Juanita Bass

Healthcare professional with extensive experience in medical record retrieval, clinical documentation review, healthcare auditing, provider relations, HIPAA compliance, and field-based healthcare operations. Experienced working independently within hospitals, physician practices, clinics, and healthcare organizations to retrieve and review protected health information while maintaining accuracy, confidentiality, and regulatory compliance. Skilled in Epic, EMR/EHR systems, Salesforce, CRS Portal, Bifrost, Microsoft Excel, Outlook, and Teams.

Seeking healthcare quality, accreditation support, survey support, compliance, or related opportunities.

Chart Retrieval Specialist II (CRS2) - OPTUM / UNITEDHEALTHCARE

(2023-02)

• Conduct onsite and remote medical record retrieval assignments for healthcare facilities, physician practices, and provider organizations.
• Coordinate directly with providers, medical records departments, office managers, and points of contact to obtain required clinical documentation.
• Review retrieved records for completeness, accuracy, legibility, and appropriate patient documentation before submission.
• Identify missing or incomplete documentation, perform quality checks, and coordinate provider follow-up or escalation.
• Maintain strict HIPAA and organizational compliance when accessing, handling, transmitting, and protecting PHI.
• Work independently at healthcare facilities while following site-specific security, privacy, access, and operational procedures.
• Document field activity, provider communications, appointment outcomes, access barriers, and unresolved issues accurately.
• Use Epic and other EMR/EHR platforms plus Salesforce, CRS Portal, Bifrost, Excel, Outlook, and Teams to manage healthcare workflows.
• Travel to healthcare facilities and adapt to different clinical environments, systems, provider requirements, and changing priorities.

Medical Records Field Reviewer / Chart Retrieval Specialist - CHANGE HEALTHCARE

(2017-08 - 2023-02)

• Conducted onsite medical record retrieval and chart review assignments within healthcare facilities and physician practices.
• Retrieved clinical records for healthcare auditing, HEDIS, and other medical documentation projects.
• Reviewed records to ensure requested documentation was complete and corresponded with assigned patient and provider information.
• Worked directly with medical records personnel, physician offices, and facility staff to coordinate access to patient documentation.
• Maintained confidentiality and HIPAA compliance throughout retrieval, review, and secure transmission processes.
• Maintained accurate records of completed assignments, outstanding documentation, and provider follow-up while working independently.

Clinical Support Specialist - Contract - VIEMED

(2023-07 - 2024-12)

• Supported clinical and administrative healthcare operations in a fast-paced environment.
• Assisted with healthcare documentation, patient information, and clinical support workflows while maintaining confidentiality.
• Communicated with healthcare personnel to resolve documentation and administrative needs and followed established quality procedures.

Associate of Science - Clinical & Administrative Medical Assisting - San Joaquin Valley College (2017)