Demo

Records Clerk and Scheduling Assistant

Client MD Life Care Plans, LLC
Clearwater, FL Full Time
POSTED ON 1/28/2025
AVAILABLE BEFORE 3/27/2025

Job Functions:

  • Create, organize, and maintain electronic filing systems.
  • Ensure documents are properly labeled, indexed, and stored.
  • Respond to internal and external requests for records, including subpoenas or audits.
  • Gets approval from the Testifying Expert to send out to retaining counsel
  • Collaborate with various departments to ensure proper document management.
  • Serve as the point of contact for inquiries related to records management.
  • Send a canned email to the Testifying Expert with a link containing records, records summary, converted intake, case/client information
  • Schedule Testifying Expert evaluation/coordinate evaluation with Testifying Expert’s staff
  • Send client reminder
  • Confirm with the Testifying Expert that the appointment occurred
  • F/U with the Testifying Expert for progress notes
  • Notify the Case Manager and provide the report to the Life Care Plan Developer once the Testifying Expert’s notes have been received

Education:

  • Associate’s degree in business, healthcare, or legal field preferred

Skills:

  • Strong organizational and time management skills
  • Excellent communication and interpersonal skills
  • Ability to work effectively in a team environment
  • Problem-solving and critical thinking abilities
  • Familiarity with medical or legal arenas is preferred but not necessary
  • Proficiency in Case Management software and Microsoft Office programs
  • Legal or Medical Office experience preferred but not required

Work Environment:

  • This position involves working in an office setting
  • Hours are 8 am to 5 pm Monday through Friday

Job Type: Full-time

Pay: $37,500.00 - $39,822.00 per year

Benefits:

  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Retirement plan
  • Vision insurance

Schedule:

  • Monday to Friday

Experience:

  • Records Clerk: 1 year (Preferred)

Ability to Commute:

  • Clearwater, FL 33764 (Required)

Ability to Relocate:

  • Clearwater, FL 33764: Relocate before starting work (Required)

Work Location: In person

Salary : $37,500 - $39,822

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