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1 day ago
A Legal Intake Specialist is needed to play a crucial role in the medical records retrieval process. They will 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.
- 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.
As a critical part of our operations, this position offers opportunities for growth and development. If you have the necessary skills and qualifications, we encourage you to apply.
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