Medical Records & Patient Engagement Specialist

Job Type Full-time Description CloseKnit is a growing, patient-centered healthcare organization dedicated to delivering high-quality, accessible primary and immediate care. We pride ourselves on fostering a dynamic and organized work environment where administrative excellence meets clinical expertise. Our teams value collaboration, innovation, integrity, and accountability, and we strive to deliver seamless patient experiences and operational efficiency across all clinical settings. Join a supportive, inclusive workplace that encourages professional growth and continuous learning while maintaining a commitment to compassionate care and exceptional patient outcomes. Job Summary The Medical Records & Patient Engagement Specialist plays a key role in ensuring accurate management of patient health information while actively supporting patient communication and engagement. This position serves as a bridge between patients, providers, and internal teams by maintaining medical records, supporting compliance, and enhancing the overall patient experience through clear, compassionate interaction.

Requirements

Medical Records Management

• Maintain, organize, and safeguard patient medical records in accordance with HIPAA and organizational policies
• Accurately retrieve, update, scan, and index medical documentation in electronic health record (EHR) systems
• Process medical record requests from patients, providers, and authorized third parties in a timely manner
• Ensure data integrity, accuracy, and completeness of patient information
• Support audits, quality assurance reviews, and compliance initiatives, including Health Information Management (HIM) program.
• Ability to identify when to escalate Medical Records needs or issues to the Compliance team.

Patient Engagement & Support

• Serve as a primary point of contact for patients and external parties regarding medical records, forms, and care-related inquiries
• Educate patients on accessing their medical records, patient portals, and digital tools
• Communicate clearly and empathetically with patients via phone, email, and in-person interactions
• Assist patients with appointment coordination, follow-ups, and care navigation as needed
• Identify opportunities to improve patient satisfaction and engagement processes

Collaboration & Administrative Support

• Coordinate with clinical staff, billing teams, and external providers to ensure seamless information flow
• Support intake, consent forms, and documentation workflows
• Participate in process improvement initiatives related to records management and patient experience

Qualifications: Required

• High school diploma or equivalent (associate's degree in health information management or related field preferred)
• 1-3 years of experience in medical records, healthcare administration, or patient services
• Knowledge of HIPAA and healthcare privacy regulations
• Proficiency with EHR systems and basic office software (Microsoft Office, Google Workspace)
• Strong organizational skills and attention to detail

Preferred

• Experience in a clinical, hospital, or outpatient healthcare setting
• Familiarity with patient portals and digital engagement tools
• Certification such as RHIT or equivalent (a plus, not required)

Skills & Competencies

• Excellent written and verbal communication skills
• Patient-centered mindset with a high level of professionalism and empathy
• Ability to manage sensitive information with discretion
• Strong multitasking and time management abilities
• Collaborative team player with problem-solving skills

Work Environment

• Remote setting with frequent interaction with patients and healthcare staff
• May require prolonged periods of sitting and computer use

Why Join CloseKnit

• Competitive compensation based on experience and qualifications.
• Health, dental, and vision insurance.
• Life insurance.
• 401(k) retirement plan.
• Paid time off (vacation, holidays, sick leave).
• Professional development and continuing education opportunities.
• Supportive, collaborative, and inclusive work culture.

Equal Opportunity Statement: CloseKnit is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Salary Description $45,000 - $53,000/year Apply tot his job Apply To this Job