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Home My WebLink AboutMINUTES - 11271990 - 1.89 ENT ,POSITION ADJUSTMENT -REQUFS .B.PR ►p 0.�S�{13 - Date:, .'Dept. =No. •COPERS Depaftment HEALTH 'SERV I CES/DI RECTORBudget 'Unit.'., o. .:O�/Sb Org No S�7.Sa Agency .No. 54 Action Requested: .;Rea 11ocate -position 154-X01739 .from Mental :Health •Treatment Specialist (NOXA) to 'Patient `financial -Services Specialist 'lVgVR) _ Proposed ,Effective Date: Explain why adjustment is needed: - To accurately classify financial fnrus of the acSiQnmant h'. Classification Questionnaire-attached; Yes X No Cost is within department's budget: :Yes X '.No Total One-Time Costs (non-salary) _associated with this request: ' `$ ' Estimated Total cost of adjustment (salary/benefits/one-time): .Total Annual -Cost. $924.00 ;Net >County .Cost :$ .= Total This FY $ 154.00 'N.-C.C. This FY $ Source of Funding to Offset Adjustment: Cost is within apnrnved hUdget_ Department must initiate necessary. appropriation adjustment r' and submit to CAO. Use .additional -sheets for further Mark Finucane r explanations or comments. (for.) Department Head Reviewed by CAO and .Eeleased To.Personnel Department S Deputy :Co ty Administrator Date ------------- r. Personnel Department Recommendation Date: 6/28/90 Reallocate Mental .:.Health Treatment Specialist, position #54-01739, at salary -level -TA'-1322 ($1835-2349) to Patient Financial Services Specialist, at .salary level XC-1995 ($1995-2597). -. Amend Resolution 71/17 establishing positions.and resolutions allocating classes -to 'the Basic/Exempt Salary Schedule, as described above. , Effective: day following Board action. r Dae Afor ,t ory of er onnel County Administrator Recommendation .:Date: 9, Approve Recommendation ofDirector of;Personnel r, Disapprove Recommendation of `Director�of Personnel Other: (for, )=..County:;Administrator nt< Board .of Supervisors Action Phil -Batchelor., Clerk of the Board of ;NON 2 .• Adjustment APPROVED/ ; 7 :1990 on - ;,�Su�ervsors,and `County-Administrator Date =N OV 2 71990 `s y y. h y By APPROVAL OF THIS ADJUSTMENT CONSTITUTES A -PERSONNEL/SALARY=RESOLUTION .AMENDMENT. P300 (M347) 7/R9 (Rev_ 1 I-OS9 CONTRA COSTA COUNTY HEALTH SERVICES DEPARTMENT To: Fran Ward Date: Mar 1990 Deputy County Administrator From: Shelley Pighin Subject: MENTAL HEALTH TREATMENT _ Personnel Services Assistant SPECIALIST-A, Position 54-01739 (Linda Brush) This is a request to reallocate position #54-01739 from Mental Health Treat- ment Specialist (VQXA) to Patient Financial Services Specialist (V9VB) . This position has been assigned the benefits function for the Conservator- ship/Guardianship Program full-time since January 1989 and as back up coverage prior to that date. Duties include advising family members about eligibility criteria, resource limits, and reporting responsiblities for Social Security, Veteran' s benefits, and Medi-Cal ; collecting and process- ing financial and personal history information and documents to complete '2 referral , ie; bank statements, income sources, and life insurance policies. ti These duties are significantly different from those of a MHTS providing total case management services, that is, crises intervention, placement in/ out of facilities, needs assessment for psychiatric care, dental care, day treatment and social activities. The financial focus of this position, therefore, makes it more appropriately classified as a Patient Financial Services Specialist. This can be accom- plished by reallocating the position and transferring the incumbent (Linda Brush) as provided for the MHTS deep class resolution. Please place this item on the Board agenda at your earliest convenience. If you have any questions, I can be reached at 646=4159. cc: Pat Godley Carol Sibilia Elizabeth Garcia 4 A-41 3181 DESCRIPTION OF DUTIES OPENING CASES: Updating computer information, verifying social security number, requesting social security card, medi-care card, birth certificate as needed, filing change of address (US Mail ) , writing letters to request that we be made payee for bene- fits currently received and send written notification to pertinent individuals/agencies of clients current whereabouts. Make phone contact with family and friends to get information about previous living arrangements and previous hospitalizations. Write letters to life insurance companies requesting information on cash surrender value of policies. Determine where the client's checks are currently being received and advise family, if appropriate, that checks should be forwarded to us. Request that Social Security "suspend" checks when .it appears they are not being utilized for client. PREPARING REPORTS, APPLICATIONS, APPEALS: Complete all applications for benefits (i .e. SSA, SSI , VA, SDI , etc. ) Complete the forms required to. determine continued eligibility for these same benefits. Complete the ,disability reports for application of SSI and Medi-cal . Responsible for getting Physicians Statement -of continued disability for payment of SDI. Complete and submit paperwork for all payee changes. File appeals for denial of benefits, request waiver of overpayments due to hardship or disagree- ment and attend hearings when scheduled. RECORD KEEPING: Log work activities in the case file. Keep track of all payee changes that are pending. Initiated a system to keep track of forms that have been sent out to physicians for completion. Enter on a log, all lump sum SSA and SSI payments received by the clients. Maintain a log of all materials delivered to Social Security. REPORTING RESPONSIBILITIES: Provide written notification of changes in income, changes in living arrange- ments, changes in property, cash assets, death, etc. , to Social Security, V.A. administration, Medi-Cal , private pension plans, SDI etc. Complete third party liability forms as received from .the State Medi-cal office. Request a correction of the Medi-cal share of cost and prepare authorizations for repay- ment of excess reserves/money to the State of California/Medi-cal as appropriate. Page 2 INTERVIEWING AND ASSESSMENT: Contacts with responsible relatives, employers and care providers to obtain information necessary to identify the benefits of possible entitlement. Assess eligibility to various benefits. Interview Deputy Conservators, therapists, and Doctors to collect information necessary for completion of disability reports as required by State Dept. of Social Services (DED) . LIASON TO SOCIAL SECURITY ADMINISTRATION: Deliver all notifications, applications, reports, evaluations, etc. Provide documentation of assets, copies of bank statements, computer printouts of monies we control , copies of burial trust accounts, birth certificates, Naturalization papers, etc. Arrange for the refund of monies for all over- payments made to clients and make delivery of these checks. Prepare' a log of all materials delivered to Social Security and secure signature for each item delivered which converts the log to a receipt journal . CONSULTANT TO DEPUTIES: Provide help in determining the most advantagious time frame for application of benefits and advise Deputies regarding "spend down" of cash assets prior to application, as requested. Resolve the problem, when benefits are paid in the wrong amount or have inadvertantly stopped. Obtain clarification from various offices, for issues relating to benefits. Draft informative memos to Deputies and to Case Managers under Mental Health advising them of benefits changes which relate to our clients, ie, changes in property limits or maintenance needs, information regarding lump sum payments that are exempted from personal property limits, information regarding entitlement to benefits at- time of death. Monitor the account balances and advise Case Managers when balance is close to the property limit. LEAD DIRECTION: Responsible for assigning work to account clerk assigned to Benefits desk, which includes, but is not limited to, completion of Medi-cal applications and Payee Reports for Social Security. Provide instruction to her and resolve issues for her when she runs into problems.