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Chart Utilization Review Jobs in California (NOW HIRING)

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Chart Utilization Review information

What are the key skills and qualifications needed to thrive as a chart utilization review specialist, and why are they important?

To thrive as a Chart Utilization Review specialist, you need a background in healthcare, strong knowledge of medical terminology, and experience with patient care documentation, often supported by an RN or LPN license. Familiarity with utilization management software, electronic health records (EHR), and relevant certifications such as Certified Professional in Utilization Review (CPUR) are typically required. Attention to detail, analytical thinking, and effective communication are crucial soft skills for accurately reviewing charts and collaborating with healthcare providers. These abilities ensure compliance, optimize patient care, and support cost-effective healthcare delivery.

What is chart utilization review?

Chart Utilization Review is a process commonly used in healthcare settings to assess the necessity, appropriateness, and efficiency of medical services provided to patients. It involves reviewing patient charts and medical records to ensure that treatments and procedures are justified according to established guidelines and policies. This process helps in improving patient care, managing costs, and ensuring compliance with regulatory requirements. Utilization review professionals work closely with medical staff, insurance companies, and regulatory agencies to support quality and cost-effective care.

What are some common challenges faced by professionals in chart utilization review, and how can they be addressed?

Professionals in Chart Utilization Review often encounter challenges such as navigating incomplete or inconsistent medical documentation, staying current with ever-evolving healthcare regulations, and balancing productivity with accuracy. To address these challenges, it is important to maintain open communication with clinical staff, participate in ongoing training, and utilize robust electronic health record systems. Additionally, collaborating closely with interdisciplinary teams can help clarify documentation and ensure compliance with regulatory standards.

What is the difference between Chart Utilization Review vs Chart Review Specialist?

AspectChart Utilization ReviewChart Review Specialist
CredentialsTypically requires healthcare or insurance-related certificationsOften requires medical or coding certifications
Work EnvironmentHealthcare facilities, insurance companies, utilization management teamsMedical offices, insurance companies, coding firms
Employer & IndustryHospitals, insurance providers, healthcare organizationsMedical billing companies, insurance firms, healthcare providers
Primary FocusAssessing medical necessity and appropriateness of servicesReviewing medical records for coding accuracy and completeness

While both roles involve reviewing medical information, Chart Utilization Review focuses on evaluating the necessity of healthcare services, whereas Chart Review Specialists primarily verify medical documentation for coding and billing accuracy. Understanding these distinctions helps professionals choose the right career path or job search focus.

What cities in California are hiring for Chart Utilization Review jobs? Cities in California with the most Chart Utilization Review job openings:
Infographic showing various Chart Utilization Review job openings in California as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Case Manager III, Ambulatory ( RN )

Sutter Health

San Francisco, CA • On-site

Full-time

Medical, Vision

Posted 17 days ago


Sutter Health rating

8.2

Company rating: 8.2 out of 10

Based on 326 frontline employees who took The Breakroom Quiz

55th of 887 rated healthcare providers


Job description

We are so glad you are interested in joining Sutter Health!

Organization:

SPMF-Sutter Pacific Medical Foundation - South

Position Overview:

Serves as a Case Manager (CM) Subject Matter Expert (SME) performing case management roles and functions, with a focus on InterQual medical necessity reviews, training newly hired team members, quality assurance and support. Conducts group and one-on-one training sessions with peers and new hire case managers, provides constructive feedback, and assesses progress and compliance with the system standardized utilization management process and case management workflows. Schedules RN Case Manager training sessions, conducts and presents audit findings, trends and program results to staff and leaders.
May have contact with patients, families, the interdisciplinary team, nursing management, quality and ancillary services, third party payers and review agencies. Develops key relationships with Case Managers, Care Coordination leaders, and Physician Advisors, in addition to maintaining a beneficial working relationship with team members and physician leaders to assist in the clinical review process.

Job Description:

These Principal Accountabilities, Requirements and Qualifications are not exhaustive, but are merely the most descriptive of the current job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, staff changes, workload, or technical development).
JOB ACCOUNTABILITIES:

  • Assesses utilization of resources to ensure cost effective care using evidence based criteria.
  • Maintains Utilization Review Accuracy rate of 90% and meets productivity standards.
  • Performs comprehensive chart review and utilizes InterQual criteria for potential and actual admissions, continued stay and/or retrospective reviews to determine appropriateness of the admission, setting, continued services, and level of care.
  • Initiates timely communication with case managers, physicians, other staff and leaders when medical necessity deficiencies and denials trends are identified.
  • Identifies and collaborates with Sutter Health on new approaches and best practice models for denials prevention.
  • Monitors appropriate reports for admissions and/or continued stays requiring Utilization Review.
  • Maintains current knowledge base of regulatory laws, insurance contracts, coverage and reimbursement rules for Medicare, Medi-Cal and other government and commercial payers.
  • Provides training, peer reviews, quality assurance and support.
  • Provides hands-on training, education and support to new hire and staff RN case managers, as required.
  • Assists Care Coordination Educators with training and development activities.
  • Considers adult learning styles and development levels and tailors educational approach and methods accordingly.
  • Provides feedback and assesses case manager progress and compliance with established Sutter Utilization Management (UM) Process and Case Management (CM) workflows.
  • Performs screening, assessment, care coordination, care transition and discharge planning activities for patients.
  • Conducts InterQual and chart audits to assist with peer reviews. Provides audit results, trends and significant developments related to resource or utilization management.
  • Acts as a liaison to departments for management of claims to support adjudication of all capitated claims, including acute enrollee notification submissions.
  • Attends weekly conference calls with other departments to review claims for payment versus denial.
  • Conducts daily reviews and provides case management for all capitated inpatients.
  • Coordinates follow-up and outpatient care with capitated members' medical group.
  • Assists with coordination of second level review authorizations.
  • Demonstrates a clear understanding of, and consistently adheres to System, department and facility policies, procedures and standards.
  • Attends and actively participates in department and facility meetings, training and classes, including annual fire, safety, and disaster programs.


EDUCATION:

Graduate of an accredited school of nursing
CERTIFICATION & LICENSURE:
RN-Registered Nurse of California
TYPICAL EXPERIENCE:


5 years recent relevant experience.


SKILLS AND KNOWLEDGE:
Broad knowledge base of health care delivery and case management within a managed care environment.
Knowledge of utilization review process, OIG, CMS, RAC, and all other regulatory agencies related to utilization management.
Comprehensive knowledge of medical necessity standards, levels of care, inpatient and outpatient status (observation, ambulatory procedure, emergency).
Verbal and written communication skills.
Able to work with team members to produce desired goals and objectives.
Able to successfully navigate multiple computer programs for chart review, medical necessity determination, and care coordination processes.
Able to provide group and one-on-one education to new hires and peers.
Proficient in Excel spreadsheets, use of pivot tables, formulas and graphs.
Proficient in Microsoft suite including Word and Outlook.
PHYSICAL ACTIVITIES AND REQUIREMENTS:
See required physical demands, mental components, visual activities & working conditions at the following link: Job Requirements

Job Shift:

Days

Schedule:

Full Time

Shift Hours:

8

Days of the Week:

Monday - Friday

Weekend Requirements:

None

Benefits:

Yes

Unions:

No

Position Status:

Non-Exempt

Weekly Hours:

40

Employee Status:

Regular

Employees of Sutter Health and its entities may handle hazardous drugs in the course of their work, including patient care, which requires them to manage, store, prepare, receive, unpack, transport, dispose of, or administer drugs identified as hazardous or potentially hazardous by the National Institute for Occupational Safety and Health (NIOSH) and in accordance with the USP 800 guidelines.

Sutter Health is an equal opportunity employer EOE/M/F/Disability/Veterans.

Pay Range is $90.58 to $126.81 / hour

The compensation range may vary based on the geographic location where the position is filled. Total compensation considers multiple factors, including, but not limited to a candidate's experience, education, skills, licensure, certifications, departmental equity, training, and organizational needs. Base pay is only one component of Sutter Health's comprehensive total rewards program. Eligible positions also include a comprehensive benefits package.


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