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Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data, and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits, and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start Caring. Connecting. Growing together.

The Chart Retrieval Specialist II will continue with the Chart Retrieval Specialist responsibilities, and in addition, will help support with coaching, training, and developing the workforce across multiple regions.

This position is full time. Monday – Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8 am – 5pm. It may be necessary, given the business need, to work occasional overtime.

We offer 4 weeks of on-the-job training. The hours of the training will be aligned with your schedule.\

Primary Responsibilities:

The Chart Retrieval Specialist II will be responsible for retrieving medical records (both paper and electronic forms) from various healthcare facilities on behalf of health plans and other clients for retrospective and prospective reviews. In addition, the Chart Retrieval Specialist II will assist with training, coaching, and developing remote and field workforce across multiple states and/or regions.

• Retrieve Medical Records, whether in person or remotely, from healthcare providers and facilities ensuring all records are obtained in a timely and accurate manner
• Ensure compliance with all federal and state regulations related to medical record retrieval
• Develop and maintain strong relationships with healthcare providers and facilities to facilitate the retrieval process
• Review medical records to ensure completeness and accuracy
• Utilize electronic health record systems to retrieve and store medical records
• Travels to various locations including out of town travel as needed
• Responsible for handling on-site and remote support functions
• Administers Level 1 field support such as scanning hardware and software issues
• Monitors field activity including, daily communications, productivity, and retrieval procedures to ensure all work is done correctly and timely
• Provides guidance, instruction, training, and direction to Chart Retrieval Specialists across multiple regions or states to ensure the highest quality of work
• Assists in team building and ensuring teamwork
• Responsible for routine checks on field team’s work including but not limited to productivity, required deliverables, quality assurance checks
• Maintain a detailed and accurate tracking system to monitor the progress of medical record retrieval requests
• Communicate with internal teams and external clients regarding the status of medical record retrieval requests
• Participate in the development and implementation of process improvements including software/hardware functionality, testing, and implementation to increase efficiency and accuracy
• Requires an individual to maintain the ability to work in an environment with PHI / PII data
• Performs Quality Assurance and Quality Control assessments on request
• Identifies areas of potential growth opportunity for the company and any process improvements to reduce issues with the client
• May be assigned other duties, including supporting other departments
• Must maintain compliance with all company policies and procedures

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:

• High School / GED
• 1+ years in medical record retrieval or health information management experience
• 1+ years experience working in electronic health record systems
• Reside within New York
• Experience reviewing medical records
• Ability to travel up to 95%. Travel is primarily local during the business day, although out of the area and overnight travel is to be expected.
• Must be 18 years of age OR older
• Ability to work full time. Monday – Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8 am – 5pm. It may be necessary, given the business need, to work occasional overtime.

Preferred Qualifications:

• Knowledge of federal and state regulations related to medical record retrieval
• Experience with Microsoft Word (create correspondence and work within templates), Microsoft Excel (data entry, sort / filter, and work within tables) and Microsoft Outlook (email and calendar management)

Soft Skills

• Strong attention to detail
• Problem solving skills, and attention to detail
• Excellent Verbal and written communication skills, including ability to effectively communicate with internal and external customers.
• Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
• Ability to work independently and as part of a team
• Ability to prioritize tasks and manage multiple projects simultaneously and carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices.
• High level of ethics, integrity, discretion, and confidentiality