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Medical RecordsChart Prep Lead


Job Location:

Milwaukee, WI - USA

Monthly Salary: Not provided by the employer
Posted: 19 July 2026 (30+ days ago)
Application Deadline: 16 October 2026
Vacancies: 1 Vacancy
The job posting is outdated and position may be filled

Job Summary

OIW/Surgery Partners is looking for a new Medical Records/Chart Prep Lead to help with our growing needs as a company!

As the lead of the Medical Records/Chart prep team the employee will ensure the two teams work cohesively to facilitate the proper operational needs for the company. The lead will help with project management training and coverage. The lead will work with the Director of Clinical Operations to help with any new procedures programs or projects that are assigned to the addition to being a lead the employee will also be a working member of the Medical Records team.

The Medical Records Clerk is accountable for working with the provider teams they support to ensure all forms are accurate and all required insurance information is in place. This is critical for billing. They may also assist in gathering test results and reports and scanning them into the patient record in the Electronic Health Record (EHR). The Medical Records Clerk also assists other clinical and administrative staff with obtaining or organizing data to be used for other record-related tasks. Teamwork organization initiative and self-motivation are crucial in this position. This role is vital to a comprehensive and efficient patient visit and supporting the business of OIWSP; and as such is an integral part of the administrative team.

To support the providers in providing patients with a positive visit the Medical Records Clerk must be detail oriented; making sure that all forms and insurance information they provide to the clinic team have the specific data included that is requested. They are expected to interact with the clinic staff in a friendly and professional manner when they are asked to research a missing report or to download additional information. They must communicate effectively with clinical staff when a report or other information is not available in a timely fashion.

The Medical Records Clerk will be professional in their interactions with the patients; exhibiting an ability to ask the necessary questions in a manner that is both warm and efficient and will enable the effective and efficient flow of the clinic schedule.

Primary Responsibilities:

  • Oversee the day to day functions Medical Records and Chart Prep team
  • Train any new hires on the Medical Records or Chart Prep team
  • Work with the Director of Clinical Operations to help advance the two teams
  • Accurate completion of all forms required by patients: Work Slips FMLA WKC-16 Disability Insurance DNR hunting forms Trip Cancellation Prison visiting Jury Duty excuse Gym membership hold etc.
  • Scheduling of viscosupplement injections when required
  • Accurately fill out questionnaires for insurance companies
  • Compile certify mail and or fax records for attorneys
  • Compile records for Social Security Administration
  • Send payment invoices to attorneys
  • Compile records for providers who need patient files to review reports for attorneys and insurance companies
  • Insurance verification making sure OIW is in network
  • Work on RAIs for insurance issues
  • Assist Change Healthcare with questions and concerns
  • Enter work compensation information
  • Send out consult letters
  • Collect self-pay payments for patients prior to having surgery. Document in Aprima
  • Applies excellent customer service standards for all interactions with facilities providing data to OIWSP
  • Maintains patient confidentiality according to HIPAA guidelines
  • Follow all HIPAA & OSHA standards
  • Other tasks as required by provider
  • Other tasks and responsibilities as assigned
  • This position will also assist the Chart prep team with their needs as assigned

EDUCATION/QUALIFICATION REQUIREMENTS:

  • High School diploma or equivalent
  • 0 - 3 years of Medical Record or Chart Management experience

PHYSICAL/MENTAL DEMANDS:

Environmental and Physical Demands:

  • Able to read write and communicate in English
  • Have cognitive skills for math decision making and excellent communication skills
  • Work in a temperature-controlled environment
  • Potential for contact with chemicals blood borne pathogens and exposure to infectious disease.
  • Able to lift 25 pounds using proper lifting techniques several times during shift

About Company

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Surgery Partners, a leading operator of surgical facilities and ancillary services, provides healthcare experiences between providers and patients.

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