Legal Intake Specialist

• 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.

• 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.

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

• 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.

• 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.

OpsArmy