Document Management Clerk - Administration

Primary Responsibilities and Specific Duties:

  • Accurately process all incoming patient information to ensure appropriate coordination and continuity of patient care.

  • Responsible for monitoring faxes and accurately attaching documents to correct patient account, using appropriate naming conventions.

  • Forward Release of Information requests to appropriate vendor.

  • Responsible for reviewing incoming records for reportable labs an assign appropriately.

  • Review for reportable diagnostic imaging and create an order according to procedure.

  • Participate in team meetings to communicate and address patient care and operational requirements. 

  • Take accurate, detailed messages from patients for providers and other office staff.

  • Answer phone queries from other medical facilities, public health units, etc.

  • Assist with routine office duties as needed. 

  • Maintain patient confidentiality at all times in accordance with HIPPA regulations.

  • Perform other duties as assigned.



  • High school diploma or equivalent is required; some business classes, vocational/technical training preferred. 


  • None


  • At least 1 year previous experience in a medical office setting required. Knowledge of Electronic Medical Records is highly preferred.

Special skills: 

  • Skill in creating an atmosphere conducive to customer friendly relations by providing, memorable, courteous, friendly and prompt customer service.

  • Bilingual (English/Spanish) communications skills helpful.

  • Ability to show courtesy and respect to all customers.

  • Ability to be a team player.

  • Ability to effectively handle multiple tasks in a fast paced environment.

  • Ability to identify problem issues and determine the appropriate course of action/redirection within department guidelines required to resolve issues.

  • Ability to resolve issues of conflict in a tactful and professional manner and to effectively diffuse irate callers; typing and computer skills.

Other requirements: 

  • Able to work flexible hours as needed.