions, experiences,
opinions, etc. Requires individual demonstration of commitment to the One
Trillium behaviors and business impacts and modeling them in the organization.
Responsible for maintaining confidentiality of all patient, client, employee,
protected and proprietary information. Employees are accountable to meet the
performance standards of their departments and must participate as requested in
compliance audits, process improvement and quality improvement plans.
Other duties as assigned.

Assign the patient to the appropriate specialty provider or facility based on the
patient's current medical needs as defined by Trillium Health provider.
Gather all supporting documentation and medical history information to support
the referral request regarding the patient to the specialty provider or facility.
Utilizing EHR to verify insurance eligibility and coordinate with insurance carriers
to obtain prior authorizations, pre certifications and referrals authorization on
applicable and documents all benefit information into the patients' electronic
medical record.
Coordinate and communicate with Care Managers and other departments to
facilitate insurance and/or any referral needs and eliminate potential barriers.
Utilizing EHR to electronically send/fax medical documentation as needed and
requested by clinical staff and outside agencies.
Utilizing EHR to keep both the patient/client and the corresponding provider
informed of scheduled details such as day/time and place of visit.
Various modes of communication to notify and provide information to the patient
on any appointment related preparation required before the visit.

Inform the specialty provider or facility of any special needs for the patient such as
interpreters, transportation, escort, etc.
Enter all the referral information into the electronic medical record system.
Communicate with patients to encourage the individuals to reschedule any missed
appointment or assist patient where needed to reschedule with specialty provider or
facility if applicable.
• Utilize Electronic Health Information Exchange (HIE) such as RHIO and
ePartner to obtain any medical information pertaining to patient's referral. Medical
Information may include, but is not limited to labs, radiological, surgical, and other
medical reports from the specialty provider or facility to ensure continuity of care.
Utilize EHR to track patient referrals in the system, create documentation (Chart
notes) and follow up with patients who may have missed referral or imaging
appointments. Follow up may include notifying Trillium provider. Contacting
specialty provider or facility to verify referral status and assist with scheduling
appointments if applicable. Document and notify provider of referral status such as
pending referrals -under review, or possible contact attempts made by specialty
office.
Track and maintain a "Created" and "Sent" Referral status report for offsite
appointments and inform the providers, care managers and other staff if
applicable.
Maintain any other quality reports complied to meet Quality Measure and FQHC
criteria.
Requires the ability and commitment to respect and support inclusiveness and
diversity including but not limited to individuals of different backgrounds, cultures,
races, ages, sexual orientations, gender identities or expressions, experiences,
opinions, etc.
Requires individual demonstration of commitment to the One Trillium values,
behaviors and business impacts and modeling them in the organization
Responsible for maintaining confidentiality of all patient, client, employee,
protected and proprietary information Employees are accountable for meeting the
performance standards of their departments and must participate as requested in
compliance audits, process improvement and quality improvement plans.
Other specific duties as assigned.

Perform duties of a Medical Secretary as required by departmental needs. Achieves
and maintains proficiency in provision of excellent customer service, accuracy of
data, and efficiency of work.
Performance analysis: Coordinates daily efforts to edit and correct registration and
billing errors, monitors charge entry and reconciliation of area charges, ensures
accuracy of patient schedules, and identifies ways to reduce follow-up, repetitive or
corrective work.
Help provide training to other clerical staff on all aspects of department-specific
work, including orientation to registration, charge entry, and customer service.
Appointment scheduling: Maintains and updates appointment scheduling
resources, reports to supervisor suggestions for increasing efficiency, allocating
rooms to providers as available, coordinates multiple schedules and monitors for
changes in availability and overbooking, and coordinates and schedules procedures
and tests.
Customer interaction: Opens a telephone encounter in Medent when patients have
clinical questions, assesses the urgency of a situation and determines the
appropriate routing for the patient, serves as a focal point for handling complaints,
utilizes service recovery concepts, and serves as front-line problem solver.

Perform duties of Outpatient Access Specialist as required by departmental needs.
Achieves and maintains proficiency in provision of excellent customer service,
accuracy of data, and efficiency of work.
Performance analysis: Coordinates daily efforts to edit and correct registration and
billing errors, monitors charge entry and reconciliation of area charges, ensures
accuracy of patient schedules, and identifies ways to reduce follow-up, repetitive or
corrective work.
Help provide training to other clerical staff on all aspects of department-specific
work, including orientation to registration, charge entry, and customer service.
Appointment scheduling: Maintains and updates appointment scheduling
resources, reports to Supervisor suggestions for increasing efficiency, allocating
rooms to providers as available, coordinates multiple schedules and monitors for
changes in availability and overbooking, and coordinates and schedules procedures
and tests.
Customer interaction: Opens a telephone encounter in eRecord when patients
have clinical questions, assesses the urgency of a situation and determines the
appropriate routing for the patient, serves as a focal point for handling complaints,
utilizes service recovery concepts, and serves as front-line problem solver.
Other duties: Provides support for Departmental activities including monitoring
inventory of supplies, supply ordering and maintenance clinic services (escorting
patients, witnessing consent signatures, etc.). May assist with clinical tasks related to
escorting patients to rooms and opening the encounter in eRecord.

Demonstrates competency in the provision of patient care.
Demonstrates the ability to provide accurate, frequent, and timely communication
to the RN and/or other team members regarding patient/family status,
observations made, and care needs. Documents observations and data collected in

eRecord accurately and in a timely manner. Discusses concerns or issues through
appropriate communication methods and uses
the chain of commands.
Reports on actual or potential risks, hazards, equipment issues, and environmental
issues to the appropriate person.
Draws blood for labs in a timely and efficient manner.
Demonstrates initiative in learning and development of new skills and
knowledge needed for my role.
Completes all hospital required education, competency assessment, and health
assessments when
assigned.
Demonstrates and role models’ behaviors consistent with the ICARE Values and
Promise
standards.
Demonstrates the ability to care for patients from the neonate to geriatric age
range as defined by individual units.

Keep library shelves well-stocked and highly organized with materials daily.
Resolved patrons' complaints tactfully and professionally.
Worked with the public in a fast-paced work environment. Organized paperwork
and shelving materials regularly. Answered patrons' questions in person and over
the phone. Trained new library pages.