Role overview

Qualifications

Experience: Prior hands-on experience requesting health records from providers on behalf of law firms.
Attention to Detail: Exceptional accuracy; even small mistakes can cause delays of several months.
Technical Skills: Proficiency with Adobe Acrobat and other PDF editing/combining tools.
Communication: Strong verbal and written communication skills, with a proactive problem-solving mindset.

Responsibilities

Provider Research Identification: Identify all relevant healthcare providers involved in a client's treatment beyond the main facility listed by the law firm; research and locate billing providers and related entities using tools such as Chartswap, historical request data, and direct provider outreach; input all identified providers into the admin application.
Request Creation Quality Control: Review incoming ROIs (Release of Information forms), correcting incomplete or inaccurate submissions (noting that ~90% require adjustments); prepare accurate base forms before generating submission packets; conduct comprehensive quality assurance checks on each ROI packet, verifying inclusion of all required details such as cover letters, affidavits, and other documentation.
Request Assignment: Assign requests to the appropriate records team members based on workload balance and utilization metrics.
Handling Special Cases: Identify and escalate special provider requirements (e.g., unique forms or protocols) to the assigned Client Success Manager; resolve missing, unclear, or conflicting information by liaising with the law firm's case manager.

Key facts

Remote from: Philippines
Full time
Legal Analyst
English

Hard skills

PDF Management Software Medical Record Management Data Entry Law Practice Management Legal Document Management Electric Power Systems Escalation Procedures Utilization Management Chartio Packet Generators Community Advocacy Online Communication

Other skills

Team Management
Quality Assurance
Administrative Functions
Non-Verbal Communication
Detail Oriented
Creative Problem Solving

About the company

OperationsArmy

Company details

Links

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Job description

Legal Intake Specialist (Remote)

Schedule: Full-Time | Monday - Friday, 9:00 AM - 5:00 PM EST

Apply here: https://operationsarmy.com/application

Position Overview

The Legal Intake Specialist plays a pivotal role as the first step in the healthcare medical records retrieval process. This position ensures that every request is accurate, complete, and optimized for downstream success. The precision and quality of the intake process directly influence the speed and accuracy of medical record retrieval for law firm clients.

Key Responsibilities

1. Provider Research & Identification

Identify all relevant healthcare providers involved in a clients treatment, beyond the main facility listed by the law firm.
Research and locate billing providers and related entities using tools such as Chartswap, historical request data, and direct provider outreach.
Accurately input all identified providers into the admin application.

2. Request Creation & Quality Control

Review incoming ROIs (Release of Information forms), correcting incomplete or inaccurate submissions (noting that ~90% require adjustments).
Prepare accurate base forms before generating submission packets.
Conduct comprehensive quality assurance checks on each ROI packet, verifying inclusion of all required details such as cover letters, affidavits, and other documentation.

3. Request Assignment

Assign requests to the appropriate records team members based on workload balance and utilization metrics.

4. Handling Special Cases

Identify and escalate special provider requirements (e.g., unique forms or protocols) to the assigned Client Success Manager (CSM).
Resolve missing, unclear, or conflicting information by liaising with the law firms case manager.

Requirements

Experience: Prior hands-on experience requesting health records from providers on behalf of law firms.
Attention to Detail: Exceptional accuracy; even small mistakes can cause delays of several months.
Technical Skills: Proficiency with Adobe Acrobat and other PDF editing/combining tools.
Communication: Strong verbal and written communication skills, with a proactive problem-solving mindset.

Apply here: https://operationsarmy.com/application

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