Record Collection Specialist

Citizen Health•San Francisco, CA
•$17 - $21•Remote

About The Position

Citizen Health is seeking a Record Collection Specialist to obtain and organize medical records from healthcare providers in support of its mission to improve patient care through data, AI, and community. The role involves managing cases, handling invoice payments, and communicating with providers with urgency and clarity, while working independently and meeting collection-volume and turnaround-time expectations. This is a remote contractor role with flexible hours that must be structured during normal business hours. The specialist is expected to work efficiently across multiple systems, maintain meticulous documentation, and follow HIPAA and internal data-privacy protocols. A reliable, fast computer and stable high-speed internet are required.

Requirements

  • Must be at least 18 years of age.
  • Strong organizational skills and ability to manage multiple requests and shifting priorities.
  • Clear, professional written and verbal communication skills.
  • Demonstrated phone etiquette and persistence when following up with healthcare facilities.
  • High attention to detail and consistent documentation habits.
  • Self-motivated and able to work independently without direct supervision.
  • Reliable, up-to-date personal computer and high-speed internet required.
  • Ability to work structured hours during normal business hours.
  • Ability to comply with HIPAA and internal data-privacy protocols.

Nice To Haves

  • Experience in medical records, healthcare administration, or customer service.
  • Familiarity with HIPAA, record retrieval processes, or EMR systems.
  • Proficiency with Salesforce or similar CRM systems.
  • Ability to work 30 or more hours per week is preferred.
  • Fast learning, comfort with technology, and ability to keep pace in a dynamic environment.

Responsibilities

  • Submit clear, accurate patient record requests to healthcare providers’ Release of Information departments using the internal request system.
  • Follow up persistently by phone, email, and fax to secure timely record delivery, and problem-solve when requests stall.
  • Upload, label, and organize received medical records to the correct patient profiles in Salesforce.
  • Document provider interactions and collection activity accurately in Salesforce.
  • Meet or exceed performance metrics for collection volume and turnaround times.
  • Build professional, effective relationships with provider offices to facilitate access to records.
  • Proactively identify and resolve issues such as incorrect fax numbers, unresponsive offices, and missing authorizations.
  • Use sound judgment and comply with HIPAA and internal data-privacy protocols.
  • Use a reliable, fast computer and stable high-speed internet.
  • Work independently with integrity and manage cases, invoice payments, and external provider communications.
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