Legal Intake Specialist - A233
Company:Pearl
Location:Mexico City (Mexico), Bogotá (Colombia), São Paulo (Brazil), Buenos Aires (Argentina), CMDX (Mexico), Santo Domingo (Dominican Republic), Caracas (Venezuela), CST
Languages:English
Seniority level:Prior experience requesting medical or health records from providers on behalf of law firms
Experience:Prior experience requesting medical or health records from providers on behalf of law firms
Skills:
Problem SolvingAttention to detailWritten communicationComplianceEnglish communication
Requirements:
Prior experience requesting medical or health records from providers on behalf of law firms. Exceptional attention to detail with strong compliance and accuracy standards. Proficiency in PDF editing, merging, and form correction. Strong written and verbal English communication skills. Proactive, problem-solving mindset. Familiarity with provider portals such as Chartswap (preferred). Background in healthcare operations, legal operations, or records retrieval services (preferred). Adobe Acrobat proficiency. Proficiency in PDF editing and document management tools. Proficiency in Email. Proficiency in Internal messaging tools. Proficiency in Internal admin or request management systems.
Responsibilities:
Identify all medical providers involved in a client’s treatment. Research providers using portals, historical requests, and direct outreach. Document and add identified providers into internal systems. Review and correct Release of Information (ROI) forms. Create clean, accurate base forms for submission packets. Perform QA checks for provider compliance and completeness. Assign requests to team members based on workload. Ensure smooth handoff to downstream teams. Identify non-standard provider requirements and escalate issues. Resolve conflicting or missing information.
