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Role Description
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.
• 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 (wrong fax numbers, unresponsive offices, missing authorizations)
• 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
• Work independently with integrity
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
Company Description
Citizen Health was founded on the belief that having the right advocate is the single most important factor in achieving better care and outcomes. By uniquely combining data, AI, and community, Citizen is building a personalized AI advocate powered by patients' complete medical histories and data from thousands of other patients.
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