Remote Medical Records Specialist — Salesforce Pro

OpenKrill; United States; Remote; USD 25,000 - 39,000; Part time

Job summary

Citizen Health is seeking a meticulous Record Collection Specialist for a remote contractor role. You will obtain and organize medical records across the country, working with multiple systems, following up diligently, and maintaining precise documentation in Salesforce.

You’ll operate during normal business hours with flexible hours, manage cases and external communications to providers, and uphold HIPAA/data privacy standards while delivering timely results.

Qualifications

• Must be 18+ years of age.
• Strong organizational skills with the ability to manage multiple requests and shifting priorities.
• Clear, professional communication skills — both written and verbal.
• Demonstrated phone etiquette and persistence when following up with healthcare facilities.
• High attention to detail and consistent documentation habits.
• Self-motivated and able to work independently without direct supervision.
• Experience in medical records, healthcare admin, or customer service is a plus.
• Familiarity with HIPAA, record retrieval processes, or EMR systems is preferred but not required.
• Proficiency with Salesforce or similar CRM systems is highly valued.
• Reliable, up-to-date personal computer and high-speed internet required.
• Preference given to candidates who can work 30+ hours/week.
• Ideal candidates are fast learners, tech-comfortable, and able to keep pace in a dynamic environment.

Responsibilities

• Submit clear, accurate patient record requests to healthcare providers’ Release of Information departments using our internal request system.
• Follow up persistently via phone, email, and fax to ensure timely record delivery — you are expected to follow up more than once and problem-solve when things stall.
• Upload, label, and organize received medical records to the correct patient profiles in Salesforce with extreme attention to detail.
• Maintain accurate documentation of all provider interactions and collection activity in Salesforce — if it’s not logged, it didn’t happen.
• Meet or exceed performance metrics for collection volume and turnaround times — we move quickly, and we expect our team to do the same.
• Build professional, effective relationships with provider offices to facilitate smoother record access — charm and clarity go a long way.
• Proactively identify and resolve issues (wrong fax numbers, unresponsive offices, missing authorizations) — don’t wait to be told what to fix.
• Use your judgment and stay aligned with HIPAA and internal data privacy protocols at all times.
• Use a reliable, fast computer and stable high-speed internet — if your system slows you down, so does our team.
• Work independently with integrity — this is a remote role, but we can see your activity. We don’t micromanage, but we do track output. Clocking in without producing results is not an option.

Skills

Organizational skills

Communication skills

Phone etiquette

Attention to detail

Independent work

HIPAA familiarity

EMR systems familiarity

Salesforce proficiency

30+ hours/week availability

Tools

Salesforce

CRM systems

Job description

Citizen Health is seeking a meticulous Record Collection Specialist for a remote contractor role. You will obtain and organize medical records across the country, working with multiple systems, following up diligently, and maintaining precise documentation in Salesforce.

You’ll operate during normal business hours with flexible hours, manage cases and external communications to providers, and uphold HIPAA/data privacy standards while delivering timely results.