Medical Record Retrieval Specialist I/II

Job Description: Summary: The Medical Record Retrieval Specialist I/II is responsible for the retrieval of medical records from various healthcare facilities. Essential Accountabilities: Level I u2022 Accurately and efficiently retrieves medical records, via remote EMR access, fax and/or on-site at the provider/facility locations. u2022 Travels from home to provider offices or facilities to retrieve the medical records, if required. u2022 Face-to-face interaction with medical personnel during onsite provider office and facility visit. u2022 Communication with medical personnel to schedule or confirm appointments, etc. u2022 Completes productivity and progress reports on a daily, weekly and/or monthly basis. u2022 Meets or exceeds productivity and accuracy targets as established by management. u2022 Consistently demonstrates high standards of integrity by supporting the Lifetime Healthcare Companiesu2019 mission and values, adhering to the Corporate Code of Conduct and leading to the Lifetime Way values and beliefs. u2022 Maintains high regard for member privacy in accordance with the corporate privacy policies and procedures. u2022 Regular and reliable attendance is expected and required. u2022 Performs other functions as assigned by management. Level II (in addition to Level I Accountabilities) u2022 Serves as a liaison between the Plan and designated representatives of the provider office and/or hospitals and vendor(s) in aspects of prospective and/or retrospective chart retrieval for members. This can include but is not limited to requesting and retrieving medical records from providers to the plan for review and for Risk Adjustment Validation Audits (RADV). u2022 Acts as a preceptor to new employees during the orientation process. Functions as a resource to existing staff for projects and daily work. Facilitates ongoing training for optimal staff functioning. u2022 Proposes and develops new desk level procedures (DLPu2019s) and policies and procedures (P&Pu2019s) as needed to support new and existing department initiatives, audits, and projects. Reviews and updates existing DLPu2019s, workflows, and P&Pu2019s to ensure accuracy. Establishes and maintains a repository for storing department documentation which may include corporate share drives, wiki, company intranet, and/or corporate website. Collaborates with other operating teams as needed in order to support these activities. u2022 Will occasionally lead work groups and manage project deliverables for department projects, policy and procedure reviews, revenue generating initiatives, and audits. u2022 Provides written or oral recommendations to management related to process improvements, root-cause analysis, and/or barrier resolution applicable to Risk Adjustment initiatives. u2022 May be assigned additional over read projects/higher work volume than Level I. Minimum Qualifications: NOTE: We include multiple levels of classification differentiated by demonstrated knowledge, skills, and the ability to manage increasingly independent and/or complex assignments, broader responsibility, additional decision making, and in some cases, becoming a resource to others. In addition to using this differentiated approach to place new hires, it also provides guideposts for employee development and promotional opportunities. All Levels u2022 High School diploma or equivalent with a minimum of two years of working experience required. u2022 Strong proficiency in Microsoft Office applications: Word, Excel, Access, and PowerPoint u2022 Successfully completes required training, testing and quality assessments. u2022 Electronic Medical Record/Electronic Health Record experience is required. u2022 Understanding of acceptable Risk Adjustable documentation. u2022 Recognizes and properly handles confidential health information. u2022 Ability to prioritize multiple high-priority tasks. u2022 Must have excellent time management skills, be highly organized, self-motivated. u2022 Ability to multi-task, troubleshoot problems and work within time constraints independently. Level II (in addition to Level I Qualifications) u2022 Two years of medical record retrieval experience required. u2022 Advanced technical skills for use of MS Office (Excel, Word, Access, and PowerPoint). u2022 Demonstrated ability to utilize a variety of electronic medical records systems. u2022 Ability to manage significant workload, and to work efficiently under pressure meeting established deadlines with minimal supervision. Strong time management skills. Must possess high degree of accuracy, efficiency, and dependability. u2022 Demonstrated ability to communicate clearly and effectively with a wide variety of individuals at all levels of the organization both verbally and written. u2022 Demonstrated organizational and problem-solving ability. u2022 Demonstrated experience in project completion, educational program development and/or group presentation. Physical Requirements: u2022 Prolonged sitting and standing. u2022 Must be able to travel independently between the health plan regions as needed. In support of the Americans with Disabilities Act, this job description lists only those responsibilities and qualifications deemed essential to the position. Equal Opportunity Employer Compensation Range(s): Grade N4: Minimum $19.22 - Maximum $30.76 Grade N5: Minimum $20.02 - Maximum $33.03 The salary range indicated in this posting represents the minimum and maximum of the salary range for this position. Actual salary will vary depending on factors including, but not limited to, budget available, prior experience, knowledge, skill and education as they relate to the positionu2019s minimum qualifications, in addition to internal equity. The posted salary range reflects just one component of our total rewards package. Other components of the total rewards package may include participation in group health and/or dental insurance, retirement plan, wellness program, paid time away from work, and paid holidays. Please note: There may be opportunity for remote work within all jobs posted by the Excellus Talent Acquisition team. This decision is made on a case-by-case basis. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Created: 2026-02-09