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Catena

Empowering Talent. Elevating Companies. Uniting Success.

Medical Records Retrieval Specialist

Location

Philippines

Posted

2 days ago

Salary

0

Seniority

Senior

High SchoolEnglish

Job Description

Medical Records Retrieval Specialist

Catena

• Identify all medical providers involved in a client’s treatment beyond the initially submitted facility. • Research billing providers and related entities using provider portals, historical requests, and direct outreach. • Accurately document and add all identified providers into internal admin systems. • Review incoming Release of Information (ROI) forms and correct missing or incorrect information. • Create clean, accurate base forms prior to generating submission packets. • Perform detailed QA checks to ensure provider-specific compliance and completeness. • Assign requests to appropriate records team members based on workload and utilization. • Ensure smooth handoff to downstream teams with clear and complete documentation. • Identify non-standard provider requirements and escalate issues appropriately. • Resolve conflicting or missing information through coordination with law firm case managers and internal teams.

Job Requirements

  • Prior experience requesting medical or health records from providers on behalf of law firms.
  • Exceptional attention to detail with strong compliance and accuracy standards.
  • Proficiency in PDF editing, merging, and form correction.
  • Strong written and verbal English communication skills.
  • Proactive, problem-solving mindset with comfort handling incomplete or ambiguous inputs.
  • Experience managing ROI workflows at scale.
  • Familiarity with provider portals such as Chartswap.
  • Background in healthcare operations, legal operations, or records retrieval services.
  • Must-Haves (Required):
  • Adobe Acrobat
  • PDF editing and document management tools
  • Email
  • Internal messaging tools
  • Internal admin or request management systems
  • Nice-to-Haves (Preferred):
  • Chartswap
  • CRM systems
  • Legal case management systems

Benefits

  • Competitive Salary: Based on experience and skills
  • Remote Work: Fully remote—work from anywhere
  • Performance Bonus: Based on data accuracy, reporting timeliness, and overall sales efficiency
  • Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
  • Generous PTO: In accordance with company policy
  • Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
  • Direct Mentorship: Guidance from international industry experts
  • Learning & Development: Ongoing access to resources for professional growth
  • Global Networking: Connect with professionals worldwide

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