Legal Intake Specialist
Legal Intake Specialist
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1 Vacancy
Job Description
Legal Intake Specialist (Remote)
Schedule: Full-Time Monday - Friday 9:00 AM - 5:00 PM EST
Apply here: 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:
Employment Type
Full Time
