Document Technician

Houston Methodist
Sugar Land, TX
At Houston Methodist, the Document Technician position is responsible for performing document prepping functions and/or document scanning functions. Prepping functions involve processing documents for scanning and indexing by determining which documents need to be scanned as part of the patient's medical record, preparing the documents, and sorting each document according to the correct patient encounter. Scanning functions include processing documents for indexing by ensuring optimal image results, performing a check of the documents to ensure they are ready for scanning, creating an appropriate batch for scanning, and scanning each batch ensuring that documents are scanned correctly and moved to the correct status.

FLSA STATUS
Non-exempt

QUALIFICATIONS

EDUCATION
  • Associate’s degree in health information management or related field required or additional two years of general office or other related experience (in addition to the minimum experience requirements listed below) required in lieu of degree
EXPERIENCE
  • Experience in a healthcare setting preferred
SKILLS AND ABILITIES
  • Demonstrates the skills and competencies necessary to safely perform the assigned job, determined through on-going skills, competency assessments, and performance evaluations
  • Sufficient proficiency in speaking, reading, and writing the English language necessary to perform the essential functions of this job, especially with regard to activities impacting patient or employee safety or security
  • Ability to effectively communicate with patients, physicians, family members and co-workers in a manner consistent with a customer service focus and application of positive language principles
  • Demonstrates attention to detail and ability to distinguish between the various documents, those documents that do not require scanning or inclusion into the record, and those that should be classified as outside facility documents
  • Ability to quickly learn new and updated computer applications and to rapidly navigate between applications
  • Keyboarding proficiency

ESSENTIAL FUNCTIONS

PEOPLE ESSENTIAL FUNCTIONS
  • Promotes a positive work environment and contributes to a dynamic team focused work unit that actively helps one another to achieve optimal departmental and organizational results.
  • Interacts with others in a supportive and respectful manner; communicates effectively with members of the team as well as internal and external customers.
  • Takes initiative to help other team members when assigned duties are complete.
SERVICE ESSENTIAL FUNCTIONS
  • Performs one or both of the following functions: • Prepping Functions - Processes documents for scanning and indexing by determining which documents need to be scanned as part of the patient’s medical record, preparing the documents (e.g., removing staples, paper clips, etc.; applying correct labels), and sorting each document according to the correct patient encounter. • Scanning Functions - Processes documents for indexing by performing daily maintenance on the scanner to ensure optimal image results, performing a check of the documents to ensure they are ready for scanning (e.g., ensuring all staples and paper clips have been removed; applying correct labels), creating an appropriate batch for scanning, and scanning each batch ensuring that documents are scanned correctly and moved to the correct status.
QUALITY/SAFETY ESSENTIAL FUNCTIONS
  • Adheres to department standards for productivity, timeliness, and quality.
  • Follows department policies, procedures, and processes for prepping and scanning as appropriate to the role.
FINANCE ESSENTIAL FUNCTIONS
  • Organizes time effectively, minimizing incidental overtime, and sets priorities.
GROWTH/INNOVATION ESSENTIAL FUNCTIONS
  • Practices adaptability and flexibility in the face of changing demands.
  • Takes initiative to contribute ideas and suggestions to improve work processes.

SUPPLEMENTAL REQUIREMENTS
WORK ATTIRE
  • Uniform: No
  • Scrubs: No
  • Business professional: Yes
  • Other (department approved): No
ON-CALL*
*Note that employees may be required to be on-call during emergencies (ie. Disaster, Severe Weather Events, etc) regardless of selection below.
  • On Call* No
TRAVEL**
**Travel specifications may vary by department**
  • May require travel within the Houston Metropolitan area No
  • May require travel outside Houston Metropolitan area No
QUALIFICATIONS

EDUCATION
  • Associate’s degree in health information management or related field required or additional two years of general office or other related experience (in addition to the minimum experience requirements listed below) required in lieu of degree
EXPERIENCE
  • Experience in a healthcare setting preferred

Posted 2026-02-03

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