Job Overview
Location
Remote
Job Type
Full-time
Category
Product Management
Date Posted
February 26, 2026
Full Job Description
đź“‹ Description
- • As an Intake Specialist at our client, a leading healthcare operations platform revolutionizing medical records retrieval for law firms, you will be the crucial first point of contact in a critical process. Your role is foundational, ensuring every medical records request is meticulously prepared, accurate, and fully compliant before it proceeds through the workflow. This position is designed for individuals who possess an exceptional eye for detail, a proven understanding of legal medical records requests, and the initiative to resolve ambiguities through diligent research and proactive communication. You will operate within a highly structured, process-driven environment where your execution directly impacts the speed, accuracy, and overall quality of our service delivery.
- • Your primary responsibility will be to ensure the integrity of the medical records request lifecycle. This involves a deep dive into identifying all relevant medical providers associated with a client's treatment. Often, the initial information provided is just the starting point. You will be tasked with going beyond the submitted facility to uncover all entities involved in a client's care. This requires sophisticated research skills, utilizing provider portals, reviewing historical request data, and potentially engaging in direct outreach to confirm details. The accurate documentation and addition of all identified providers into our internal administrative systems is paramount, forming the bedrock of successful retrieval.
- • A significant portion of your role, approximately 35%, will focus on Request Creation and Quality Control. You will meticulously review incoming Release of Information (ROI) forms, identifying and correcting any missing or inaccurate information. Your goal is to create pristine, error-free base forms before generating the comprehensive submission packets. This involves performing detailed Quality Assurance (QA) checks to guarantee that each request adheres to provider-specific compliance requirements and is complete in every aspect. This rigorous QA process is vital for minimizing rejections and ensuring a smooth downstream process.
- • Furthermore, you will play a key role in Request Assignment and Workflow Coordination, accounting for about 15% of your duties. Once requests are validated and prepared, you will be responsible for assigning them to the appropriate records team members. This assignment will be based on factors such as current workload and team member utilization, ensuring an efficient and balanced distribution of tasks. You will facilitate a seamless handoff to downstream teams, providing them with clear, complete, and accurate documentation to enable them to proceed without delay.
- • The remaining 10% of your time will be dedicated to Edge Case Management and Escalation. In any complex process, non-standard situations arise. You will be adept at identifying these non-standard provider requirements or unusual request parameters and escalating them appropriately to supervisors or specialized teams. Your ability to resolve conflicting or missing information through effective coordination with law firm case managers and internal teams will be critical. This proactive problem-solving ensures that even the most challenging requests are handled efficiently and effectively.
- • This role offers a unique opportunity to work at the intersection of healthcare and legal services, contributing to a platform that enhances operational efficiency, ensures provider compliance, and ultimately improves client satisfaction. By mastering structured processes and executing with high-quality standards, you will directly influence the success of our clients and the reputation of our company. Candidates who excel in this position are highly organized, possess an unwavering commitment to precision, and are comfortable thriving in detail-intensive environments where accuracy is paramount. Your contribution will be instrumental in scaling our operations while upholding the highest standards of data integrity and service excellence. You will be a vital link in a chain that ensures timely and accurate access to critical medical information, directly impacting legal outcomes and patient care coordination. Your work will not only streamline complex administrative tasks but also contribute to a more efficient and effective legal and healthcare ecosystem.
🎯 Requirements
- • Proven experience in processing legal medical records requests, including familiarity with Release of Information (ROI) forms and compliance standards.
- • Exceptional attention to detail and accuracy in reviewing and correcting documents.
- • Strong research skills, with the ability to identify and verify information from various sources, including online portals and databases.
- • Excellent organizational and time management skills, with the ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
- • Proactive communication skills, with the ability to clearly articulate issues and collaborate with internal teams and external stakeholders.
🏖️ Benefits
- • Fully Remote Work Arrangement: Enjoy the flexibility and convenience of working from home.
- • Full-Time Independent Contractor Role: Secure a consistent, full-time engagement.
- • US Time Zone Schedule: Work within a structured 9:00 AM - 5:00 PM CST schedule, aligning with US business hours.
- • Opportunity to work with top-tier US and EU startups backed by leading venture capital firms.
- • Potential for career growth and advancement within client companies, with past candidates experiencing opportunities for US/EU relocation and promotions to senior roles.
- • Be part of a company that values exceptional talent and connects candidates with visionary founders.
Skills & Technologies
Remote
About Pearltalent
Pearltalent is a recruitment and talent acquisition firm specializing in connecting companies with top-tier professionals across various industries. They offer a comprehensive suite of services, including executive search, contingent staffing, and RPO (Recruitment Process Outsourcing) solutions. Their expertise lies in understanding specific client needs and sourcing candidates with the right skills, experience, and cultural fit. Pearltalent focuses on building long-term partnerships with both employers and job seekers, aiming to streamline the hiring process and ensure successful placements. They leverage technology and a deep understanding of the labor market to deliver efficient and effective talent solutions.
