
Medical Records Retrieval Specialist
4 hours ago
A critical role in medical records retrieval awaits the right candidate. As a Legal Intake Specialist, you will be instrumental in collecting records for our law firm clients.
Job DescriptionYou will play a pivotal part in the medical records retrieval process. Your attention to detail directly impacts the speed and quality of records collection.
- Key Responsibilities:
- Provider Research & Identification
- Identify relevant providers associated with client treatment.
- Locate billing providers and related entities using tools like Chartswap, prior requests, and direct provider calls.
- Add identified providers to the request in the admin app.
- Request Creation & Quality Control
- Review incoming ROIs (Release of Information forms), correcting incomplete or inaccurate information.
- Prepare accurate base forms and generate complete submission packets.
- Conduct QA review of each ROI packet, ensuring correct cover letters, affidavits, and provider-specific requirements.
- Request Assignment & Escalation
- Assign requests to appropriate records team member based on workload and utilization.
- Identify special provider requirements or edge cases and escalate to Client Success Manager.
- Coordinate with law firms' case managers to resolve missing or conflicting information.
- Provider Research & Identification
Must-Have Qualifications:
- Prior experience requesting medical records from providers on behalf of law firms.
- Strong attention to detail to prevent delays in record retrieval.
- Proficiency in Adobe and PDF editing/combining tools.
- Excellent written and verbal communication skills.
- Proactive problem-solving mindset to manage multiple requests simultaneously.
Bonus Qualifications:
- Familiarity with Chartswap or other medical records exchange platforms.
- Experience in U.S.-based legal or healthcare settings.
- Spanish-speaking proficiency (a plus).
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