Medical Records & Case Development Clerk

heardandsmith; San Antonio (TX); On-site; USD 15,000 - 19,000; Full time

Benefits offered by this job

Paid holidays

Accrued PTO

Medical benefits package

Wellness program

401k with profit sharing

Job summary

Heard and Smith, LLP is seeking a Medical Development Clerk to work with attorneys and staff on developing client cases by obtaining updated medical records from providers. This full-time role runs Mon-Fri with no nights or weekends, offering a fast-paced professional environment and strong benefits.

You will contact providers, manage record requests, handle SSA queue calls, review invoices, and maintain client confidentiality while delivering excellent customer service.

Qualifications

• Customer service experience required.
• Strong telephone communication and active listening abilities.
• Ability to maintain client confidentiality at all times.
• Multi-tasking and time management skills are essential.

Responsibilities

• Contact medical providers and request updated medical records.
• Accept queue calls from providers and SSA.
• Follow-up on past due records requests.
• Expedite urgent records requests with providers.
• Review/approve/deny medical records invoices.
• Submit records to ODAR.
• Maintain professional demeanor and confidential client information.
• Identify urgent issues needing managerial attention.

Skills

Customer service

Telephone skills

Active listening

Teamwork

Reliability

Confidentiality

Multitasking

Professional demeanor

Spanish (plus)

Education

High School Diploma/Some college

Disability/medical background preferred

Job description

Heard and Smith, LLP is seeking a Medical Development Clerk to work with attorneys and staff on developing client cases by obtaining updated medical records from providers. This full-time role runs Mon-Fri with no nights or weekends, offering a fast-paced professional environment and strong benefits.

You will contact providers, manage record requests, handle SSA queue calls, review invoices, and maintain client confidentiality while delivering excellent customer service.