
Legal Records Specialist
1 day ago
About the Role:
You will play a critical role in the medical records retrieval process as a Legal Records Specialist. Ensure that every intake request is accurate, complete, and optimized for success downstream.
Key Responsibilities:
- Provider Research & Identification:
- Identify all relevant providers associated with a client's treatment, not just the main facility submitted by the law firm.
- Locate billing providers and related entities using tools such as Chartswap, prior requests, and direct provider calls.
- Add all identified providers to the request in the admin app.
- Request Creation & Quality Control:
- Review and correct incoming ROIs (Release of Information forms), which are incomplete or inaccurate in ~90% of cases.
- Prepare accurate base forms and generate complete submission packets.
- Conduct a thorough QA review of each ROI packet, ensuring cover letters, affidavits, and provider-specific requirements are correct.
- Request Assignment & Escalation:
- Assign requests to the appropriate records team member based on workload and utilization.
- Identify and escalate special provider requirements or edge cases to the appropriate Client Success Manager (CSM).
- Coordinate with law firms' case managers to resolve missing or conflicting information.
Requirements:
- Prior experience requesting medical records from providers on behalf of law firms.
- Strong attention to detail, small errors can cause significant delays in the record's retrieval.
- Proficiency with Adobe and PDF editing/combining tools.
- Excellent written and verbal communication skills.
- Proactive problem-solving mindset and ability to manage multiple requests simultaneously.
Benefits:
As a Legal Records Specialist, you will be working in a dynamic environment where no two days are the same. You will have the opportunity to work closely with our team members and contribute to the company's mission.
Others:
Our ideal candidate has excellent organizational skills, is highly proactive, and thrives in a fast-paced environment.
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