Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in obtaining and managing medical records and billing documentation while ensuring HIPAA compliance. Proficient in utilizing digital tracking systems and maintaining accurate records to support high-volume requests in a timely manner.
Highest-signal resume keywords
Medical Records RetrievalHIPAA ComplianceMicrosoft Excel ProficiencyHigh-Volume Request ManagementMedical Billing Familiarity
About the role
Key responsibilities & impact- Obtain medical records and itemized bills from U.S. hospitals, physicians, clinics, and other healthcare providers.
- Prepare and submit HIPAA-compliant records requests and authorizations.
- Make outbound calls and follow up on outstanding requests, identifying next steps for delays or unresponsive providers.
- Maintain accurate request statuses, follow-up dates, and case notes in 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 with healthcare providers.
- Prepare cases for the demand stage by ensuring medical records and billing documentation are available.
- Inform records department leads, case managers, and internal teams about progress, delays, and unresolved needs.
- Meet productivity and quality standards while prioritizing high-volume requests and deadlines.
- Assist with opening claims and related administrative processes.
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 (nice to have).
- Familiarity with medical billing, liens, and subrogation (nice to have).
- Experience using ProScan or similar medical records retrieval platforms (nice to have).
- Experience using Filevine, CASEpeer, or other legal case management software (nice to have).
- Experience opening insurance claims and navigating medical provider billing processes (nice to have).
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 BillingRecords ManagementDocumentation Review
Soft Skills
Strong Written CommunicationStrong Verbal CommunicationAttention to DetailIndependent Follow-ThroughTime Management
Tools & Technologies
ProScanFilevineCASEpeerDigital Tracking SystemsSpreadsheets
Industry Keywords
Healthcare ProvidersPersonal Injury LawInsurance ClaimsConfidential Information HandlingSubrogation