BOOKKEEPER & PERSONAL ASSISTANT

Dynamic Med is seeking a detail-oriented Bookkeeper with Personal Assistant skills to join our growing family practice clinic. This hybrid role combines financial management expertise with administrative support to help streamline our operations and support our mission of providing healthcare that feels like family.

#### Financial Management & Bookkeeping (60%)
- **Tebra Payment Processing**: Manage and reconcile all payments processed through Tebra practice management system in quickbooks and provide discrepancy reports
- **Deposit Categorization**: Accurately categorize and code all clinic deposits by insurance type, payment method, and service codes
- **Discrepancy Reporting**: Identify, document, and report payment discrepancies

- **Financial Reporting**: Generate monthly financial reports using Tebra's reporting features and "books

- **Budget Management**: Support the development and monitoring of clinic budgets and financial goals

- **Banking Coordination**: Manage daily deposits, bank reconciliations, and cash flow tracking

#### Personal Assistant & Administrative Support (40%)
- **File Organization**: Maintain organized digital and physical filing systems for patient records, business documents, and administrative files
- **Email Management**: Monitor, organize, and respond to administrative emails; prioritize urgent communications
- **Appointment Coordination**: Support scheduling and calendar management for clinic operations
- **Vendor Relations**: Coordinate with, billing companies, and other business partners
- **Document Preparation**: Prepare reports, correspondence, and presentations as needed
- **Project Support**: Assist with special projects, audits, and compliance initiatives
- **Communication Hub**: Serve as liaison between clinic staff, and external partners when needed

### Required Qualifications
- **Experience**: Minimum 2-3 years bookkeeping experience, preferably in healthcare
- **Tebra Proficiency**: Demonstrated experience with Tebra (formerly Kareo) payment processing and reporting features
- **HIPAA Compliance**: Thorough understanding of HIPAA regulations and healthcare privacy requirements
- **Technical Skills**:
- Proficiency in QuickBooks or similar accounting software
- Advanced Excel/Google Sheets capabilities
- Experience with EHR/practice management systems
- Strong email and calendar management skills

- **Healthcare Knowledge**: Understanding of medical billing, insurance processes, and healthcare revenue cycles
- **Attention to Detail**: Exceptional accuracy in financial data entry and reconciliation
- **Communication**: Strong written and verbal communication skills
- **Organization**: Proven ability to manage multiple priorities and maintain organized systems

### Preferred Qualifications
- Associate's degree in Accounting, Business Administration, or related field
- Medical billing certification or healthcare administration experience
- HIPAA certification or formal HIPAA training completion
- Previous experience in small medical practice environment

### Personal Attributes
- **Integrity**: Handle confidential financial and patient information with discretion
- **Reliability**: Consistent attendance and dependable work quality
- **Adaptability**: Comfortable in fast-paced medical environment with changing priorities
- **Team Player**: Collaborative approach with clinic staff and supportive of our family-like culture
- **Problem Solver**: Proactive in identifying issues and proposing solutions
- **Faith-Based Values**: Alignment with our mission of compassionate, holistic care

### HIPAA Compliance Requirements
- **Privacy Protection**: Strict adherence to HIPAA privacy rules when handling patient financial information
- **Security Protocols**: Follow established security procedures for accessing and storing protected health information (PHI)
- **Confidentiality**: Maintain absolute confidentiality of all patient and business information
- **Training Compliance**: Complete mandatory HIPAA training within 30 days of hire and annual refresher training
- **I ---------- Reporting**: Immediately report any potential HIPAA violations or security breaches
- **Access Controls**: Use only authorized systems and access levels for patient financial data
- **Documentation**: Maintain proper documentation trails for all financial transactions involving PHI

### Working Conditions
- **Schedule**: Monday-Friday, 8:00 AM - 5:00 PM (40 hours/week)
- **Environment**: Professional medical clinic setting with strict HIPAA compliance protocols
- **Technology**: Work with multiple computer systems, phones, and standard office equipment
- **Security**: Access to secure systems requiring password management and multi-factor authentication

### Reporting Structure
Reports directly to: Shawntel Price, Nurse Practitioner & Clinic Owner
Collaborates with: Clinical staff (2 LPNs), receptionist, and part-time administrative helper


### Compliance & Legal Requirements
- **Background Check**: Must pass comprehensive background check
- **HIPAA Agreement**: Sign HIPAA Business Associate Agreement and confidentiality agreements
- **Ongoing Training**: Participate in regular compliance training and updates
- **Audit Participation**: Support internal and external audits as required
- **Policy Adherence**: Follow all clinic policies and procedures related to patient privacy and data security