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Record Collection Specialist jobs in United States
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Citizen Health · 20 hours ago

Record Collection Specialist

Citizen Health is a mission-driven company focused on improving healthcare outcomes through personalized AI advocacy. As a Record Collection Specialist, you will be responsible for obtaining and organizing medical records from healthcare providers, ensuring timely and accurate documentation while maintaining professional relationships with providers.
Artificial Intelligence (AI)Big DataHealth CareLife SciencePersonal Health

Responsibilities

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 — you are expected to follow up more than once and problem-solve when things stall
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 — if it’s not logged, it didn’t happen
Meet or exceed performance metrics for collection volume and turnaround times — we move quickly, and we expect our team to do the same
Build professional, effective relationships with provider offices to facilitate smoother record access — charm and clarity go a long way
Proactively identify and resolve issues (wrong fax numbers, unresponsive offices, missing authorizations) — don’t wait to be told what to fix
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 — if your system slows you down, so does our team
Work independently with integrity — this is a remote role, but we can see your activity. We don’t micromanage, but we do track output. Clocking in without producing results is not an option

Qualification

SalesforceHIPAAMedical records experienceHealthcare administrationPhone etiquetteTech-comfortableClear communicationOrganizational skillsAttention to detailSelf-motivated

Required

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

Preferred

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

Company

Citizen Health

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Citizen Health is a personalized AI Advocate platform that helps patients understand and organize their medical information.

Funding

Current Stage
Early Stage
Total Funding
$44.5M
Key Investors
8VCTransformation Capital
2025-08-14Series A· $30M
2024-11-19Seed· $14.5M
2023-12-13Seed
Company data provided by crunchbase