Record Collection Specialist

We’re not looking for average. We’re building a team of sharp, collaborative, fast-moving, detail-obsessed professionals who take pride in efficiency and execution. As a Record Collection Specialist at Citizen Health, you will play a critical role in our mission to serve patients by obtaining and organizing medical records from healthcare providers across the country. That means you need to be lightning-fast on a computer across multiple systems, relentless in follow-up, and meticulous in documentation. If you get flustered easily, move slowly, or struggle with basic tech — this is not the role for you. In return, you’ll be part of a high-performing, collaborative team that thrives on shared purpose—and you’ll have the opportunity to make a real impact on a mission that matters.

This is a remote contractor role with flexible hours, but hours need to be structured during normal business hours. We expect people to treat this like the real-deal job it is. You’ll be trusted to manage cases, invoice payments, and external communication to providers with urgency and clarity, without hand-holding.

Responsibilities

• Submit clear, accurate patient record requests to healthcare providers’ Release of Information departments using our internal request system
• Follow up persistently via phone, email, and fax to ensure timely record delivery — you are expected to follow up more than once and problem-solve when things stall
• Upload, label, and organize received medical records to the correct patient profiles in Salesforce with extreme attention to detail
• Maintain accurate documentation of all provider interactions and collection activity in Salesforce — if it’s not logged, it didn’t happen
• Meet or exceed performance metrics for collection volume and turnaround times — we move quickly, and we expect our team to do the same
• Build professional, effective relationships with provider offices to facilitate smoother record access — charm and clarity go a long way
• Proactively identify and resolve issues (wrong fax numbers, unresponsive offices, missing authorizations) — don’t wait to be told what to fix
• Use your judgment and stay aligned with HIPAA and internal data privacy protocols at all times
• Use a reliable, fast computer and stable high-speed internet — if your system slows you down, so does our team
• Work independently with integrity — this is a remote role, but we can see your activity. We don’t micromanage, but we do track output. Clocking in without producing results is not an option.

Who You Are

• Must be 18+ years of age
• Strong organizational skills with the ability to manage multiple requests and shifting priorities
• Clear, professional communication skills — both written and verbal — for interacting with providers and internal teams
• 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
• Experience in medical records, healthcare admin, or customer service is a plus
• Familiarity with HIPAA, record retrieval processes, or EMR systems is preferred but not required
• Proficiency with Salesforce or similar CRM systems is highly valued
• Reliable, up-to-date personal computer and high-speed internet required
• Preference given to candidates who can work 30+ hours/week
• Ideal candidates are fast learners, tech-comfortable, and able to keep pace in a dynamic environment