- Coordinate the retrieval, processing, maintenance, and organization of patient medical records.
- Work with providers, healthcare facilities, and other external parties to obtain records for client requests.
- Navigate provider websites and portals, and track incoming, outstanding, and completed requests.
- Review invoices related to medical-record retrieval and coordinate payments.
- Perform quality assurance reviews and identify missing, incomplete, or potentially relevant documentation.
- Support customer onboarding, client training, customer success, and basic platform troubleshooting.
- Maintain inbound and outbound record shipments, and scan physical charts and correspondence into digital files.
- Prepare client metrics, reports, flowsheets, and other administrative materials.
- Research and resolve issues to support timely request completion while maintaining confidentiality of protected health information.
Customer serviceQuality Assurance