Case Records Specialist

San Antonio, TX, United States

The Company:

IMS Legal Strategies | Juris Medicus is one of the fastest-growing leading medical expert sourcing companies in the country having serviced 15,000+ legal cases. We offer a full-service approach for medical expert recruitment, attorney/expert communication, and project coordination with dedicated case managers. We provide unbiased medical experts for our clients allowing them to focus on case strategy. We have more than 450 medical experts on our team covering more than 85+ different specialties and sub-specialties. We offer competitive salaries and commission plans as well as health, dental and vision insurance and more. If you want to be a part of a growing company and industry leader, and believe in positivity and the spirit of teamwork, we want to hear from you.

The Position:

The Case Records Specialist is responsible for processing records for new cases and additional records on existing cases in the Clio, SharePoint, and Ambra systems. Assigning a chronologist, creating the Index of Records template, processing of all diagnostic imaging, audio and or video and ensuring that all the items needed by both the Chronologist and the Expert are available online for use. The successful candidate will be motivated, creative, analytical, and efficient, and will have superior skills working independently and as a member of a team.

The Case Records Specialists also serves in a liaison capacity to establish and maintain an effective working relationship between IMS Legal Strategies | Juris Medicus and the expert. The Case Records Specialist must be detail-oriented, have strong computer skills and excellent time management. This position is expected to work comfortably under pressure with tight deadlines in a fast-paced environment and with meticulous attention to detail.

Requirements

Essential Duties and Responsibilities:

Enter all appropriate information into the Clio system to set up the case or add to an existing matter.

Volumize all medical records in SharePoint to allow access to Chronologists and Experts, noting the number of pages and uploaded files.

Perform a visual check on page counts, searching for corrupted or damaged files.

Upload any imaging in SharePoint to Ambra or process any imaging uploaded directly to Ambra.

Create the template for the index of records to facilitate a common format and content for all indices produced.

Confirm all deadlines are set correctly in the system to be communicated to the Chronologist, Case Manager, and Expert.

To assist and communicate with the experts and their assistants in a professional manner and provide exceptional customer service. Assisting in the resolution of problems is a major aspect of the work.

Assist in verifying deadlines and pertinent details with case management and/or case intake before a case is sent to the expert.

Maintain daily records with accuracy and high attention to detail.

Set up new user accounts across multiple software platforms and maintain those platforms for the expert.

Provide training (software-related) to the expert and assist with troubleshooting to help resolve any technical issues.

Respond to all case-related queries from the Chronologist, Case Manager, and Expert.

Ensure efficient and effective communication of administrative information and assistance to the expert and their staff.

Close out and remove case records from the expert's accounts as required by HIPAA.

Education and/or Experience:

Work experience in the legal and or medical field strongly preferred

Legal Assistant and or Medical Office Specialist experience strongly preferred

HIPAA certification shortly after employment (training will be provided)

Computer Skills:

High proficiency with MS Office, Excel, Clio, Ambra, SmartSheet and SharePoint.

Familiarity with a variety of information technology systems.

Systematic knowledge of databases and tracking systems.

Other Skills and Abilities:

Strong verbal and written communication skills.

Familiarity with the legal system and law firm structure with knowledge of the discovery process and its relationship to the Texas and Federal Rules of Civil Procedure and the Texas Civil Practice and Remedies Code.

Ability to prioritize and organize work to achieve position objectives and goals.

Familiarity with medical terminology and records

Time management and organization skills.

Dependability and professionalism, realizing the gravity of the legal and medical issues that characterize the Company's business

Ability to work independently as well as a team player and maintain a consistent teamwork mentality.

Working and behaving in a manner consistent with our Core Values on a daily basis (general Core Value definitions attached):

o Ownership Thinking

o Humble Confidence

o Quality & Excellence

o Honor The Relationship

o Operate As One

Physical Demands and Work Environment:

Frequently required to sit and use hands/fingers to handle, feel and to manipulate keys on a keyboard. Occasionally required to stand, walk, and reach with arms and hands. Requires visual acuity sufficient to recognize people, words, and numbers, including close vision. Requires speaking and hearing ability sufficient to hear over phone and carry on routine conversations.

Typical office work environment. Required to operate a personal computer, photocopy machine, facsimile machine, calculator, telephone, etc.

The essential duties and responsibilities; knowledge, skills, and abilities; physical demands; and work environment are representative of those that must be performed satisfactorily, must be met, or will be encountered with this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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