Stop Setter phone clerk
Knox Attorney Services
Apply to this jobKnox Attorney Service has been in business for more than 40 years as a provider of litigation support, reprographics and document management services, as well as statewide courier/messenger service. We provide a wide array of services including service of process; court services; on-call courier/messenger service; skip trace and investigations; record retrieval; subpoena preparation; e-data discovery and database hosting; copy center & reprographics; digital imaging; x-ray/blueprints/video/CD duplication; and facilities management services.
The outstanding service we provide starts with our people. We make an extra effort to train and develop our staff of document professionals on the art of customer service. The tenure and professionalism of our staff is unparalleled in the document and legal services industry. We spend much effort training our people to develop our “home grown” leaders of the future. We believe investing our time and money to ensure that our people are knowledgeable and understand importance of our customers’ businesses.
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.
Compensation (from employer):
19 – 20 USD (HOURLY)
Summary
Schedule appointments with medical facilities, confirm records, ensure timely records collection.
Job title
Stop Setter phone clerk
Experience level
entry level
Industry
legal services
Location requirements
Santa Ana, CA; remote work not allowed
Salary
$0k–$0k
Management role
No
Required skills
Preferred skills
Specializations
Structured locations inferred from the posting.
Santa Ana, CA, USA