Plus Custom Forms Coordinator (Offshore)

Behavioral Health EHR

ICANotes was founded in 1999. We work with all clinical disciplines in both outpatient and inpatient settings to deliver the most clinically robust and intuitive charting solution for this specialty.

Company Culture

At ICANotes, we believe in fostering a culture of continuous improvement and learning. We prioritize adaptability over inflexible processes and encourage cross-functional teams to work together and collaborate to achieve shared objectives. We promote transparency and open communication within teams and stakeholders while fostering a culture of trust, respect, and accountability among team members.

• This role is for someone offshore based in the following regions: LATAM, the Philippines, and India.
• This role is not open to U.S.-based personnel.

Position Summary

We are seeking a detail-oriented Plus Custom Forms Coordinator to join our team. This role is responsible for designing, developing, testing, and deploying custom electronic forms within our EHR platform to support clinical and administrative workflows. You will work closely with clinical stakeholders, product, and customers to translate healthcare documentation requirements into functional, intuitive, and compliant forms.

Responsibilities

• Monitor and complete new custom form requests on our Plus platform
• Validate form request completeness (content files, instructions, required metadata), and flag compliance exceptions (e.g., no credit-card fields/PCI, scope constraints) and request clarifications
• Manage content and files, organizing client forms and tracking progress centrally
• Build forms in the Custom Form Builder (sections, fields, field types, logic/branching, required/optional rules), implementing signatures, and standardizing as needed

• Update backlog counts; report on progress and aging items
• Communicate status in tickets and to the Forms Lead

• Ensure HIPAA compliance; document known limitations and approved workarounds

Required Skills & Qualifications

• Experience working with EHR preferred but not required, Healthtech exposure required
• Extreme attention to detail with repetitive, precision work; highly organized
• Comfortable with logic/branching, required/optional rules, and field validation
• Proficiency with Google Drive & Google Sheets
• Experience with ticketing systems and tools
• HIPAA awareness and good judgment in handling PHI
• Clear written and verbal communication skills and English language proficiency

Benefits for 1099 Contractors

• PTO Accruals:
• • 8 sick days per leave (Up to 80 hours can roll over each year)
  • 6 personal days per year (All can rollover)
  • 12 vacation days per year (All can rollover)
• Two weeks are paid 100% for maternity/paternity leave