Legal Intake Specialist
Catena
full-time
Posted on:
Location Type: Remote
Location: Colombia
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About the role
- Identify all medical providers involved in a client’s treatment beyond the initially submitted facility.
- Research billing providers and related entities using provider portals, historical requests, and direct outreach.
- Accurately document and add all identified providers into internal admin systems.
- Review incoming Release of Information (ROI) forms and correct missing or incorrect information.
- Create clean, accurate base forms prior to generating submission packets.
- Perform detailed QA checks to ensure provider-specific compliance and completeness.
- Assign requests to appropriate records team members based on workload and utilization.
- Ensure smooth handoff to downstream teams with clear and complete documentation.
- Identify non-standard provider requirements and escalate issues appropriately.
- Resolve conflicting or missing information through coordination with law firm case managers and internal teams.
Requirements
- Prior experience requesting medical or health records from providers on behalf of law firms.
- Exceptional attention to detail with strong compliance and accuracy standards.
- Proficiency in PDF editing, merging, and form correction.
- Strong written and verbal English communication skills.
- Proactive, problem-solving mindset with comfort handling incomplete or ambiguous inputs.
- Experience managing ROI workflows at scale (Preferred).
- Familiarity with provider portals such as Chartswap (Preferred).
- Background in healthcare operations, legal operations, or records retrieval services (Preferred).
- Must-Haves (Required):
- - Adobe Acrobat
- - PDF editing and document management tools
- - Internal messaging tools
- - Internal admin or request management systems
- Nice-to-Haves (Preferred):
- - Chartswap
- - CRM systems
- - Legal case management systems
Benefits
- Competitive Salary: Based on experience and skills
- Remote Work: Fully remote—work from anywhere
- Performance Bonus: Based on data accuracy, reporting timeliness, and overall sales efficiency
- Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
- Generous PTO: In accordance with company policy
- Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
- Direct Mentorship: Guidance from international industry experts
- Learning & Development: Ongoing access to resources for professional growth
- Global Networking: Connect with professionals worldwide
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
PDF editingdocument managementform correctionquality assuranceworkflow management
Soft skills
attention to detailcomplianceaccuracywritten communicationverbal communicationproblem-solvingproactive mindset