Document Retrieval Specialist

Valenz • Phoenix, AZ

3d • Remote

About The Position

As a Document Retrieval Specialist (aka Intake Coordinator for Bill Review), you’ll support the Bill Review process by accurately entering, reviewing, and validating healthcare claim information and supporting documentation. You’ll serve as an initial quality checkpoint, ensuring claims are complete, accurate, properly documented, and ready for downstream review and processing. You’ll also research discrepancies, obtain missing documentation or provider information as needed, and maintain accurate records while meeting established productivity, quality, and turnaround expectations.

Requirements

• High school diploma or equivalent required.
• 1+ years of data entry or claims-processing experience required.
• Strong data entry skills with demonstrated accuracy, attention to detail, and ability to work effectively with high volumes of information.
• Strong research, critical thinking, and problem-solving skills with the ability to identify and resolve routine discrepancies.
• Strong organizational and time-management skills with the ability to prioritize work and meet productivity, quality, and turnaround expectations.
• Effective verbal and written communication skills with the ability to communicate professionally with healthcare providers and internal teams.
• Proficiency with computer systems and Microsoft Office applications and the ability to quickly learn healthcare claims and workflow systems.
• Ability to work independently, follow established procedures, and appropriately escalate issues requiring additional review.
• Ability to handle confidential healthcare information with discretion and maintain compliance with HIPAA and applicable privacy requirements.

Nice To Haves

• Previous experience working within healthcare, medical billing, claims, provider services, healthcare administration, or a related environment.
• Working knowledge of healthcare terminology and claim information, including familiarity with ICD-10, CPT/HCPCS, revenue codes, billed charges, and other healthcare data elements.
• Familiarity with healthcare provider information, billing terminology, and common claim documentation.
• Experience working in healthcare cost containment, medical bill review, payment integrity, TPA, health plan, or related healthcare services.

Responsibilities

• Enters and maintains healthcare claim information in internal systems, including patient demographics, provider information, claim details, diagnosis and procedure codes, charges, dates of service, and supporting documentation.
• Reviews incoming claims and documentation for completeness, accuracy, and consistency before advancing information through the Bill Review process.
• Validates entered data against source documents and performs quality checks to identify and correct errors before downstream processing.
• Identifies missing, incomplete, duplicate, or conflicting claim information and follows established procedures to resolve or escalate discrepancies.
• Researches claim and provider discrepancies using available systems, reports, documentation, and other appropriate resources.
• Contacts healthcare providers as needed to obtain missing documentation and verify provider information necessary to complete claim intake.
• Maintains accurate claim records, notes, and supporting documentation, including corrections, information requests, and actions taken.
• Updates records when corrected or additional information is received and ensures changes are accurately reflected within applicable systems.
• Applies working knowledge of healthcare terminology and claim data elements, including ICD-10, CPT/HCPCS, revenue codes, and related billing information.
• Follows established workflows, standard operating procedures, client requirements, and processing guidelines when completing claim intake activities.
• Tracks completed and outstanding work to ensure assignments are processed within established service levels and turnaround times.
• Meets established productivity and quality expectations while maintaining a high level of accuracy and attention to detail.
• Communicates with internal teams when missing information, discrepancies, or other issues may affect downstream claim processing.
• Identifies recurring data or process issues and communicates trends to leadership to support accuracy, efficiency, and process improvement.
• Participates in training and ongoing education related to healthcare claims, systems, client requirements, procedures, and regulatory standards.
• Maintains confidentiality of protected health information and complies with HIPAA, privacy, security, and organizational requirements.
• Reasonable accommodation may be made to enable individuals with disabilities to perform essential duties.

Benefits

• Generously subsidized company-sponsored Medical, Dental, and Vision insurance, with access to services through our own products, Healthcare Blue Book and KISx Card.
• Spending account options: HSA, FSA, and DCFSA
• 401K with company match and immediate vesting
• Flexible working environment
• Generous Paid Time Off to include vacation, sick leave, and paid holidays
• Employee Assistance Program that includes professional counseling, referrals, and additional services
• Paid maternity and paternity leave
• Pet insurance
• Employee discounts on phone plans, car rentals and computers
• Community giveback opportunities, including paid time off for philanthropic endeavors

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED