As a Record Collection Specialist at Citizen Health, you will play a critical role in our mission to serve patients by obtaining and organizing medical records from healthcare providers across the country. You will be part of a high-performing, collaborative team that thrives on shared purpose.
What You'll Do
- 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.
- 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.
- Meet or exceed performance metrics for collection volume and turnaround times.
- Build professional, effective relationships with provider offices to facilitate smoother record access.
- Proactively identify and resolve issues like wrong fax numbers, unresponsive offices, or missing authorizations.
- Use your judgment and stay aligned with HIPAA and internal data privacy protocols at all times.
- Work independently with integrity and manage cases, invoice payments, and external communication to providers with urgency and clarity.
What We're Looking For
- You 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 — for interacting with providers and internal teams.
- 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.
- Reliable, up-to-date personal computer and high-speed internet required.
Nice to Have
- 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.
- 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.
Technical Stack
- Salesforce
Team & Environment
You will be part of a high-performing, collaborative team.
Work Mode
This is a fully remote position.
Citizen Health is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We welcome applicants of all backgrounds, identities, and experiences. Everyone deserves an equal chance to contribute and grow here — regardless of race, gender identity, sexual orientation, religion, national origin, age, disability, or veteran status.
