ChartSquad

Agent

• Work an assigned queue of open and pending medical-record requests organized by provider
• Obtain complete records and close requests as quickly as possible
• Call providers for status updates and resolve issues delaying requests
• Communicate with providers about missing records, incomplete productions, delivery problems, and billing questions
• Explain that each request is a patient's request for their own records
• Actively listen to callers, clarify information, and defuse angry providers
• Process incoming correspondence through the ChartSquad Delivery Hub and provider portals
• Manage the print queue and verify documentation for mailing
• Use software, databases, scripts, and tools appropriately
• Relay important information to other ChartSquad teams
• Verify and update provider information, including addresses, phone numbers, fax numbers, email addresses, and delivery methods
• Link related records and data points in the ChartSquad platform
• Log every call, email, fax, and portal interaction with detailed notes
• Submit provider fees to clients for payment
• Keep clients updated through the ChartSquad messaging system
• Respond to client and patient questions and escalate issues when needed
• Send requests electronically by fax, email, or portal whenever possible
• Answer inbound calls, make outbound calls, and log call results
• Manage the voicemail inbox and return messages promptly
• Meet or exceed productivity and quality metrics
• Protect patient privacy by following HIPAA and ChartSquad policies and procedures
• Participate in training on ChartSquad products and the records process

Explore Medical Records Delivery Agent at ChartSquad. Review requirements and application details.

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Medical Records Delivery Agent