Medical Record Retrieval Specialist
About The Position
Medica's Medical Record Retrieval Specialist collects, reviews, and manages medical records to support clinical reviews, quality programs, and regulatory audits. This role ensures records are obtained accurately, on time, and in compliance with audit and privacy requirements. The specialist works closely with internal clinical and audit teams and external provider offices to resolve documentation gaps, track retrieval status, and maintain audit‑ready records. The ideal candidate is organized, detail‑oriented, and able to manage multiple priorities. Perform other duties assigned.
Requirements
- High school diploma or equivalent experience
- 2 years of experience in medical record retrieval, healthcare operations, clinical support, or related field
- Proficiency with Adobe Acrobat and Microsoft Office (Outlook, Excel, SharePoint, Teams)
Nice To Haves
- Excellent verbal and written communication skills
- Strong organizational, time management, and communication skills
- Ability to manage multiple priorities independently
- Associate degree or higher in Health Information Management or related field
- Experience with HEDIS, CMS Cost Audits, RADV, or other regulatory audits
- Familiarity with EHR systems (e.g., Epic, Cerner) and secure document exchange platforms
- Experience working with provider offices or HIM departments
- Knowledge of healthcare quality measures or regulatory documentation standards
Responsibilities
- Request and retrieve medical records from provider offices, health systems, vendors, and EHR platforms (e.g., Epic, Cerner) using phone, email, fax, portals, and approved systems
- Support HEDIS Hybrid Reviews, CMS Cost Audits, RADV, Data Validation, and other clinical or audit reviews
- Follow established retrieval timelines, protocols, and escalation processes
- Identify and escalate missing, incomplete, or delayed records
- Review records for completeness, legibility, required date ranges, and relevance
- Identify documentation gaps and coordinate follow‑ups with providers
- Validate records against audit and project requirements
- Partner with clinical reviewers, auditors, and data teams to clarify documentation needs
- Upload, index, and organize records in designated systems (e.g., SharePoint, internal audit tools)
- Ensure accurate file naming, version control, and proper record association
- Track retrieval status, provider responses, and outstanding requests
- Perform quality checks to ensure records are audit‑ready
- Maintain real‑time tracking of retrieval status, provider responses, and outstanding requests
- Serve as a point of contact for providers regarding record requests and submissions
- Provide status updates to internal stakeholders
- Document outreach and escalation activities
- Handle PHI in accordance with HIPAA, CMS, and organizational policies
- Use approved secure methods for record transmission and storage
Benefits
- competitive medical, dental, vision, PTO, Holidays, paid volunteer time off, 401K contributions, caregiver services
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
