Stop Setter phone clerk

Knox Attorney Services

Stop Setter phone clerk

Santa Ana, CA
Full Time
Paid
  • Responsibilities

    Job Description

    ** 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 records

    • Billing records

    • Radiology films/X-rays / Diagnostic images

    • Electronic records

    • Obtain a completed Declaration with all subpoenaed records

    • Confirm 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

    Qualifications

    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

    Additional Information

    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.

  • Compensation
    $19-$19