Legal Intake Specialist (Philippines | Remote)

OperationsArmy; Makati; Remote; PHP 400,000 - 600,000; Full time

Job summary

A remote healthcare firm is seeking a Legal Intake Specialist to optimize the medical records retrieval process. Responsibilities include provider identification, request creation, quality assurance, and handling special cases for law firm clients. The ideal candidate should have prior experience in health records requests, attention to detail, and proficiency in Adobe Acrobat. This role offers a full-time schedule from Monday to Friday, 9 AM to 5 PM EST.

Qualifications

• Prior hands-on experience requesting health records from providers on behalf of law firms.
• Exceptional accuracy; even small mistakes can cause delays of several months.
• Strong verbal and written communication skills, with a proactive problem-solving mindset.

Responsibilities

• Identify healthcare providers involved in client treatment.
• Review incoming ROIs to correct incomplete submissions.
• Assign requests to the appropriate records team members.
• Identify and escalate special provider requirements.

Skills

Attention to Detail

Technical Skills

Communication

Tools

Adobe Acrobat

Job description

Legal Intake Specialist (Remote)

Schedule:Full-Time | Monday - Friday, 9:00 AM - 5:00 PM EST

Apply here:https://operationsarmy.com/application

Position Overview

The Legal Intake Specialist plays a pivotal role as the first step in the healthcare medical records retrieval process. This position ensures that every request is accurate, complete, and optimized for downstream success. The precision and quality of the intake process directly influence the speed and accuracy of medical record retrieval for law firm clients.

Key Responsibilities

1. Provider Research & Identification

• 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.

2. Request Creation & Quality Control

• 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.

3. Request Assignment

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

4. Handling Special Cases

• 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.

Requirements

• 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.

Apply here:https://operationsarmy.com/application