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Records custodian skills for your resume and career
15 records custodian skills for your resume and career
1. Patients
- Performed medical records review upon arrival, departure and after patients were treated in clinic to determine medical qualification standings.
- Prepare weekly E2569 reports which identify additional health insurance and types of coverage for patients seen in the Clinic.
2. Scheduling Appointments
Scheduling appointments is the practice of finding a free slot with the person(s) you want to meet. The process of scheduling appointments involves finding mutually free time, negotiating follow-ups, sending reminders, and creating new appointments. Scheduling appointments is important to ensure that the timings of consecutive meetings do not clash with each other.
- Interacted with clients daily through office visits by scheduling appointments and coordinating patient referrals to specialists and verifying insurance.
- Serve as backup Registration Clerk responsible for scheduling appointments, Perform patient registration processes utilizing Practice Management System.
3. Criminal Justice
- Support includes the administration, management and dissemination of official criminal justice records.
- Assisted outside criminal justice agencies as appropriate with approval from proper authority.
4. Subpoenas
Subpoenas are formal and legal documents issued mostly by a court or some other government agency that demands the presence of the person the document is addressed to, to show up at court. Subpoenas are issued to individuals whom the court wants to appear either as a witness in a particular case in order to testify or to provide any evidence such as an object or a document.
- Maintain release of record requests, SSA information requests, and subpoenas with 24-hour turn-around time.
- Prepared requested information in compliance with court ordered subpoenas of Sheriff's Office records.
5. Hippa
HIPAA, which stands for Health Insurance Portability and Accountability Act, is a United States federal statue created, enacted, and turned to law in 1996, which whose primary purposes were to modernise the healthcare systems in the United States, secure and generally enhance the management of that personal information of patients that was in the hands of healthcare facilities, such as hospitals and insurance companies, and to enable the providing of healthcare and insurance to more people.
- Retrieved requested patient information according to HIPPA guidelines through microfilm and HBOC system.
- Provide for HIPPA documentation and follow-up for outside record requests.
6. HIPAA
- Maintained impeccable records management in accordance with HIPAA and Privacy Act standards.
- Maintained HIPAA compliance by researching changes in laws and formats.
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- Maintain and distribute over 10,000 patient charts or records in a daily basis.
- Organized all patient charts after new practice purchases according to OSHA standards.
8. Law Enforcement Agencies
- Assisted various law enforcement agencies in investigations by researching Stafford Sheriff's Office records and conducting local records checks.
- Set up SWAT assistance and coordinated with other city law enforcement agencies to effectively respond to emergency situations.
9. Computer System
- Assisted in the transfer of patient information from the traditional files into the computer systems electronic files.
- Processed personal and confidential information while inputting such information into the computer system while maintaining complete security of all information.
10. Notary
- Maintained status as Notary Public and perform Notary duties on all necessary affidavits/documents.
- Performed Notary duties on all necessary legal documents.
11. Front Desk
- Managed patient files Faxed and mailed records Organized the file room Front desk duties when needed
- General office duties including front desk management, customer phone support, tracking and distribution of all incoming/outgoing correspondence
12. Patient Care
Patient care entails the diagnosis, recovery, and control of sickness as well as the maintenance of physical and emotional well-being through the use of healthcare providers' services. Patient care is described as services provided to patients by health practitioners or non-professionals under guidance.
- Reconcile lab results and other unmatched electronic medical or dental care information and ensure information is moved into patient care records.
- Coordinated staff activities to ensure timely processing of patient care records by monitoring timeliness and flow of information.
13. Medicaid
- Generated Medicare and Medicaid reports and documented medical records according to agency, state, and federal regulations.
- Assisted Administration with chart maintenance and compliance by analyzing and abstracting information from medical records to complete quarterly Medicaid Qualification Reports.
14. Retention Schedules
- Created Records Management List-Serve and Records Management Administrator List in order to communicate retention schedule and policy updates.
- Researched and processed amendments to University Retention Schedule to remain compliant with State Guidelines.
15. EMR
- Performed clerical duties, such as scheduling, answering phones Scanned documentation and entered into EMR.
- Inputted and organized medical documents into EMR, large electronic medical database.
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List of records custodian skills to add to your resume

The most important skills for a records custodian resume and required skills for a records custodian to have include:
- Patients
- Scheduling Appointments
- Criminal Justice
- Subpoenas
- Hippa
- HIPAA
- Patient Charts
- Law Enforcement Agencies
- Computer System
- Notary
- Front Desk
- Patient Care
- Medicaid
- Retention Schedules
- EMR
- Office Machines
- PowerPoint
- Telephone Calls
- Court Orders
- Medical Facilities
- Billing Statements
- Management System
- Medical Care
Updated January 8, 2025