We are a healthcare technology and services company focused on advancing clinical research in specialty medicine. We work with physician practices and research sites to help identify the right patients for clinical trials, so new therapies reach patients faster. Our team combines clinical expertise with technology to improve access to care and the quality of clinical research.
Why does this role exist?
We have a backlog of patient charts waiting to be prescreened for clinical trial eligibility, and we need an experienced healthcare professional to help clear it. In this role, you will review patient records against study-specific criteria, document your findings, and flag unclear or conflicting information for our team. Your accuracy keeps our trials moving, and your judgment about when to ask questions helps us refine how we do prescreening.
Chart Review & Eligibility Screening
Review assigned patient charts in our EHR system against study-specific inclusion and exclusion criteria
Examine clinical notes, medical histories, prior procedures, and other supporting records
Follow established checklists and standard operating procedures consistently
Cross-Checking & Accuracy
Cross-check information across the chart, including historical entries, to identify inconsistencies or details that may affect eligibility
Maintain accuracy and completeness while meeting agreed daily review targets
Documentation & Tracking
Document prescreening outcomes, reasons for exclusion, and other required information in our tracking spreadsheet
Keep records clear, consistent, and complete so the team can act on them
Flagging & Escalation
Flag missing information, conflicting records, and cases that need clarification from our team
Identify scenarios that need additional guidance and help us refine our procedures by flagging edge cases
Confidentiality & Compliance
Handle patient information confidentially
Follow our approved data-access and security procedures
Required
Direct, hands-on experience using EHR or EMR systems to access and review patient records
Healthcare experience involving medical records, with familiarity with medical terminology
Understanding of how patient charts are organized and where to find clinical notes, histories, and procedure information
Proven attention to detail, including identifying conflicting information across multiple records
Ability to apply structured criteria consistently and document findings accurately
Your superpowers are...
Technical skills
Navigating EHR/EMR systems and learning new interfaces quickly
Reading and interpreting clinical notes, medical histories, and procedure records
Working with spreadsheets to track and document findings
Applying checklists and SOPs to structured review work
Soft skills and traits
Strong attention to detail, with focus and accuracy during repetitive, detailed review work
Good written communication
Sound judgment about when to ask questions or escalate unclear cases
Discretion and respect for patient confidentiality
WFH Set-Up:
Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
Internet speed of at least 40MBPS
Headset with an extended mic that has noise cancellation and a webcam
Back-up computer and internet connection
Quiet, dedicated workspace at home
You should apply if...
You take pride in getting the details right, even when the work is repetitive.
You notice when two records don’t agree, and you can’t leave it alone until it’s flagged.
You’re comfortable following a checklist and also speaking up when the checklist doesn’t cover a case.
You know when to decide and when to ask.
You treat patient information with care and follow security procedures without shortcuts.
You like learning new systems and workflows.
You want to help improve how clinical research gets done.
What to expect...
Work Setup:
Remote position
Must have a reliable internet connection and a quiet workspace
Required to provide own computer with Intel Core i5 or something similar or higher operating system
