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2 weeks ago
The Medical Intake Specialist plays a vital part in the medical records retrieval process. Your attention to detail, communication skills, and ability to manage multiple tasks will significantly impact the speed, accuracy, and quality of service our clients receive.
Key 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.
- Ensure ≥90% case completion within assigned periods by accurately adding 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 most cases.
- Prepare accurate base forms and generate complete submission packets.
- Conduct thorough QA reviews of each ROI packet, ensuring cover letters, affidavits, and provider-specific requirements are correct.
- Maintain ≥95% documentation accuracy in both internal and client-facing notes, with 5–10% of cases reviewed weekly for compliance.
- Assign requests to the appropriate records team member based on workload and utilization.
- Escalate special provider requirements or edge cases to the appropriate Client Success Manager (CSM).
- Ensure 100% of escalations are logged and resolved within 24 hours by coordinating with law firms' case managers to resolve missing or conflicting information.
Must-Have Skills:
- Prior experience requesting medical records from providers on behalf of law firms, with proven ability to meet turnaround time and throughput targets.
- Strong attention to detail—demonstrated ability to maintain ≥95% accuracy in documentation and ROI packet preparation.
- Proficiency with Adobe and PDF editing/combining tools.
- Excellent written and verbal communication skills for handling escalations and client coordination.
- Proactive problem-solving mindset and ability to manage multiple requests simultaneously, ensuring timely completion within client SLAs.
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