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Team Lead, Medical Record Retrieval (Hybrid/Dayton OH)

CareSource
$53,400.00 - $85,600.00
United States, Ohio, Dayton
230 North Main Street (Show on map)
Nov 24, 2025

Job Summary:

The Team Lead, Medical Record Retrieval is responsible for all forms and aspects of retrospective HCC capture and submission including, but not limited to, claims data targeting, outreach data research planning, securing direct EMR access, ROI process development, pend-record resolution oversight, medical record auditing oversight, attestation pursuit direction, workflow documentation, and retrospective process stewardship.

They will guide the deployment, performance and development of the MRC team, coordinate vendor and internal resources to achieve departmental goals and ensure relevant regulatory/compliance/legal guidelines are followed. Additionally, the Team Lead is responsible for supporting the implementation of Risk Adjustment's strategic initiatives. This position will work 4 days per week in the Dayton HQ office and 1 day remote.

Essential Functions:

  • Drive, enhance, track, audit, and report on medical record retrieval processes
  • Create, review, revise, and enforce departmental policies and procedures
  • Ensure team's training and development is up-to-date
  • Approve time sheets, conduct performance reviews and execute other leadership administrative tasks
  • Assist with interviewing, selecting and training new team members
  • Ensure retrieved medical records' accuracy is confirmed via audit
  • Ensure vendor performance meets operational goals and adheres to contractual standards
  • Support vendor contracting processes
  • Support project implementation by providing workflow development, training, and oversight
  • Communicate with health systems to obtain, document, and track access to medical records
  • Manage custom provider portals, secure emails, and SFTP to securely transfer PHI
  • Research claims data to optimize chart retrieval
  • Ensure payment of retrieval related invoices
  • Perform any other job-related instructions as requested

Education and Experience:

  • Associate degree in Health Information Management, a related field or equivalent years of relevant work experience is required
  • Minimum of three (3) years of clerical support experience is required
  • At least one year of previous leadership experience is preferred

Competencies, Knowledge and Skills:

  • Team leadership and strategic management skills
  • Vendor management and contracting support skills
  • Process and workflow management skills
  • Advanced proficiency in the Microsoft Office Suite
  • Verbal and written communication skills
  • Ability to work independently and within a team environment
  • Attention to detail
  • Critical listening and thinking skills
  • Time management skills
  • Data Analysis skills
  • Business Analysis skills
  • Customer service orientation
  • Brand ambassadorship
  • Decision making/problem solving skills
  • Ability to take initiative to research and resolve obstacles
  • Must be able to self- direct work when given a goal/task
  • Ability to communicate with all levels of management

Licensure and Certification:

  • None

Working Conditions:

  • General office environment; may be required to sit or stand for extended periods of time
  • May be required to travel

Compensation Range:
$53,400.00 - $85,600.00 CareSource takes into consideration a combination of a candidate's education, training, and experience as well as the position's scope and complexity, the discretion and latitude required for the role, and other external and internal data when establishing a salary level. In addition to base compensation, you may qualify for a bonus tied to company and individual performance. We are highly invested in every employee's total well-being and offer a substantial and comprehensive total rewards package.

Compensation Type:
Salary

Competencies:
- Fostering a Collaborative Workplace Culture
- Cultivate Partnerships
- Develop Self and Others
- Drive Execution
- Influence Others
- Pursue Personal Excellence
- Understand the Business

This job description is not all inclusive. CareSource reserves the right to amend this job description at any time. CareSource is an Equal Opportunity Employer. We are dedicated to fostering an environment of belonging that welcomes and supports individuals of all backgrounds.

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