Document Specialist

About the job

Who We Are Machinify is a leading healthcare intelligence company with expertise across the payment continuum, delivering unmatched value, transparency, and efficiency to health plan clients across the country. Deployed by over 60 health plans, including many of the top 20, and representing more than 160 million lives, Machinify brings together a fully configurable and content-rich, AI-powered platform along with best-in-class expertise. We’re constantly reimagining what’s possible in our industry, creating disruptively simple, powerfully clear ways to maximize financial outcomes and drive down healthcare costs.

Location: This role is full remote

About The Opportunity At Machinify, we’re constantly reimagining what’s possible in our industry—creating disruptively simple, powerfully clear ways to maximize our clients’ financial outcomes today and drive down healthcare costs tomorrow. As part of the Complex Claims team, you will, as a Document Specialist, play a pivotal role in managing and streamlining document workflows to ensure accuracy, efficiency, and compliance with internal procedures. This position involves processing and quality-checking documents, reviewing and organizing incoming claims, and ensuring proper routing and status assignment.

The role requires collaboration with internal teams to maintain import queues, reconcile balances, validate charges, and address errors. Responsibilities also include overseeing file intake and output, resolving discrepancies, and handling inquiries. The Document Specialist identifies, and reports system issues, submits service tickets, and analyzes data trends to improve efficiency and communication across teams.

Additionally, this position monitors file-sharing processes, ensures data transfer accuracy, performs itemized bill data entry, and supports various operational tasks as needed. The ideal candidate combines exceptional attention to detail with strong organizational and analytical skills to contribute to seamless document management operations.

What You’ll Do

• Manage document workflows, including processing, quality assurance, and adherence to internal procedures.
• Conduct incoming claim reviews, assign statuses, organize data, ensure accuracy, and route files to auditors.
• Collaborate with internal teams to maintain the import queue, reconcile balances, validate charges, correct errors, and manage claim routing.
• Oversee file intake and output, addressing discrepancies, errors, and inquiries.
• Identify and report production environment issues by submitting detailed service tickets.
• Analyze data trends across documents and systems, providing updates on status, claims routing, efficiency, inventory, and volume to relevant teams.
• Monitor file-sharing processes, ensuring data transfer accuracy and appropriate volume levels.
• Perform data entry for itemized bills.
• Complete additional tasks as assigned.

What Experience You Bring (Role Requirements)

• Healthcare background preferred.
• Proficient in computer skills, including Microsoft Office Suite, Adobe Acrobat, multi-monitor setups, and adaptability to company-specific software.
• Strong attention to detail with excellent organizational, analytical, and critical thinking abilities.

What Success Looks Like… After 3 months You will have a strong understanding of the role.

You begin building relationships and collaborating with peers.

You develop effective time and priorities management.

You receive initial feedback about your performance and are using it to improve.

You’ve gained confidence in your abilities and are starting to feel more comfortable in your role.