
Experienced ROI Specialist with strong knowledge of HIPAA, EMR systems, and medical record processing. Skilled in handling high-volume requests accurately and maintaining full compliance with privacy regulations.
• Manage an average of 50+ grievances and 40 appeals monthly, meeting 100% of regulatory turnaround requirements.
• Conduct clinical and non‑clinical reviews to determine case validity and required level of appeal.
• Draft decision letters and member notifications with 98% accuracy, minimizing re‑work and escalations.
• Collaborate with providers, legal, and clinical teams to gather supplemental information, reducing cycle time by 15%.
• Analyze grievance trends and recommend process improvements that cut member escalations by 25%.
• Produce weekly KPI reports on volume, resolution rates, and backlog for leadership review.
• Generated weekly spreadsheets summarizing case volumes and turnaround metrics for quality‑assurance meetings.
• Review clinical records and payer policy to prepare peer‑to‑peer summaries; achieved a 70% reversal rate on first appeal.
• Process an average of 200 ROI requests per month—including patient requests, attorney subpoenas, and insurance authorizations—while maintaining 100% regulatory compliance.
• Achieve 98% first‑pass accuracy in record delivery through rigorous QA checks and standardized documentation workflows.
• Reduce average request turnaround time from 7 to 3 business days by implementing an electronic tracking system.
• Coordinate with legal and risk‑management teams to handle urgent subpoenas and court orders, ensuring timely response
• Navigate EMR systems (Epic, Cerner, Meditech) to locate requested documentation
• Ensure all releases adhere to HIPAA, state privacy laws, and organizational policies
• Prepare records in the requested format (PDF, CD, secure portal upload, fax, mail)
• Serve as primary liaison for requestors—answer status inquiries, clarify request details, and troubleshoot issues
• Reviews accounts, and initiate pre-authorizations, and other requirements related to
managed care; route to appropriate departments as needed.
• Collects demographic, insurance, and clinical information to ensure that all reimbursement
requirements are met.
• Notifies the necessary parties within the required timeframe for routine and urgent requests
for services.
• Assists in monitoring utilization services to assure cost effective use of medical resources
through processing prior authorizations.
• Communicates with patients and/or referring physicians on non-covered benefits or
procedure coverage issues.
• Assists with medical necessity documentation to expedite approvals and ensure that
appropriate follow-up is performed.
• Provides consistent and comprehensive information (both in writing and verbally) to facilitate
approvals.