The Data Reconciliation Specialist is responsible for manually matching scanned PDF consent forms to patient register entries. This role performs high volume, accuracy critical data verification work using Excel-based patient registers and standardized PDF consent forms. The specialist will also record match results, document unmatched forms, and support weekly deliverables.

This role is part of a fast-paced, time-bound 8-week project and must strictly follow client's confidentiality, security, and manual-processing requirements.

Key responsibilities:

Consent Form Review & Data Extraction

·       Review individual PDF consent forms after they are separated from larger PDF packets.

·       Extract identifying information from handwritten fields, such as:

·       Patient name (recognizing spelling inconsistencies)

o   Date of birth or ID number

o   Invoice number and partner identifiers

o   Validate the completeness of key identifying fields.

Manual Matching to Excel Patient Registers

·       Open and navigate Excel registers that are:

o   Organized by partner

o   Sortable by invoice number

o   Containing identifying fields (name, DOB, ID, document number)

·       Locate the correct patient record using:

o   Invoice number first

o   Name (with awareness of spelling discrepancies)

o   Date of birth or ID number

·       Determine a confirmed match following client’s required criteria:

·       Enter match results directly into designated register fields provided by client.

Documentation of Unmatched Consent Forms

·       For any form that cannot be matched:

o   Record the unmatched form in the Unmatched Consent Form List.

o   Assign the correct reason category (e.g., incomplete info, illegible handwriting, missing DOB/ID, conflicting data).

Quality & Accuracy Compliance

·       Manual-only process (strict prohibition on AI tools).

·       Maintain accuracy levels meeting or exceeding the project’s QC standards.

·       Cooperate with internal QA validation performed by the Project Coordinator.

·       Apply consistent matching logic across all assigned batches.

·       Follow client-defined naming, coding, and documentation standards.

Batch Processing & Workload Management

·       Work on assigned batches organized by:

o   Subcontractor

o   Invoice number

o   Partner grouping

·       Process high volumes daily

·       Report daily progress to the Project Coordinator.

·       Ensure that all processed registers and trackers are ready for weekly uploads

Qualifications to be successful in the role: 

·       Advanced proficiency in Microsoft Excel (sorting, filtering, searching).

·       Experience navigating and reviewing PDF documents (Adobe Acrobat or equivalent tools).

·       High typing and data entry accuracy.

·       Comfortable working with large datasets and high document volumes.

·       Strong attention to detail and ability to catch subtle discrepancies in:

o   Handwritten names

o   Slightly inconsistent DOB/ID formats

o   Partner or invoice identifiers

·       Ability to follow matching rules precisely (Name + DOB/ID).

·       Pattern recognition when deciphering handwriting or variant spellings

·       Reliability in meeting daily targets.

·       Ability to work in a repetitive, high-volume environment with accuracy.

·       Strong communication with the Project Coordinator.

·       Discipline in working under strict confidentiality policies.

·       Open to working night shifts at the Subic Bay office.