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The Medical Records Retrieval Associate is responsible for receiving, organizing, tracking, and securely uploading medical records into designated systems to support Clinical Documentation Integrity (CDI). This role focuses on accurate file management, timely uploads, and compliance with HIPAA and internal security protocols.
We are flexible with respect to geographic location, and the ideal candidate will be comfortable working remotely/work from home across US time zones.
Record intake and upload processing
Retrieval of electronic medical records from partner practices or internal teams
Organize and validate records for completeness prior to upload
Upload medical records into designated CDI audit platforms
Tracking, indexing, and quality checks
Accurately label and index files to ensure correct patient attribution
Track upload volumes and maintain documentation of records processed
Monitor upload queues to ensure turnaround time targets are met
Issue resolution and team collaboration
Identify missing or incomplete documentation and escalate appropriately
Administrative documentation and compliance
Maintain strict adherence to HIPAA and data security policies
Collaborate with CDI and other teams to resolve file access issues
HS Diploma
2+ years of experience with Medical Record or Chart retrieval processes
Software Proficiency: Strong familiarity with Electronic Health Record (EHR) systems
Excellent communication and presentation skills, both written and verbal
Experience supporting the medical records department.
Familiarity with CDI workflows
Experience with file indexing and document management systems
Basic knowledge of ICD-10-CM terminology
Prolonged periods of sitting at a desk and working on a computer.
We may use automated tools, including artificial intelligence (AI), to help organize and evaluate application materials. These tools support our recruiters and hiring managers by helping manage large applicant pools. Human judgment plays an essential role in our hiring process, including in the oversight and use of any automated tools. If you would like more information about our screening and hiring process, please contact us.
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