CHWS Bookkeeper

University of Puget Sound
Washington, United States
Salary Not specified
Closing date
Sep 28, 2021

View more

Position Type
Administrative, Student Affairs, Health Services
Employment Level
Employment Type
Full Time

Job Details

CHWS Bookkeeper & Medical Records Specialist
University of Puget Sound
Job ID: 5908
Location: Counseling Hlth & Wellness Svc
Full/Part Time: Full Time
Regular/Temporary: Regular

Staff Posting Details
Appointment: Regular, full time (1.0 FTE)

Position Summary:

Manage electronic health records (EHR). Provide technical support to staff. Manage departmental invoices, student payments, and monitor the budget in collaboration with the CHWS director. Provide front and back office support.

Essential Job Functions and Responsibilities:

Bookkeeper responsibilities:
  • Collect payment for services and communicate outstanding bills with students.
  • Post weekly revenue reports to the university's financial system.
  • Prepare monthly and annual budget statements.
  • Reconcile staff P-Cards.
  • Write disbursements for non P-Card charges, including payments to contract employees.
  • Order office supplies, furniture, and computer parts or accessories.
  • Monitor professional development funds and providers' licensure information.
  • Review lab and medication charges on a regular basis.

Records Manager
  • Primary in-house trainer and support for Electronic Health Records (EHR) functioning.
  • Create and maintain/update manual for each position within CHWS relating to the EHR system.
  • Build additional EHR modules and modify existing parts.
  • Generate statistical reports for quality management.
  • Store immunization data and manage university registration holds for those not in compliance.
  • Communicate with students about portal changes.
  • Coordinate computer upgrades and solve phone or tech issues with Technology Services.

Receptionist responsibilities:
  • Support medical and psychology staff.
  • Answer phones, greet visitors, and respond to inquiries from students, staff, faculty, and community members.
  • Screen patients/clients to ensure appropriate, timely scheduling.
  • Consult nurse, medical, or psychology staff to triage emergencies.
  • Prepare and maintain patient/client records.
  • Provide patient/client check-in and check-out.
  • Provide clerical assistance with computer projects, flyers, posters, announcements, and patient/client outcome surveys.
  • Respond to requests for records.
  • Co-manage office mail distribution.
  • Coordinate interdepartmental projects, including work with Registrar, Academic Advising, Student Accessibilities and Accommodations, as well as Student Affairs.

Budget Responsibilities

The Bookkeeper works closely with the Director of CHWS to ensure that funds are being spent appropriately. Reports on revenue and expenses to the Dean of Students designee and Finance. Prepares disbursements for contracted personnel and reconciles P-Card transactions.

  • Bachelor's degree and one year related experience, or the equivalent combination of education and experience.
  • Accounting/ Bookkeeping training and experience.
  • Significant skill and comfort problem solving with technology.
  • Ability to screen and schedule medical and mental health presenting concerns.
  • Excellent communication, interpersonal, organization, and decision-making skills.
  • Must be able to maintain confidentiality of medical/counseling records and contacts.
  • Work effectively with diverse populations.
  • Word processing and spreadsheet experience (e.g. Word and Excel).
  • Possess knowledge of office/business technology including set-up and minor maintenance (EHR experience preferred).
  • Commitment to equal opportunity/affirmative action and to creating and sustaining an environment supporting full inclusion for a diverse student population.
  • Willing to work varied hours as needed.
  • Ability to respectfully work, communicate and provide leadership within a diverse campus community.

Desired Qualifications
  • Experience working in a medical clinic
  • Experience working with electronic medical records such as PointnClick
  • Training or experience in medical scheduling.
  • Experience working with PeopleSoft

Compensation and Benefits: Decisions about starting salaries are made based on the extent and relatedness of the candidate's education and experience and on internal equity and market considerations.

Puget Sound offers a generous benefits package. For more information, visit:

Application Deadline: Review of applications will begin immediately. Search and selection procedures will be closed when a sufficient number of qualified candidates have been identified.

Required Documents:
    Resume Letter of Interest

Applications submitted without the required attachments will not be considered.

All offers of employment are contingent on successful completion of a background inquiry and if applicable for the position, drug screen, physical test and functional assessment.

Diversity Statement:
    We acknowledge the richness of commonalities and differences we share as a university community; the intrinsic worth of all who work and study here; that education is enhanced by investigation of and reflection upon multiple perspectives. We aspire to create respect for and appreciation of all persons as a key characteristic of our campus community; to increase the diversity of all parts of our University community through commitment to diversity in our recruitment and retention efforts; to foster a spirit of openness to active engagement among all members of our campus community. We act to achieve an environment that welcomes and supports diversity; to ensure full educational opportunity for all who teach and learn here; to prepare effectively citizen-leaders for a pluralistic world.

Puget Sound is committed to an environment that welcomes and supports diversity. We seek diversity of identity, thought, perspective, and background in our students, faculty, and staff. To learn more please visit:

The University of Puget Sound is an equal opportunity employer.

How to Apply
For complete job description and application instructions, visit:

About Puget Sound
Puget Sound is a selective national liberal arts college in Tacoma, Washington, drawing 2,600 students from 48 states and 20 countries. Puget Sound graduates include Rhodes and Fulbright scholars, notables in the arts and culture, entrepreneurs and elected officials, and leaders in business and finance locally and throughout the world. A low student-faculty ratio provides Puget Sound students with personal attention from faculty who have a strong commitment to teaching and offer 1,200 courses each year in more than 40 traditional and interdisciplinary fields, including graduate programs in occupational and physical therapy and in education. Puget Sound is the only nationally ranked independent undergraduate liberal arts college in Western Washington, and one of just five independent colleges in the Pacific Northwest granted a charter by Phi Beta Kappa, the nation’s most prestigious academic honorary society. Visit "About Puget Sound" ( to learn more about the college.

As a strategic goal and through our core values, University of Puget Sound is committed to an environment that welcomes and supports diversity. We seek diversity of identity, thought, perspective, and background in our students, faculty, and staff. EOE/AA


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