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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in medical records retrieval processes, including HIPAA compliance and handling confidential information. Proficient in managing high volumes of requests while maintaining accuracy and attention to detail in documentation and billing discrepancies.
Highest-signal resume keywords
Medical Records RetrievalHIPAA ComplianceMicrosoft Excel ProficiencyMedical Billing KnowledgeLegal Case Management Software Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Medical Records RetrievalHIPAA ComplianceMedical BillingRequest ManagementDocumentation AccuracyClaims OpeningConfidential Information HandlingFollow-Up CoordinationBilling Discrepancy ResolutionHigh Volume Request Management
Soft Skills
Strong Written CommunicationStrong Verbal CommunicationAttention to DetailIndependent Follow-ThroughTime Management
Tools & Technologies
ProScanFilevineCASEpeerDigital Tracking SystemsSpreadsheets
Industry Keywords
California Personal Injury LawSubrogationLiensHealthcare ProvidersInsurance Claims
About the role
Key responsibilities & impact- 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.
- Make outbound calls and follow up on outstanding requests, identifying 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.
- 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.
- Help prepare cases for the demand stage by ensuring required medical records and billing documentation are available.
- Keep records department leads, case managers, and internal teams informed of progress, delays, and unresolved documentation needs.
- Meet departmental productivity and quality standards while prioritizing high-volume requests and follow-up deadlines.
- Assist with opening claims and related administrative processes as needed.
Requirements
What you’ll need- Prior hands-on experience requesting and retrieving medical records and medical bills from U.S. healthcare providers.
- 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 the attention to detail needed to identify missing documentation and billing discrepancies.
- Availability to work full-time remotely during the stated 8:00 a.m. to 5:00 p.m. PST schedule.
- 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.