Document Retrieval Expert

2 days ago


Taguig, National Capital Region, Philippines beBeeHealthcare Full time ₱2,500,000 - ₱3,500,000
Medical Document Retrieval Specialist Role OverviewThe Medical Document Retrieval Specialist plays a pivotal role in the medical records retrieval process. The specialist works closely with healthcare providers and law firms to ensure accurate and timely retrieval of medical documents.Key Responsibilities:
  • Provider Research & Identification:
    • Determine 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 application.
  • Request Creation & Quality Control:
    • 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.
  • Request Assignment:
    • Assign requests to appropriate records team members based on workload and utilization metrics.
  • Handling Special Cases:
    • Identify and escalate provider-specific requirements (e.g., custom forms) to the appropriate 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 is essential. Extreme accuracy is crucial, as errors can cause delays in retrieval. Proficiency in Adobe Acrobat and PDF editing/combining tools is also necessary, along with strong verbal and written communication skills and a proactive problem-solving mindset.



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