Medical Records Advocate

The role

You will obtain medical records from provider locations for member cases. You will communicate with medical offices, hospitals, laboratories and other partners, organize and track records, and give members status updates.

What you will do

• Obtain medical records from a variety of provider locations in a timely and accurate manner.
• Communicate with medical offices, hospitals, laboratories, copy services and external partners to obtain records for member cases.
• Organize, review and track incoming records and identify missing documentation and imaging.
• Collaborate with clinicians and cross-functional partners to determine needed records.
• Prepare records for clinical review by trimming, bookmarking and indexing them.
• Provide timely status updates to members throughout the records collection process.
• Maintain thorough case notes and document actions, outreach attempts and next steps.
• Exercise independent judgment and escalate complex records issues when needed.
• Manage a fast-paced workload with competing priorities.
• Follow established privacy, release and secure-handling workflows.

Required qualifications

• Excellent attention to detail and strong organizational skills.
• Ability to take meticulous notes and maintain clear documentation of actions taken.
• Ability to engage in independent decision-making with minimal supervision.
• Ability to manage through influence when lacking direct authority.
• Ability to troubleshoot basic technical issues.
• Ability to remain seated for prolonged periods.
• Eye-hand coordination and manual dexterity sufficient to operate a keyboard and computer.
• Occasional exertion of about 20 lbs. of force, such as lifting a laptop.
• Ability to interact with leadership, employees and members in an appropriate manner.

Nice to have

• Comfort with Mac computers, Google Apps, Adobe Pro and client relationship management systems.
• Experience with medical records, records collection or business-to-business collections.

Before you apply

• Included Health considers qualified applicants with arrest or conviction records in accordance with San Francisco, Los Angeles County and California fair chance rules.

About the company

Included Health is a healthcare company delivering integrated virtual care and navigation. It offers care guidance, advocacy and access to virtual and in-person care.