Jason Morocho
Pearl River,USA
Summary
Focused and accurate document reviewer with direct KLDiscovery project experience, including Cyber Incident Response (CIR) tagging, PHI/PII identification, breach-related data review, and protocol-based coding decisions. Demonstrates full understanding of KLDiscovery compliance expectations, including confidentiality rules, communication standards, dismissal-trigger policies, Daily Call requirements, and billable time restrictions. Skilled in Canopy coding, productivity metrics, accuracy scoring, and PMDB alignment. Omnissa is fully installed and operational, along with all required compliant devices and secure access configurations. Located in the Eastern Time Zone, available immediately for full-time, Monday-Friday review assignments, including project extensions. Strong history of reliability, responsiveness, and uninterrupted attendance.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Document Reviewer
KLDiscovery
08.2024 - Current
- Conducted English-language document review within CIR workflows, applying relevance determinations, tagging rules, and protocol-directed coding decisions.
- Identified PHI, PII, cyber breach indicators, sensitivity classifications, and escalation-required content.
- Utilized Canopy for coding accuracy, session tracking, performance metrics, and PMDB billable time alignment.
- Maintained continuous Microsoft Teams monitoring, acknowledged updates, accessed shared files, and complied with RM/TL communication expectations.
- Joined required Daily Call roll confirmations and strictly adhered to core hours, secure workspace policies, confidentiality standards, and accuracy benchmarks.
Medical Billing & Coding Specialist
DeVry University
New York, NY
09.2023 - 09.2025
- Reviewed clinical documentation requiring precision, verification, and structured classification standards.
- Applied rule-based analysis comparable to protocol-driven review determinations.
- Performed documentation interpretation aligned with coding integrity and supporting evidence validation.
- Maintained security safeguards, confidentiality controls, and organized record handling.
- Developed accuracy, analytical reasoning, compliance awareness, and consistency in documentation evaluation.
Records Support Assistant
Rockland Community College
Suffern, NY
09.2021 - 06.2023
- Updated and verified sensitive institutional records requiring accuracy and confidentiality adherence.
- Supported intake and documentation workflows involving information validation.
- Processed updates with compliance focus and detail consistency.
- Organized protected files and tracked required documentation.
- Ensured adherence to institutional record-handling standards.
Customer Service Team Lead
Panera Bread
Northvale, NJ
05.2021 - 06.2023
- Managed inquiries requiring accuracy, detailed information review, and clear communication.
- Trained staff in standardized procedures and documentation consistency.
- Resolved escalations through fact analysis and policy-based decision-making.
- Maintained organized records related to scheduling and workflow tracking.
- Demonstrated punctuality, reliability, and adherence to structured processes.
Education
B.S. - Health Information Management
University of Cincinnati
Cincinnati, OH12-2025
Associate of Applied Science - Health Information Technology
DeVry University
New York, NY08-2025
Medical Billing & Coding Certificate - Specialization in Health Information Coding
DeVry University
New York, NY08-2024
Skills
- English-Language Document Review
- CIR / Cyber Incident Response Subject Matter
- Canopy Coding
- Metrics & Billable Tracking
- PHI & PII Sensitive Data Recognition
- Protocol Interpretation
- Decision Log Consistency
- Microsoft Teams Real-Time Monitoring Compliance
- PMDB Time Alignment
- Secure Private Workspace
- Encrypted Network Use
- Fast Reading Accuracy
- Processing Consistency
- Bilingual Spanish
Technical Readiness
- Omnissa Installed and Functional
- Prior KLDiscovery platform access completed
- Canopy Experience
- MacOS Ventura/Sonoma/Sequoia Compatible
- IPhone with OS 16 Installed
- Secure Indoor Workspace (never public Wi-Fi)
- High-Speed Encrypted Home Internet
- Chrome Alternatives Installed (Edge, Firefox)
Websites
Project Selection Confirmation
False, Strong performance history on prior KLD assignment, Able to work 40 hours/week, Monday-Friday, Able to meet core hours 9AM-5PM ET, Available for full duration + extensions, Responsive, reliable, and consistently present
Time Zone
Eastern Time Zone
Certification
- HIPAA & PHI Compliance
- NSLS Leadership Certification
- BLS Certified
Remote
True
Concurrent Projects
False
Core Review Competencies
- English-Language Document Review
- CIR / Cyber Incident Response Subject Matter
- Canopy Coding, Metrics & Billable Tracking
- PHI & PII Sensitive Data Recognition
- Protocol Interpretation & Decision Log Consistency
- Microsoft Teams Real-Time Monitoring Compliance
- PMDB Time Alignment (No Billable Downtime)
- Secure Private Workspace & Encrypted Network Use
- Fast Reading Accuracy & Processing Consistency
- Bilingual Spanish (advantage for mixed-language datasets)
Personal Information
Available: Available Immediately
Timeline
Document Reviewer
KLDiscovery
08.2024 - Current
Medical Billing & Coding Specialist
DeVry University
09.2023 - 09.2025
Records Support Assistant
Rockland Community College
09.2021 - 06.2023
Customer Service Team Lead
Panera Bread
05.2021 - 06.2023
B.S. - Health Information Management
University of Cincinnati
Associate of Applied Science - Health Information Technology
DeVry University
Medical Billing & Coding Certificate - Specialization in Health Information Coding
DeVry University