• Receive, request, and process medical records to ensure timely and complete documentation. • Review patient records, extrapolating and summarizing pertinent clinical information for case management. • Communicate with healthcare providers and case managers for missing documentation. • Send medical orders and track their completion, ensuring accurate paperwork. • Maintain organized electronic medical records by entering, updating, and tracking patient data. • Track pending documentation to reduce delays in patient care. • Facilitate communication between providers, case managers, and administrative teams regarding patient records. • Participate in administrative projects and process improvement efforts.

• Accurately process, organise, and maintain patient medical records within our electronic health record (EHR) system • Ensure all medical records are complete, up-to-date, and compliant with data protection regulations and internal policies • Handle the secure retrieval and release of medical information to patients, healthcare providers, and other authorised parties, adhering to strict confidentiality protocols • Scan, index, and file clinical documentation and correspondence correctly • Conduct regular quality assurance audits on medical records to ensure their integrity and accuracy • Respond to internal and external enquiries regarding medical records in a professional and timely manner • Collaborate effectively with clinical and administrative staff to ensure a seamless flow of information

• Request and track medical records, billing statements, and related documents from healthcare providers • Maintain an accurate records tracker so case documentation is complete, current, and easy to review • Review incoming records for completeness, accuracy, and proper case assignment • Sort, label, upload, and organize documents in case management or document management software • Follow up consistently with medical offices, clinics, hospitals, and internal team members on pending requests • Protect patient confidentiality and support HIPAA-compliant handling of sensitive medical information • Communicate clearly in English and Spanish with providers, legal staff, and other stakeholders • Flag missing, incomplete, or unclear documentation so issues can be resolved quickly • Support smooth case progress by keeping records organized, searchable, and ready for attorney or case manager review.