Medical Records Associate

The role

You will process routine Release of Information requests from intake through delivery. You will also manage fee invoices, respond to inquiries, and serve as a commissioned Notary Public.

What you will do

• Process routine Release of Information (ROI) requests from receipt through release.
• Log all requests, releases, and deliveries in the tracking system.
• Follow up with requesters regarding incomplete submissions.
• Route legal, certified, and complex requests to the Records Custodian.
• Prepare and distribute records through mail, courier, and secure electronic delivery methods.
• Process incoming mail and scan paper requests and records into appropriate systems.
• Apply fees, issue invoices, and respond to fee-related inquiries.
• Notarize record certifications, affidavits, and other approved documents.
• Respond to phone calls, voicemails, and emails regarding request status and requirements.
• Release records in accordance with authorization, company policy, and HIPAA requirements.

Required qualifications

• High school diploma or equivalent
• 1-3 years of experience in medical records, release of information (ROI), or a healthcare-related environment
• Active Notary Public commission in the State of Alabama, or the ability to obtain one within 90 days of hire
• Proficiency in Microsoft Office applications, including Outlook, Word, and Excel
• Strong attention to detail and commitment to accuracy
• Working knowledge of HIPAA privacy regulations and medical terminology
• Strong organizational and time management skills
• Experience working with electronic medical record (EMR) systems

Nice to have

• Experience processing release of information requests in an outpatient rehabilitation, physical therapy, orthopedic, or similar healthcare setting
• Experience handling attorney, insurance, and other third-party medical records requests
• Strong written and verbal communication skills
• Call center or customer service experience
• Experience with Raintree or similar EMR platforms
• Experience using ROI tracking or records management software

Benefits

• Annual paid Charity Day
• 100% employer paid medical health insurance premium option available
• Dental and Vision insurance
• 401(k) with company match
• Generous PTO
• Paid holidays

About the company

Upstream Rehabilitation is the country’s largest dedicated provider of outpatient physical and occupational therapy services. It operates with 1,200+ locations nationwide and 8,000+ employees.