POSITION SUMMARY
The Unit Clerk provides administrative and clerical support for a healthcare or behavioral health unit. This role ensures smooth operational workflow, accurate documentation, and effective communication between patients, clinical staff, and administrative teams. The Unit Clerk contributes to the overall efficiency, safety, and quality of patient care within the unit.
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Greet patients, staff, and visitors, providing professional and courteous assistance.
• Answer and direct incoming phone calls and emails to appropriate personnel.
• Maintain accurate patient records, charts, and files in compliance with HIPAA and organizational policies.
• Enter and update patient information in Electronic Health Records (EHR) or other documentation systems.
• Coordinate schedules for patient appointments, staff meetings, and unit activities.
• Prepare, distribute, and manage unit correspondence, reports, and documentation.
• Assist with ordering, receiving, and inventory management of office and clinical supplies.
• Support clinical staff with clerical tasks, including scanning, faxing, and filing documents.
• Relay information between patients, families, and healthcare providers accurately and efficiently.
• Participate in unit meetings, training sessions, and quality improvement initiatives.
• Uphold patient confidentiality, HIPAA compliance, and organizational policies at all times.
ORGANIZATIONAL EXPECTATIONS
• Provides a positive and professional representation of CFG Health Systems, LLC.
• Promotes a culture of safety for patients and employees through proper identification, reporting, documentation, and prevention.
• Maintains competency and knowledge of current standards of practice, trends, and developments related to the scope of the role.
• Adheres to infection control policies and protocols, medication administration and storage procedures, and controlled substance regulations, as applicable.
• Participates in ongoing quality improvement activities.
• Completes required orientation and training as directed by the facility.
• Follows facility policies, OSHA safety rules, and procedures while on assignment.
• Follows facility and CFG Health Systems Occurrence Protocol.
• Upholds HIPAA and PREA regulations.
• Demonstrates punctuality and dependability for assigned and confirmed shifts.
• Maintains required security clearance for the assigned facility.
Qualifications
POSITION REQUIREMENTS
Education
• High school diploma or equivalent required.
• Associate’s degree in healthcare administration or related field preferred.
Experience
• Minimum of 1–2 years of clerical or administrative experience, preferably in healthcare or correctional settings.
• Experience with Electronic Health Records (EHR) preferred.
Skills & Competencies
• Strong organizational, time management, and multitasking skills.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and EHR systems.
• Ability to maintain confidentiality and handle sensitive patient information with discretion.
• Professional demeanor and customer service orientation.
• Ability to work independently and collaboratively as part of a team.
PHYSICAL DEMANDS
The physical demands described below are representative of those required to successfully perform the essential functions of this position. Reasonable accommodations may be made, upon written request, to enable individuals with disabilities to perform essential functions.
• May be required to stand, sit, walk, reach, bend, kneel, crouch, or stretch for prolonged periods.
• Ability to communicate effectively and understand written and verbal communication.
• Ability to lift and/or move up to 25 pounds.
