Forms Specialist

Datavant is the data collaboration platform trusted for healthcare. Guided by our mission to make the world’s health data secure, accessible and actionable, we provide critical data solutions for organizations across the healthcare ecosystem—including providers, health plans, researchers, and life sciences companies. From fulfilling a single patient’s request for their medical records to powering the AI revolution in healthcare, Datavanters are building the future of how data is connected and used to improve health.

By joining Datavant today, you’re stepping onto a driven and highly collaborative team that is passionate about creating transformative change in healthcare.

Datavant is a data platform company and the world’s leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format.

Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world’s leading life sciences companies, government agencies, and those who deliver and pay for care.

By joining Datavant today, you’re stepping onto a high-performing, values-driven team. Together, we’re rising to the challenge of tackling some of healthcare’s most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare.

The Forms Specialist is responsible for accurate, timely and compliant completion of health-related forms based strictly on the patient’s medical record. This role ensures all information transcribed (entered, abstracted) is consistent with documented clinical facts, prepares and releases appropriate supplemental medical documentation, and adheres to HIPAA and organizational privacy standards at all times. This position requires exceptional attention to detail, the ability to efficiently navigate Electronic Medical Records (EMR), and a strong understanding of privacy, authorization and medical documentation workflows.

• Complete STD, FMLA, LTD, and other health-related forms accurately and consistently with the medical record, without interpretation beyond documented provider notes.
• Extract and synthesize relevant clinical information (e.g., diagnoses, functional limitations, treatment dates, restrictions) from the medical record to support form responses.
• Identify discrepancies or missing documentation and escalates appropriately for provider clarification when needed.
• Navigate EMRs and related clinical systems to locate relevant notes, test results, and supporting documentation.
• Prepare and compile supplemental medical documentation (e.g., visit notes, diagnostic reports) that supports completed health forms.
• Ensure documentation released aligns precisely with what is authorized and requested.
• Review and validate patient authorizations prior to releasing any protected health information (PHI).
• Release medical records and supporting documentation in strict compliance with HIPAA, state, and organizational privacy requirements.
• Apply minimum necessary standards when disclosing information.
• Adhere to established policies, procedures, and regulatory requirements related to medical documentation and privacy.
• Perform quality checks to ensure accuracy, completeness, and compliance prior to submission or release.

In this role, you can expect to:

• Collaborate with a dynamic team on key projects and initiatives.
• Manage your daily responsibilities and contribute to achieving goals.
• Interact with different departments to ensure alignment.
• Review information and data to support decision-making.

• High school diploma or equivalent required; associate’s degree or higher in health information management, healthcare administration, or a related field preferred.
• 2+ years of experience in healthcare documentation, medical records, disability forms processing, or a related role.
• Demonstrated experience navigating electronic medical records (EMRs).
• Strong…