TLDM-Team Lead, Documents Management

Viewpoint Calgary- Team Lead, Document Management

Location:

Viewpoint Calgary

2121 - 29 th Street NE, Unit 70, Calgary, Alberta T1Y 7H8

Status:

Full-time, In-Person

About Viewpoint

Viewpoint is the leading provider of high quality, defensible independent medical assessments. We are Canada’s largest IME company, delivering timely access to an extensive network of over 1,700 experienced and well-credentialed medical, psychological, and allied health professionals in over 300 physical locations across the country. With this breadth of coverage, we maintain overall service quality, accuracy and consistency while catering to the geographical needs of our clients.

Our clients cross a diverse range of sectors, including life and health insurers, property and casualty insurers, the legal community, employers and government organizations. Our strength lies in the foundation of excellence in service delivery that we provide, as well as our ability to work in close partnerships with our customers and assessors.

About Team Lead, Document Management

The Team Lead, Document Management, plays a critical role in overseeing the organization, processing, and flow of medical documents. This role ensures that records are accurately managed, organized, labeled, and categorized, ensuring accuracy and proper storage. By leading a team of document management coordinators, the Team Lead offers guidance and support, and acting as a key connection between the Document Management Coordinator and the Regional Manager.

Main Responsibilities:

• Responsible for documents team members as well as the Alberta administrative assistant team
• Training: Onboard and train new staff on Documents protocols and procedures. Onboard and train new Admin staff on front desk, admin tasks, policies and procedures.
• Performance Management: Distribute work and monitor workloads of each document coordinator and administrative assistant
• Assist admins with monitoring room allocation in Edmonton and Calgary offices
• Provide feedback to direct reports and conduct annual performance reviews.
• Monitor team KPI’s.
• Data Analysis: Pull and analyze statistics to provide feedback to ensure staff meet monthly goals.
• Monitor queues daily to ensure compliance with SLAs and SOPs, query and address outliers to ensure return to compliance.
• Manage a partial file Documents Coordinator file load including Organizing files and saving to the database as per Documents protocol; preparing and sending files to the assessors electronically and/or preparing a physical file-depending on assessor preferences as per Documents protocols; reviewing document lists to ensure accuracy. Will have own set of KPI’s to adhere to.
• Internal Audits: Conduct audits of prepared files and accuracy in the system and ensure files are prepped properly and on time.
• Client/Assessor Interaction: Address client/assessor queries and follow up to ensure timely resolution.
• Liaise with all departments to resolve issues or problems.
• Escalate any issues to Leadership. Support leadership with other duties as required.
• Other Admin duties as assigned or required.
• Provide leadership and skills while adhering to Lifemark core values.
  
  
  

Qualifications

• College diploma in a relevant field;
• 1-2 years’ work experience in a medical or insurance office;
• Leadership skills
• Excellent computer skills and knowledge of Windows environment;
• Must have excellent communication skills (written and verbal); must be able to show initiative and good judgment; must be team player with the ability to work autonomously;
• Exceptional organizational and time management skills;
• Enjoy working in a collaborative team environment.
  
  
  

Why choose Viewpoint?

• Comprehensive and flexible health and dental choices with Flex benefits
• Lifemark Employee Assistance Program
• Shoppers Drug Mart Employee Discount (30%)
• Employee Stock Purchase Plan (25%)
• Paid vacation and Wellness days
• Annual continuing education allowance of $1500 (applicable towards credential or designation fee)
• Goodlife Fitness Corporate Discount Gym Membership
• Ongoing internal training and development with opportunities for mentorship
• A diverse and inclusive workplace with a track record of high employee engagement and teamwork
• Nationally recognized brand with a strong digital presence
  
  
  

Thank you for your interest in joining our team! We appreciate the time and effort you’ve taken to apply for this position. Our team will carefully review all applications and contact candidates who meet the qualifications for the next steps. We encourage you to keep an eye on our future job openings. We look forward to connecting with the right candidate soon!