NSXNational Skills ExchangeSign in
Back to Framework

Medical Records Specialists

SOC 29-2072.00Job Zone 3 · Medium Preparationv.26.05

Context coveredThis framework covers health information and medical records practice in clinical, outpatient, and hospital settings, spanning patient data management, coding, compliance, privacy, and health information technology at Job Zone 3 preparation levels.

Sources:O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.SkillsCrosswalkSkillsCrosswalk — O*NET enrichment + adjacency index. Opens in new tab.
Emerging
Entry / Apprentice
  1. Patient demographic and insurance data — enter and verify under direct supervision within an electronic health record system.
  2. Medical record filing protocols — follow established procedures to organize and store paper and digital patient files in a clinical setting.
  3. Basic medical terminology and abbreviations — recognize and apply when reviewing patient health histories under guidance.
  4. Categorization and classification software — operate under supervision to assign preliminary codes to straightforward patient encounter records.
  5. Patient medical histories — collect and record from intake forms using structured templates in a healthcare facility.
  6. Office suite and electronic mail software — use to communicate routine records requests between departments following established workflows.
  7. Confidentiality and HIPAA privacy rules — identify and adhere to when handling patient information on day one of practice.
  8. Information retrieval software — perform basic searches to locate existing patient records in a health information database.
  9. Data entry accuracy standards — apply attention-to-detail habits to minimize transcription errors in billing and invoicing fields.
  10. Billing and invoicing software — input straightforward charge data under supervision to support the revenue cycle in a medical office.
Developing
Mid-level / Established
  1. Patient medical histories — review, compile, and reconcile across multiple encounters with reduced oversight in an outpatient health information department.
  2. Diagnostic and procedural codes — assign to routine patient records using classification software and established coding guidelines in a clinical environment.
  3. Medical record discrepancies — identify and escalate using critical thinking when reviewing documentation against physician notes in a hospital setting.
  4. Voice recognition software output — edit and quality-check transcribed clinical notes to ensure accuracy within a health information workflow.
  5. Billing and invoicing records — audit for completeness and coding consistency to reduce claim rejections in a managed care environment.
  6. Release-of-information requests — process in compliance with HIPAA regulations and institutional policy with minimal supervisory review.
  7. Reading comprehension of clinical documentation — apply to extract relevant diagnostic and treatment data from complex physician reports.
  8. Database query software — execute intermediate searches to retrieve, sort, and compile patient data for departmental reporting purposes.
  9. Transaction security and virus protection standards — follow established protocols to safeguard electronic health records against unauthorized access.
  10. Interdepartmental communication — coordinate records-related inquiries with clinical and billing staff using desktop communications tools and professional written correspondence.
Proficient
Senior / Expert IC
  1. Patient health information systems — manage end-to-end record integrity across the full patient lifecycle in a multi-provider healthcare organization.
  2. Complex or ambiguous medical records — analyze and resolve coding inconsistencies autonomously using advanced classification software and clinical knowledge.
  3. Non-routine release-of-information scenarios — evaluate legal and ethical considerations independently to ensure compliant disclosure in sensitive cases.
  4. Clinical documentation quality — audit systematically against regulatory and accreditation standards to drive sustained accuracy improvements across a department.
  5. Inductive and deductive reasoning — apply to identify systemic documentation patterns that signal billing risk or compliance exposure in a health system.
  6. Cross-functional records workflows — redesign and optimize to reduce redundancy and improve turnaround times in a hospital health information department.
  7. Staff orientation to records procedures — mentor junior technicians on coding guidelines, privacy rules, and software use in a structured on-the-job setting.
  8. Data integrity reporting — produce comprehensive analyses from database query software to support administrative decision-making by departmental leadership.
  9. Judgment in ambiguous coding scenarios — exercise independently when existing guidelines do not clearly resolve documentation conflicts in specialty care records.
  10. Voice recognition and medical software platforms — troubleshoot and configure to maintain departmental productivity in a high-volume clinical environment.
Advanced
Lead / Principal / Executive
  1. Health information governance strategy — develop and implement organization-wide policies that align records management with regulatory, legal, and accreditation requirements.
  2. Departmental performance standards — establish measurable benchmarks for coding accuracy, turnaround time, and compliance across a large health information operation.
  3. Emerging classification systems and regulatory changes — evaluate and lead adoption planning to ensure organizational readiness across all affected clinical and billing teams.
  4. Enterprise health information technology — direct selection, implementation, and optimization of medical records and billing software platforms at the organizational level.
  5. Cross-departmental leadership — collaborate with clinical, legal, finance, and IT leaders to align health information practices with institutional strategic goals.
  6. Workforce development programs — design and oversee competency-based training curricula that build records specialist skills from entry level through senior practice.
  7. Organizational risk exposure — assess and mitigate documentation and privacy vulnerabilities by leading audit programs and reporting findings to executive leadership.
  8. Health information data assets — leverage for population health analytics and operational planning by directing advanced database queries and reporting initiatives.
  9. Regulatory inspections and accreditation reviews — lead preparation and response efforts, representing the health information function to external bodies.
  10. Professional standards advocacy — contribute to industry working groups and mentor future health information leaders to advance the field at a regional or national level.

AI-at-Work Competency Framework

Sources:Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab.Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab.WEF Skills TaxonomyWEF Skills Taxonomy 2021 — Building a Common Language for Skills at Work. Opens in new tab.
Subscriber feature

Authoritative source data identified for 998 occupations

How a worker at each mastery level uses, directs, and evaluates AI tools in this occupation. Each statement cites its evidence inline; click a citation chip to verify the source.

Emerging
  1. AI-assisted documentation lookup — uses AI tools to retrieve standard coding references and terminology definitions when processing routine medical records, reducing manual search time Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab..
Developing
  1. Transcription support delegation — hands off structured patient history notes to an AI assistant for initial formatting and data entry, then reviews the output against source documents for accuracy Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab. Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab..
  2. Records compliance prompting — queries an AI tool for applicable regulatory guidelines (HIPAA, ICD coding updates) during records processing, validating the retrieved guidance against official sources before applying it.
Proficient
  1. Clinical documentation triage — directs AI tools to flag incomplete or inconsistent entries across patient records batches, then applies critical listening and reading comprehension skills to adjudicate each flagged case before finalizing Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab. WEF Skills TaxonomyWEF Skills Taxonomy 2021 — Building a Common Language for Skills at Work. Opens in new tab..
  2. Patient history synthesis — delegates initial extraction of key data points from dense medical narratives to an AI assistant, then personally reconstructs the longitudinal patient story to ensure clinical coherence Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab. Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab..
  3. Workflow integration oversight — monitors AI-assisted records processing pipelines for systematic errors or drift in code assignment accuracy, intervening with manual correction when pattern anomalies emerge WEF Skills TaxonomyWEF Skills Taxonomy 2021 — Building a Common Language for Skills at Work. Opens in new tab..
Advanced
  1. Human-AI handoff design — establishes the decision boundary between AI-automated data entry tasks and tasks requiring human judgment (e.g., ambiguous diagnosis coding, sensitive history documentation), formalizing those boundaries into team protocols Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab. WEF Skills TaxonomyWEF Skills Taxonomy 2021 — Building a Common Language for Skills at Work. Opens in new tab..
  2. Quality-assurance orchestration — constructs multi-step AI-assisted audit workflows that cross-check records for coding accuracy, completeness, and compliance, retaining final sign-off authority and accountability for all outputs Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab. WEF Skills TaxonomyWEF Skills Taxonomy 2021 — Building a Common Language for Skills at Work. Opens in new tab..
  3. AI limitation governance — evaluates AI tool performance on low-frequency or complex record types where the occupation's Q2 augmented profile indicates persistent human irreplaceability, and communicates capability boundaries to administrators and clinical staff Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab..
Evidence pack
AEI usage
Task observations: 26
Augment share: 2.6%
Time saved: 94.4%
AI autonomy: 2.46
SAFI positioning
Top skill: Active Listening
Score: 42.2 / 100
Quadrant: Q2_ai_augmented
precision: exact
WEF cluster
Human-Technology Interaction
human_technology_interaction
Sources:Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab.Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab.WEF Skills TaxonomyWEF Skills Taxonomy 2021 — Building a Common Language for Skills at Work. Opens in new tab.

Pathsmith Durable Skills Framework

Sources:Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Subscriber feature

Ten durable-skill domains mapped to four proficiency/role levels for each occupation. Each statement is aligned to the Pathsmith taxonomy, derived from trusted grounding data and mapped to occupation-specific O*NET tasks and skills.

1Communication12 statements
Emerging
  1. Medical terminology translation — converts clinical diagnosis codes and documentation into plain language when responding to basic patient or staff inquiries Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Record request communication — processes routine requests for medical records by following scripted procedures and standard release-of-information protocols O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  3. Written documentation basics — transcribes patient demographic and insurance information into electronic health record systems with accuracy and attention to formatting standards Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Developing
  1. Patient history intake communication — elicits and records accurate medical history details through structured verbal and written interactions with patients and clinical staff Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Interdepartmental correspondence — drafts clear written communications to clinicians, billing departments, and insurance representatives regarding record discrepancies or release requests Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  3. Regulatory language comprehension — reads and interprets HIPAA notices, compliance bulletins, and payer policy documents to apply accurate record-handling procedures O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. Cross-functional records briefing — presents accurate summaries of patient record status, coding discrepancies, or audit findings to supervisors and clinical teams with appropriate medical terminology Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Patient-facing disclosure communication — explains medical record content, release timelines, and privacy rights to patients and authorized representatives with clarity and professionalism Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  3. Documentation accuracy advocacy — communicates identified inconsistencies in physician notes, diagnostic codes, or treatment records to clinicians in a constructive and evidence-based manner O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Exceeding
  1. Records policy communication leadership — authors departmental guidelines, training materials, and compliance communications that standardize medical records practices across the organization Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Stakeholder-level reporting — presents complex records audit outcomes and compliance risk analyses to administrative leadership using structured narrative and data-driven documentation Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  3. Mentored communication calibration — coaches junior records specialists on precise documentation language, HIPAA-compliant correspondence, and professional communication norms in healthcare settings Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
2Leadership10 statements
Emerging
  1. Task ownership initiation — takes responsibility for assigned record retrieval and coding tasks without requiring repeated direction, demonstrating basic accountability in daily workflow Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Queue prioritization — identifies urgent record requests or time-sensitive compliance deadlines and elevates them to supervisors proactively Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Developing
  1. Workflow coordination — organizes personal and shared records processing queues to meet departmental throughput benchmarks, coordinating with peers when backlogs emerge Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Peer guidance provision — assists newer colleagues in navigating electronic health record systems and release-of-information procedures during onboarding periods Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. Records team coordination — leads daily operations of a medical records team, assigning tasks, monitoring productivity, and ensuring compliance with release timelines and regulatory standards Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Process improvement initiative — identifies systemic inefficiencies in record retrieval or coding workflows and implements corrective procedures with measurable quality outcomes Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  3. Audit leadership — directs internal medical records audits, assigns review responsibilities, and synthesizes findings into actionable compliance recommendations for departmental leadership O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Exceeding
  1. Departmental strategy leadership — sets long-term goals for records management quality, staffing, and technology adoption, aligning team objectives with organizational compliance and patient care priorities Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Cross-organizational leadership — represents the medical records function in enterprise-wide initiatives including EHR migrations, accreditation preparation, and regulatory response planning Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  3. Leadership pipeline development — identifies and develops high-potential records staff through structured mentorship, stretch assignments, and formal performance coaching Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
3Metacognition9 statements
Emerging
  1. Error pattern recognition — notices recurring personal mistakes in data entry or code selection and adjusts approach after supervisor feedback Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Learning strategy identification — selects appropriate reference tools such as ICD coding manuals or payer policy guides when encountering unfamiliar medical terminology or documentation scenarios Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Developing
  1. Self-audit practice — reviews own processed records for accuracy before submission, applying a deliberate internal quality-check routine independent of supervisory review Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Knowledge gap identification — recognizes limitations in understanding of specific diagnostic categories or regulatory requirements and seeks targeted training or reference support Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Applying
  1. Coding strategy reflection — evaluates personal coding and documentation decisions against denial patterns or audit feedback to refine future decision-making approaches Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Continuous learning calibration — systematically tracks changes in ICD, CPT, and HIPAA regulations and adjusts personal knowledge base to maintain current compliance competency Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  3. Workflow self-monitoring — monitors own productivity metrics and accuracy rates against departmental benchmarks, adjusting prioritization strategies when performance drifts Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Exceeding
  1. Metacognitive modeling — explicitly articulates decision-making frameworks for complex coding scenarios to less experienced staff, making expert reasoning visible and transferable Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Systemic learning design — identifies knowledge gaps across the records team and proposes targeted training interventions grounded in analysis of team-level error patterns and audit findings Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
4Critical Thinking11 statements
Emerging
  1. Code selection reasoning — applies basic ICD and CPT coding logic to straightforward diagnoses and procedures by following established coding guidelines and reference materials Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Record completeness verification — identifies missing required fields in patient medical histories and flags incomplete documentation before record processing proceeds O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Developing
  1. Documentation conflict analysis — detects inconsistencies between physician notes, diagnostic codes, and billing records, and investigates root cause before escalating or correcting Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Payer policy interpretation — analyzes insurance payer requirements against submitted documentation to assess coverage eligibility and anticipate denial risks O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  3. Diagnosis code selection evaluation — evaluates multiple plausible code assignments for complex or comorbid diagnoses and selects the most specific and compliant option based on clinical documentation Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. Audit evidence evaluation — assesses medical record audit findings against regulatory standards, distinguishing systemic compliance failures from isolated documentation errors Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Release authorization adjudication — evaluates ambiguous record release requests against HIPAA authorization requirements and organizational policy before approving or denying access Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  3. Clinical documentation quality judgment — reviews physician documentation for coding specificity, queries clinicians when evidence is insufficient, and applies judgment to resolve clinical ambiguity within scope O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Exceeding
  1. Regulatory risk reasoning — synthesizes changes across multiple regulatory frameworks including CMS guidelines, state privacy laws, and payer contracts to assess organizational compliance exposure Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Records system critical evaluation — evaluates EHR configuration, workflow design, and data integrity practices against best-practice standards and recommends evidence-based improvements Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  3. Cross-functional assumption challenging — identifies flawed assumptions embedded in billing, clinical, or administrative workflows that create downstream records inaccuracies and proposes systemic corrections Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
5Collaboration9 statements
Emerging
  1. Clinical team coordination basics — responds promptly to requests from nursing, billing, and physician staff for record retrieval or documentation clarification using respectful and professional communication Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Shared queue participation — contributes to team-based record processing workflows by completing assigned tasks on schedule and flagging bottlenecks to supervisors Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Developing
  1. Billing team partnership — collaborates with billing and coding staff to reconcile documentation gaps that contribute to claim denials, sharing relevant clinical record context Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Interdisciplinary records coordination — works with clinical, administrative, and IT staff to manage EHR data integrity issues and support accurate patient record maintenance O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. Cross-departmental audit collaboration — partners with compliance, clinical, and revenue cycle teams during medical records audits, contributing records expertise and facilitating joint review processes Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Release-of-information coordination — collaborates with legal, risk management, and clinical staff on complex or sensitive record release requests requiring multi-stakeholder input Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  3. HIM team cohesion facilitation — actively manages group dynamics within the health information management team, mediating workflow conflicts and aligning individual contributions toward shared accuracy benchmarks Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Exceeding
  1. Enterprise collaboration leadership — leads cross-functional working groups involving clinical informatics, compliance, revenue cycle, and executive leadership to align records management strategy with organizational goals Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. External stakeholder collaboration — partners with accreditation bodies, external auditors, and regulatory agencies on records compliance reviews, serving as the primary organizational liaison Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
6Character10 statements
Emerging
  1. Confidentiality commitment — handles patient records with strict adherence to HIPAA privacy standards, refraining from discussing protected health information in non-secure environments Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Accuracy accountability — acknowledges and corrects personal data entry or coding errors without concealment upon discovery Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Developing
  1. Ethical release-of-information practice — applies consistent ethical judgment when processing record requests, prioritizing patient privacy over expediency in ambiguous authorization situations Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Professional integrity in documentation — accurately records clinical information without alteration, omission, or embellishment regardless of external pressure from billing or clinical stakeholders Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. Compliance culture modeling — consistently demonstrates HIPAA-compliant behavior in all record handling, serving as a behavioral standard for peers and new staff Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Accountability in audit findings — accepts ownership of departmental coding or documentation errors identified in audits, engaging transparently with leadership to develop corrective action plans Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  3. Patient rights advocacy — upholds patient rights to access and amend their medical records in accordance with regulatory requirements, even when requests create operational complexity Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Exceeding
  1. Ethical leadership in sensitive cases — navigates high-stakes record integrity situations involving legal holds, subpoenas, or alleged documentation fraud with unwavering ethical judgment and transparent communication Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Integrity standard-setting — establishes and enforces departmental norms for documentation accuracy, privacy protection, and professional conduct that exceed baseline regulatory requirements Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  3. Trust-building with stakeholders — cultivates a reputation for reliability and ethical consistency across clinical, administrative, and patient-facing contexts, anchoring organizational confidence in the records function Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
7Creativity9 statements
Emerging
  1. Workaround problem-solving — identifies alternative approaches when standard EHR retrieval pathways fail, using system knowledge to locate records through secondary search methods Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Query formulation innovation — develops effective physician query language for ambiguous documentation scenarios by adapting standard templates to specific clinical contexts Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Developing
  1. Process shortcut development — creates personal efficiency tools such as code reference checklists or documentation templates that reduce error rates and improve processing speed Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Cross-referencing innovation — devises novel approaches to cross-referencing diagnostic codes with clinical notes to identify documentation gaps not surfaced by standard audit routines Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. Workflow redesign contribution — proposes and pilots creative redesigns of records processing workflows that improve throughput, accuracy, or compliance outcomes at the team level Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Training material development — creates engaging, occupation-specific training content for new records specialists that translates complex regulatory requirements into practical, scenario-based learning Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  3. Technology adaptation — develops creative uses of EHR reporting tools or data analytics features to surface records quality trends not previously monitored by the department Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Exceeding
  1. System design innovation — leads creative redesign of health information management systems, workflows, or quality programs that set new organizational standards for records accuracy and compliance Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Field contribution — contributes novel frameworks or methodologies to health information management practice through internal publications, professional presentations, or cross-organization knowledge sharing Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
8Growth Mindset9 statements
Emerging
  1. Regulatory change acceptance — approaches updates to ICD coding editions, HIPAA amendments, or payer policy changes as learning opportunities rather than obstacles Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Feedback receptivity — incorporates supervisor and audit feedback on coding errors or documentation practices into revised personal workflows without defensiveness Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Developing
  1. Continuing education engagement — pursues relevant certifications such as RHIT or CCA and completes mandatory compliance training proactively beyond minimum requirements Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Challenge-seeking behavior — volunteers for complex coding assignments or unfamiliar record types to accelerate skill development beyond comfortable routine tasks Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Applying
  1. Setback reframing in audits — treats failed compliance audits or elevated denial rates as diagnostic data, analyzing root causes and implementing structured improvement plans Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Technology adoption persistence — commits sustained effort to mastering new EHR platforms or coding software, persisting through initial performance dips during system transitions Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  3. Peer learning facilitation — creates informal knowledge-sharing structures within the team to sustain collective learning during regulatory transitions or system upgrades Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Exceeding
  1. Organizational learning advocacy — champions a department-wide growth culture by institutionalizing post-audit learning reviews, coding challenge sessions, and cross-training rotations Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Industry evolution engagement — actively monitors emerging trends in health information management including AI-assisted coding and interoperability standards, integrating new knowledge into organizational strategy Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
9Mindfulness9 statements
Emerging
  1. Attention management in data entry — maintains focused attention during high-volume record processing tasks to minimize transcription errors in patient demographic and diagnostic data Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Stress recognition — identifies personal signs of attention fatigue during extended coding sessions and applies basic reset strategies such as structured breaks to restore accuracy Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Developing
  1. Deliberate review practice — applies intentional, systematic attention to each record component during quality review rather than relying on scanning or assumption-based shortcuts Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Emotional regulation in patient interactions — maintains calm and professional composure when patients express frustration or distress regarding record access delays or privacy concerns Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. High-stakes task intentionality — approaches legally sensitive record requests, subpoena responses, or compliance-critical coding decisions with deliberate, step-by-step attention rather than expedient processing Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Workload pressure regulation — maintains consistent accuracy and professional conduct during peak demand periods such as audit preparation or system migrations by applying structured prioritization and self-monitoring Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  3. Present-moment accuracy anchoring — applies mindful attention to each individual record rather than allowing prior record patterns to create cognitive shortcuts that compromise current record accuracy Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Exceeding
  1. Team mindfulness cultivation — models and coaches intentional attention practices within the records team, reducing collective error rates during high-pressure operational periods Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Systemic distraction mitigation — identifies environmental and workflow factors that undermine team attention and designs structural interventions to protect cognitive focus during critical records processing activities Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
10Fortitude10 statements
Emerging
  1. Audit pressure tolerance — maintains professional composure and continues productive work during departmental compliance audits or external reviews without significant performance disruption Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Repetitive task persistence — sustains accuracy and engagement through high-volume, repetitive record processing tasks without allowing fatigue to elevate error rates Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Developing
  1. Denial resolution persistence — pursues complex insurance claim denials rooted in documentation deficiencies through multiple appeal cycles, maintaining diligence until resolution or appropriate escalation Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Regulatory uncertainty navigation — continues effective records management operations during periods of regulatory transition or policy ambiguity by applying best-available guidance and flagging unresolved questions Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Applying
  1. Compliance deficit response — leads the records team through corrective action periods following significant audit failures, sustaining team morale and disciplined improvement effort over extended remediation timelines Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. System migration resilience — maintains records accuracy and compliance standards during disruptive EHR implementation or migration periods, adapting workflows under pressure without compromising patient data integrity Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  3. High-stakes record management endurance — manages sustained workload demands during organizational crises such as accreditation surveys, legal holds, or public health emergencies affecting medical records volume Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Exceeding
  1. Organizational resilience leadership — guides the health information management function through major organizational disruptions including mergers, investigations, or regulatory sanctions with strategic calm and sustained operational effectiveness Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Courageous compliance advocacy — escalates identified documentation fraud, systematic coding abuse, or HIPAA violations to appropriate authorities despite organizational resistance or professional risk Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  3. Long-term quality culture fortitude — sustains a long-term commitment to records accuracy and compliance excellence across years of shifting priorities, leadership changes, and technological disruption Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Sources:Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Show O*NET source anchors42 anchors · skillscrosswalk.com

O*NET enrichment · skillscrosswalk.com

Suggest an O*NET correction

Source anchors that ground each statement

Related titles
Medical Records Technician · Health Information Technician · Certified Coding Specialist · Certified Medical Coder · Certified Professional Coder (CPC) · Clinical Documentation Specialist · Clinical Office Technician (Clinical Office Tech) · Coder · Coding Consultant · Coding Specialist · Disability Rater · Electronic Health Records Specialist (EHR Specialist)
RAPIDS apprenticeships
0278 · Medical Records Technician · 0285 · Health Information Technician
O*NET skills
Active ListeningCritical ThinkingReading ComprehensionSpeakingSocial PerceptivenessMonitoringJudgment and Decision MakingWriting
Knowledge domains
Medicine and DentistryCustomer and Personal ServiceEnglish LanguageBiologyPsychologyEducation and TrainingTherapy and CounselingComputers and Electronics
Abilities
Oral ComprehensionProblem SensitivityOral ExpressionWritten ComprehensionDeductive ReasoningInductive Reasoning
Work styles
Attention to DetailDependabilityCautiousnessIntegrityCooperationSelf-Control
Technology
Categorization or classification softwareMedical softwareBilling and invoicing softwareInformation retrieval or search softwareOffice suite softwareVoice recognition softwareDesktop communications softwareElectronic mail softwareData base user interface and query softwareTransaction security and virus protection software
Tasks · seed anchors for statements
  1. Evaluate the functioning of the neuromuscularskeletal system and the spine using systems of chiropractic diagn
  2. Diagnose health problems by reviewing patients' health and medical histories, questioning, observing, and exam
  3. Perform a series of manual adjustments to the spine or other articulations of the body to correct the musculos
  4. Obtain and record patients' medical histories.
CIP education codes
51.070651.070751.071351.0721

Sources: O*NET v30.2 (CC BY 4.0), SkillsCrosswalk.com, LER.me, Anthropic Economic Index, SAFI (Jadhav & Danve, 2026), WEF Skills Taxonomy 2021, Pathsmith Durable Skills Framework. © 2026 EBSCOed.