Medical Records Retrieval Specialist

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Catena

WebsiteLinkedInAll Job Openings

1 - 10 employees

👥 HR Tech

🏢 Enterprise

🎯 Recruiter

HR Tech • Enterprise • Recruitment

Catena, now known as Pearl Talent, is a company that specializes in helping organizations hire top remote talent from overseas, primarily focusing on candidates from the Philippines and Latin America. They offer a rigorous vetting process to ensure they provide highly capable candidates equipped with modern software skills and fluent English proficiency. Pearl Talent provides two main hiring services: Managed Services, which handles compliance, payroll, and training, and Direct Placement for companies that manage hires internally. They focus on long-term retention and quality in their hiring processes, aiming to build high-performing remote teams for a range of industries including healthcare, real estate, and finance.

📋 Description

• Identify all medical providers involved in a client’s treatment beyond the initially submitted facility. • Research billing providers and related entities using provider portals, historical requests, and direct outreach. • Accurately document and add all identified providers into internal admin systems. • Review incoming Release of Information (ROI) forms and correct missing or incorrect information. • Create clean, accurate base forms prior to generating submission packets. • Perform detailed QA checks to ensure provider-specific compliance and completeness. • Assign requests to appropriate records team members based on workload and utilization. • Ensure smooth handoff to downstream teams with clear and complete documentation. • Identify non-standard provider requirements and escalate issues appropriately. • Resolve conflicting or missing information through coordination with law firm case managers and internal teams.

🎯 Requirements

• Prior experience requesting medical or health records from providers on behalf of law firms. • Exceptional attention to detail with strong compliance and accuracy standards. • Proficiency in PDF editing, merging, and form correction. • Strong written and verbal English communication skills. • Proactive, problem-solving mindset with comfort handling incomplete or ambiguous inputs. • Experience managing ROI workflows at scale. • Familiarity with provider portals such as Chartswap. • Background in healthcare operations, legal operations, or records retrieval services. • Must-Haves (Required): • - Adobe Acrobat • - PDF editing and document management tools • - Email • - Internal messaging tools • - Internal admin or request management systems • Nice-to-Haves (Preferred): • - Chartswap • - CRM systems • - Legal case management systems

🏖️ Benefits

• Competitive Salary: Based on experience and skills • Remote Work: Fully remote—work from anywhere • Performance Bonus: Based on data accuracy, reporting timeliness, and overall sales efficiency • Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting • Generous PTO: In accordance with company policy • Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees • Direct Mentorship: Guidance from international industry experts • Learning & Development: Ongoing access to resources for professional growth • Global Networking: Connect with professionals worldwide