Medical Records Delivery Agent

ChartSquad

. Work an assigned queue of open and pending medical-record requests organized by provider .

Posted 10/23/2026full-timeRemote • United StatesMid-LevelSenior💰 $17 - $21 per hourWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

U.S. residence required
Eligibility to work full time in the US
Experience working with technology and ability to learn new software quickly
Proficiency with Microsoft applications, including Outlook, Word, Excel, Teams, and Zoom
Experience using a business phone system to answer calls, make calls, and log call results
Fast, accurate data entry and strong typing skills
Clear, professional verbal and written communication, especially on the phone
Persistence in asking probing questions and following up until receiving an answer
Ability to defuse tense conversations and keep them productive
Strong time management and sound decision-making with a large, fast-moving workload
Adaptability, accountability, and close attention to detail
Experience with medical records, release of information, or HIPAA
Experience in a law firm, especially personal injury
Customer service or call center experience

Benefits

Comp & perks

Employer-paid health benefits package for the employee, including vision and dental after 30 days of employment
Life insurance options
HSA
FSA
Discounted shopping sites
Paid time off (PTO), including sick time and vacation days on an accrual basis
401k safe harbor matching