
Medical Records Retrieval Coordinator
1 day ago
We are seeking a detail-oriented Medical Records Specialist to play a critical role in the medical records retrieval process.
- This specialist will be responsible for identifying all relevant providers associated with a client's treatment, not just the main facility submitted by the law firm.
- The specialist will also locate billing providers and related entities using tools such as Chartswap, prior requests, and direct provider calls.
- In addition, the specialist will review and correct incoming ROIs (Release of Information forms), which are incomplete or inaccurate in ~90% of cases.
The ideal candidate will have prior experience requesting medical records from providers on behalf of law firms, with a strong attention to detail and proficiency in Adobe and PDF editing/combining tools. Excellent written and verbal communication skills, as well as a proactive problem-solving mindset and ability to manage multiple requests simultaneously, are essential for this role.
Responsibilities:- 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.
- 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.
- 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.
- Proficiency in 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).
As a Medical Records Specialist, you will play a vital role in ensuring that every intake request is accurate, complete, and optimized for success downstream.
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