ROI Specialist

ChartPro•Atlanta, GA

3d•Onsite

About The Position

The Release of Information (ROI) Specialist processes incoming requests for patient health information from patients, attorneys, insurance carriers, government agencies, and other authorized requestors. The role ensures disclosures are accurate, complete, and compliant with HIPAA, state privacy law, and client-facility policy while meeting productivity and turnaround-time standards. The specialist receives and validates requests, reviews authorizations and subpoenas, retrieves records from electronic health record and legacy systems, applies required redactions, and releases quality-checked records through the assigned ROI processing platform. The position also includes communicating with requestors, documenting request and disclosure activity, escalating unusual or potentially fraudulent requests, and maintaining knowledge of applicable release-of-information requirements. This role is performed primarily at a computer workstation in a standard office environment. It is not eligible for remote work at entry level. Remote work may be considered after at least six months of tenure, demonstrated full competency, and no active disciplinary actions, subject to business need and manager approval; eligibility may be revoked based on performance or operational requirements.

Requirements

High school diploma or equivalent.
At least 1 year of experience in medical records, health information management, or a healthcare office setting.
Working knowledge of HIPAA privacy rules and release-of-information regulations.
Familiarity with electronic health record (EHR) systems and medical terminology.
Strong attention to detail and accuracy under production deadlines.
Effective written and verbal communication skills.
Ability to manage a high-volume queue and prioritize competing requests.
Proficiency with standard office and document-management software.
Ability to sit for extended periods at a computer workstation.
Occasional lifting of up to 20 lbs.
Ability to perform repetitive keyboard and mouse use.
Visual acuity sufficient to review detailed medical documentation on screen.

Nice To Haves

Associate degree or healthcare/medical office certification.
Prior release-of-information or HIPAA-regulated disclosure experience.

Responsibilities

Receive, log, and validate incoming records requests, confirming requestor identity and authorization for release.
Review authorizations and subpoenas for completeness and legal sufficiency before processing.
Retrieve requested records from client electronic health record (EHR) and legacy systems.
Apply appropriate redactions for state- and federally protected information, including substance use, mental health, HIV status, and minors, in accordance with applicable regulations.
Compile, quality-check, and release completed record sets through the assigned ROI processing platform within required turnaround-time windows.
Communicate professionally with requestors about status, missing information, or fee inquiries.
Accurately document request activity, invoicing detail, and disclosure accounting in the system of record.
Identify and escalate unusual, incomplete, or potentially fraudulent requests to the Team Lead or Compliance.
Meet or exceed established daily productivity and quality benchmarks.
Maintain current knowledge of HIPAA, HITECH, and state-specific release-of-information requirements.