Medical Records Retrieval Specialist

• Identify all relevant medical providers associated with a clients treatment, beyond the primary facility listed by the law firm.
• Research and locate billing providers and related entities using tools such as Chartswap, prior requests, and direct provider outreach.
• Accurately add all identified providers into the Codes Health admin application.

• Review and correct incoming Release of Information (ROI) forms, which are often incomplete or inaccurate.
• Create accurate base forms prior to generating submission packets.
• Conduct comprehensive QA checks on each ROI packet per provider, ensuring all required documentation (e.g., cover letters, affidavits, and supporting forms) is complete and compliant.

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

• Identify provider-specific requirements (e.g., custom forms) and escalate to the appropriate Customer Success Manager (CSM) when needed.
• Resolve missing or conflicting information by coordinating directly with the law firms case manager.

• Prior experience requesting medical records from healthcare providers on behalf of healthcare organizations, legal teams, or medical record retrieval companies.
• Exceptional attention to detail — errors can cause significant delays in records processing.
• Strong technical proficiency, including Adobe Acrobat and PDF editing/combining tools.
• Excellent written and verbal communication skills.
• Proactive problem-solving mindset with the ability to manage multiple requests simultaneously.

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