Forms Specialist

About This Role

This Forms Specialist role is responsible for the accurate and compliant completion of health-related forms based strictly on patient medical records, ensuring all transcribed information aligns with documented clinical facts and adheres to HIPAA and organizational privacy standards.

Responsibilities

• Complete STD, FMLA, LTD, and other health-related forms accurately and consistently with the medical record
• Extract and synthesize relevant clinical information from the medical record to support form responses
• Identify discrepancies or missing documentation and escalate for provider clarification
• Navigate EMRs and related clinical systems to locate relevant notes, test results, and supporting documentation
• Prepare and compile supplemental medical documentation that supports completed health forms
• Ensure documentation released aligns precisely with what is authorized and requested
• Review and validate patient authorizations prior to releasing any protected health information (PHI)
• Release medical records and supporting documentation in strict compliance with HIPAA, state, and organizational privacy requirements
• Apply minimum necessary standards when disclosing information
• Adhere to established policies, procedures, and regulatory requirements related to medical documentation and privacy
• Perform quality checks to ensure accuracy, completeness, and compliance prior to submission or release

Requirements

• High school diploma or equivalent
• 2+ years of experience in healthcare documentation, medical records, disability forms processing, or a related role
• Demonstrated experience navigating electronic medical records (EMRs)
• Strong understanding of HIPAA and patient privacy principles
• Exceptional attention to detail and accuracy
• Strong organizational skills and ability to manage multiple requests with competing deadlines

Qualifications

• High school diploma or equivalent required; associate’s degree or higher in health information management, healthcare administration, or a related field preferred
• 2+ years of experience in healthcare documentation, medical records, disability forms processing, or a related role

Nice to Have

• Associate's degree or higher in health information management, healthcare administration, or a related field
• Experience completing STD, FMLA, and/or LTD forms
• Background in Health Information Management (HIM), Release of Information (ROI), or medical records
• Familiarity with payer, employer, and third-party disability documentation requirements
• Knowledge of state and federal leave and disability frameworks

Skills

* Required skills