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CDPHP

Physician-founded health plan with wellness programs

Medical Record Retrieval Specialist

Clinical Support & Patient AdministrationPosted on Nov 11
Full-time$21.20 - $33.03In-person

About the Job

Requirements

  • At least one year of work experience is required for all levels.
  • A high school diploma or equivalent is required.
  • Strong proficiency in Microsoft Office applications, including Word, Excel, Access, and PowerPoint, is required.
  • Successful completion of required training, testing, and quality assessments is required.
  • Electronic Medical Record/Electronic Health Record experience is required.
  • Understanding of acceptable Risk Adjustment documentation is required.
  • Ability to recognize and properly handle confidential health information is required.
  • Ability to prioritize multiple high-priority tasks is required.
  • Strong time-management skills, organization, and self-motivation are required.
  • Ability to multitask, troubleshoot problems, and work independently within time constraints is required.
  • For Level II, at least two years of medical record retrieval experience is required.
  • For Level II, advanced technical skills using Microsoft Office applications, including Excel, Word, Access, and PowerPoint, are required.
  • For Level II, demonstrated ability to use a variety of electronic medical records systems is required.
  • For Level II, ability to manage a significant workload, work efficiently under pressure, meet established deadlines with minimal supervision, and maintain accuracy, efficiency, and dependability is required.
  • For Level II, ability to communicate clearly and effectively, verbally and in writing, with individuals at all organizational levels is required.
  • For Level II, demonstrated organizational and problem-solving ability is required.
  • For Level II, demonstrated experience completing projects, developing educational programs, and/or presenting to groups is required.
  • Ability to work for prolonged periods sitting and/or standing at a workstation and using a computer is required.
  • Ability to travel across the Health Plan service region for meetings and/or training as needed is required.
  • Ability to work in a home office for continuous periods for business continuity is required.
  • Manual dexterity, including fine finger motion, is required.
  • Repetitive motion is required.

Responsibilities

  • Accurately and efficiently retrieve medical records through remote electronic medical record access, fax, and/or on-site visits to provider or facility locations.
  • Travel from home to provider offices or facilities to retrieve medical records when required.
  • Interact face-to-face with medical personnel during on-site provider office and facility visits.
  • Communicate with medical personnel to schedule or confirm appointments.
  • Complete productivity and progress reports daily, weekly, and/or monthly.
  • Meet or exceed productivity and accuracy targets established by management.
  • Support the Lifetime Healthcare Companies’ mission and values, and adhere to the Corporate Code of Conduct and Lifetime Way values and beliefs.
  • Maintain member privacy in accordance with corporate privacy policies and procedures.
  • Maintain regular and reliable attendance.
  • Perform other functions assigned by management.
  • For Level II, serve as a liaison between the Plan, designated provider office or hospital representatives, and vendors on prospective and/or retrospective member chart retrieval, including requesting and retrieving medical records for plan review and Risk Adjustment Validation Audits.
  • For Level II, act as a preceptor to new employees during orientation and serve as a resource to existing staff for projects and daily work.
  • For Level II, facilitate ongoing training to support optimal staff functioning.
  • For Level II, propose and develop desk-level procedures and policies and procedures as needed for department initiatives, audits, and projects.
  • For Level II, review and update existing desk-level procedures, workflows, and policies and procedures for accuracy.
  • For Level II, establish and maintain a repository for department documentation, which may include corporate shared drives, a wiki, the company intranet, and/or the corporate website.
  • For Level II, collaborate with other operating teams to support documentation, procedure, and policy activities.
  • For Level II, occasionally lead work groups and manage project deliverables for department projects, policy and procedure reviews, revenue-generating initiatives, and audits.
  • For Level II, provide written or oral recommendations to management on process improvements, root-cause analysis, and/or resolution of barriers related to Risk Adjustment initiatives.
  • For Level II, take on additional over-read projects or higher work volume than Level I when assigned.

About the Company

CDPHP

Physician-founded health plan with wellness programs

CDPHP provides health insurance plans for employers and individuals across 29 counties in New York. Members choose from a range of benefit packages and access care through a provider network, with coverage for routine and preventive services. Founded by physicians and guided by a member-centric approach, it emphasizes health outcomes and affordability. Its goal is to offer quality health coverage at an affordable cost while supporting healthier lifestyles through wellness programs.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Town of Colonie, United States
Founded
1984

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