Medical / Legal Records Retrieval Specialist

• Request medical records via phone, fax, email, portals, or mail
• Follow up with healthcare facilities to ensure timely submission of records
• Track record requests and maintain accurate status updates in CRM or tracking systems
• Review received documents for completeness and accuracy
• Organize, upload, and index records into internal systems
• Ensure compliance with HIPAA and data privacy regulations
• Communicate with clients, providers, and internal teams regarding record status
• Escalate delayed or incomplete requests as needed
• Maintain detailed documentation of all communications and follow-ups

• At least 1–2 years of experience in medical records retrieval, healthcare administration, or related field
• Strong understanding of HIPAA and medical record confidentiality
• Excellent verbal and written English communication skills
• Experience handling US healthcare providers (preferred)
• High attention to detail and strong organizational skills
• Ability to multitask and manage high-volume requests
• Proficient in CRM systems, EMR/EHR platforms, and Google Workspace or MS Office

• Experience working with insurance companies, personal injury law firms, or medical billing teams
• Familiarity with medical terminology
• Experience with fax management systems and provider portals
• Background in remote or work-from-home setup

• Persistence and follow-through
• Strong time management
• Professional phone etiquette
• Problem-solving skills
• Data accuracy and compliance mindset

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