Release of Information Lead - Mon–Fri 8:00 AM – 4:30 PM

Vital Holdings LLC•San Francisco, CA

12d•$27 - $29

About The Position

The ROI Team Lead is an intermediate-level position responsible for coordinating Release of Information (ROI) activities to ensure a smooth and timely workflow. The role processes medical information requests, supports the ROI Supervisor and Manager with status reports, and supervises ROI Generalists I and II. The Team Lead also helps with staff training, onboarding, mentorship, workflow delegation, quality measurement, and operational improvement. The position requires at least one year of ROI experience.

Requirements

High school diploma or GED.
At least 2 years of HIM-related experience.
At least 1 year of ROI experience.
Customer service experience.
RHIT is preferred.
Ability to speak and write in English.
Ability to pass a criminal background check, credit check, pre-employment drug screen, and motor vehicle record check.
Strong data-entry skills, including 10-Key.
Proficient use of computers, phones, fax machines, printers, and other general office equipment.
Knowledge of medical terminology and HIPAA regulations.
Strong understanding of confidentiality laws and regulations.
Technical knowledge of computers and computer programs.
Ability to organize and prioritize customer requests using internal metrics and manage multiple tasks.
Ability to work independently and in group settings, complete large projects within a reasonable time, and adapt to changing priorities and role needs.
Self-motivated, detail-oriented, and quality-driven, with strong interpersonal skills.
Ability to work under pressure in a fast-paced environment.
Effective verbal and written communication skills and ability to build strong relationships with associates, customers, and stakeholders.
Comfort bringing new ideas, process-improvement suggestions, and feedback to leadership.
Ability to delegate and assign workflow to ROI Generalists.
Professional presentation skills in small-group settings.
Regularly stand and walk; occasionally sit, climb or balance, stoop, kneel, or crouch; reach, handle, carry, and lift 10 to 50 pounds; and regularly talk, hear, read, and identify numbers for accurate order filling and receipt of material.

Nice To Haves

RHIT credential.

Responsibilities

Provide clear direction, set individual associate goals, and ensure deadlines are met.
Perform supervisory functions to assist the ROI Supervisor and ROI Manager.
Receive written requests for medical information through multiple delivery methods.
Evaluate requests for validity and compliance with Company and Facility policies and procedures.
Read and correctly interpret medical records, forms, and authorizations.
Review and determine which medical records may be released in accordance with facility policies and HIPAA guidelines.
Process valid requests to timely completion.
Answer inbound and outbound calls and respond to telephone inquiries about request status and obtaining medical information.
Operate and troubleshoot equipment.
Perform support functions to maintain a smooth workflow.
Assist in training new ROI Generalists I and II, including onboarding and new-hire training.
Generate metric reports for facilities or supervisors/managers as directed.
Exceed Level I company and facility productivity standards.
Participate in team projects and committees to improve operational excellence.
Provide guidance on generalized questions, associate development, and staff training; mentor ROI staff toward professional development and advancement.
Lead training sessions for staff development.
Assist with quality measurement tasks as directed by management.
Inform senior leadership of potential customer issues or challenges and revenue growth opportunities.
Delegate and assign workflow to ROI Generalists.
Perform other ROI duties as assigned.