Release of Information Technician

This position is Onsite. Our office is located at 75 Rowland Way, Suite 300, Novato, CA 94945.

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 in making healthcare work better for everyone through people-led, responsible AI while Caring. Connecting. Growing together.

A Release of Information (ROI) Technician in Health Information Management (HIM) is responsible for processing requests for patient health records while ensuring compliance with healthcare privacy regulations such as HIPAA and state laws.

The Release of Information Technician is responsible for receiving, validating, processing, and documenting requests for protected health information (PHI). This role ensures that medical records are disclosed accurately, timely, and in accordance with federal, state, and organizational privacy policies.

This position is full-time, Monday - Friday. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 7:30 am - 4:00 pm. It may be necessary, given the business need, to work occasional overtime.

We offer weeks of paid training. The hours during training will be 7:30 am to 4:00 pm, Monday - Friday.

Primary Responsibilities:

Release of Information Processing

• Receive and review requests for medical records from patients, providers, attorneys, insurance companies, and government agencies.
• Verify patient identity and authorization validity before releasing records.
• Determine appropriate records for disclosure based on the request scope and legal requirements.
• Process paper, electronic, fax, and portal-based record requests.
• Track and document all disclosures in the electronic health record (EHR) and ROI systems.

Compliance and Privacy

• Ensure compliance with HIPAA, HITECH, CMS, Joint Commission, and state privacy regulations.
• Protect patient confidentiality and safeguard PHI.
• Identify incomplete, invalid, or expired authorizations and communicate deficiencies to requestors.
• Maintain accurate audit trails of disclosures.

Customer Service

• Respond to inquiries regarding record requests and disclosure requirements.
• Educate patients, providers, and staff regarding ROI processes.
• Resolve issues related to delayed, incomplete, or denied requests.

Record Management

• Retrieve, prepare, scan, and organize medical records for disclosure.
• Perform quality reviews to ensure completeness and accuracy.
• Support the record amendment process.
• Coordinate with clinical departments when clarification or additional documentation is needed.
• Maintain record retention and destruction practices according to organizational policy.

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 experience in healthcare, medical records, ROI, or HIM
• 1+ years of customer service experience
• Understanding of medical record documentation practices
• Ability to work full-time, Monday - Friday. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 7:30 am - 4:00 pm. It may be necessary, given the business need, to work occasional overtime

Preferred Qualifications:

• Experience with Epic, Cerner, Meditech, or other EHR systems
• Knowledge of HIPAA and patient privacy regulations

Soft Skills:

• Strong attention to detail and accuracy
• Excellent organizational and time management skills
• Strong written and verbal communication skills
• Ability to work independently and handle high-volume workloads
• Proficiency with Microsoft Office applications and document imaging systems

Physical and Work Environment:

• Frequent sitting and computer use
• Ability to review detailed documentation for extended periods

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 $32.00 per hour based on full-time employment. We comply with all minimum wage laws as applicable.

At UnitedHealth Group, our mission is to help people live healthier lives and help make the health system work better for everyone. Together, we are shaping the future of healthcare by harnessing technology and innovation to make care simpler to navigate, more affordable and more connected for the people we serve. We are committed to creating an inclusive workplace where everyone feels welcomed, valued, heard and respected, empowering people to bring their authentic selves to work and strengthening our collective impact through diverse talents, backgrounds, experiences and perspectives.

UnitedHealth Group and its affiliated brands are 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 and its affiliated brands are a drug-free workplace. Candidates are required to pass a drug test before beginning employment.

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