Position Overview:
Xterra Health is a fast-moving, mission-driven organization empowering veterans through transparent access to the care, benefits, and support they have earned. Our Medical Evidence Consulting team helps veterans understand what their medical, military, and VA records show and how that evidence supports the benefits they have earned.
As demand for VA medical evidence roadmaps has grown, our consultants need to stay focused on their phone consultations with veterans. This support role was created to review medical, military, and VA records and build the draft roadmap for each veteran, ensuring roadmaps are completed accurately and on time.
Supporting four consultants, this person turns raw records into an accurate draft roadmap that consultants finalize after their phone consultation with the veteran.
This is a role for someone who has a hands-on clinical background, such as medical assistant, EMT, paramedic, or LPN, and takes pride in careful, detail-oriented record review that directly serves veterans.
Key Responsibilities: Record Review
Review veteran medical records, along with military and VA records thoroughly to identify diagnoses, treatments, symptoms, and clinical findings relevant to the roadmap
Organize findings in a consistent format and build the draft roadmap that consultants finalize after their phone consultation, without re-reviewing source records
Flag gaps or inconsistencies to the assigned consultant, and missing records to the team coordinator, early to prevent delays
Apply clinical knowledge to interpret terminology, abbreviations, and treatment histories accurately
Consultant Support
Support four consultants by prioritizing and managing a shared workload of record reviews and draft roadmaps to meet deadlines per policy
Prepare draft roadmaps and supporting medical summaries that consultants can rely on during their phone consultations and to finalize accurate medical evidence roadmaps
Respond to consultant questions about records and clinical details promptly to keep roadmap work moving
Communicate workload status and capacity to the team so assignments stay balanced
Quality and Accuracy
Verify the accuracy and completeness of each review before handoff to reduce rework
Maintain organized, secure records of reviews and findings for each veteran file
Protect veteran privacy and handle all records in line with company policy and applicable privacy requirements
Team Operations
Document review checklists and standard practices to keep work consistent across consultants
Identify recurring record issues and recommend process improvements to speed up turnaround
Participate in team meetings and training to build knowledge of roadmap standards and veteran needs
How This Role Works With Others
This role sits within the Medical Evidence Consulting team and supports consultants directly, reporting to the Senior Liaison. To be clear about boundaries:
You own: the basic quality, completeness, and timeliness of the record reviews and draft roadmaps you produce, and how you organize and prioritize your assigned workload.
You partner on: record requests with the team coordinator, and roadmap content with the consultants you support.
You don't own: final roadmap content or conclusions delivered to veterans, which belong to the consultants. This role does not provide diagnoses or clinical advice to veterans and has no spending or signature authority.
Qualifications: Required
3+ years clinical background as a Medical Assistant, EMT, Paramedic, or LPN, or equivalent demonstrated clinical experience
Ability to read and interpret medical, military, and VA records, terminology, and treatment histories accurately
Strong attention to detail and the ability to review large volumes of records with consistent accuracy
Ability to manage competing priorities and deadlines across multiple consultants
Strong written and verbal communication, documentation, and follow-through
Proficiency with relevant systems, or ability to learn them quickly
Comfort working independently in a remote environment and handling sensitive personal health information responsibly
Preferred
Basic knowledge of the VA claims process
Military service, particularly in a medical or healthcare role
Experience with veteran-serving organizations or VSOs
Experience summarizing medical records
Core Competencies: Interpreting and understanding medical terminology, abbreviations, and records
Attention to detail
Accuracy and quality of work
Time management and prioritization
Written communicationCollaboration and responsiveness
Confidentiality and integrity
What the First Year Looks Like
Months 1 through 3: Learn the roadmap process, review standards, and the needs of each consultant you support. Complete record reviews and draft roadmaps with guidance and take on a growing share of the workload.
Months 4 through 6: Run record reviews and draft roadmaps end to end for all assigned consultants with minimal oversight. Meet turnaround expectations consistently and flag gaps proactively.
Months 7 through 12: Refine review checklists and templates to improve speed and consistency. Help train new team members and reduce rework for consultants.
Beyond year one: Scope, title, and compensation are reviewed based on demonstrated impact. Natural next steps include senior liaison or consultant-track roles.
Compensation & Benefits
Base salary: $57,000, commensurate with experience
Medical, Dental & Vision: Eligible the first of the month following 30 days; Xterra Health covers 75% of employee premiums
Unlimited PTO, plus 10 paid company holidays
401(k): 100% employer match up to 4% of eligible compensation; immediate vesting; enrollment the first of the month following 90 days
Remote position; home office support provided