• Responsible for all duties revolving around the management of patient Medical Records. • Accurately files dictations, lab results, endoscopy/hospital reports, all faxes and any other patient related correspondence from Document Import in a timely manner; ensuring document names and dates are updated. • Files scanned patient records received from Iron Mountain Image on Demand Faxes Office Visit Notes to referring providers as directed by the HIM Supervisor. • Tasks filed items as appropriate. • Ensures all documents received before 3:00 pm are filed the same day and tasked appropriately. • Prints, mails and/or faxes approved record requests to patients or other medical facilities. • Ensures that attorney records requests received are appropriately directed to the HIM Supervisor. • Works with HIM Supervisor and Office Manager(s) to coordinate off-site record storage and retrieval. • Answers emails and voicemails and returns patient calls in a timely and efficient manner. • Ensures tasks are completed daily. • Completes requests for information from other United Digestive staff and ensures that they are handled promptly and effectively to guarantee payment on patient accounts. • Abides by and promotes HIPAA compliance; maintains strict confidentiality with regards to patient information. • Meets or exceeds quality and productivity standards as set by the HIM Supervisor and Director of Clinic Operations. • Participates in staff meetings as directed by the HIM Supervisor. • Participates in marketing activities as directed by the HIM Supervisor. • Cross trains and performs other office functions as directed by the HIM Supervisor. • Any other duties and/or special projects as assigned.

• Initiate outbound calls, emails, and messages to potential clients. • Respond promptly to inbound inquiries and guide clients through initial questions. • Engage in conversations to uncover client needs and goals. • Clearly explain service offerings and recommend next steps. • Schedule follow-up calls or connect clients with the right team members. • Log interactions and maintain accurate notes in our CRM.

• Initiate outbound calls, emails, and messages to potential clients. • Respond promptly to inbound inquiries and guide clients through initial questions. • Engage in conversations to uncover client needs and goals. • Clearly explain service offerings and recommend next steps. • Schedule follow-up calls or connect clients with the right team members. • Log interactions and maintain accurate notes in our CRM.

• Managing a high-volume legal Workers' Compensation caseload • Communicating with relevant parties involved in a case • Attending all case related hearings • Maintaining case notes • Reviewing and evaluating case files • Possible traveling to assigned Workers Compensation Appeals Board (WCAB) locations • Other duties as assigned