Records Clerk Team Lead
New
H
HireHawkPersonal injury law
Workable locations: Colombia. Mexico. Honduras. El Salvador. Ecuador. NicaraguaContractLead
Salary not disclosed
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Job Details
- Languages
- Excellent written and spoken English
- Experience
- 3+ years of hands-on medical records retrieval experience supporting U.S. plaintiff personal injury matters; 1+ year of experience leading, supervising, training, or providing day-to-day direction to Records Clerks or a similar legal support team.
- Required Skills
- Microsoft ExcelHIPAAReporting
Requirements
- Have 3+ years of hands-on medical records retrieval experience supporting U.S. plaintiff personal injury matters.
- Have 1+ year of experience leading, supervising, training, or providing day-to-day direction to Records Clerks or a similar legal support team.
- Have strong working knowledge of personal injury pre-litigation workflows and how medical records and bills support case preparation.
- Have experience requesting, tracking, reviewing, and following up on medical records and billing statements from U.S. healthcare providers.
- Have working knowledge of HIPAA requirements, medical authorizations, and appropriate handling of confidential patient information.
- Have experience with a legal case management platform such as Filevine, CasePeer, SmartAdvocate, or a comparable system.
- Have strong Excel and reporting skills.
- Have excellent written and spoken English and confidence communicating professionally with healthcare providers, Case Managers, attorneys, and internal stakeholders.
- Experience supporting a California plaintiff personal injury law firm is a nice-to-have.
- Experience on an offshore or globally distributed legal support team is a nice-to-have.
- Experience building or improving records retrieval KPIs, productivity dashboards, or turnaround-time reporting is a nice-to-have.
Responsibilities
- Lead and coordinate Records Clerks’ daily workflow, priorities, and assignments.
- Own medical records and billing retrieval from hospitals, clinics, physicians, and other healthcare providers.
- Follow up on delayed requests and resolve incomplete records, billing discrepancies, and provider-related issues.
- Monitor turnaround times, pending requests, productivity, accuracy, and other performance indicators.
- Coach and train Records Clerks on retrieval procedures, documentation standards, provider communication, HIPAA requirements, and team practices.
- Conduct quality reviews to ensure records, billing statements, and supporting documentation are complete, accurate, and organized.
- Partner with Case Managers and other departments to provide documentation for pre-litigation case preparation.
- Identify workflow bottlenecks and recommend process improvements.
- Maintain reporting on completed requests, outstanding documentation, follow-up activity, and individual and team productivity.
- Resolve complex provider issues and operational escalations, escalating when management involvement is required.
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