Verisma

Role Description The Release of Information Specialist III (ROIS III) is responsible for fielding complex release of information requests while maintaining a high level of precision, efficiency and productivity-driven metrics. The ROIS III is fluent in multiple electronic medical records (EMRs) and comfortable navigating through systems and software to ensure the accurate retrieval of requested documentation in a fast-paced environment. As a domain subject matter expert, this position is responsible for providing training and coaching to other ROIS based out of a Verisma facility, at a client site and/or remotely. - Process medical ROI requests in a timely and efficient manner through Verisma software applications - Ability to read and interpret medical records, forms, and authorizations - Serve as an escalation point and resolution for HIPAA-related release issues - Act as a role model and lead by example through demonstrating excellent organizational skills, time management and professionalism - Proactively communicates with supervisor(s) and peers regarding questions, concerns and processes - Assist with queue management and coverage, as needed - Ability to seamlessly shift to support other accounts - Utilize reference materials provided by Verisma to ensure compliance and confidentiality is always maintained - Serve as training mentor and subject matter expert - Assist in maintaining and updating ROIS training/reference materials - Maintain strong knowledge of HIPAA, HITECH, state-federal rulings, and statutes, as well as customer specific requirements - Foster positive relationships and friendly demeanor through providing exemplary customer service - Attend training sessions, as required - Live by and promote Verisma Core Values - Perform other related duties, as assigned, to ensure effective operation of the department and the Company - Interact with customers and co-workers in a professional and friendly manner - Handles on-site responsibilities to assist Client Manager when needed or in absence of the Client Manager - Responsible for supporting multiple clients for whom medical Release of Information (ROI) activities are conducted - Assist the Manager(s) & Director of Operations with interviewing, training, and mentoring high-quality staff Qualifications - HS Diploma or equivalent, some college preferred - RHIT certification, preferred - At least 5 years of prior medical record, ROI or Health Information Management (HIM) experience - Knowledge of HIPAA and state regulations related to the release of Protected Health Information - Strong problem-solving skills and attention to detail - Must maintain strong organizational and time management skills - Able to train and support colleagues seeking resolution with complex requests - Fluent in Microsoft Office Suite, EMRs and comfortable learning new technology/software - Must be able to work independently and assist others while exceeding volume and quality standards Company Description

Role Description The Release of Information Specialist I (ROIS I) initiates the medical record release process by inputting data into Verisma Software. The ROIS I works quickly and carefully to ensure documentation is processed accurately and efficiently. This position could be based out of a Verisma facility, at a client site, or in some instances may be done remotely. The primary supervisor is Manager of Operations, Release of Information. - Process medical ROI requests in a timely and efficient manner - Process requests utilizing Verisma software applications - Support the resolution of HIPAA-related release issues - Organize records and documents to complete the ROI process - Read and interpret medical records, forms, and authorizations - Provide exemplary customer service in person, on the phone and via email, depending on location requirements - Interact with customers and co-workers in a professional and friendly manner - Utilize reference material provided by Verisma to ensure compliance and confidentiality is always maintained - Attend training sessions, as required - Live by and promote Verisma company values - Perform other related duties, as assigned, to ensure effective operation of the department and the Company Qualifications - HS Diploma or equivalent, some college preferred - RHIT certification, preferred - 2+ years of medical record experience - 2+ years of experience completing clerical or office work - Experience using general office equipment including desktop computer, scanner, Microsoft Office Suite to complete tasks - Experience in a healthcare setting, preferred - Knowledge of HIPAA and state regulations related to the release of Protected Health Information, preferred - Must be able to work independently - Must be detail oriented

Role Description Verisma is seeking a highly motivated and entrepreneurial Regional Sales Director to lead new business development across the Mid-Market in the ambulatory healthcare market. This is a commission-driven role best suited for a self-starter with strong sales experience and a hunger to grow within a fast-paced, for-profit environment. This individual will be responsible for expanding Verisma’s footprint by building strong client relationships and executing our strategic sales initiatives in the assigned region. - Lead Verisma’s growth in the ambulatory care segment within the Western U.S. territory - Identify, qualify, and close new business opportunities in line with aggressive sales targets - Drive the full sales cycle: prospecting, lead qualification, presentations, pricing, negotiations, and contract execution - Execute detailed sales processes and maintain accurate records using CRM tools - Develop multi-level relationships with decision-makers and influencers within health systems and ambulatory care organizations - Serve as a key voice of the market, offering insights into regional trends, competitor activity, and client needs - Represent Verisma at industry events and local/regional marketing initiatives to build brand awareness - Partner with internal stakeholders (Operations, Legal, Marketing, Sales Support) to align solution design, pricing, and onboarding - Maintain a strong understanding of Verisma’s products, services, and relevant regulations impacting PHI and medical records release - Embody Verisma’s Core Values in every client interaction and decision - Perform other duties, as assigned, to ensure effective operation of the department and the Company - Live by and promote Verisma Core Values Qualifications - Bachelor’s degree, preferred - 2 to 4+ years of successful sales experience, required; ideally in healthcare or health technology - Strong track record of meeting or exceeding sales quotas - Experience selling into complex healthcare organizations and navigating long sales cycles, preferred - Demonstrated ability to work independently, manage priorities, and drive results in a remote setting - Excellent communication and presentation skills - Energetic, curious, and adaptable with a drive to win and grow - Comfortable with 50% travel

Role Description The Release of Information Specialist II (ROIS II) initiates the medical record release process by inputting data into Verisma Software. The ROIS II works quickly and carefully to ensure documentation is processed accurately and efficiently. This position could be based out of a Verisma facility, at a client site, or in some instances may be done remotely. The primary supervisor is Manager of Operations, Release of Information. - Process medical ROI requests in a timely and efficient manner - Process requests utilizing Verisma software applications - Support the resolution of HIPAA-related release issues - Organize records and documents to complete the ROI process - Read and interpret medical records, forms, and authorizations - Provide exemplary customer service in person, on the phone and via email, depending on location requirements - Interact with customers and co-workers in a professional and friendly manner - Utilize reference material provided by Verisma to ensure compliance and confidentiality is always maintained - Attend training sessions, as required - Live by and promote Verisma company values - Perform other related duties, as assigned, to ensure effective operation of the department and the Company Qualifications - HS Diploma or equivalent, some college preferred - RHIT certification, preferred - 2+ years of medical record experience - 2+ years of experience completing clerical or office work - Experience using general office equipment including desktop computer, scanner, Microsoft Office Suite to complete tasks - Experience in a healthcare setting, preferred - Knowledge of HIPAA and state regulations related to the release of Protected Health Information, preferred - Must be able to work independently - Must be detail oriented

Role Description Verisma is seeking a motivated and driven Business Development Representative (BDR) to support our commercial growth efforts. This role is ideal for someone who thrives on initiating conversations, uncovering opportunities, and building relationships that lead to business growth. Reporting into the Vice President of Marketing and working in close alignment with Sales, the BDR will play a critical role in qualifying inbound leads, executing strategic outbound outreach, and driving engagement ahead of key industry events. This position offers hands-on exposure to sales strategy, pipeline development, and market segmentation—providing a strong foundation for future growth within the commercial organization. This role provides a defined pathway to join the sales team within 18–24 months. Success in this role is measured by the ability to consistently meet monthly meeting quotas and contribute to pipeline generation, where you can earn uncapped commission, averaging 20–30%, with no cap on upside. - Inbound Lead Qualification: - Rapidly assess and qualify inbound leads from marketing channels - Set meetings with high-potential prospects and ensure accurate Salesforce tracking - Collaborate with Sales to ensure smooth handoff and follow-through - Strategic Prospecting: - Execute targeted outbound efforts to engage prospective clients - Maintain an active prospecting list and report progress regularly to Sales counterparts - Use multiple channels (email, phone, social) to generate interest and schedule meetings - Event-Driven Engagement: - Drive pre-event meeting scheduling to maximize Verisma’s investment in conferences and trade shows - Invite and confirm attendance of clients and prospects to Verisma-hosted dinners and networking events - Support post-event follow-up to convert interest into pipeline - Sales Alignment and Collaboration: - Work hand-in-hand with Sales counterparts to identify high-value targets and refine outreach strategies - Share insights from prospect interactions to inform messaging and positioning - Stay agile and responsive to shifting priorities and market dynamics Qualifications - Bachelor's degree in Marketing, Business, preferred - 2 years of healthcare IT experience driving sales conversations - Proven experience in sales prospecting and desire to enter into a Sales Executive position in the future - Familiarity with Salesforce is a plus - Strong communication and collaboration skills - Ability to manage multiple projects and meet deadlines - Detail-oriented with a focus on data accuracy and cleanliness - Ability to thrive in a fast-paced environment and adapt to changing team needs - Ability to travel up to 10% of the time, as needed

Role Description The Release of Information Specialist II (ROIS II) initiates the medical record release process by inputting data into Verisma Software. The ROIS II works quickly and carefully to ensure documentation is processed accurately and efficiently. This position could be based out of a Verisma facility, at a client site, or in some instances may be done remotely. The primary supervisor is Manager of Operations, Release of Information. - Process medical ROI requests in a timely and efficient manner - Process requests utilizing Verisma software applications - Support the resolution of HIPAA-related release issues - Organize records and documents to complete the ROI process - Read and interpret medical records, forms, and authorizations - Provide exemplary customer service in person, on the phone and via email, depending on location requirements - Interact with customers and co-workers in a professional and friendly manner - Utilize reference material provided by Verisma to ensure compliance and confidentiality is always maintained - Attend training sessions, as required - Live by and promote Verisma company values - Perform other related duties, as assigned, to ensure effective operation of the department and the Company Qualifications - HS Diploma or equivalent, some college preferred - RHIT certification, preferred - 2+ years of medical record experience - 2+ years of experience completing clerical or office work - Experience using general office equipment including desktop computer, scanner, Microsoft Office Suite to complete tasks - Experience in a healthcare setting, preferred - Knowledge of HIPAA and state regulations related to the release of Protected Health Information, preferred - Must be able to work independently - Must be detail oriented Company Description

Role Description The Data Entry and Validation (DE&V) Specialist reports to the HPR DE&V Team Manager and supports project intake and uploads into VRM. This role serves as a key liaison between operations staff and the HPR Account Specialists, working with both internal and external clients to facilitate health plan requests. - Triages inventory received by the Health Plan Request Team against Verisma’s facility site list by determining the appropriate Verisma client or identifying if it is not associated with Verisma. - Communicates regularly with the HPR Account Specialists regarding the files they are handling. - Adhere to established guidelines from facilities and requestors concerning fees, exceptions, and standard intake procedures. - Remains current on facility and requestor requirements, including specialized instruction, rates, and approval protocols. - Data enter faxed requests from facilities. - Upload high-volume health plan requests into VRM batches efficiently. - Processes single patient health plan requests using the ROIS App. - Produce clear, professional patient lists from Excel inventory files. - Update inventory files and team trackers consistently. - Responds promptly to emails to prevent any delays in processing. - Conduct daily reviews of uploaded batches to confirm successful completion. - Addresses errors or omissions immediately upon identification or notification. - Develop expertise in navigating both the VRM and ROIS App platforms. - Adapt quickly to last-minute changes in work assignments directed by the DE&V Team Manager, particularly for escalating inventory. - Manage communications with professionalism in alignment with established standards and metrics. - Maintains positive and effective relationships with clients and requestors. - Perform other appropriate duties, as assigned, to meet the needs of the department and the company. - Live by and promote Verisma core values. Qualifications - High school diploma or GED equivalent required. - Able to multi-task and use numerous resources to ensure facility protocols are followed. - Strong project management skills. - Ability to work effectively and independently in high volume and fast paced environments. - Desire to improve processes to create sustainable robust systems. - Microsoft Excel proficient. - Exceptional interpersonal skills and capacity to build effective relationships with co-workers and clients. - Strong level of patience to resolve issues. Company Description

Release of Information Specialist I (ROIS I) Summary of Position: The Release of Information Specialist I (ROIS I) initiates the medical record release process by inputting data into Verisma Software. The ROIS I works quickly and carefully to ensure documentation is processed accurately and efficiently. This position could be based out of a Verisma facility, at a client site, or in some instances may be done remotely. The primary supervisor is Manager of Operations, Release of Information. Duties & Responsibilities: - Process medical ROI requests in a timely and efficient manner - Process requests utilizing Verisma software applications - Support the resolution of HIPAA-related release issues - Organize records and documents to complete the ROI process - Read and interpret medical records, forms, and authorizations - Provide exemplary customer service in person, on the phone and via email, depending on location requirements - Interact with customers and co-workers in a professional and friendly manner - Utilize reference material provided by Verisma to ensure compliance and confidentiality is always maintained - Attend training sessions, as required - Live by and promote Verisma company values - Perform other related duties, as assigned, to ensure effective operation of the department and the Company Minimum Qualifications: - HS Diploma or equivalent, some college preferred - RHIT certification, preferred - 2+ years of medical record experience - 2+ years of experience completing clerical or office work - Experience using general office equipment including desktop computer, scanner, Microsoft Office Suite to complete tasks - Experience in a healthcare setting, preferred - Knowledge of HIPAA and state regulations related to the release of Protected Health Information, preferred - Must be able to work independently - Must be detail oriented

Release of Information Specialist I (ROIS I) Summary of Position: The Release of Information Specialist I (ROIS I) initiates the medical record release process by inputting data into Verisma Software. The ROIS I works quickly and carefully to ensure documentation is processed accurately and efficiently. This position could be based out of a Verisma facility, at a client site, or in some instances may be done remotely. The primary supervisor is Manager of Operations, Release of Information. Duties & Responsibilities: - Process medical ROI requests in a timely and efficient manner - Process requests utilizing Verisma software applications - Support the resolution of HIPAA-related release issues - Organize records and documents to complete the ROI process - Read and interpret medical records, forms, and authorizations - Provide exemplary customer service in person, on the phone and via email, depending on location requirements - Interact with customers and co-workers in a professional and friendly manner - Utilize reference material provided by Verisma to ensure compliance and confidentiality is always maintained - Attend training sessions, as required - Live by and promote Verisma company values - Perform other related duties, as assigned, to ensure effective operation of the department and the Company Minimum Qualifications: - HS Diploma or equivalent, some college preferred - RHIT certification, preferred - 2+ years of medical record experience - 2+ years of experience completing clerical or office work - Experience using general office equipment including desktop computer, scanner, Microsoft Office Suite to complete tasks - Experience in a healthcare setting, preferred - Knowledge of HIPAA and state regulations related to the release of Protected Health Information, preferred - Must be able to work independently - Must be detail oriented

Vice President, Client Success Summary of Position: The Vice President of Client Success will lead and scale a high-performing client success organization focused on delivering exceptional client outcomes, driving retention, growth, and loyalty across our health system and provider network. This executive will be responsible for the end-to-end client experience—from onboarding to renewal—ensuring our solutions deliver measurable value while maintaining the highest levels of compliance, trust, and satisfaction in a rapidly evolving health information landscape. Key Responsibilities: Strategic Leadership: - Develop and execute a comprehensive client success strategy aligned with corporate goals and health information compliance standards - Partner cross-functionally with Client Operations, Sales, Product, Implementation, Finance, and - Compliance teams to ensure a seamless and strategic client experience - Champion the voice of the client across the organization and within executive leadership conversations Client Relationship Management: - Responsible for client relationship development, client growth, and high-level issue resolution - Expand executive-level relationships with key client contacts to build trust, assess evolving needs, and proactively mitigate risks - Develop client growth/expansion strategy plans and review cycles (e.g., success plans, executive updates) Retention & Growth: - Design and manage programs to drive client engagement, satisfaction, renewal, and expansion across enterprise accounts - Analyze client data to identify risk signals, growth opportunities, and areas for improvement - Drive upsell and cross-sell strategies in partnership with Sales and Product leadership Team Development: - Create a culture of accountability, transparency, and continuous improvement - Track performance metrics, training opportunities, and career development paths Operational Excellence: - Establish scalable processes, tools, and systems (e.g., CRM, customer health dashboards,feedback loops) that support efficient and high-touch client interactions - Oversee issue escalation and resolution frameworks with attention to detail and urgency Minimum Qualifications: - 10+ years in client success, account management, or healthcare operations roles, with at least 5 years in a leadership capacity - Strong background in healthcare IT or health information services (e.g., release of information, patient records, health data management, interoperability, HIM systems) - Proven track record managing large provider or health system relationships and driving retention, renewals, and account expansion - Deep understanding of compliance standards (HIPAA, CMS, OCR guidelines) and their implications in client operations - Exceptional executive presence and communication skills - Strategic thinker with a data-driven and solution-oriented mindset - Strong operational and analytical skills; experience with CRM systems like Salesforce - Team-oriented leader who thrives in collaborative, fast-paced environments - Bachelor's degree required; Master’s degree in Business Administration, Health Administration, or related field preferred - Ability to travel up to 25% of the time, or more as needed