Field Based Chart Retrieval Specialist II - Remote in Newark, New Jersey
Posted 2025-05-22About the position
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data, and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits, and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start Caring. Connecting. Growing together. The Chart Retrieval Specialist II will continue with the Chart Retrieval Specialist responsibilities, and in addition, will help support with coaching, training, and developing the workforce across multiple regions. This position is full time (40 hours/week) Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00 am - 5:00 pm. It may be necessary, given the business need, to work occasional overtime. We offer 4 weeks of paid training. The hours during training will be 8:00 am to 5:00 pm, Monday - Friday. The Chart Retrieval Specialist II will be responsible for retrieving medical records (both paper and electronic forms) from various healthcare facilities on behalf of health plans and other clients for retrospective and prospective reviews. In addition, the Chart Retrieval Specialist II will assist with training, coaching, and developing remote and field workforce across multiple states and/or regions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Key responsibilities include ensuring compliance with all federal and state regulations related to medical record retrieval, developing and maintaining strong relationships with healthcare providers and facilities to facilitate the retrieval process, reviewing medical records to ensure completeness and accuracy, and utilizing electronic health record systems to retrieve and store medical records. The role also involves traveling to various locations, handling on-site and remote support functions, administering Level 1 field support, monitoring field activity, providing guidance and training to Chart Retrieval Specialists, and maintaining a detailed tracking system to monitor the progress of medical record retrieval requests. Additionally, the specialist will communicate with internal teams and external clients regarding the status of medical record retrieval requests and participate in the development and implementation of process improvements.
- Responsibilities
- Retrieve medical records from healthcare providers and facilities, both in person and remotely, ensuring timely and accurate acquisition. ,
- Ensure compliance with all federal and state regulations related to medical record retrieval. ,
- Develop and maintain strong relationships with healthcare providers and facilities to facilitate the retrieval process. ,
- Review medical records to ensure completeness and accuracy. ,
- Utilize electronic health record systems to retrieve and store medical records. ,
- Travel to various locations, including out of town travel as needed. ,
- Handle on-site and remote support functions. ,
- Administer Level 1 field support for scanning hardware and software issues. ,
- Monitor field activity including daily communications, productivity, and retrieval procedures to ensure all work is done correctly and timely. ,
- Provide guidance, instruction, training, and direction to Chart Retrieval Specialists across multiple regions or states. ,
- Assist in team building and ensuring teamwork. ,
- Conduct routine checks on field team's work including productivity, required deliverables, and quality assurance checks. ,
- Maintain a detailed and accurate tracking system to monitor the progress of medical record retrieval requests. ,
- Communicate with internal teams and external clients regarding the status of medical record retrieval requests. ,
- Participate in the development and implementation of process improvements including software/hardware functionality, testing, and implementation to increase efficiency and accuracy. ,
- Perform Quality Assurance and Quality Control assessments on requests. ,
- Identify areas of potential growth opportunity for the company and any process improvements to reduce issues with the client.
- Requirements
- Less than High School education required. ,
- No prior experience required.
Nice-to-haves
- Benefits
- 4 weeks of paid training. ,
- Comprehensive benefits package. ,
- Career development opportunities.
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