Policy Manual sample

MDT Home Health Care Agency, Inc. TITLE OF POSITION: Chief Financial Officer TITLE OF IMMEDIATE SUPERVISOR: Chief Executive Officer QUALIFICATIONS: Experience with business bookkeeping or equivalent experience. Minimum of one year experience in health care accounting or general business bookkeeping/accounting. Report to the Administrator. RESPONSIBILITIES: 1. Develops and maintains systems and procedures for agency financial operations. 2. Is responsible for the preparation of financial statements and reports. 3. Provides for a centralized filing system for all materials related to fiscal functions. 4. Provides for the collection and dissemination of statistical data. 5. Provides for the maintenance of all financial manuals. 6. Provides for a complete and accurate accounting of all business transactions. 7. Provides for billing services and collection of fees for service income. 8. Prepares monthly invoices and statements for contracts. 9. Assists with audits. Ensure HIPAA guidelines and procedures are maintained. 10. Performs other related functions as requested. POSITION SUMMARY: Organizes and administers the business and financial activities of the agency. Advises the CEO and Administrator about financial trends affecting the agency. JOB CONDITIONS Position is stressful in meeting deadlines. Minimal lifting of office records and printouts. Primarily, a desk job which involves sitting, standing, stooping and walking. Excessive telephone communication. Traveling by car or airplane to local, out-of-town or state seminars, conferences or meetings. Must be able to hear and speak in a manner understood by most people. Must be able to communicate both verbally and in writing. This Job Classification will not have a Potential risk for Occupational Exposure to Blood and other Potential Infections body fluids. EQUIPMENT OPERATION Utilizes PC, Calculator, multi line telephone, and other related office equipment. COMPANY INFORMATION Access to all client medical records and client financial accounts, personnel records and company financial records, which may be discussed with all management staff, including Board of Directors. ____________________________________ _____________________ Signature Date Home Health Agency Job Descriptions I-80

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