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Medical Records Retrieval Specialist
Location
Philippines
Posted
2 days ago
Salary
0
Seniority
Senior
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
- 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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