POSITION SUMMARY

The Medical Record & Appeal Specialist is responsible for the accurate and timely follow up and tracking appeal status of medical records and appeals submitted to insurances. The role involves obtaining and meticulously reviewing patient medical records sent to ensure completeness, accuracy, and compliance with regulatory guidelines and payer requirements. The position necessitates maintaining current knowledge of healthcare regulations, coding guidelines, and payer policies to ensure all appeal documentation and processes adhere to established standards. Detailed records of all appeal submissions and communication with payers must be maintained, and reports on appeal outcomes and trends generated. Finally, the specialist identifies opportunities to enhance efficiency and effectiveness in the appeal processes to optimize revenue recovery.

ESSENTIAL DUTIES

• Appeal Status Monitoring: Systematically monitoring the status of submitted appeals, identifying pending claims and timelines for follow-up in the billing system and Monday.com.
• Proactive Payer Engagement: Initiating and conducting consistent follow-up communication with insurance payers to ascertain appeal adjudication status, resolve outstanding issues, and expedite payment resolution.
• Resolution and Escalation: Facilitating the resolution of appeal denials through persistent follow-up and escalating complex or unresolved cases to appropriate internal or external parties.
• Compliance and Regulatory Adherence: Ensuring all follow-up activities adhere to current healthcare regulations, coding guidelines, and payer policies.
• Documentation and Reporting: Accurately documenting all follow-up actions, communications, and appeal outcomes; generating comprehensive reports on follow-up effectiveness and trends
• Process Optimization: analyzing follow up processes to identify and implement improvements that enhance efficiency and maximize revenue recovery from appealed claims.

QUALIFICATIONS

• High school diploma or GED required; associate degree preferred.
• 2+ years of experience in medical records or health information role.
• Strong working knowledge of EMR platforms and clinical documentation workflows
• Familiarity with regulatory requirements and payer documentation standards.
• Experience supporting internal audits or payer reviews is strongly preferred.
• Demonstrated ability to resolve documentation discrepancies independently.

KEY COMPETENCIES

• Time Management: Consistently delivers high-quality work within established timeframes, even under -paced settings. Escalates complex, high-value, or unresolved cases to appropriate internal departments and Manager in a timely manner.
• Analytical Thinking: Utilize problem solving abilities with the review of the medical records submitted to insurance companies and conduct follow-up and facilitate the resolution of appeal and medical record denials through persistent follow-up strategies.
• Communication Skills: Demonstrate clear and professional communication across all organizational levels. Tailor messaging to suit the audience and context to ensure clarity and engagement. Reliability and adherence to deadlines.
• Documentation Accuracy: Document all follow-up actions, communications with payers, and appeal outcomes within the designated billing system and Monday.com. Generates comprehensive reports and updates on follow-up effectiveness, appeal trends, and revenue recovery metrics.
• Process Optimization: Actiely analyzes existing follow-up processes and workflows to identity inefficiencies and areas for improvement. Contribute to the development of enhanced strategies that maximize efficiency and increase revenue recovery from appealed claims.