Medical Records Retrieval Expert
1 day ago
Legal Intake Specialist
About the RoleWe are seeking a detail-oriented professional to play a critical role in medical records retrieval. As a key member of our team, you will ensure that every intake request is accurate, complete, and optimized for success downstream.
Key Responsibilities:- Identify all relevant providers associated with a client's treatment, not just the main facility submitted by law firms.
- 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 application.
- 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.
- 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.
- Coordinate with law firms' case managers to resolve missing or conflicting information.
You will have prior experience requesting medical records from providers on behalf of law firms and possess strong attention to detail, small errors can cause significant delays in record retrieval.
Requirements:- Prior experience requesting medical records from providers on behalf of law firms.
- Strong attention to detail, small errors can cause significant delays in record 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.
A background in U.S.-based legal or healthcare settings and proficiency in Spanish are a plus, but not required.
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