• Responsible for examining and analyzing documents to ensure accuracy, compliance, and relevance in legal or regulatory contexts • Review and assess large volumes of documents for relevance, privilege, confidentiality, and compliance with legal or regulatory standards • Prepare and maintain document databases, tracking systems, and metadata for efficient retrieval and review • Assist in preparing legal briefs, discovery requests, and depositions by organizing and summarizing relevant information • Identify and redact sensitive or privileged information to protect client confidentiality and meet legal requirements • Compile detailed reports summarizing findings, recommendations, and any issues identified during the review • Liaise with legal teams, compliance officers, and other departments to clarify requirements, retrieve missing documents, and resolve discrepancies • Use e-discovery software to filter, search, and categorize documents • Will perform other duties and responsibilities as needed.

• Receives, reviews, collates, and submits claim documents and medical records through electronic processes, with accuracy and integrity, ensuring HIPAA compliance. • Faxes claim documents, with accuracy and integrity, ensuring HIPAA compliance. • Renames electronic files of scanned mail received, ensuring it is stored in the appropriate client/patient folder. • Claim Data Entry, Such as... Retyping UB-04 and HCFA 1500s • FACS/Artiva account notation • Consequence to errors in judgment are critical (HIPAA violation fines and penalties, lost revenue for hospital client)

• Review and file legal documents using internal systems and email • Participate in ongoing training to expand knowledge of industry and process • Investigate discrepancies as they arise • Complete additional projects as assigned

• Care Access Research is currently looking to hire a full time, remote, Source Document Specialist. • The Source Document Specialist will be responsible for creating, maintaining, and controlling accurate versions of source documents (eSource or paper) for each clinical trial to substantiate trial activities. • All source documents will follow GCP Guidelines and 21 CFR Part 11 Compliance in addition to Care Access Research internal SOP. • Initial creation of e-Source with use of all available protocol specific documents to design source documents that are accurate and complete and to ensure that the source document is equipped to record all the required data for a clinical trial. • Create paper source templates, worksheets, supplemental source for visits based on detailed review of protocol-defined exams, tests, evaluations, and assessments. • Review draft source and ensure it is accurate and complete and to ensure that the source document is equipped to record all the required data for the trial. • Coordinate initial source review and update process. • Maintain version control of all source documents. • Update current source as needed per protocol amendments. • File, maintain, distribute, organize, and archive source for each clinical trial. • Manage daily communication with Site staff and other internal departments.