Medical History Specialist

Colonial Group; Monterrey; Híbrido; MXN 201.000 - 312.000; Jornada completa

Descripción de la vacante

Colonial Group seeks a Medical History Specialist to support Pediatric Associates’ Monterrey offices. You will manage electronic requests, review medical records, and coordinate forms, DME, and prior authorizations with urgency and accuracy.

Responsibilities include scheduling, patient outreach, and documenting activities in EMR systems while maintaining HIPAA compliance and high-quality service for patients and clinicians alike.

Formación

• Bachelor's degree in a health-related field is required.
• 1–2 years’ experience in a medical office or healthcare setting preferred.
• Experience using electronic medical records and documentation is highly preferred.
• Previous customer service experience is preferred.

Responsabilidades

• Responds to patient inquiries, communicates, and interacts with patients professionally when completing patient’s requests.
• Proficient in navigating electronic medical records systems.
• Books appointments in accordance with patient needs and identifies future visits in accordance with policies and procedures.
• Identifies patient and/or pharmacy outreach needs to validate prescription refill requests.
• Documents accurately and efficiently within all electronic systems (XPM, EHR, ECW).
• Documents all questions and messages for Clinicians and labels them properly in accordance with the patient’s requests.
• Contacts families to verify request needs and to schedule appointments as needed based on system screening and protocols.
• Uses patient medical records to review and create patient forms and letters accurately.
• Assists with patient/parent call backs to deliver clinical messages and instructions.
• Uses patient medical record to reconcile immunization records and creates school forms.
• Works with clinician, insurance and DME vendor facilities to coordinate fulfillment of DME orders.
• Uses patient medical record to review and prepare requests for prescription refills and medication prior authorization.
• Identifies time sensitive documents and pending tasks and responds with urgency.
• Meets quality and productivity requirements as determined.
• Attends training/meetings to stay updated on protocol changes.

Conocimientos

Strong communication skills

Team player

Multi-tasking

Attention to detail

PC knowledge

Medical terminology

Educación

Bachelor's degree in a health-related field

Herramientas

EMR systems

MS Office

Descripción del empleo

PRIMARY FUNCTION

Supports Pediatric Associates’ medical offices in the role of Medical History Specialist (MHS), responsible for managing various electronic requests assigned to the corresponding generic bins, including requests for forms, Durable Medical Equipment (DME) and supplies, medication prior authorizations, prescription refill verifications, patient callbacks, and appointment scheduling.

ESSENTIAL DUTIES AND RESPONSIBILITIES

This list may not include all of the duties that may be assigned.

1. 1. Responds to patient inquiries, communicates, and interact with patients professionally when completing patient’s requests.
2. 2. Proficient in navigating electronic medical records systems.
3. 3. Books appointments in accordance with patient needs and identifies future visits in accordance with Pediatric Associates policies and procedures.
4. 4. Identifies patient and/or pharmacy outreach needs to validate prescription refill requests.
5. 5. Documents accurately and efficiently within all electronic systems (XPM, EHR, ECW).
6. 6. Documents all questions and messages for Clinicians and label them properly in accordance with the patient’s requests.
7. 7. Contacts families to verify request needs and to schedule appointments as needed based on system screening and protocols.
8. 8. Communicate with the office staff when necessary.
9. 9. Uses patient medical records to review and create patient forms and letters accurately.
10. 10. Assists with patient/parent call backs to deliver clinical messages and instructions.
11. 11. Utilizes the patient’s medical records and Florida Shots to reconcile immunization records and creates school forms.
12. 12. Works with clinician, insurance and DME vendor facilities to coordinate fulfillment of DME orders.
13. 13. Uses patient medical record to review and prepare requests for prescription refills and medication prior authorization.
14. 14. Identifies time sensitive documents and pending tasks and responds with urgency.
15. 15. Meets quality and productivity requirements as determined.
16. 16. Attends any necessary training/meetings to be up to date on protocol changes.
17. 17. Other duties may include, but not limited to, outbound calls, copying, faxing, etc.

QUALIFICATIONS

EDUCATION:

• Bachelor's degree in a health-related field (Medicine, Nursing) required.

LOCATION:

• Monterrey, Nuevo Leon, Mexico. Eligible candidates must reside in the Monterrey Metropolitan Area.

EXPERIENCE:

• 1-2 years’ experience in a medical office or healthcare setting.
• Experience using electronic medical records and documentation highly preferred.
• Previous customer service experience preferred.

KNOWLEDGE, SKILLS AND ABILITIES

• Must have strong verbal, written, and interpersonal communication skills.
• Demonstrates ability to work well in a team environment.
• Strong multi-tasking skills. Attention to detail, accuracy, and timeliness is critical.
• General PC knowledge including Microsoft Office, Internet, and Email.
• Substantial knowledge of medical terminology with some understanding of CPT/ICD-10 coding.

TYPICAL WORKING CONDITIONS

• Non-patient-facing
• Rotating in office
• Indoor work
• Operating computer
• Reach outward
• Manual dexterity
• Reach above shoulder
• Standing
• Sitting
• Walking

OTHER PHYSICAL REQUIREMENTS

• Vision
• Sense of sound
• Sense of touch

PERFORMANCE REQUIREMENTS

Adhere to all organizational information security policies and protect all sensitive information including but not limited to ePHI and PHI (Protected Health Information) in accordance with organizational policy, Federal, State, and local regulations