Medical Document Retrieval Specialist

• Determine all relevant healthcare providers associated with a clients 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.

• 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.

• 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 firms case manager.

• Experience: Prior experience requesting health records from providers on behalf of healthcare companies, law firms, or related organizations.
• Attention to Detail: Extreme accuracy is essential errors can cause months-long delays in retrieval.
• Technical Skills: Proficiency in Adobe Acrobat and PDF editing/combining tools.
• Communication: Strong verbal and written communication skills with a proactive problem-solving mindset.

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