Legal Intake Specialist

Legal Intake Specialist (Remote)

Schedule: Full-Time | Monday - Friday, 9:00 AM - 5:00 PM EST

The Legal Intake Specialist plays a pivotal role as the first step in the healthcare medical records retrieval process. This position ensures that every request is accurate, complete, and optimized for downstream success. The precision and quality of the intake process directly influence the speed and accuracy of medical record retrieval for law firm clients.

• Identify all relevant healthcare providers involved in a clients treatment, beyond the main facility listed by the law firm.
• Research and locate billing providers and related entities using tools such as Chartswap, historical request data, and direct provider outreach.
• Accurately input all identified providers into the admin application.

• Review incoming ROIs (Release of Information forms), correcting incomplete or inaccurate submissions (noting that ~90% require adjustments).
• Prepare accurate base forms before generating submission packets.
• Conduct comprehensive quality assurance checks on each ROI packet, verifying inclusion of all required details such as cover letters, affidavits, and other documentation.

• Assign requests to the appropriate records team members based on workload balance and utilization metrics.

• Identify and escalate special provider requirements (e.g., unique forms or protocols) to the assigned Client Success Manager (CSM).
• Resolve missing, unclear, or conflicting information by liaising with the law firms case manager.

• Experience: Prior hands-on experience requesting health records from providers on behalf of law firms.
• Attention to Detail: Exceptional accuracy; even small mistakes can cause delays of several months.
• Technical Skills: Proficiency with Adobe Acrobat and other PDF editing/combining tools.
• Communication: Strong verbal and written communication skills, with a proactive problem-solving mindset.