Medical Chart Preparation Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Evaluate provider appointment schedules and prioritize patient charts according to appointment dates and preparation needs.

• Organize and review patient medical records and medical history.

• Ensure that charts are equipped with necessary historical information and supporting documentation.

• Identify incomplete charts, absent records, and pending documentation.

• Prepare charts for routine primary care, specialized consultations, surgical clearances, and preoperative appointments.

• Request missing medical records from external healthcare providers using approved communication methods.

• Follow up on outstanding requests and monitor request dates, follow-up timelines, and receipt statuses.

• Upload or attach received records to the respective patient charts.

• Monitor provider-directed post-visit tasks and the progress of chart preparation.

• Relay updates, unresolved requests, and workflow issues to designated team members.

• Collaborate with medical assistants and healthcare staff.

• Maintain the accuracy, confidentiality, and compliance of patient health information.

• Ensure records are uploaded, categorized, and preserved in the correct patient charts.

⛳️ Requirements

• Prior experience in healthcare administration, medical records management, clinical documentation, or medical chart preparation.

• Knowledge of Electronic Health Record (EHR) and Electronic Medical Record (EMR) systems.

• Experience in appointment scheduling, patient documentation, and medical records coordination.

• Understanding of medical terminology and standard clinical documentation practices.

• Exceptional attention to detail and a high level of accuracy in data entry.

• Proficiency in using EHR/EMR platforms and scheduling software.

• Competence in Microsoft Office applications, especially Microsoft Teams and Outlook.

• Ability to navigate digital medical records, upload documents, and maintain organized electronic patient files.

• Excellent written and verbal communication skills in English.

• Strong organizational and time-management skills.

• Capability to prioritize multiple patient charts and meet deadlines related to appointments.

• Ability to independently manage follow-ups and outstanding documentation.

• Strong coordination and collaboration skills when engaging with healthcare teams.

• Ability to adhere to established procedures and adapt to provider-specific workflows.

• Familiarity with eClinicalWorks (eCW) is a plus.

• Healthcare credentials as an RN, LPN, MA, or PA are preferred but not mandatory.

🏝️ Benefits

• Competitive salary package.

• Comprehensive health benefits.

• Opportunities for professional development and training.

• Supportive work environment with a focus on collaboration.