Doc Retrieval II

2 Days ago • 2-2 Years

Job Summary

Job Description

The Doc Retrieval II role at Zelis involves contacting healthcare providers to obtain medical and billing documents, and providing training/mentorship for Document Retrieval I staff. Responsibilities include managing medical record claim audit requests, managing nurse auditor staff, requesting documents via phone, fax, mail & e-mail, prioritizing claims, and utilizing the AutoFax platform. The role also requires maintaining ZELIS privacy standards, meeting performance standards, and following detailed instructions. The candidate must have strong communication, organizational skills, and the ability to work under pressure.
Must have:
  • Foundational proficiency in requesting medical records.
  • 2+ years of medical record experience or 1+ year prior DR I experience.
  • Solid understanding of various types of medical documents.
  • Solid understanding of document obtaining processes and techniques.
  • Great verbal communication skills.
  • Knowledge of MS Outlook, MS Word, & Internet Explorer.
  • Strong prioritizing & organizational skills.
  • Excellent customer service & telephone skills.

Job Details

About Us 

Zelis is modernizing the healthcare financial experience in the United States (U.S.) by providing a connected platform that bridges the gaps and aligns interests across payers, providers, and healthcare consumers. This platform serves more than 750 payers, including the top 5 health plans, BCBS insurers, regional health plans, TPAs and self-insured employers, and millions of healthcare providers and consumers in the U.S. Zelis sees across the system to identify, optimize, and solve problems holistically with technology built by healthcare experts—driving real, measurable results for clients.  

Why We Do What We Do 

In the U.S., consumers, payers, and providers face significant challenges throughout the healthcare financial journey. Zelis helps streamline the process by offering solutions that improve transparency, efficiency, and communication among all parties involved. By addressing the obstacles that patients face in accessing care, navigating the intricacies of insurance claims, and the logistical challenges healthcare providers encounter with processing payments, Zelis aims to create a more seamless and effective healthcare financial system.

Zelis India plays a crucial role in this mission by supporting various initiatives that enhance the healthcare financial experience. The local team contributes to the development and implementation of innovative solutions, ensuring that technology and processes are optimized for efficiency and effectiveness. Beyond operational expertise, Zelis India cultivates a collaborative work culture, leadership development, and global exposure, creating a dynamic environment for professional growth. With hybrid work flexibility, comprehensive healthcare benefits, financial wellness programs, and cultural celebrations, we foster a holistic workplace experience. Additionally, the team plays a vital role in maintaining high standards of service delivery and contributes to Zelis’ award-winning culture. 

Position Overview

Responsible for contacting healthcare providers to request and obtain medical and billing documents as well as providing training/mentorship for Document Retrieval I staff.

Objectives and Responsibilities:  

Successfully manages both medical record claim audit requests and facility itemized bill claim requests. 

Manages 2 or more nurse auditor staff in the medical claim audit process by requesting medical records and applicable documents from medical providers nationwide.  

Contacts healthcare providers to request and obtain medical and billing documents via phone, fax, mail & e-mail for claims processing. 

Organize and prioritize claims daily for follow up of billing documents not received. 

Learn and process according to various provider/client stipulations. 

Utilize AutoFax – document retrieval platform efficiently. 

Performs other related responsibilities as assigned.  

Maintain awareness of and ensure adherence to ZELIS standards regarding privacy. 

 

What You Will bring: 

Has foundational proficiency in requesting medical records and applicable documents from medical providers. 

2+years of medical record experience or 1+year prior DR I experience. 

Has a solid understanding of various types of medical documents. 

Has a solid understanding of processes and techniques in obtaining documents. 

Great verbal communication skills  

Knowledge of MS Outlook, MS Word, & Internet Explorer 

Strong prioritizing & organizational skills 

Excellent customer service & telephone skills 

 

Independence/ Accountability: 

Meets or exceeds the Document Retrieval Performance Standards established by the Document Retrieval department. 

Requires minimal daily supervision on day to day tasks but seeks guidance on more complex tasks 

Accountable for day to day tasks 

Ability to follow detailed instructions on new assigments  

Must have professional manner and respect the confidentiality of administrative matters and files 

Ability to manage and prioritize multiple tasks. 

Ability to work under pressure and meet deadlines. 

Completes work in a timely fashion 

Outstanding ability to multiplex tasks as required 

Attention to detail. 

  

Communication Skills: 

Must work well with others 

Effectively communicates with others by giving and receiving feedback  

Call Center Phone edicate 

Communicates ideals and information clearly 

 

 

education: 

Graduate

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About The Company

Zelis is modernizing the healthcare financial experience by providing a connected platform that bridges the gaps and aligns interests across payers, providers, and healthcare consumers. This platform serves more than 750 payers, including the top 5 national health plans, BCBS insurers, regional health plans, TPAs and self-insured employers, and millions of healthcare providers and consumers. Zelis sees across the system to identify, optimize, and solve problems holistically with technology built by healthcare experts – driving real, measurable results for clients.

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