
Document Retrieval Expert
7 days ago
The role of a Medical Document Retrieval Specialist is pivotal in the healthcare medical records retrieval process.
This professional plays a crucial part in ensuring that accurate and complete patient records are retrieved from various healthcare providers.
- 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 admin application.
The specialist must review and correct incoming Release of Information (ROI) forms, which are often incomplete or incorrect.
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.
- 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 include:
- Experience requesting health records from providers on behalf of healthcare companies, law firms, or related organizations.
- Extreme accuracy is essential; errors can cause significant delays in retrieval.
- Proficiency in Adobe Acrobat and PDF editing/combining tools is necessary.
- Strong verbal and written communication skills, along with a proactive problem-solving mindset, are required.
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