Medical Records Fulfillment Specialist

ChartSquad; Heber (UT); On-site; USD 36,000 - 52,000; Full time

Job summary

ChartSquad in Heber City, Utah, is seeking a Records Delivery Agent to move requests forward and secure complete medical records quickly. You will own a workload of provider requests, call providers, and keep clients informed at every step.

The role emphasizes active listening, precise data entry, HIPAA compliance, and teamwork. If you enjoy solving problems and closing tasks efficiently, this position could be a fit.

Qualifications

• Experience 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.
• Ability to manage a large, fast-moving workload with strong time management.

Responsibilities

• Handle an assigned queue of open and pending requests to obtain complete records quickly.
• Call providers for status updates and resolve blockers.
• Communicate issues like missing records or billing questions to providers.
• Explain to providers that requests are patient records.
• Log calls, emails, and portal interactions with clear notes.
• Manage the print queue and ensure proper documentation for mailing.
• Utilize charts, databases, and tools appropriately.
• Relay important information to ChartSquad teams when needed.
• Meet or exceed team productivity and quality metrics.
• Protect patient privacy following HIPAA and company policies.

Skills

Clear communication

Phone etiquette

Time management

Data entry

HIPAA knowledge

Problem solving

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Teams

Zoom

Job description

ChartSquad in Heber City, Utah, is seeking a Records Delivery Agent to move requests forward and secure complete medical records quickly. You will own a workload of provider requests, call providers, and keep clients informed at every step.

The role emphasizes active listening, precise data entry, HIPAA compliance, and teamwork. If you enjoy solving problems and closing tasks efficiently, this position could be a fit.