Medical Chart Prep

Health Plus Management•Bronx, NY

About The Position

Health Plus Management (HPM), a Physician Support Organization serving more than 50 locations across Long Island, NYC, Westchester, Upstate NY, New Jersey, and Connecticut, supports independent practices specializing in musculoskeletal care. HPM is seeking an energetic, patient-centric, and detail-oriented Chart Prep to support appointment flow and maintain records in accordance with medical, administrative, and ethical requirements. The role gathers forms, documents, and patient medical records to help ensure a smooth experience before and at the beginning of appointments.

Requirements

  • Bilingual in English and Spanish.
  • Strong computer skills, including Windows programs and Microsoft Word and Excel.
  • Excellent verbal and written communication skills.
  • Excellent organizational and time-management skills, with the ability to multitask.
  • Adaptability and flexibility in a fast-paced environment.
  • Problem-solving ability and aptitude.
  • Outcome-focused approach and ability to work under pressure.
  • Solution-oriented mindset.
  • Strong sense of urgency and focus in accomplishing tasks.

Nice To Haves

  • At least 1 year of relevant medical experience.
  • Knowledge of electronic medical records (EMR).
  • Knowledge of medical terminology and coding.

Responsibilities

  • Create chart folders for new patients, including attaching labels and hole punching.
  • Review charts before doctors’ appointments to ensure all medical records are on file.
  • Pull charts daily for scheduled patients.
  • Review and prepare patient charts, including demographic information and previous X-rays and tests.
  • Ensure dates of service are accurately recorded.
  • Communicate with physicians and other health care professionals to obtain additional information as needed.
  • Welcome patients and deliver quality, compassionate care.
  • Answer incoming calls, take messages, and conduct patient outreach courteously and professionally.
  • Submit files and documentation to physicians and others for review, quality assurance checks, and other purposes.
  • Obtain records from outside sources for preview before office visits.
  • Respond to written requests for patient information and calls from other facilities.
  • Copy patient record requests and/or fulfill records requests from outside sources within required timelines.
  • Collect paperwork and authorizations needed for billing.
  • Scan information into patients’ electronic records.
  • Complete additional administrative tasks as needed.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service