About The Position

The Medical Records Clerk supports the smooth and efficient operation of integrated care settings, including dental, behavioral health, primary care, health-related services, and care coordination. The role manages patient health files and records-related correspondence and requests, while maintaining confidentiality, autonomy, and professional standards. It maintains accurate, timely confidential healthcare information in Electronic Health Record (EHR) systems to support patient care.

Requirements

  • Associate degree plus one year of related experience; or high school diploma plus three years of related experience; or an equivalent combination of training and experience sufficient to demonstrate ability to perform the job.
  • Ability to develop professional correspondence.
  • Exemplary customer service skills and ability to deal calmly and professionally with patients, providers, and other customers.
  • Excellent telephone and verbal communication skills and effective interpersonal skills that promote cooperation and teamwork.
  • Ability to use multiple EHR systems, including Anasazi, AllScripts, Dentrix, and Therap, and software such as Microsoft Word.
  • Comprehensive knowledge of information gathering, processing, and filing systems.
  • Working knowledge of medical records management and office administration protocols.
  • Flexibility, reliability, and ability to self-direct and self-initiate to meet deadlines.
  • Detail-oriented, with strong organizational and time-management skills and ability to manage multiple priorities.
  • Typing ability sufficient to perform data entry.
  • Physical condition or reasonable accommodation commensurate with the demands of the job.

Responsibilities

  • Issue medical files to individuals and agencies in accordance with New York State laws and regulations.
  • Route legal requests through appropriate channels.
  • Follow professional standards, program policies and procedures, and federal, state, and local requirements.
  • Maintain communication with internal and external medical, dental, and behavioral health staff.
  • Protect the confidentiality of medical records.
  • Establish and manage processes supporting each program area.
  • Maintain accurate, high-quality records and an orderly records management system and work area.
  • Manage deadlines and multiple tasks.
  • Provide records requested by insurance companies for chart audits and compliance reviews.
  • Audit incoming and outgoing records requests to ensure records are complete.
  • Assist with departmental audits and investigations.
  • Follow professional and regulatory standards and procedures for each program area, including HIPAA compliance.
  • Provide confidential administrative support to clinical management staff and service delivery areas as assigned.
  • Collect patient information and issue medical records to other providers, law offices, the New York State Office of Disabilities, law enforcement offices, and hospitals.
  • Participate in ongoing training, education, and professional activities to enhance knowledge, skills, and professionalism.
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