Experienced Legal Medical Records Retrieval Expert | HIPAA Compliant
Negros Occidental
I am a dedicated Legal & Medical Records Retrieval Specialist with hands-on experience managing the full lifecycle of record retrieval. I am highly proficient in validating medical records, processing requests through platforms like TrackOps and Chartswap, and ensuring strict compliance with HIPAA standards. I take pride in being detail-oriented and organized, ensuring that every document set is accurate and complete the first time around. Aside from execution, I have experience leading teams and creating processes that improve efficiency and reduce turnaround times. I am comfortable communicating with healthcare providers and clients, and I am always focused on delivering reliable results. I am tech-savvy, quick to adapt to new systems, and ready to contribute to smooth, compliant operations.
Lemieux and Associates, full_time
Dec 2024 to Mar 2026
● Validate 20–30 client case updates daily to ensure accuracy in the records retrieval process. ● Upload 10–15 validated medical records daily to TrackOps for immediate client delivery. ● Process medical record invoice payments through Chartswap, Datavant, and specialized ROI departments. ● Audit and finalize 3–5 closure reports daily by cross-checking payments, invoices, and expenses. ● Delegate case assignments to a team of 5 members and monitor daily call productivity. ● Communicate directly with clients regarding request status and high-priority updates. ● Enforce strict HIPAA compliance through regular training and rigorous process adherence. ● Develop and monitor Excel Dashboards to track and visualize daily team productivity. ● Coach team members and new hires through regular performance refresher sessions.
Lemieux and Associates, full_time
Jun 2024 to Dec 2024
Maintain high-performance metrics with 10+ hits per day and over 5 hours of active talk time. ● Coordinate task assignments for 24 callers to ensure the completion of 15+ cases daily. ● Prioritize urgent client requests by maneuvering team workflows to meet shortened due dates. ● Review call lists and final reports to ensure data integrity before submission. ● Execute 60–70 outbound calls daily to identify patients’ health timeline and facility hits.
VIAST Outsourcing Solution, full_time
Jun 2022 to Jun 2024
● Implement departmental KPIs and performance standards for the appointment-setting team. ● Facilitate weekly one-hour refresher training sessions to optimize team conversion rates. ● Report weekly productivity and attendance metrics to senior management. ● Generate 5–10 appointments daily by contacting 100–120 leads via outbound dialing. ● Exceed sales targets by achieving a record 11 sold appointments in a single month. ● Resolve technical CRM and softphone issues promptly to minimize team downtime. ● Organize client calendars using Calendly and Google Calendar to improve time efficiency. ● Managed client 2 email inbox, personal and work email. ● Document meeting minutes to ensure all critical action items are tracked and addressed. ● Streamline document signing and organization, saving the client 20% of weekly working hours. ● Screen prospective tenants by conducting thorough background checks. ● Manage MLS listings and CRM data to keep property websites synchronized and active. ● Oversee monthly financial reporting, expense tracking, and software subscription payments. ● Create graphic content and manage social media interactions to increase brand engagement.
ISA University, full_time
Jun 2021 to Jun 2022
● Utilize advanced CRMs including Mojo, Boomtown, Follow Up Boss, and HubSpot for lead management. ● Perform 300+ outbound calls daily using power dialers to secure 5–7 appointments per shift. ● Qualify leads for mortgage pre-approvals, listing appointments, and buyer consultations. ● Navigate diverse client schedules across EST to PST time zones without service interruption. TECH PROFICIENCY