Medical Records Retrieval Specialist

About the Company

At Attorney Assistant, we’re a fast-growing provider of virtual staffing solutions, supporting law firms, executives, and businesses across the United States. We also operate Turn Key Ops, our sister company under the same leadership, which focuses on delivering high-quality virtual support across a broader range of industries.

Overview

We are looking for a detail-oriented and proactive Medical Records Retrieval Specialist to support a U.S.-based law firm with medical records retrieval, lien follow-ups, provider communication, insurance-related coordination, and patient outreach.

The ideal candidate has experience requesting, tracking, and organizing medical records, communicating with medical providers, following up on pending requests, and handling sensitive client or patient information with care and confidentiality.

Key Responsibilities

• Request, retrieve, and track medical records from healthcare providers, facilities, and third-party record vendors

• Follow up with medical providers, insurance companies, and other involved parties regarding pending records or documentation

• Organize, review, and save received medical records and supporting documents accurately

• Track the status of records requests and update internal trackers or case management systems

• Assist with lien-related follow-ups, balances, reductions, or negotiation support as needed

• Communicate with patients or clients regarding records, authorizations, missing information, or case-related updates

• Coordinate with the legal team regarding missing records, pending requests, and document status

• Maintain accurate notes and records of calls, emails, and follow-up activity

• Handle confidential medical, legal, and client information with professionalism and discretion

• Support administrative and case-related tasks as needed

Required Skills and Qualifications

• Experience with medical records retrieval, patient outreach, or related healthcare or legal support

• Strong English communication skills, both written and verbal

• Comfortable speaking with medical providers, insurance companies, clients, or patients

• Strong attention to detail and ability to track multiple requests at once

• Organized, reliable, and able to follow up consistently

• Able to handle sensitive medical and client information with confidentiality

• Comfortable working with trackers, case records, and document management systems

• Tech-savvy and able to quickly learn new tools and workflows

• Able to work independently in a remote setup

Preferred Experience

• Medical records retrieval experience is preferred

• Lien negotiation or lien follow-up experience is a plus

• Patient outreach or healthcare coordination experience is a plus

• Experience working with personal injury law firms, medical providers, insurance companies, or healthcare support teams

• Experience requesting medical records, tracking authorizations, and following up on pending documentation

• Experience using legal CRMs, case management systems, or document tracking tools

• Remote medical records, legal assistant, or virtual assistant experience is a plus

Schedule, Compensation, and Benefits

• Full-time remote opportunity

• Schedule will depend on client needs and will usually fall within U.S. time zones

• Starts at $5 USD/hour, with a possibility of a pay increase from a performance evaluation

• 100% remote, long-term opportunity

• PTO, referral incentives, and bonuses where applicable

Note: This posting is for a current hiring need. Applicants may also be considered for similar opportunities based on their qualifications, experience, availability, and client requirements.