Behavioral Health Chart Review Specialist/Clinical Records Coordinator
About The Position
This role focuses on reviewing patient charts within the EMR and an internal portal to prepare for DBQ (Disability Benefits Questionnaire) and patient visits. The specialist will be responsible for identifying and extracting key information such as dates of incidents and timelines, compiling supporting evidence from existing documentation, and assembling organized electronic review packets for psychiatrists. The position also involves flagging any missing or unclear information, maintaining documentation standards, tracking review progress, and ensuring strict confidentiality and adherence to HIPAA regulations.
Requirements
- Strong attention to detail and accuracy in extracting dates and locating entries.
- Ability to navigate an EMR and portal efficiently and follow structured workflows.
- Professional discretion and comfort handling sensitive mental health information.
- Reliable on-site attendance and time management to meet DBQ deadlines.
Nice To Haves
- Prior experience in chart review, medical records, intake support, or healthcare documentation support.
Responsibilities
- Review assigned patient charts in the EMR and internal portal for DBQ/patient visit preparation.
- Identify and extract the date of incident and related timeline details required for DBQs.
- Locate and compile chart evidence that supports DBQ sections (using internal documentation already available in the EMR/portal).
- Assemble electronic DBQ review packets (folders and/or standardized summaries) for the psychiatrist, ensuring information is organized and easy to verify.
- Flag missing, unclear, or inconsistent information for follow-up by the clinical team.
- Maintain consistent naming conventions, folder structure, and documentation workflow standards across patients.
- Track review status (for example, complete/in progress/missing items) to support DBQ deadlines.
- Maintain strict confidentiality and follow EMR/portal access and HIPAA/privacy/security procedures.
Benefits
- 401(k) matching
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
