Virtix Health

Communications

• Contact healthcare provider offices to request medical records on behalf of clients/health plans.
• Coordinate and schedule medical record retrieval using the appropriate retrieval method specified by the Health Plan.
• Research and resolve incorrect or incomplete information related to retrieval scheduling.
• Enter, update, and maintain accurate record retrieval data in the Virtix Health application.
• Provide professional, courteous communication to provider offices throughout the retrieval process.
• Make consistent, proactive follow‑up phone calls to ensure timely record collection.
• Document all actions and maintain detailed tracking of assignments in the in‑house system.
• Submit daily productivity metrics to the supervisor through an accurately maintained spreadsheet.
• Perform additional duties as assigned to support organizational needs.

Client Communication Representative

Data Entry

• Site Data Collector – Hybrid (SDC) is a dual-function role responsible for retrieving medical records primarily onsite at provider offices and but also during low field activity periods remotely through Remote EMR systems.
• This role primarily serves as an onsite field technician, conducting in-person medical record retrieval appointments within a 60-mile radius of the employee’s home during periods when field retrieval projects are active.
• During periods of no field activity in an SDC’s region, the Site Data Collector will transition to a Remote EMR retrieval role, supporting chart acquisition by retrieving charts through electronic medical record systems from the employee’s home location.
• This position plays a critical role in supporting client deliverables, project timelines, and overall data quality.

Part-Time Data Collector

• Conduct onsite medical record retrieval appointments at medical provider offices within a 60-mile radius of the employee’s home
• Coordinate as needed with provider offices to confirm appointments, access requirements, and retrieval expectations
• Maintain professional, positive relationships with provider office staff
• Accurately document appointment outcomes, records retrieved, and follow-up needs in company systems
• Meet productivity, quality, schedule adherence and turnaround time expectations for field-based projects
• Provide professional communication and exceptional customer service with provider offices throughout the record retrieval process
• Enter, maintain, and attach records into the in-house computer applications to document and track record retrievals
• Work directly with provider office staff and IT contacts to secure access to electronic medical record (EMR) systems

Site Data Collector

• Conduct onsite medical record retrieval appointments at medical provider offices within a 60-mile radius of the employee’s home.
• Coordinate as needed with provider offices to confirm appointments, access requirements, and retrieval expectations.
• Maintain professional, positive relationships with provider office staff.
• Accurately document appointment outcomes, records retrieved, and follow-up needs in company systems.
• Meet productivity, quality, schedule adherence and turnaround time expectations for field-based projects.
• Accurately and efficiently conduct medical record abstraction services both in-person and electronically.
• Scan relevant components of the medical record to support clinical reviews to be performed.
• Contact provider offices to request access to EMR systems for retrieval, or onsite collection.
• Identify and coordinate the retrieval method and scheduling of record retrieval with provider offices.
• Schedule retrieval with accurate and timely results, using the Virtix Health retrieval applications.
• Provide professional communication and through exceptional customer service with provider offices throughout the record retrieval process.
• Enter, maintain, and attach records into the in-house computer applications to document and track record retrievals.
• Work directly with provider office staff and IT contacts to secure access to electronic medical record (EMR) systems, including requesting and managing user credentials, permissions, and access approvals.
• Coordinate and securely submit member lists and chart pull lists to provider offices (as needed) in accordance with client and project requirements.
• Track chart retrieval activity, access status, and completion progress using internal tracking tools and workflows.
• Report daily productivity numbers to immediate supervisor through accurate and consistent maintenance of daily production trackers; Pass quality and accuracy audits in accordance with departmental expectations; Satisfactorily Fulfill responsibilities and/or duties that may be reasonably provided by Virtix Health for the purpose of achieving operational and financial success of the company.

• Retrieve medical records primarily onsite at provider offices and also remotely through Remote EMR systems.
• Conduct in-person medical record retrieval appointments within a 60-mile radius of the employee’s home.
• Transition to a Remote EMR retrieval role during low field activity periods.
• Support client deliverables, project timelines, and overall data quality.