Medical Records & Billing Affidavit Clerk

Adam Bruggeman MD PLLC; Shavano Park (TX); On-site; USD 36,000 - 54,000; Full time

Job summary

Paylocity in Texas is seeking a detail-oriented Medical Records/Billing Clerk to process and track medical record requests from attorneys, patients, and other parties, and to gather and organize records and billing information for personal injury cases.

The role involves reviewing accounts, preparing affidavits, posting payments, ensuring charges are accurate, and maintaining documentation while compliance with HIPAA; experience in medical offices and with law firms is a plus.

Qualifications

• Experience in a medical office, medical records, billing, or administrative role preferred.
• Experience with personal injury cases, attorneys, or law firms is a plus.
• Medical billing experience preferred.
• Experience posting payments is preferred.
• Familiarity with medical records and patient account information.
• Strong attention to detail and accuracy.
• Ability to read and understand medical bills and account information.
• Strong organizational and time-management skills.
• Ability to handle confidential information appropriately.
• Comfortable working independently and managing multiple requests at the same time.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office and general computer systems.

Responsibilities

• Process and track medical record requests from attorneys, law firms, patients, and other authorized parties.
• Gather and organize medical records and billing information for personal injury cases.
• Review patient accounts to ensure billing information is complete and accurate.
• Prepare billing affidavits and supporting documentation for personal injury and legal cases.
• Complete affidavit forms using patient account and billing information.
• Review medical bills for accuracy and ensure all applicable charges are included.
• Scan and post legal payments to patient accounts accurately and timely.
• Review legal settlement payments and supporting documentation to ensure payments are posted to the correct patient account.
• Maintain documentation related to legal payments and account activity.
• Communicate with attorneys and legal offices regarding medical records, billing statements, affidavits, payments, and documentation requests.
• Track outstanding records, affidavits, and payment-related requests and follow up as needed.
• Maintain accurate records of requests, completed documents, payments, and correspondence.
• Ensure documents and payment information are processed within required deadlines.
• Handle confidential patient information in accordance with HIPAA and office policies.
• Assist with other medical records, billing, and administrative duties as needed.

Skills

Medical office experience

Medical records experience

Billing experience

Payment posting

Personal injury cases

Attorney/law firm communication

HIPAA compliance

Microsoft Office

Tools

EMR/EHR systems

Practice management systems

Billing software

Job description

Description

Responsibilities

• Process and track medical record requests from attorneys, law firms, patients, and other authorized parties.
• Gather and organize medical records and billing information for personal injury cases.
• Review patient accounts to ensure billing information is complete and accurate.
• Prepare billing affidavits and supporting documentation for personal injury and legal cases.
• Complete affidavit forms using patient account and billing information.
• Review medical bills for accuracy and ensure all applicable charges are included.
• Scan and post legal payments to patient accounts accurately and timely.
• Review legal settlement payments and supporting documentation to ensure payments are posted to the correct patient account.
• Maintain documentation related to legal payments and account activity.
• Communicate with attorneys and legal offices regarding medical records, billing statements, affidavits, payments, and documentation requests.
• Track outstanding records, affidavits, and payment-related requests and follow up as needed.
• Maintain accurate records of requests, completed documents, payments, and correspondence.
• Ensure documents and payment information are processed within required deadlines.
• Handle confidential patient information in accordance with HIPAA and office policies.
• Assist with other medical records, billing, and administrative duties as needed.

Requirements

Qualifications

• Previous experience in a medical office, medical records, billing, or administrative role preferred.
• Experience working with personal injury cases, attorneys, or law firms is a plus.
• Medical billing experience preferred.
• Experience posting payments is preferred.
• Familiarity with medical records and patient account information.
• Strong attention to detail and accuracy.
• Ability to read and understand medical bills and account information.
• Strong organizational and time-management skills.
• Ability to handle confidential information appropriately.
• Comfortable working independently and managing multiple requests at the same time.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office and general computer systems.

Preferred Experience

• Medical records
• Medical billing
• Payment posting
• Personal injury cases
• Billing affidavits
• Legal documentation
• Attorney/law firm communication
• HIPAA compliance
• Electronic medical records and practice management systems