The CalAIM Data & EHR Specialist is responsible for supporting the implementation, maintenance, integrity, reporting, and day-to-day functionality of electronic health record (EHR) systems and data processes related to MediCal billing. This position serves as a liaison between program staff, leadership, billing personnel, Managed Care Plans (MCPs), and Activate Care technology support teams to ensure accurate documentation, workflow efficiency, compliance, and data reporting in alignment with DHCS, CalAIM, HIPAA, and organizational requirements.
The Data & EHR Specialist provides training and technical support to staff utilizing EHR systems, supports workflow development and quality improvement initiatives, assists with reporting and monitoring activities, and helps ensure data accuracy for care coordination, billing, authorizations, and program compliance. This position reports to the Assistant Director of CalAIM Services.
Qualifications
Associate’s degree in Health Information Management, Healthcare Administration, Information Technology, Business Administration, Public Health, or related field preferred
Minimum of two years of experience working with electronic health records, healthcare data systems, or program reporting
Experience supporting EHR workflows, training users, and troubleshooting technical issues preferred
Knowledge of CalAIM, Enhanced Care Management (ECM), Community Supports (CS), Medi-Cal, or healthcare documentation standards preferred
Experience working in community-based healthcare, behavioral health, homelessness services, or reentry programming
Familiarity with encounter data reporting, MCP requirements, and DHCS documentation standards
Experience with care coordination platforms, reporting tools, or data dashboards
Strong understanding of HIPAA, confidentiality, and data integrity standards
Strong understanding of confidentiality protocols related to behavioral health service records, 42 CFR Part 2 and the like
Excellent organizational, analytical, and communication skills
Ability to manage multiple priorities and work independently in a fast-paced environment
Key Responsibilities
EHR & Systems Support
Provide day-to-day support to staff regarding EHR, documentation, functionality and workflow processes
Assist with implementation, maintenance, testing, and optimization of EHR systems and related software platforms
Troubleshoot system issues and coordinate with software vendors or IT support teams as necessary
Maintain working knowledge of all applications, workflows, and documentation systems utilized within CalAIM programming
Support staff in proper use of electronic systems including care plans, authorizations, progress notes, assessments, encounter tracking, and reporting tools
Participate in software upgrades, implementation of new workflows, and system testing activities
Training & Workflow Support
Conduct training for direct service staff, supervisors, and administrative staff on EHR documentation standards, workflows, and system functionality
Provide onboarding support and refresher training related to ECM and Community Supports documentation requirements
Ensure staff understand documentation expectations related to outreach, engagement, care coordination, assessments, housing support, addiction and mental health treatment, and billing compliance
Monitor workflow efficiency and recommend process improvements to enhance service delivery and compliance
Assist staff in resolving documentation deficiencies that impact reporting, billing, or compliance
Data Integrity & Compliance
Maintain system data integrity by ensuring accurate, timely, and complete documentation in EHR systems
Monitor documentation compliance with DHCS, MCP, HIPAA, accrediting bodies, and organizational standards
Ensure proper storage and tracking of consent forms, releases of information, authorizations, and service documentation
Support compliance with encounter data submission requirements and reporting standards for ECM and Community Supports services
Maintain confidentiality of protected health information in accordance with HIPAA and organizational policies
Reporting & Monitoring
Generate and maintain reports related to program performance, staffing capacity, member engagement, service utilization, billing support, and compliance monitoring
Assist leadership with preparation of quarterly reports, audits, implementation monitoring, and MCP reporting requirements
Track key program metrics and identify documentation or workflow trends requiring corrective action
Monitor staff documentation timeliness and follow up regarding missing or incomplete records
Support quality assurance and continuous quality improvement initiatives through data analysis and reporting
Help Desk & Technical Support
Document, research, prioritize, and resolve internal support tickets and system-related issues
Provide phone, remote, and in-person support to staff experiencing technical or workflow challenges
Escalate unresolved software or technical issues to appropriate vendors or IT personnel
Maintain documentation of support requests, resolutions, and workflow updates
Collaboration & Coordination
Work collaboratively with program leadership, billing staff, care managers, clinical consultants, and external partners to support program operations
Coordinate with billing staff to ensure documentation supports claims submission and reimbursement requirements
Participate in multidisciplinary meetings, implementation planning, and process improvement initiatives
Stay informed regarding CalAIM, DHCS, MCP, behavioral health, and EHR system updates impacting workflows or reporting requirements
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