Medical Records Delivery Specialist

ChartSquad; United States; Remote; USD 22,000 - 36,000; Full time

Benefits offered by this job

Health benefits

Life insurance

HSA

FSA

Discounted shopping

PTO

401k matching

Job summary

ChartSquad is hiring a Records Delivery Agent in the United States. This role focuses on moving records requests forward, communicating with providers, and ensuring timely delivery of complete medical records while maintaining HIPAA privacy standards.

You will manage a queue of requests, update clients, resolve issues, and log every interaction using ChartSquad systems. A strong emphasis on accuracy, speed, and professional communication is essential.

Qualifications

• Experience working with technology and the 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: you ask probing questions and follow up until you get an answer.
• The 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.

Responsibilities

• Work an assigned queue of open and pending requests to obtain complete records and close each request as fast as possible.
• Call providers to get status updates on pending requests and resolve blockers.
• Communicate with providers about issues with a request, such as missing records or delivery problems.
• Explain that each request is a patient’s record request and ensure privacy.
• Log every call, email, fax, and portal interaction with clear notes.
• Manage the print queue for mailing and ensure proper documentation.
• Use ChartSquad tools to relay information to other teams as needed.
• Meet or exceed team productivity and quality metrics while protecting patient privacy.

Skills

Tech literacy

Phone handling

Data entry

Verbal communication

Persistence

De-escalation

Time management

Attention to detail

Tools

Outlook

Word

Excel

Teams

Zoom

Job description

ChartSquad is hiring a Records Delivery Agent in the United States. This role focuses on moving records requests forward, communicating with providers, and ensuring timely delivery of complete medical records while maintaining HIPAA privacy standards.

You will manage a queue of requests, update clients, resolve issues, and log every interaction using ChartSquad systems. A strong emphasis on accuracy, speed, and professional communication is essential.