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Health Information Lead
Health Information LeadBrault • San Dimas, CA, United States
Health Information Lead

Health Information Lead

Brault • San Dimas, CA, United States
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Brault is a practice management, billing and coding company exclusively serving acute care independent physician practices. Privately-held and family-owned business founded in 1990, the company is currently led by Dr. Andrea Brault, President and Chief Executive Officer. The company is staffed by nearly 250 professionals around the U.S. with headquarters in San Dimas, California. At a time of tremendous change and operational advancement, the company is ripe for unprecedented growth.

Under general supervision, the Health Information Exchange Lead is responsible for overseeing the collection, distribution, processing, and indexing of patient information received electronically and on paper across multiple document support functions. This includes oversight of Health Information Exchange (HIE) workflows, attorney balance requests via the ChartSwap portal, claims documentation handling and mailing, and incoming / lockbox mail indexing into Athena and other billing systems.

This position ensures timely, accurate, compliant processing of all data and documents while providing technical expertise, workflow monitoring, coaching, and support to team members. The Lead drives operational efficiency through performance management, quality assurance, and effective communication across departments.

Leadership & Workflow Oversight

  • Monitor productivity, attendance, and work quality, addressing performance or attendance concerns promptly.
  • Manage scheduling and staffing to meet operational needs and ensure workflow coverage.
  • Provide regular reporting on team performance, progress toward goals, and operational status.
  • Assist in recruiting, onboarding, and coaching staff; ensure team is fully cross-trained.

HIE & Data Flow Management

  • Monitor PAT (Patient Account Tracking) to ensure accurate data capture and a minimum 98% capture rate for month-end cycles.
  • Troubleshoot data flow issues affecting HDC, Census Log, Chart Access, document attachments, and other system integrations.
  • Escalate unresolved issues and provide data analysis and recommendations to IT and leadership.
  • Develop contingency plans for disruptions in data capture or communication.

    • ChartSwap / Attorney Request Billing Oversight

  • Validate attorney authorizations and ensure privacy compliance.
  • Oversee generation and upload of accurate itemized billing statements within established timeframes.
  • Track processing metrics, compliance risks, and request-related delays.

    • Claims Document Processing Oversight

  • Ensure accurate dropping of electronic claims to paper and mailing with required medical documentation
  • Oversee scanning, indexing, and routing of incoming claim-related mail to correct accounts
  • Maintain documentation logs for auditing and payer submission evidence.

    • Mail & Document Indexing Oversight

  • Ensure all incoming physical and lockbox mail is categorized correctly (EOBs, payments, legal correspondence, etc.).
  • Confirm accurate invoice-level indexing and repository uploads within Athena or other designated systems.
  • Maintain file naming standards and perform quality checks to ensure complete, accurate document association.

    • Compliance, Communication & Service

  • Maintain HIPAA compliance and ensure secure handling of confidential patient data at all times.
  • Maintain positive communication with internal departments, external requestors, and leadership.
  • Attend required meetings and represent the department on IT and month-end operational calls.

    • Demonstrate strong customer service, professionalism, and confidentiality in all interactions.

    Requirements

    Knowledge, Skills, & Abilities

  • Strong knowledge of revenue cycle workflows, billing documentation, and health information processes
  • Excellent time management and organizational skills with strong attention to detail.
  • Ability to coach, develop, and motivate staff while balancing workflow priorities.
  • Advanced technical troubleshooting skills and proficiency in document / EMR systems.
  • Ability to work under pressure while managing multiple deadlines.
  • Strong written and verbal communication abilities and a commitment to quality client service.
  • Proficiency with Microsoft Office and familiarity with systems such as Athena, EPIC, and ChartSwap.

    • Education & Experience Requirements

  • High School graduate with some college
  • 2-3 years' experience in data management, medical billing, or document operations
  • 2 years Office experience, preferably working in a Healthcare related setting with some background as a team lead
  • Experience with EMR / EHR systems and document indexing software required
  • Knowledge of HIPAA and patient privacy requirements required.

    • Supervisory Responsibilities

  • Provides daily oversight of Data Management Specialists and Document Imaging staff.
  • Responsible for timekeeping approvals, work assignments, and performance monitoring.

    • Salary Description

    $23.00-$26.00

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    Health Information • San Dimas, CA, United States

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