Stop Setter phone clerk

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.

Dependable with excellent attendance and punctuality a MUST

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.