Operations

• Review Release of Information (ROI) forms to ensure compliance with HIPAA and applicable state regulations.
• Validate accuracy of authorization details, including dates, signatures, patient data, and permitted information.
• Confirm all required documents are included and formatted correctly before a request is submitted.
• Identify incorrect, incomplete, or noncompliant requests and take corrective steps.
• Edit and correct scanned PDFs, ensuring clarity, accuracy, and completeness of submissions.
• Combine, annotate, or update forms based on internal standards and customer instructions.
• Ensure all documents follow naming conventions and organizational guidelines.
• Notify clients promptly when requests are incomplete or invalid, providing clear guidance on what is missing.
• Communicate professionally and concisely via email or internal channels.
• Escalate issues requiring further clarification or decisions.
• Identify recurring errors or inefficiencies across requests.
• Recommend improvements in process flow, tooling, and documentation.
• Collaborate with internal partners to refine SOPs and enhance operational accuracy.

Operations Specialist – Record Request Triager

Operations Scheduler – Home Care Services

Marketing & Digital Operations Specialist

Operations Specialist – Medical Records Reviewer

Operations Specialist – Inbound Document Monitor