Medical Records Clerk

Job Locations US-OH-Brecksville
Clinical Operations
Active/Full Time/Regular

Job Summary

About Us:  


Come reimagine care with us! We’re on a mission to change the way medical care is delivered around the country.

By supplying home-based medical care to patients who need it most, WellBe is changing lives by providing care wherever our patients call home. WellBe’s primary care services are delivered by a team of licensed clinicians in the comfort of the patient’s home. By combining the strength of physicians, nurse practitioners, social workers, paramedics, and other healthcare professionals, WellBe delivers an extra level of support to the patients we serve in their communities. 


This high-risk population is typically underserved and challenged with access to care which we provide. To address these problems, we have elected to bring the care to the patient, instead of trying to bring the patient to the care. WellBe’s clinician-led geriatric care teams provide concierge-level medical care and social support in the home as well as delivering and coordinating across the entire care continuum – from chronic care and urgent care in the home to hospital to skilled nursing facility to assisted living to palliative care, to end-of-life care.

Joining WellBe means joining a growing, purpose-driven organization to deliver the highest quality care to our senior communities and to make an impact on lives every day.

Why WellBe?

WellBe’s Culture is Welcoming

  • Be part of something important:
    • Be part of pioneering a new way of healthcare that is revolutionizing the industry. 
    • A patient-focused environment that ensures patients can live a fulfilling life whatever their health level is. Our focus is to give our patients more good days.
  • Give yourself incredible opportunities:
    • Growth and development opportunities across expanding markets in the company and celebrate success on a global scale.
    • Training in the WellBe model and team-based care. Full in-person orientation, vision, mission, and values introduction, and instilling cultural ideals. Respect and trust for how you work and how you make a difference.
    • Work as part of a collaborative team with a strong team culture.
    • You own your role, contribute to the team, and feel the enormous impact on lives.
    • Leadership that listens, trusts, empowers, and supports.
    • Empowerment and ownership for solving problems that arise and doing the right thing in each interaction.
    • Pioneering a new way of healthcare that is revolutionizing the industry.  

What we offer: 

  • Full-time permanent, work seeing patients in their home, traveling around to other home locations.  Work during the daytime, flexible schedule, and on-call rotation.
  • Rich and competitive total rewards package including health benefits, dental, vision, life insurance, dependent care reimbursement, STD/LTD, 401k match with immediate vesting, paid time off / floating holidays, commuter/transportation (mileage) reimbursement, and educational reimbursement.
  • The opportunity to work with a progressive company, who is making a difference each day with every patient. 


About the Position:

This telephonic position is responsible for developing relationships with Emergency Department and Care Management staff in hospitals and Skilled Nursing facilities (SNF’s) This candidate will work collaboratively with multiple facilities to arrange and schedule transition of care visits.  The position will help educate patients about WellBe's program, close gaps in communication between patients and care management and nursing staff and coordinate smooth transitions post-discharge. This candidate will also be responsible for care coordination needs and supporting WellBe clinicians with operational and clinical tasks

Job Description

WellBe - Care Management Coordinator - What to Expect

  • Practices the WellBe mission: To help our patients lead healthier, meaningful lives by delivering the most Complete Care. 
  • Develop relationships with Emergency Department and Care Management personnel in the hospital and SNF setting.
  • Coordinate and facilitate the scheduling of patient for post-op transition of care services
  • Manages the daily census at assigned hospital/SNF facilities including participation in calls to collaborate with the clinical team
  • Conducts outreach to patients and families to close care gaps and coordinate discharge.
  • Speaks with ‘unengaged’ Patients & Families, describes the program with a goal of signing consent and schedules the first visit post discharge
  • Prepares documentation and most current statuses for the daily huddle calls
  • Participates in weekly Interdisciplinary Team (IDT) meetings and provides additional information on patients and families they interacted with
  • Assists physicians/nurse practitioners to connect with attending physician on record if needed
  • Obtains access to clinical records in the facility setting, and reviews and facilitates medical records transfer to WellBe
  • Additionally, assists with:
    • Patient Engagement
    • Researching unreachable 
  • Other duties as required by the manager to accomplish team’s objectives/goals

Job Requirements

Must Haves:

Educational/ Experience Requirements:

  • High school graduate or GED 
  • Minimum 3+ years of experience working in case management with discharge planning (Health unit secretary or Health unit coordinator) and/or referral coordinator.
  • Managed Care experience preferred.

Required Skills and Abilities:

  • Critical thinking skills
  • Attention to detail
  • EMR documentation experience preferred
  • High level of professionalism 
  • Strong customer centric focus/service skills

Travel requirements: Travel may be required up 0% locally.


Work Conditions:

Ability to lift up to 20lbs. Moving lifting or transferring of patients may involve lifting of up to 50lbs as well as assist with weights of more than 100lbs. Ability to stand for extended periods. Ability to drive to patient locations (ie. home, hospital, SNF, etc). Fine motor skills/Visual acuity

WellBe Senior Medical is an equal opportunity employer. We embrace diversity, inclusion, and equity and encourage all interested readers to apply at

The preceding functions may not be comprehensive in scope regarding work performed by an employee assigned to this position classification.  Management reserves the right to add, modify, change, or rescind the work assignments of this position.  Management also reserves the right to make reasonable accommodations so that a qualified employee(s) can perform the essential functions of this role.


City, State Zip Code Primary Location: Independence, OH  Job: Clinical—Care Team Coordinator, Regular Shift.  Full-Time Job Level: Day Job, 8 am, 5 pm, Travel, Monday, Friday.  no evening, no weekend hours unless desired. Job, Clinical, Regular, Job Type, Standard, Flexible, Pay, Hours.  Geriatric population


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