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Medical Document Retrieval Specialist (Mexico | Remote)

Monterrey, Nuevo León, Mexico Job Openings Medical Document Retrieval Specialist (Mexico | Remote)

Medical Document Retrieval Specialist (Remote)

Schedule: Full-Time | Monday - Friday, 9:00 AM - 5:00 PM EST

Overview

The Medical Document Retrieval Specialist plays a pivotal role in the healthcare medical records retrieval process. As the first step in the workflow, this position ensures all requests are complete, accurate, and prepared for downstream processing. The quality of intake directly impacts the speed and accuracy of records retrieval for our law firm clients.

Key Responsibilities

1. 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 admin application.

2. 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.

3. Request Assignment

• Assign requests to appropriate records team members based on workload and utilization metrics.

4. 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 firms case manager.

Requirements

• 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.