CareerPlan

Records Support Specialist

USRemoteFull-time2026-11-05 → 2026-11-10
Remote · from United States

Core

Serve as the primary point of contact for law firm clients to guide them through the medical records retrieval process, ensuring timely communication and issue resolution.

Role type

Senior IC customer support specialist (records retrieval)

Builds

Medical records retrieval services for law firms

Domain

Healthcare administration and legal operations

Deliverable

client delivery

Required skills

Customer support, HIPAA compliance, Zendesk, Record Vault platform, process documentation, issue escalation, client communication, data privacy

Preferred skills

Healthcare administration, medical records management, personal injury, legal operations

Responsibilities

Respond to inbound phone calls, emails, and support tickets; monitor request progress via Record Vault; handle PHI with strict confidentiality; explain retrieval processes and requirements; review incoming orders for completeness; follow up on missing documentation; investigate delays and blockers; escalate complex cases; coordinate urgent requests; generate reports on request pipelines; route inquiries to internal departments; maintain interaction logs; contribute to support playbooks and knowledge base.

Seniority

Mid-level, hands-on IC