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Medical Document Retrieval Specialist (Philippines | Remote)

Role overview

Qualifications

  • Prior experience requesting health records from providers for healthcare companies, law firms, or related organizations.
  • Extreme attention to detail with a focus on accuracy to prevent retrieval delays.
  • Proficiency in Adobe Acrobat and PDF editing/combining tools.
  • Strong verbal and written communication skills with a proactive problem-solving mindset.

Responsibilities

  • Identify and document all relevant healthcare providers for a client’s treatment beyond the main facility; locate billing providers using tools and input them into the admin application.
  • Review and correct Release of Information (ROI) forms; create accurate base forms; perform quality assurance checks to ensure ROI packets contain all required components.
  • Assign ROI requests to appropriate records team members based on workload and utilization metrics.
  • Identify, escalate provider-specific requirements to the Client Success Manager and resolve missing or conflicting information by liaising with the law firm’s case manager.

Key facts

Other skills

  • Quality Assurance
  • Non-Verbal Communication
  • Detail Oriented
  • Creative Problem Solving

About the company

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OperationsArmy

Company details

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Job description

Medical Document Retrieval Specialist (Remote)

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

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

Overview

The Medical Document Retrieval Specialist plays a pivotal role in the healthcare medical records retrieval process. As the first step in the workflow, this position ensures all requests are complete, accurate, and prepared for downstream processing. The quality of intake directly impacts the speed and accuracy of records retrieval for our law firm clients.

Key Responsibilities

1. Provider Research & Identification

  • Determine all relevant healthcare providers associated with a client’s treatment, beyond the main facility listed by the law firm.
  • Locate billing providers and related entities using tools such as Chartswap, prior request history, and direct provider calls.
  • Input all identified providers into the admin application.

2. Request Creation & Quality Control

  • Review and correct incoming Release of Information (ROI) forms, which are incomplete or incorrect in approximately 90% of cases.
  • Create accurate “base” forms before assembling final submission packets.
  • Conduct thorough quality assurance checks for each ROI packet, ensuring all required components (cover letters, affidavits, etc.) are accurate and complete.

3. Request Assignment

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

4. Handling Special Cases

  • Identify and escalate provider-specific requirements (e.g., custom forms) to the appropriate Client Success Manager (CSM).
  • Resolve missing or conflicting information by liaising directly with the law firm’s case manager.

Requirements

  • Experience: Prior experience requesting health records from providers on behalf of healthcare companies, law firms, or related organizations.
  • Attention to Detail: Extreme accuracy is essential errors can cause months-long delays in retrieval.
  • Technical Skills: Proficiency in Adobe Acrobat and 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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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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