Description
Organize, maintain, and safeguard patient health records in paper and electronic systems, ensuring accuracy, completeness, and confidentiality. Duties include assembling charts, scanning and indexing documents, updating EHR data, processing record requests, and routing clinical information to authorized parties.
- • Assemble and prepare patient charts for visits, procedures, or admissions.
- • Scan, index, and file medical documents into the electronic health record (EHR).
- • Verify document accuracy, patient identifiers, and record placement.
- • Receive, route, and upload lab results and clinical reports to the correct chart.
- • Retrieve, file, and track charts to support clinicians and care teams.
- • Process and document requests for medical records from patients and authorized third parties.
- • Verify identity, consents, and legal authority before releasing information.
- • Release and transmit records via mail, secure email, fax, or patient portal per HIPAA and policy.
- • Audit charts for completeness and obtain missing signatures or documents from providers.
- • Maintain, archive, and purge paper records; coordinate off-site storage and retrievals.
- • Operate scanners and health information systems to update records and run work queues or reports.
- • Maintain disclosure logs, request logs, and chart movement tracking.
- • Merge duplicate records and correct demographic or charting errors per policy.
- • Prepare routine correspondence regarding record requests, amendments, or denials.
- • Order and maintain forms and supplies for medical records operations.
Related specializations
Interview options
Interview options
Interviewee gender
Interviewee accent
Interview time
Related Pathways
Healthcare & Human Services
View
Source
Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
Learn more
Sources & Standards:
This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
