JobsAdvocate Health

HIM Record Retention Analyst

Advocate Health · Milwaukee, WI

Posted Sep 17, 2026 · We last checked this listing on Sep 20, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

Behavioral

Tell me about a time you had to interpret an ambiguous regulation and decide how to apply it to your organization's records practices.

comfort exercising independent judgment on unclear compliance questions rather than escalating everything

Describe a project where you partnered with Legal or Compliance on a retention or destruction policy. What was your role versus theirs?

whether they can operate as a subject matter expert alongside legal teams without overstepping or under-contributing

Tell me about a time you had to convince a skeptical leader or department head to change how they were handling records.

influence and communication skills with stakeholders who may resist compliance-driven change

Tell me about a time you trained staff on a new or updated policy. How did you make sure it actually stuck?

ability to translate policy into practical guidance that non-experts can follow

What's an example of a retention or destruction decision you made that you weren't fully certain about, and how did you land on it?

honesty about uncertainty and how they reason through gray areas rather than pretending everything is clear-cut

Technical

Walk me through how you would build a record retention schedule for a large health system that spans multiple states, each with its own regulations.

whether the candidate understands how to reconcile conflicting federal, state, and organizational rules into one workable schedule

HIPAA, state medical record laws, and CMS requirements sometimes set different minimum retention periods for the same record type. How do you decide which one governs?

actual working knowledge of retention rule hierarchies, not just general HIM familiarity

How do you go about auditing whether departments are actually following the retention schedules you've set?

practical experience designing and running compliance monitoring, not just writing policy

What's your process for evaluating a vendor that stores or destroys records on the organization's behalf?

understanding of vendor oversight, chain of custody, and destruction verification

How do you stay current on changes to federal and state recordkeeping regulations that could affect existing policies?

whether they have an ongoing system for regulatory monitoring versus reacting only when problems surface

Situational

Say you discover that a department has been destroying records ahead of schedule, possibly violating a legal hold. What do you do in the first 48 hours?

crisis judgment and knowledge of legal hold protocols under pressure

If leadership asked you to shorten a retention period to save on storage costs, but you weren't confident it was compliant, how would you handle that conversation?

willingness to push back on cost pressure when it conflicts with regulatory risk

How would you approach a system-wide technology change, like migrating to a new records management platform, from a retention and compliance standpoint?

experience leading process improvement initiatives that touch both technology and compliance

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The full job description

As published by Advocate Health.

Department: 10453 Enterprise Revenue Cycle - HIM Ops Services and Support Status: Full time Benefits Eligible: Yes Hou rs Per Week: 40 Schedule Details/Additional Information: Monday - Friday 8 am - 4:30 pm Pay Range: $33.05 - $49.60 Major Responsibilities: Develop and   maintain   enterprise-wide record retention policies and procedures in alignment with federal, state, and organizational standards.     Interpret and apply regulatory requirements to organizational practices, ensuring compliance and risk mitigation.     Serve as a subject matter expert,   advising   leadership and departments on retention strategies, compliance issues, and operational improvements.     Partner with Legal, Compliance, and Data Governance teams to   establish   and enforce retention schedules and destruction protocols.     Lead initiatives to improve record management processes, including technology enhancements and vendor oversight.   Exercise independent judgment in   determining   retention timelines, destruction schedules, and compliance strategies.     Monitor and audit retention practices to ensure adherence to organizational and regulatory standards.     Provide training and guidance to staff on record retention policies and compliance requirements.   Licensure, Registration, and/or Certification Required: None Required. Education Required: Associate’s degree   required  or equivalent experience Experience Required: Minimum of 4 years in Health Information Management, compliance, or related regulatory roles.   Knowledge, Skills & Abilities Required: Advanced knowledge of federal, state, and regulatory requirements for health information management.   Ability to interpret complex regulations and apply them to organizational policies.   Strong analytical and problem-solving skills with   demonstrated   ability to exercise independent judgment.   Excellent communication and presentation skills   influence   stakeholders and leadership.   Physical Requirements and Working Conditions: Normal office environment with extended computer use.     Occasional travel for compliance audits and vendor oversight. Preferred Job Requirements Preferred Education: Bachelor’s degree preferred in Health Information Management or related field Preferred Certification / License: Preferred Experience: Experience in policy development and enterprise compliance programs Preferred Knowledge / Skills / Abilities: DISCLAIMER All responsibilities and requirements are subject to possible modification to reasonably accommodate individuals with disabilities. This job description in no way states or implies that these are the only responsibilities to be performed by an employee occupying this job or position.  Employees must follow any other job-related instructions and perform any other job-related duties requested by their leaders. Our Commitment to You: Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more – so you can live fully at and away from work, including: Compensation • Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training • Premium pay such as shift, on call, and more based on a teammate's job • Incentive pay for select positions • Opportunity for annual increases based on performance Benefits and more • Paid Time Off programs • Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability • Flexible Spending Accounts for eligible health care and dependent care expenses • Family benefits such as adoption assistance and paid parental leave • Defined contribution retirement plans with employer match and other financial wellness programs • Educational Assistance Program Note: Eligibility for programs listed above may depend on your FTE or status (e.g., full-time, part-time, per diem, temporary, etc.); please ask a Recruiter for more information during an interview. About Advocate Health  Advocate Health is the third-largest nonprofit, integrated health system in the United States, created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology, neurosciences, oncology, pediatrics and rehabilitation, as well as organ transplants, burn treatments and specialized musculoskeletal programs. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation’s largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs. Committed to providing equitable care for all, Advocate Health provides more than $6 billion in annual community benefits.

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