Jose Carlo Mallari
West Covina
Summary
Experienced Records Retrieval and Office Production Specialist with expertise in EMR systems, subpoena processing, HEDIS, and Risk Adjustment (RISK) initiatives. Skilled at managing high-volume medical and legal records, ensuring accuracy, confidentiality, and compliance with HIPAA and regulatory standards. Proven ability to streamline workflows, support field operations, and deliver precise, timely results in fast-paced healthcare and legal environments.
Overview
9
9
years of professional experience
Work History
Office Production Specialist
APS Assist Services, LLC
07.2023 - Current
- Prepared, entered, and processed subpoenas and related legal documents
- Processed charts, and outside medical records received via fax, mail, or CD.
- Maintained compliance with state, federal, and departmental confidentiality regulations, including HIPAA (if applicable).
- Supported overall office production by printing, scanning, and archiving subpoena packets and related materials.
- Processed, logged, and tracked subpoenas and legal service requests, ensuring timely and accurate dispatch to field agents
- Coordinated the scheduling and assignment of subpoenas to field agents based on location, workload, and priority level.
Records Retrieval Specialist
Reveleer
12.2022 - Current
- Retrieved, reviewed, and validated patient medical records from EMR systems (e.g., EPIC, E-Clinical, Office Ally) to support HEDIS and Risk Adjustment (RISK) initiatives.
- Ensured documentation met HEDIS and RISK compliance standards, including accuracy, completeness, and adherence to clinical and regulatory guidelines.
- Supported workflow improvements for timely and accurate record retrieval to enhance HEDIS scores and risk adjustment performance metrics.
- Conducted quality assurance checks to ensure records were complete, properly labeled, and matched to the correct patient and request.
- Maintained detailed logs of all record retrievals and submissions within tracking databases for audit and compliance purposes.
Chart Retrieval Specialist
Episource, LLC
03.2019 - 07.2023
- Scan, file, and import into the patients' correct file in company EMR system the medical record copying requests, medical record charts, and outside medical records received via fax, mail, or CD.
- Maintained patient confidence by keeping patient records confidential.
- Followed exact procedures for handling transfers and other releases of medical records.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
QA Imaging Specialist
Episource, LLC
04.2018 - 03.2019
- Ensured all confidential information was maintained, secured, and processed in compliance with company regulations and HIPAA standards.
- Conducted quality assurance audits to verify that all documents within patient charts were accurate, complete, and matched the correct patient identifiers.
- Converted documents between applications while maintaining data integrity and accessibility in EMR systems.
- Collaborated with various levels of management and staff to support workflow efficiency and document accuracy.
- Maintained meticulous documentation and audit records to support regulatory compliance and reporting requirements.
Patient Care Coordinator
Gentle Hands Home Health Inc.
03.2018 - 12.2018
- Established new patient profiles and created electronic medical records to ensure accurate and up-to-date documentation.
- Coordinated care services across multiple medical disciplines, scheduling visits and managing provider communications.
- Managed multi-line calls, directing inquiries to the appropriate department and handling authorization requests from private insurers.
- Prepared, faxed, scanned, and recorded necessary medical documents while maintaining strict patient confidentiality.
- Ensured accurate EMR documentation to support payroll and visit routing for healthcare staff.
- Created clinical and administrative forms to streamline office processes and support patient care.
Medical Records Technician
Episource, LLC
07.2016 - 12.2017
- Retrieved medical record information from provider offices and facilities electronically or by scanning paper charts into a secure EMR system, ensuring accurate documentation and HIPAA compliance.
- Maintained patient confidentiality by safeguarding all personal health information and restricting access to authorized personnel only.
- Uploaded all retrieved charts and applicable forms to the company server daily for easy access and recordkeeping.
- Coordinated with medical personnel to confirm scheduled appointments and facilitate onsite provider office visits.
- Assisted with face-to-face retrieval and verification of records during onsite visits to ensure completeness and accuracy.
Education
Associate of Arts - Practical Nursing
Summit College
Colton, CASkills
- EMR Systems: Epic, Cerner, E-Clinical, Office Ally
- Work ethics
- HIPAA & Confidential Records Management
- Data Entry & Database Tracking
- Office Production & Workflow Coordination
- Legal Document Management & Subpoena Processing
- HEDIS & Risk Adjustment (RISK) Compliance
- Records Retrieval, Scanning, and Quality Assurance
- Collaboration with Providers, Field Agents, and Legal Teams
Timeline
Office Production Specialist
APS Assist Services, LLC
07.2023 - Current
Records Retrieval Specialist
Reveleer
12.2022 - Current
Chart Retrieval Specialist
Episource, LLC
03.2019 - 07.2023
QA Imaging Specialist
Episource, LLC
04.2018 - 03.2019
Patient Care Coordinator
Gentle Hands Home Health Inc.
03.2018 - 12.2018
Medical Records Technician
Episource, LLC
07.2016 - 12.2017
Associate of Arts - Practical Nursing
Summit College