Overview
This role involves owning the workflow for medical records and billing requests—from initial submission through follow-up, receipt, and review. The position supports documentation needs for a personal injury practice, helping case teams obtain the information required for demand preparation. Work is full-time remotely during the schedule of 8:00 a.m. to 5:00 p.m. PST.
Candidates from LATAM countries are welcome to apply.
Responsibilities
- Obtain medical records and itemized bills from U.S. hospitals, physicians, clinics, and other healthcare providers to support complete case documentation.
- Prepare and submit HIPAA-compliant records requests and authorizations with the information providers need to process them.
- Manage assigned requests independently, including handling provider delays.
- Conduct consistent outbound calls and follow-ups to keep outstanding requests moving; identify next steps when providers are unresponsive or records are delayed.
- Maintain accurate request statuses, follow-up dates, and case notes in internal tracking tools and spreadsheets to keep pending items visible.
- Review incoming records and bills for completeness, accuracy, and relevance to the client’s accident and treatment.
- Resolve missing records, billing discrepancies, and incomplete documentation by coordinating corrections with healthcare providers.
- Ensure required medical records and billing documentation are available to support cases during the demand stage.
- Provide updates to medical records department leads, case managers, and other internal teams regarding progress, delays, and unresolved documentation needs.
- Meet departmental productivity and quality standards while prioritizing a high volume of requests and follow-up deadlines.
- Assist with opening claims and related administrative processes as needed, keeping supporting information accurate and organized.
Requirements (Must-Have)
- Prior hands-on experience requesting and retrieving medical records and medical bills from U.S. healthcare providers.
- Previous experience supporting U.S. personal injury law firms, including familiarity with medical treatment documentation and demand preparation.
- Working knowledge of medical records retrieval processes, including HIPAA authorizations and confidential information handling.
- Strong written and spoken English, with confidence making frequent outbound calls to U.S. medical offices, hospitals, and insurance-related contacts.
- Demonstrated ability to manage high volumes of requests, prioritize deadlines, maintain accurate records, and follow through independently until completion.
- Proficiency with Microsoft Excel and digital tracking systems, with attention to detail to identify missing documentation and billing discrepancies.
- Availability to work full-time remotely during the 8:00 a.m. to 5:00 p.m. PST schedule.
Preferred Qualifications (Nice to Have)
- Experience supporting California-based personal injury law firms.
- Familiarity with medical billing, liens, and subrogation.
- Experience using ProScan or similar medical records retrieval platforms.
- Experience using Filevine, CASEpeer, or other legal case management software.
- Experience opening insurance claims and navigating medical provider billing processes.
Location
- Full-time remote role
- Working hours: 8:00 a.m. to 5:00 p.m. PST