Job Description

About Us

We are a leading healthcare organization committed to providing high-quality services to our members. We value efficiency, accuracy, and a strong commitment to compliance and ethical practices.

Location: Tustin, CA (100% Onsite)

Schedule: Monday - Friday, 8:30 AM - 5:00 PM

Essential Duties:

1. Consistently supports compliance and ethical conduct by maintaining privacy and confidentiality of information, protecting organizational assets, acting with integrity, reporting non-compliance, and adhering to all applicable laws, regulations, accreditation requirements, and organizational policies and procedures.
2. Sort, route, and package documents to and from storage.
3. Respond to information requests and distribute documents to the requestor.
4. Organize, monitor, and maintain departmental files, records, handbooks, and manuals.
5. Answer and screen departmental telephone calls, respond to and expedite requests, and take messages.
6. Schedule and verify appointments for physician referrals.
7. Track cases sent for physician review.
8. Ensure that medical record/chart information is available to the appropriate staff.
9. Receive and batch documents for data entry.
10. Complete and organize standard forms and documents.
11. Order, maintain, receive, and store departmental supplies; correct discrepancies.
12. Receive, review, sort, and distribute incoming mail.
13. Research and resolve assigned HealthConnect work queues.
14. Perform other related duties as assigned, including special projects.
15. Create reports from raw data using MS Excel (formulas, pivot tables).
16. Answer the door as needed.

Minimum Qualifications:

• High School Diploma or GED.
• Minimum of one (1) year of general office experience.
• Proficient ten-key typing skills by touch.
• Must be able to work 100% onsite at 17542 E. 17th Street, Tustin, CA 92780.

Preferred Qualifications:

• Some college coursework.
• 2+ years of related office experience.
• Experience with MS Excel (formulas, pivot tables).
• Basic proficiency in Microsoft Office (Word, Excel, Outlook).
• Familiarity with email and basic phone operation.
• Experience with Epic or other Electronic Medical Record (EMR) systems is a plus.

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