About The Position

This freelance, remote role supports a healthcare technology and services company focused on advancing clinical research in specialty medicine. The specialist will help clear a backlog of patient charts by reviewing records against study-specific clinical-trial eligibility criteria, documenting findings, and flagging missing, conflicting, or unclear information for the team. Accurate, consistent chart reviews help keep trials moving and provide feedback to refine prescreening procedures. The work involves reviewing patient charts in an EHR system, examining clinical notes, medical histories, prior procedures, and related records, and applying established checklists and standard operating procedures. The specialist records outcomes and exclusion reasons in a tracking spreadsheet, maintains accuracy while meeting agreed daily targets, and escalates cases that need clarification. Patient information must be handled confidentially and in accordance with approved data-access and security procedures. This is a remote position requiring a reliable internet connection and a quiet, dedicated workspace. The worker provides their own computer and other required work-from-home equipment. The schedule is 40 hours per week, Monday through Friday, 9:00 a.m.–5:00 p.m. Eastern Time. Compensation is $7 per hour, and no benefits package is included.

Requirements

  • Direct, hands-on experience using EHR or EMR systems to access and review patient records.
  • Healthcare experience involving medical records and familiarity with medical terminology.
  • Understanding of how patient charts are organized and where to find clinical notes, histories, and procedure information.
  • Proven attention to detail, including the ability to identify conflicting information across multiple records.
  • Ability to apply structured criteria consistently and document findings accurately.
  • Ability to navigate EHR/EMR systems, learn new interfaces quickly, interpret clinical notes and records, use spreadsheets, and apply checklists and SOPs.
  • Strong written communication and sound judgment about when to ask questions or escalate unclear cases.
  • Discretion and respect for patient confidentiality.
  • Provide a computer with at least 8GB RAM and an Intel i5 or AMD Ryzen 5 processor or higher, reliable internet of at least 40 Mbps, a noise-canceling headset with an extended microphone, a webcam, backup computer and internet connection, and a quiet, dedicated home workspace.
  • Work 40 hours per week, Monday through Friday, 9:00 a.m.–5:00 p.m. Eastern Time.

Responsibilities

  • Review assigned patient charts in the EHR system against study-specific inclusion and exclusion criteria.
  • Examine clinical notes, medical histories, prior procedures, and other supporting records.
  • Follow established checklists and standard operating procedures consistently.
  • Cross-check chart information, including historical entries, to identify inconsistencies or details that may affect eligibility.
  • Maintain accuracy and completeness while meeting agreed daily review targets.
  • Document prescreening outcomes, reasons for exclusion, and other required information in a tracking spreadsheet.
  • Keep records clear, consistent, and complete so the team can act on them.
  • Flag missing information, conflicting records, and cases requiring clarification.
  • Identify cases needing additional guidance and flag edge cases to help refine procedures.
  • Handle patient information confidentially and follow approved data-access and security procedures.
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