Healthcare Records Retrieval Specialist
22 hours ago
The Medical Document Retrieval Specialist plays a pivotal role in the healthcare medical records retrieval process. As the first step in the workflow, this position ensures all requests are complete, accurate, and prepared for downstream processing.
Key Responsibilities:- Identify and verify all relevant healthcare providers associated with a client's treatment, beyond the main facility listed by the law firm.
- Locate billing providers and related entities using tools such as Chartswap, prior request history, and direct provider calls.
- Input all identified providers into the admin application.
- Review and correct incoming Release of Information (ROI) forms, which are incomplete or incorrect in approximately 90% of cases.
- Create accurate 'base' forms before assembling final submission packets.
- Conduct thorough quality assurance checks for each ROI packet, ensuring all required components (cover letters, affidavits, etc.) are accurate and complete.
- Assign requests to appropriate records team members based on workload and utilization metrics.
- Escalate provider-specific requirements (e.g., custom forms) to the Client Success Manager (CSM).
- Resolve missing or conflicting information by liaising directly with the law firm's case manager.
Requirements:
- Prior experience requesting health records from providers on behalf of healthcare companies, law firms, or related organizations.
- Extreme accuracy is essential, as errors can cause months-long delays in retrieval.
- Proficiency in Adobe Acrobat and PDF editing/combining tools.
- Strong verbal and written communication skills with a proactive problem-solving mindset.
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