Document Intake Specialist

1 day ago

Cavite City, Calabarzon, Philippines beBeeDetail Full time ₱800,000 - ₱1,000,000

Job Title: Document Intake Specialist

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Description:

The Legal Intake Specialist plays a pivotal role as the initial step in the medical records retrieval process. Ensuring 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.

Responsibilities:

  • 1. Provider Research & Identification
    • Identify all relevant healthcare providers involved in a client's treatment, beyond the main facility listed by the law firm.
    • Research and locate billing providers and related entities using tools such as historical request data and direct provider outreach.
    • Accurately input all identified providers into the admin application.
  • 2. Request Creation & Quality Control
    • Review incoming ROIs (Release of Information forms), correcting incomplete or inaccurate submissions.
    • Prepare accurate base forms before generating submission packets.
    • Conduct comprehensive quality assurance checks on each ROI packet, verifying inclusion of all required details.
  • 3. Request Assignment
    • Assign requests to the appropriate records team members based on workload balance and utilization metrics.
  • 4. Handling Special Cases
    • Identify and escalate special provider requirements to the assigned Client Success Manager (CSM).
    • Resolve missing, unclear, or conflicting information by liaising with the law firms case manager.

Requirements:

  • 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.
  • 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.

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