This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges.
Optum Insight is improving the flow of health data and information to create a more connected system. We remove friction and drive alignment between care providers and payers, and ultimately consumers. Our deep expertise in the industry and innovative technology empower us to help organizations reduce costs while improving risk management, quality and revenue growth. Ready to help us deliver results that improve lives? Join us to start Caring. Connecting. Growing together.
The Chart Retrieval Specialist II will continue with the Chart Retrieval Specialist responsibilities, and in addition, will help support with coaching, training, and developing the workforce across multiple regions.
The Chart Retrieval Specialist II will be responsible for retrieving medical records (both paper and electronic forms) from various healthcare facilities on behalf of health plans and other clients for retrospective and prospective reviews. In addition, the Chart Retrieval Specialist II will assist with training, coaching, and developing remote and field workforce across multiple states and/or regions.
This position is full time. Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 7:00 am - 7:00 pm PST. It may be necessary, given the business need, to work occasional overtime.
We offer 2 weeks of on-the-job training. The hours of the training will be during normal business hours.
Primary Responsibilities:
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions:
- Retrieve Medical Records, whether in person or remotely, from healthcare providers and facilities ensuring all records are obtained in a timely and accurate manner
- Ensure compliance with all federal and state regulations related to medical record retrieval
- Develop and maintain strong relationships with healthcare providers and facilities to facilitate the retrieval process
- Review medical records to ensure completeness and accuracy
- Utilize electronic health record systems to retrieve and store medical records
- Travels to various locations including out of town travel as needed
- Responsible for handling on-site and remote support functions
- Administers Level 1 field support such as scanning hardware and software issues
- Monitors field activity including, daily communications, productivity, and retrieval procedures to ensure all work is done correctly and timely
- Provides guidance, instruction, training, and direction to Chart Retrieval Specialists across multiple regions or states to ensure the highest quality of work
- Assists in team building and ensuring teamwork
- Responsible for routine checks on field team's work including but not limited to productivity, required deliverables, quality assurance checks
- Maintain a detailed and accurate tracking system to monitor the progress of medical record retrieval requests
- Communicate with internal teams and external clients regarding the status of medical record retrieval requests
- Participate in the development and implementation of process improvements including software/hardware functionality, testing, and implementation to increase efficiency and accuracy
- Requires an individual to maintain the ability to work in an environment with PHI / PII data
- Performs Quality Assurance and Quality Control assessments on request
- Identifies areas of potential growth opportunity for the company and any process improvements to reduce issues with the client
- May be assigned other duties, including supporting other departments
- Must maintain compliance with all company policies and procedures
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
- High School Diploma / GED
- Must be 18 years of age OR older
- 1+ years of medical record retrieval OR health information management experience
- 1+ years of experience with working in electronic health record systems
- Experience with reviewing medical records
- Comfortable troubleshooting basic software and technology issues
- Must be able to travel up to 75% domestically by plane or car. Travel schedule will be coordinated with your manager
- Ability to work full time. Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 7:00 am - 7:00 pm PST. It may be necessary, given the business need, to work occasional overtime
Preferred Qualifications:
- Must possess a valid driver's license and provide proof of insurance
- Knowledge of federal and state regulations related to medical record retrieval
- Experience with Microsoft Word (create correspondence and work within templates), Microsoft Excel (data entry, sort / filter, and work within tables) and Microsoft Outlook (email and calendar management)
Telecommuting Requirements:
- Ability to keep all company sensitive documents secure (if applicable)
- Required to have a dedicated work area established that is separated from other living areas and provides information privacy.
- Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service.
Soft Skills:
- Attention to detail
- Problem solving skills
- Excellent Verbal and written communication skills, including ability to effectively communicate with internal and external customers
- Ability to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
- Ability to work independently and as part of a team
- Ability to prioritize tasks and manage multiple projects simultaneously and carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices
- High level of ethics, integrity, discretion, and confidentiality
*All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $18.00 to $x32.00 hour based on full-time employment. We comply with all minimum wage laws as applicable.
Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
Skills Required
- High School Diploma or GED
- Must be 18 years of age or older
- 1+ years of medical record retrieval or health information management experience
- 1+ years working with electronic health record systems
- Experience reviewing medical records for completeness and accuracy
- Comfortable troubleshooting basic software and technology issues
- Ability to travel up to 75% domestically by plane or car
- Ability to work full time with flexible 8-hour shifts between 7:00 am - 7:00 pm PST and occasional overtime
- Ability to maintain confidentiality when working with PHI/PII
- Ability to keep company sensitive documents secure and maintain a dedicated private work area
- Must live in a location with UnitedHealth Group approved high-speed internet access
- Pass a pre-employment drug test
- Valid driver’s license and proof of insurance
- Knowledge of federal and state regulations related to medical record retrieval
- Experience with Microsoft Word, Excel, and Outlook
Optum Compensation & Benefits Highlights
-
Leave & Time Off Breadth — PTO accrues each pay period with eight paid U.S. holidays plus a floating holiday, and generous time away is consistently emphasized. This breadth supports planned and unplanned time off beyond standard vacation days.
-
Parental & Family Support — Six weeks of paid parental leave, up to two weeks of paid caregiver leave, Bright Horizons back‑up care, and adoption assistance signal strong family-oriented support. EAP access with counseling sessions further extends help to employees and their households.
-
Wellbeing & Lifestyle Benefits — Company‑paid short‑ and long‑term disability, Calm app membership, tuition reimbursement, commuter and FSA accounts, and broad employee discounts expand everyday wellbeing resources. Free or low‑cost virtual visits complement these lifestyle supports.
Optum Insights
What We Do
Optum, part of the UnitedHealth Group family of businesses, is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. At Optum, we support your well-being with an understanding team, extensive benefits and rewarding opportunities. By joining us, you’ll have the resources to drive system transformation while we help you take care of your future. We recognize the power of connection to drive change, improve efficiency and make a difference in health care. Join a team where your skills and ideas can make an impact and where collaboration is key to creating technology that produces healthier outcomes.
Gallery
Optum Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Optum has three workplace models that balance the needs of the business and the responsibilities of each role. These models, core on‑site (5 days/week), hybrid (4 days/week) and telecommute or fully remote, vary by country, role and location.