Demonstrates strong organizational skills and attention to detail while managing patient record requests and maintaining compliance with HIPAA regulations. Proficient in Salesforce for documentation and communication with healthcare providers.

Highest-signal resume keywords

Salesforce ProficiencyHIPAA ComplianceMedical Records ManagementClear Communication SkillsOrganizational Skills

About the role

Key responsibilities & impact

Submit accurate patient record requests to healthcare providers’ Release of Information departments using the internal request system
Follow up via phone, email, and fax to ensure timely record delivery
Upload, label, and organize medical records to the correct patient profiles in Salesforce
Maintain accurate documentation of provider interactions and collection activity in Salesforce
Meet or exceed collection volume and turnaround-time performance metrics
Build professional relationships with provider offices to facilitate record access
Identify and resolve issues such as incorrect fax numbers, unresponsive offices, and missing authorizations
Use judgment while maintaining HIPAA and internal data privacy compliance
Use a reliable, fast computer and stable high-speed internet
Manage cases, invoice payments, and external provider communications independently
Work independently with integrity while meeting tracked output expectations

Requirements

What you’ll need

Must be 18+ years of age
Strong organizational skills with the ability to manage multiple requests and shifting priorities
Clear, professional written and verbal communication skills
Demonstrated phone etiquette and persistence when following up with healthcare facilities
High attention to detail and consistent documentation habits
Self-motivated and able to work independently without direct supervision
Experience in medical records, healthcare administration, or customer service is a plus
Familiarity with HIPAA, record retrieval processes, or EMR systems is preferred but not required
Proficiency with Salesforce or similar CRM systems is highly valued
Reliable, up-to-date personal computer and high-speed internet required
Preference given to candidates who can work 30+ hours/week
Fast learner and comfortable with technology
Available to work during normal business hours, with operational hours of 8am to 6pm local time
Ability to work as an independent contractor
Must follow HIPAA and internal data privacy protocols

Benefits

Comp & perks

Flexible hours
Remote work
Opportunity to make a real impact on a mission-driven healthcare company
Preference given to candidates who can work 30+ hours/week
Equal opportunity and inclusive work environment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Medical Records ManagementRecord Retrieval ProcessesSalesforce ProficiencyEMR Systems Familiarity

Soft Skills

Clear Communication SkillsStrong Organizational SkillsSelf-MotivatedAttention to DetailPhone Etiquette

Tools & Technologies

SalesforceHigh-Speed InternetPersonal Computer

Industry Keywords

HIPAAHealthcare AdministrationPatient Record RequestsData Privacy Compliance