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Stop Setter phone clerk @ Knox Attorney Services

Santa Ana, California, USOnsiteFull-timeJob reference REF64X
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About this role

Job Description: Stop Setter Representative

Position Summary

Stop Setter Representative is an entry level position that works in a high-performance team environment and is responsible for contacting medical facilities, businesses, and other record custodians to schedule appointments to copy or pick-up records or obtain status on outstanding subpoenas. This position is primarily phone-based and focuses on coordinating appointments, confirming record availability, and ensuring all subpoenaed records are obtained timely.

Essential Duties and Responsibilities

Contact medical providers, hospitals, imaging centers, employers, billing facilities and other custodians to schedule appointments.Confirm that all requested records will be available for copying or pick-up and WHEN, including:Medical recordsBilling recordsRadiology films/X-rays / Diagnostic imagesElectronic recordsObtain a completed Declaration with all subpoenaed recordsConfirm that they are providing us with the correct date range.Document appointment dates, times, contact names, and special instructions accurately in the company system and on the order/traveler.Identify missing information or issues that may delay copying records and notify the CSR immediately of the issue.Communicate professionally and courteously with medical offices and custodians.Follow company procedures and HIPAA confidentiality requirements.Maintain productivity and meet daily call and appointment-setting goals.Perform other related duties as assigned by management.

Working Conditions

Primarily office-based position.Frequent telephone communication throughout the workday.Prolonged periods of sitting and computer use.

Performance Expectations

Success in this position is measured by:

Number of appointments scheduled.Timely completion of assigned work.Professional interactions with custodians and coworkers.Consistent attendance, reliability, and adherence to company procedures. Qualifications

High school diploma or equivalent.Previous customer service, call center, scheduling, medical office, or legal support experience preferred.Strong telephone communication skills.Excellent organizational and time management abilities.Ability to multitask and prioritize work effectively.Strong attention to detail.Basic computer skills, including Microsoft Office/Outlook and the ability to learn company software.Ability to work independently while functioning as part of a team.

Knowledge, Skills, and Abilities

Professional and courteous phone etiquette.Strong listening and communication skills.Problem-solving skills and attention to detail.Ability to work efficiently in a fast-paced environment.Dependable with excellent attendance and punctuality a MUST

Benefits: including health, dental, vision, Life/AD&D, FSA, PTO, paid holidays and 401K.

All your information will be kept confidential according to EEO guidelines.

Skills

Customer ServiceEntry LevelLegal Services

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