Record Collection Specialist

Citizen Health•San Francisco, CA

23h•Remote

About The Position

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.

Requirements

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
Reliable, up-to-date personal computer and high-speed internet required

Nice To Haves

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
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

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.