Chart Preparation

Surgery Partners, IncMilwaukee, WI
Onsite

About The Position

The Chart Preparation representative is responsible for monitoring the completeness of active patient charts, gathering and printing chart information for providers, and assisting in scanning test results and reports into the Electronic Health Record (EHR). This role also supports clinic and administrative staff with data organization for record-related tasks. Key attributes for success include teamwork, organization, initiative, and self-motivation. The representative plays a vital role in ensuring comprehensive and efficient patient visits and is an integral part of the administrative team. They must be detail-oriented, interact professionally and warmly with clinic staff and patients, and communicate effectively regarding any missing information.

Requirements

  • High School diploma or equivalent
  • 0 - 3 years of Medical Record or Chart Management experience
  • Able to read, write and communicate in English
  • Have cognitive skills for math, decision making and excellent communication skills

Responsibilities

  • Organize charts for providers/compare it to the schedule and make charts for any late add-ons
  • Scan and verify all report and testing data into company EMR System
  • Has an overall understanding of the clinic workflow
  • Communicates with clinic staff proactively when a report is not available at the time the chart is created and sent to clinic
  • Applies excellent customer service standards for all interactions with facilities providing data to clinics
  • Maintains patient confidentiality according to HIPAA guidelines
  • Reviews all outgoing charts for forms which need to be updated and marks the outgoing chart accordingly
  • Follow all HIPAA & OSHA standards
  • Other tasks as required by provider
  • Other tasks and responsibilities as assigned
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