Medical Records Advocate

Included Health

. Obtain medical records from a variety of provider locations in a timely and accurate manner .

Posted 10/27/2026contractRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in medical records collection, organization, and documentation while maintaining attention to detail and accuracy. Capable of collaborating with cross-functional teams and managing competing priorities effectively.

Highest-signal resume keywords

Medical Records CollectionAttention To DetailOrganizational SkillsIndependent Decision-MakingProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Records OrganizationDocumentation ManagementCase Note MaintenanceTechnical TroubleshootingWorkflow Execution

Soft Skills

Communication SkillsProblem-SolvingInfluence ManagementProfessional Phone Presence

Tools & Technologies

Mac ComputersGoogle AppsAdobe ProClient Relationship Management Systems

Industry Keywords

Privacy ComplianceRecords IntakeContinuity Of CareHigh-Priority CasesMedical Office Collaboration

About the role

Key responsibilities & impact

Obtain medical records from a variety of provider locations in a timely and accurate manner
Communicate with medical offices, hospitals, laboratories, copy services, and other external partners to obtain relevant records
Organize, review, and track incoming records, identifying missing documentation, records, and imaging
Collaborate with clinicians and cross-functional partners to determine needed records and support case progression
Trim, bookmark, index, and prepare records for clinical review and downstream workflows
Maintain a professional phone presence with external partners
Navigate barriers and obtain pertinent records with persistence, follow-through, and problem-solving
Provide members with timely status updates throughout the records collection process
Maintain thorough case notes documenting actions, outreach attempts, case status, and next steps
Exercise independent judgment, identify escalation needs, and help resolve complex records-related issues
Manage competing priorities while maintaining attention to detail, accuracy, and timeliness
Support specialty, continuity-of-care, and high-priority cases
Participate in records intake, assignment, and queue-based workflow execution, including validating signed releases
Follow privacy, release, and secure-handling workflows
Suggest process improvements to enhance member experience, efficiency, and quality
Collaborate with Care, Medical, Expert Engagement, and other cross-functional teams

Requirements

What you’ll need

Excellent attention to detail and strong organizational skills
Ability to take meticulous notes and maintain clear documentation of actions taken
Ability to engage in independent decision-making with minimal supervision
Ability to manage through influence when lacking direct authority
Comfort with Mac computers, Google Apps, Adobe Pro, and client relationship management systems is a plus
Ability to troubleshoot basic technical issues
Experience with medical records, records collection, or business-to-business collections is preferred
Ability to remain seated in a stationary position for prolonged periods
Requires eye-hand coordination and manual dexterity sufficient to operate keyboard, computer and other office-related equipment
No heavy lifting is expected, though occasional exertion of about 20 lbs. of force (e.g., lifting a computer / laptop) may be required
Ability to interact with leadership, employees, and members in an appropriate manner

Benefits

Comp & perks

Equal Opportunity Employer
Consideration of qualified applicants with arrest or conviction records in accordance with applicable fair chance ordinances and California law