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Key Responsibilities 

Intake & Tracking 

  • Receive, log, and track all incoming medical records requests (email, patient portal, secure fax, mail, subpoenas, court orders, payer and Medicare requests). 
  • Acknowledge receipt using approved templates and maintain ongoing status communication. 

Authorization & Legal Validation 

  • Verify identity and authority of requestors. 
  • Validate authorizations for scope, purpose, expiration, and minimum necessary standards. 
  • Identify special protections (e.g., 42 CFR Part 2, psychotherapy notes, HIV/STD results, minor records, third-party information). 
  • Review subpoenas, court orders, payer audits, and Medicare documentation requests. 
  • Escalate legal, complex, or unclear requests to Privacy/Compliance and the Lead Accounting Assistant. 

Clinical & Provider Clearance 

  • Route all proposed record disclosures to treating clinicians and psychiatric/psych prescribing providers (as applicable) for review and written approval prior to release. 
  • Document approvals, restrictions, redactions, or holds in the ROI log. 
  • Place releases on hold and escalate if providers identify clinical risk or contraindications. 

Record Preparation & Fulfillment 

  • Retrieve designated records from the EHR or document repository. 
  • Assemble, paginate, label, and redact records per policy and provider guidance. 
  • Apply secure encryption and approved delivery methods (secure email, portal, or secure fax). 
  • Maintain complete documentation including date/time, recipient, contents, delivery method, and authorizing documents. 

Timeliness, Quality & Audits 

  • Meet internal SLAs and all federal/state response timelines, including CMS requirements for Medicare records. 
  • Perform quality checks prior to release to ensure accuracy and compliance. 
  • Participate in ROI, payer, and Medicare audits and remediate findings promptly. 

 

Compliance & Information Security 

  • Strictly adhere to HIPAA, privacy, confidentiality, and records retention standards. 
  • Apply the minimum necessary standard for all disclosures. 
  • Follow remote security protocols including VPN, MFA, approved devices, and private workspace requirements. 
  • Immediately report and escalate potential privacy incidents or mis disclosures per policy. 

 

Collaboration & Communication 

  • Work closely with Privacy/Compliance, Lead Accounting Assistant, clinicians, psychiatric providers, Admissions, and external partners. 
  • Maintain clear, professional, trauma-informed, and family-centered email communication. 
  • Contribute to SOPs, templates, and process improvements related to records management. 

 

Required Qualifications 

  • 2+ years of experience in medical records, release of information, health information management, or healthcare documentation. 
  • Strong working knowledge of HIPAA privacy/security and the minimum necessary standard. 
  • Familiarity with behavioral health records and heightened confidentiality requirements. 
  • Excellent written communication skills in an email-centric role. 
  • High attention to detail with document handling, redaction, and file organization. 
  • Proficiency with EHR systems, secure email/encryption tools, eFax, and Microsoft 365 or Google Workspace. 

 

Preferred Qualifications 

  • Experience with adolescent or family-based behavioral health programs. 
  • Knowledge of ROI nuances related to minors, guardianship, custody orders, and psychotherapy notes. 
  • Experience with payer audits or Medicare documentation. 
  • RHIT, CHDS, CHPS, or similar certification (or progress toward certification). 

 

Core Competencies 

  • Accuracy & Quality: Zero-defect approach to authorizations, approvals, redactions, and logs. 
  • Confidentiality & Ethics: Sound judgment with sensitive patient and family information. 
  • Time Management: Ability to prioritize high-volume requests by deadline and risk. 
  • Customer Service: Clear, respectful, and professional communication. 
  • Accountability: Follows policy precisely and documents every step. 

Requirements

This is a 100% Remote work

Up to $6/hr

Full time

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