Medical Document Retrieval Specialist
Schedule
Full-time
Remote
Monday – Friday, 9:00 am – 5:00 pm EST
About the Role
This role is the
first and most critical step
in the medical records retrieval process. You'll ensure all requests are accurate, complete, and properly set up from the start. The quality of your work directly impacts the speed and accuracy of records retrieval for legal clients.
Requirements
Prior experience requesting
medical records from providers
on behalf of healthcare organizations
Exceptional attention to detail—small mistakes can delay requests for months
Strong technical skills, including
Adobe Acrobat and PDF editing/combining tools
Clear communication skills and a proactive, problem-solving mindset
Key Responsibilities
Provider Research & Identification
Identify all providers involved in a clients treatment, beyond the primary facility listed




Locate billing providers and related entities using record-retrieval tools, prior requests, and direct provider outreach
Add all identified providers into the internal request system
Request Creation & Quality Control
Review and correct incoming
Release of Information (ROI)
forms, which are often incomplete or incorrect
Create accurate base forms and complete submission packets
Perform detailed QA checks to ensure all required documents (cover letters, affidavits, etc.) are correct
Request Assignment
Assign requests to records team members based on workload and availability
Edge Case Handling
Identify special provider requirements (such as provider-specific forms) and escalate as needed
Resolve missing or conflicting information by coordinating with legal case managers
Apply here:

📌 Medical Document Retrieval Specialist (Xico)
🏢 Opsarmy
📍 Xico