Customer Service Specialist & Medical Record Specialist

Job Description

Job Description

CUSTOMER SERVICE & MEDICAL RECORDS SPECIALIST

Concierge Home Care | Sarasota, FL 34238 
Pay: $19.00–$22.00/hour | Monday–Friday | In-Office 

About Concierge Home Care

• Medicare-certified home health care provider serving patients throughout Florida
• Founded in 2015
• Mission: Caring for people who care for people
• Core values: Integrity, Caring, Quality, Service, Innovation, and Team

Position Overview

We are seeking a Customer Service & Medical Records Specialist to provide front-office customer service while supporting the processing and organization of medical records

This position will:

• Answer incoming calls and assist patients, families, referral sources, and employees
• Provide general administrative and office support
• Process medical records requests in partnership with the Compliance Department
• Organize and prepare medical records and supporting documentation
• Maintain accurate records, spreadsheets, and tracking systems
• Handle confidential and protected health information appropriately

Key Responsibilities

Customer Service & Office Support

• Answer and direct incoming phone calls
• Provide professional and courteous customer service
• Greet and assist visitors
• Receive, sort, and distribute incoming mail
• Sign for and distribute packages
• Provide general clerical and administrative support
• Maintain an organized office environment
• Assist with additional administrative projects as needed

Medical Records

• Process medical records requests in coordination with the Compliance Department
• Locate and gather requested medical documentation
• Review records for completeness and organization
• Organize, combine, separate, reorder, and prepare PDF documents using Adobe Acrobat
• Maintain accurate medical records request logs and tracking spreadsheets
• Coordinate with internal departments to obtain required documentation
• Maintain confidentiality of patient information and protected health information
• Follow company policies and procedures related to medical records, privacy, and compliance
• Escalate questions or requests requiring Compliance review
• Maintain accurate electronic and physical records

Required Qualifications

• Some college
• Previous medical records or healthcare administrative experience
• Strong understanding of confidentiality and handling sensitive patient information
• Strong Microsoft Excel skills
• Strong Adobe Acrobat/PDF skills
• Excellent attention to detail
• Strong organizational and time-management skills
• Excellent written and verbal communication skills
• Ability to manage multiple priorities and meet deadlines
• Professional, dependable, and team-oriented

Preferred Qualifications

• Experience with:

• Medical records
• Health Information Management (HIM)
• Release of Information (ROI)
• Healthcare compliance
• HIPAA/privacy requirements
• Legal or regulatory requirements related to medical records
• EMR/EHR systems

• Previous experience working with a:

• Home health agency
• Hospital
• Physician practice
• Healthcare compliance department
• Medical records/HIM department

What We're Looking For

The ideal candidate is:

• Detail-oriented and highly organized
• Comfortable working with confidential medical information
• Experienced in handling and organizing large volumes of documentation
• Highly proficient in Excel and Adobe Acrobat
• Comfortable following established compliance and documentation procedures
• Able to recognize when a medical records request requires additional review
• Professional and comfortable communicating with patients, families, healthcare professionals, and internal departments
• Able to work independently while also collaborating closely with the Compliance team

Schedule & Compensation

• Location: Sarasota, FL