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Vital Records Control (VRC)

Release of Information Lead - Mon–Fri 8:00 AM – 4:30 PM

Reposted 21 Days Ago
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In-Office
San Francisco, CA, USA
27-29
Junior
In-Office
San Francisco, CA, USA
27-29
Junior
Coordinates release-of-information workflows, processes medical-record requests, ensures HIPAA and facility-policy compliance, supervises ROI generalists, manages productivity and quality metrics, answers inquiries, troubleshoots equipment, and supports training, onboarding, mentorship, and process improvement.
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Description

Title: ROI Team Lead

Reports to: ROI Supervisor 

Summary: The ROI Team Lead is an intermediate level position with at least one year of release of information experience required. The ROI Team Lead is responsible for coordinating the activities of the ROI area to ensure a smooth and timely workflow. The Team Lead will help process all requests for medical information, support the ROI Supervisor/Manager with status reports, and supervise ROI Generalists I and II. 

Essential Functions:

  • Provide clear direction, set individual associate goals, and ensure timely completion of deadlines are met. 
  • Performs supervisory functions to assist ROI Supervisor and ROI Manager.
  • Receive written requests for medical information through multiple means of delivery
  • Evaluates and determine if request is valid and is in accordance with Company and Facility policies and procedures
  • Read and correctly interpret medical records, forms and authorizations
  • Accurately review and determine the necessary medical records to be released in accordance with facility policies and HIPAA guidelines 
  • Process all valid requests to timely completion
  • Answers inbound/outbound calls
  • Responds to telephone inquiries regarding status of requests and how to obtain medical 

information

  • Operate and troubleshoot equipment
  • Perform support functions to maintain smooth workflow
  • Assist with training new ROI Generalist I and II 
  • Generate metric reports for facility or supervisor/manager as directed
  • Must exceed level I company and facility productivity standards
  • Actively participates in team projects and committees to improve operational excellence
  • Showcases a lead mentality with other staff regarding generalized questions, associate development training and new hire training and understanding
  • Provide mentorship to ROI staff for further professional development and advancement
  • Provide assistance and knowledge during onboarding requirements of new associates 
  • Inspire and lead training sessions for staff development
  • Actively assistant in quality measurement tasks as directed by management
  • Inform senior leadership of possible and potential customer issues/challenges and potential revenue growth opportunities
  • Performs other ROI duties as assigned

Requirements

Competencies:

  • Technical knowledge of computers and computer programs.
  • Ability to organize and prioritize customer requests based on internal metrics.
  • Works well in both individual and group settings.
  • Can see large projects to completion and within a reasonable time.
  • Self-motivated
  • Detailed and quality driven as it relates to accuracy
  • Excellent interpersonal skills
  • Ability to work under pressure in a fast-paced environment.
  • Be able to communicate effectively verbally and in writing, and build strong relationships with associates, customers, and stakeholders. 
  • Strong understanding of confidentiality laws and regulations. 
  • Strong ability to manage and organize multiple tasks
  • Comfortable in bringing new ideas, process improvement suggestions and feedback to leadership
  • Ability to delegate and assign workflow to ROI Generalists
  • Professional presentation skills in small group setting

Physical demands: While performing the duties of this job, the employee is regularly 

required to stand and walk. The employee is occasionally required to sit, climb/balance, 

stoop, kneel, or crouch. Must be able to reach, handle, carry, and lift between 10 lbs. and up 

to 50 lbs. While performing job duties, the employee is regularly required to talk, hear, read, 

and identify numbers for accurate order filling and receiving of material.

Education and Eligibility Requirements.

  • Must have High School Diploma/GED
  • RHIT preferred
  • 2 years of HIM related experience
  • 1 year of ROI experience required 
  • Must be able to speak and write in English
  • Customer Service experience required
  • Must be able to pass a criminal background check, credit check, pre-employment drug screen and motor vehicle record check
  • Strong Data entry skills necessary including 10 Key
  • Proficient knowledge utilizing computers, phones, fax machines, printers and other general office equipment
  • Easily adaptable to changing priorities and role needs 
  • Knowledge of medical terminology required
  • Knowledge of HIPAA regulations

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