
Medical Records Retrieval Specialist
13 hours ago
As a medical records retrieval professional, you will play a critical role in the intake process. Your attention to detail directly impacts the speed and quality of records collection.
Our team is looking for someone who thrives in a fast-paced, detail-oriented environment where precision and problem-solving matter.
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.
- 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.
- Familiarity with Chartswap or other medical records exchange platforms.
- Experience in U.S.-based legal or healthcare settings.
- Spanish-speaking proficiency (a plus, but not required).
We connect top talent with the best startups in the US and EU, helping them grow and succeed.
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