Medical Records Advocate

This is a fully remote position, open to applicants in United States.

📋 Description

• Secure medical records from various provider locations efficiently and accurately.

• Liaise with medical offices, hospitals, laboratories, copy services, and other external entities to acquire necessary records.

• Systematically organize, review, and monitor incoming records, identifying any missing documentation, records, and imaging.

• Collaborate with clinicians and cross-functional teams to identify required records and facilitate case progression.

• Edit, bookmark, index, and prepare records for clinical evaluation and subsequent workflows.

• Maintain a professional demeanor when communicating with external partners via phone.

• Overcome obstacles and diligently obtain essential records through persistence, follow-through, and effective problem-solving.

• Provide members with timely updates regarding the status of the records collection process.

• Keep detailed case notes that document actions taken, outreach efforts, case status, and next steps.

• Utilize independent judgment to recognize escalation needs and assist in resolving complex records-related challenges.

• Manage competing priorities while ensuring attention to detail, accuracy, and timeliness.

• Assist with specialty, continuity-of-care, and high-priority cases.

• Participate in the intake, assignment, and execution of queue-based workflows, including validating signed releases.

• Adhere to privacy, release, and secure-handling protocols.

• Propose process enhancements to improve member experience, efficiency, and quality.

• Work collaboratively with Care, Medical, Expert Engagement, and other cross-functional teams.

⛳️ Requirements

• Exceptional attention to detail and strong organizational abilities.

• Capability to take precise notes and maintain clear documentation of actions performed.

• Ability to make independent decisions with minimal oversight.

• Proficient in managing influence without direct authority.

• Familiarity with Mac computers, Google Apps, Adobe Pro, and client relationship management systems is advantageous.

• Competence in troubleshooting basic technical issues.

• Previous experience with medical records, records collection, or business-to-business collections is preferred.

• Ability to remain seated in a stationary position for extended periods.

• Requires hand-eye coordination and manual dexterity sufficient to operate a keyboard, computer, and other office-related equipment.

• Although heavy lifting is not anticipated, occasional exertion of up to 20 lbs. (e.g., lifting a computer/laptop) may be necessary.

• Ability to interact appropriately with leadership, employees, and members.

🏝️ Benefits

• Equal Opportunity Employer.

• Consideration of qualified applicants with arrest or conviction records in accordance with applicable fair chance ordinances and California law.