Legal Records Retrieval Specialist (Experienced)

About the role

At Codes Health, we're building the modern platform for end-to-end medical-records retrieval for lawyers and specialty healthcare providers. We're a well-funded, growing company with a multi-year runway and a clear path to category leadership. Our mission is to automate the record retrieval process so firms can serve clients faster, with less friction and zero error. As a Legal Records Specialist , you'll be on the front lines of our retrieval operations. This entails working directly with healthcare providers and internal tools to ensure records are obtained accurately, quickly, and compliantly. This is a high-impact role at the center of our operations. You'll combine process discipline with problem-solving creativity, and you'll help shape the very playbooks and automation features we scale across the company.

Responsibilities

• Manage end-to-end record retrieval for assigned customers and providers.
• Build, standardize, and continuously improve playbooks for high-volume hospitals, billing groups, and provider networks.
• Ensure accuracy and compliance - clean ROIs, affidavits, billing records, and complete document sets with zero rework.
• Surface workflow improvements and partner with engineering and product to help automate repetitive steps.
• Collaborate with teammates to share learnings, standardize best practices, and raise our quality bar.
• What Success Looks Like
• Noticeable reduction in average days-to-receipt across your assigned providers.
• Playbooks for your facilities are documented, shared, and reused by teammates.
• Consistent delivery of complete, compliant record sets - no follow-up rework required.
• Ongoing contributions to process and product improvements.

Requirements

• Significant prior experience in legal record retrieval. You should know the ins-and-outs of the retrieval process, providers, and records.
• A strong work ethic and ownership mindset - you take pride in getting things done right.
• Excellent communication skills - comfortable calling provider offices and following up until the job is done.
• Organized and detail-oriented - able to manage multiple requests without dropping balls.
• Tech-comfortable: quick to learn new tools and workflows.
• A team player who cares about improving the process, not just checking boxes.

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