Records Technician Job Description

Records Technician Job Description

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Records technician provides annual HIPAA training and direction to all health care staff, and orientation to new health care staff regarding medical record completion, management, and confidentiality requirements.

Records Technician Duties & Responsibilities

To write an effective records technician job description, begin by listing detailed duties, responsibilities and expectations. We have included records technician job description templates that you can modify and use.

Sample responsibilities for this position include:

Monitor WORM feeds to ensure they are delivered as expected, and promptly resolve any error messages
Research physical and non-physical count discrepancies and communicate same to responsible associate
Identify daily breaks and exception reports
Accurately process Verification of Deposit requests
Verify Fails to Receive and Fails to Deliver, according to department procedures
Remove positions via DTCC system
Process Bankruptcy notices to ensure client mailing by firm or Mediant
Become familiar with internal policies, procedures and Standard Operating Procedures (SOPs), external regulations to perform all assigned duties in compliance with these standards
Must have an in-depth working knowledge of Navy directive system
Navigate Centricity to retrieve and enter data into EMR, including discharges, patient education handouts and assigning documents

Records Technician Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Records Technician

List any licenses or certifications required by the position: CPR, CPI, BLS, IFS, RHIT, CJIS, CTR, AHIMA, RHIA, LEDS

Education for Records Technician

Typically a job would require a certain level of education.

Employers hiring for the records technician job most commonly would prefer for their future employee to have a relevant degree such as Associate and Collage Degree in Education, Department of Education, Health Information Management, Health, Medical Terminology, Physiology, Anatomy, Medical, Technical, Health Information Technology

Skills for Records Technician

Desired skills for records technician include:

Accreditation standards
Documentation and legal issues pertaining to HIPAA
Local
Psychiatric requirements
State and federal regulations
Managing a hybrid medical record system
PHI and other health information
Survey process
General office duties
Families and governmental agencies in all interactions and conduct

Desired experience for records technician includes:

Process Class Action requests when received from Claims Administrators
Process proxy reports with Mediant
Process monthly AS400 file to generate reports for weekly counts
Computer proficiency including Microsoft Office products, especially Word, and Excel
Ability to work independently, with team members
Minimum 4 years of experience as a Records Assistant or equivalent

Records Technician Examples

1

Records Technician Job Description

Job Description Example
Our company is looking to fill the role of records technician. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for records technician
  • Respond to telephone request accordingly
  • Providing blank forms for facilities, collecting and distributing paperwork to other departments
  • Generating & running reports
  • Performing other administrative duties such as photocopying documents, filing, ordering and maintaining adequate supply of forms, checking status of missing documents
  • Provides technical, administrative and/or functional support to the RMDC team
  • Assigned job duties may support RMDC functional areas such as imaging, tracking, data entry / administration, coordination with other work groups, document location, reporting and related areas
  • Performs basic text input and editing on assigned equipment
  • Aids in design and development of new applications
  • May recommend modifications to existing procedures, systems and methods of operation
  • Operates office automation
Qualifications for records technician
  • Requires experience in operating office equipment such as reprographics equipment, reader/printers, and digital imaging scanners
  • One year minimum experience as a Government records custodian
  • Must be able to obtain a DD Form 285 (mail appointment card)
  • Must be fully ambulatory and capable of lifting loads up to and including 70 pounds
  • ABR-OE Certification in lieu of graduation from an accredited Medical Assistant Program required
  • Post high school coursework in medical terminology, medical records
2

Records Technician Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of records technician. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for records technician
  • As a first point of contact, works with Shareholders to assist them in gaining access to available services
  • Prepares direct written correspondence to address shareholder inquiries
  • Following generally established standard office practices and procedures, handles incoming internal and external mail, phone calls, correspondence, faxes, parcels, gathering of basic data, completing reports, Confirms those given any shareholder or training material will be able to properly respond in a timely manner
  • Operates or performs such standard office duties such as producing general office written or electronic correspondence, handling a variety of telephone and office equipment, observing proper procedures to handle records or other materials
  • May utilize specialized computer systems and applications with unique applications being used at the discretion of the department
  • Maintaining EPC’s electronic filing system
  • Reviewing and taking action on initial filings
  • Processing fees and fines
  • Serving as the records management liaison with the Department of State
  • Preparing appeals for filing
Qualifications for records technician
  • Proficiency using Microsoft Office applications (Word, Excel and Outlook)
  • Experience working with automated office machines to include personal computer, copier, fax, printer, scanner
  • Experience with computer principles and techniques of records management
  • Ability to plan, organize, prioritize and complete work assignments
  • Ability to review data for accuracy
  • Knowledge of District organization, operations, policies and objectives
3

Records Technician Job Description

Job Description Example
Our innovative and growing company is hiring for a records technician. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for records technician
  • Answering phones and transferring incoming calls
  • Filing paper and electronic documents
  • Operates copy machine
  • Transmits work electronically to other locations
  • Prepares travel reimbursement requests
  • Addresses envelopes and labels and/or gathers and arranges material to be typed
  • Checks completed work for spelling, grammar, punctuation, and format
  • Compiles data from records to prepare periodic reports and track records
  • Sorts or classifies information, according to content, purpose, user criteria, or chronological, alphabetical, or numerical order
  • Locates and retrieves files upon request from authorized users
Qualifications for records technician
  • Ability to operate a variety of office equipment such as calculator, computer, copier, typewriter
  • Ability to complete work efficiently with many interruptions
  • Minimum one (1) year of responsible clerical experience, preferably in a college or university admissions and records office
  • Knowledge in preparation, documentation, and dissemination of records
  • Time management skills, working on multiple tasks and adhering to deadlines are required
  • Knowledge in maintaining and tracking information
4

Records Technician Job Description

Job Description Example
Our innovative and growing company is hiring for a records technician. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for records technician
  • Removes or destroys out dated materials in accordance with file maintenance schedules or legal requirements
  • Scans or reads incoming materials to determine filing order or location
  • Assigns and records or stamps identification numbers or codes to index materials for filing and tracking assignments
  • Inspects or examines materials or files for accuracy, legibility, or damage
  • Inserts additional data on file records
  • Authorizes or documents materials movement, using logbook or computer and traces missing files
  • Directs filing and cross indexing of selected documents in alphabetical and chronological order
  • Prepares document descriptions and reference aids for use of archives, such as accession lists, cross-reference materials and microfilmed documents
  • Applies policy guidelines concerning public access and use of materials
  • Communicate directly with client and/or client personnel regarding status of requests, disposition of inquiries
Qualifications for records technician
  • Ability to seek out rules, regulations and filing requirements at Florida District Courts of Appeal
  • Motivated to grow and develop
  • Fearless about asking questions in order to develop expertise
  • Conduct imaging and microfilming of documents
  • Implement quality control procedures to ensure integrity of documents, electronic images, and/or records metadata
  • Pull 200-300 records per day for every client
5

Records Technician Job Description

Job Description Example
Our growing company is looking for a records technician. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for records technician
  • Locate and retrieve all boxed material
  • Maintain regular communication with clients
  • Maintain log of documents and boxes received and returned to the client
  • Follow instructions and communicate with supervisor or trainer when appropriate to insure client expectations are met
  • Deliver and receive materials within designated timelines
  • Maintain a log of materials delivered and received
  • Meet and abide by safety regulations and rules of the road
  • Report any and all accidents to management immediately
  • Provides back-up assistance to the admitting department
  • Assists the general public with correctly completing vital records applications in accordance with laws, rules and regulations
Qualifications for records technician
  • Previous warehouse experience and/or training preferred
  • Possess valid driver’s license and proof of insurance
  • Ability to successfully pass drug test
  • Ability to successfully pass annual motor vehicle background check
  • Knowledge of medical records a plus
  • Previous medical records experience is preferred

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