About The Position

About Us: Our purpose is to help clients exceed their financial health goals. Across the reimbursement cycle, our scalable solutions and clinical expertise help solve programmatic needs. Enabling our teams with leading technology allows analytics to guide our solutions and keeps us accountable achieving goals. We build long-term careers by investing in YOU. We seek to create an environment that cultivates your professional development and personal growth, as we believe your success is our success. JOB SUMMARY: Job Summary The Escalation Management Team plays a key role in supporting Virtix Health’s medical chart retrieval operations. Acting on behalf of health plan clients, the Agent is responsible for contacting healthcare provider offices to request, schedule, and facilitate the timely retrieval of medical records. This position requires effective communication, accurate data entry, and strong follow through to ensure retrieval goals are consistently met.

Requirements

  • High school diploma or equivalent required.
  • Previous call center, sales, or collections experience preferred—especially in a healthcare or office environment.
  • Demonstrated accuracy in data entry and familiarity with basic office procedures and equipment.
  • Strong verbal and written communication skills with proper spelling and grammar.
  • High attention to detail and accuracy throughout the record retrieval lifecycle.
  • Understanding of HIPAA regulations and the importance of maintaining confidentiality.
  • Proficiency with basic computer applications and the ability to learn internal systems.

Responsibilities

  • 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.
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