Record Appointment Coordinator (Entry-Level)

Knox Services

Santa Ana (CA)

On-site

USD 25,000 - 32,000

Full time

14 days+

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Benefits offered by this job

Health insurance
Dental insurance
Vision insurance
Life/AD&D
FSA
PTO
Paid holidays
401K

Job summary

Knox Attorney Service seeks an entry-level Stop Setter Representative to join a high-performance team. This phone-based role schedules appointments to copy or obtain records and coordinates subpoenas, ensuring timely availability of records and accurate documentation.

You will contact medical facilities and custodians, confirm required records, and maintain HIPAA confidentiality while meeting daily appointment goals. Training and growth opportunities are provided within a supportive environment.

Qualifications

  • High school diploma or equivalent.
  • 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.
  • Ability to work independently while functioning as part of a team.

Responsibilities

  • Contact medical providers and custodians to schedule appointments.
  • Confirm that records will be available for copying or pick-up and WHEN.
  • Obtain a completed Declaration with all subpoenaed records.
  • Document appointment details 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.
  • Communicate professionally 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.

Skills

Telephone communication
Organizational skills
Time management
Multitasking
Attention to detail
Teamwork
Independence

Education

High school diploma

Tools

Microsoft Office/Outlook

Job description

Knox Attorney Service seeks an entry-level Stop Setter Representative to join a high-performance team. This phone-based role schedules appointments to copy or obtain records and coordinates subpoenas, ensuring timely availability of records and accurate documentation.

You will contact medical facilities and custodians, confirm required records, and maintain HIPAA confidentiality while meeting daily appointment goals. Training and growth opportunities are provided within a supportive environment.

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