Accurate Records Specialist

2 days ago

Lipa City, Calabarzon, Philippines beBeeDetail Full time $60,000 - $80,000

We are seeking a highly detail-oriented and organized professional to join our team in the role of Legal Intake Specialist. The ideal candidate will be responsible for ensuring that every intake request is accurate, complete, and optimized for success downstream.

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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.

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