Fax Mail Scheduler - Remote

Alpharetta, GA

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The Fax Mail Scheduler connects with medical or provider offices to build relationships and facilitate the retrieval of medical charts within the project timelines. This position works in a highly focused, demanding and timeline-driven environment.

The successful candidate will have experience building relationships, overcoming objections and negotiating timelines with business or professional organizations within specified timelines and goals.  The Fax Mail candidate will have the ability to communicate clearly while articulating potential challenges or risks to achieving goals to both internal and external team members.

ESSENTIAL RESPONSIBILITIES include the following. 

  • Contact by phone, email or fax all assigned medical offices/facilities requesting or negotiating specific medical records to be retrieved within a specified period of time – this includes the following:
    • Identification of all sites/providers affiliated with assigned sites within the scheduling system before calling the site.
    • Develop a positive rapport with site contacts and be customer service point of contact for site contacts.
    • Validation of demographic data for the medical provider’s location
    • Scheduling of chart retrieval via Electronic Medical Record options, requesting the office fax or mail in requested chart copies.
    • Confirmation of the presence of the requested chart(s) and that the location demographics are correct for chart placement and retrieval if medical group contains multiple physical locations.
  • Escalate and follow up with internal business partners regarding issues impacting successful retrieval of charts as well as support to expedite completion of charts received within project completion dates.
  • Maintain thorough documentation in OPM of scheduling commitments, contacts, notes and special requests in support of successful chart retrieval
  • Other responsibilities and duties as assigned


QUALIFICATION REQUIREMENTS:  To perform this job successfully an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



  • High school diploma or GED



  • At least two (2) years of call center experience (preferably outbound) in a soft sales or customer service environment


Knowledge, Skills and Abilities Requirements

  • Ability to work flexible hours based on available work assignments and provider time zone locations
  • Ability to maintain productivity objectives for required phone contacts and complete required administrative work (i.e. manual faxes, requests for mail labels for medical offices, documenting and returning voicemails/e-mails)
  • Complete HIPAA; Fraud, Waste & Abuse; and Medicare training requirements
  • Ability to prioritize tasks based upon project objective goals for completion
  • Ability to work under stress and adapt to change
  • Must be flexible as schedule changes may occur due to call volume and/or staff size
  • Ability to multitask in a fast paced, timeline-driven environment to meet project commitments and goals.
  • Exemplary communication skills with the ability to articulate information in a clear, concise manner to multiple levels of the organization, including clients
  • Strong computer proficiency, including Microsoft Office Platform, specifically Excel
  • Excellent problem-solving skills with the ability to overcome provider or facility objections in order to successfully retrieve a chart
  • Strong organizational skills, including establishing priorities, and following the series of necessary steps during a scheduling call
  • Ability to meet daily and weekly production metrics
  • Strong attention to detail is a MUST; Agent must successfully notate the computer program ensuring important details are not missed


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