- Schedule client medical appointments and keep treatment calendars up to date.
- Request medical records and bills, and follow up with providers until they arrive.
- Keep case files organized and current in the firm's case management software.
- Track deadlines and outstanding items, and flag anything at risk to the case manager.
- Communicate with clients, medical providers and insurance representatives to collect missing information.
- Prepare correspondence, forms and simple status updates.
- Protect client confidentiality at all times.
Microsoft OfficeGoogle Workspace