Stop Setter phone clerk
Knox Attorney Services · Santa Ana, CA
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About the 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 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
- 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.
About the Job
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.