The Retrieval Specialist is a non-clinical, operations-focused role responsible for day-to-day medical record retrieval activities supporting Jefferson Health Plans programs such as Quality/HEDIS, SIU, Care Management, and Risk Adjustment.
Working from assigned work queues, the role contacts providers using the appropriate retrieval method, follows up to ensure records are received, and intakes and stores retrieved records according to established naming and filing conventions.
This position plays a key role in helping the shared service team meet program timelines, maintain organized retrieval records, and keep work queue data accurate and audit-ready.
Minimum Qualifications
- High School Diploma/GED
- 3 years of experience in medical record retrieval, health information management, medical office operations, or managed care administrative functions
- Experience working in a high-volume work queue or deadline-driven operations environment
- Experience supporting Medicare Advantage, Medicaid, or other CMS-regulated health plan programs
- Strong attention to detail and commitment to accuracy and quality
- Strong customer service skills and professional judgment when working with external partners and internal stakeholders
- Ability to manage a high-volume workload, prioritize tasks, and meet deadlines with minimal supervision
- Ability to consistently apply established standards, conventions, and procedures
- Clear written and verbal communication skills
- Proficiency with Microsoft Office Suite, including Excel, Outlook, and Teams
- Ability to conduct professional, persistent, solution-oriented outreach across multiple communication channels
- Ability to maintain accurate records and keep tracking systems current in real time
- Strong organizational, multitasking, problem-solving, and time-management skills
- Ability to work independently and collaboratively
- Ability to escalate issues proactively and maintain audit-ready documentation
- Ability to travel
- Valid driver’s license in Pennsylvania, New Jersey, or Delaware
Preferred Qualifications
- Associate’s degree in Health Information Management, Healthcare Administration, or a related field
- Experience with OnBase or another electronic document management system
- Experience with a clinical document retrieval tracking tool
- Experience navigating EMR or provider portal systems
- Ability to learn and work effectively in electronic document management and retrieval tracking platforms
- CPHIMS, CHDA, CCA, or RHIT certification
Benefits
- Medical insurance, including prescription coverage
- Supplemental insurance
- Dental insurance
- Vision insurance
- Life and AD&D insurance
- Short- and long-term disability coverage
- Flexible spending accounts
- Retirement plans
- Tuition assistance
- Voluntary benefits with access to group insurance rates and discounts
- Tuition discounts at Thomas Jefferson University after one year of full-time service or two years of part-time service
Location
Philadelphia, Pennsylvania, US
Employment Type
Full-time
Experience Level
Intermediate Level
Remote work allowed
No
Posted
3 weeks ago