Medical Records Specialist

A medical records specialist in a law firm, especially within a personal injury context, manages and organizes medical documentation to support legal cases. Daily duties include ordering medical records and bills in affidavit format, filing these affidavits for pre-litigation and litigation cases, entering billing charges, and processing payments or adjustments. Medical records specialists also help with covering phones and the front desk, as needed. Their responsibilities involve drafting requests for medical and billing records, both with and without affidavits, for pre-litigation and litigation cases.

Medical records specialists carefully review all records to accurately document injury-related information and billing details, ensuring timely and efficient handling. The specialist follows up on pending records requests with medical providers, facilitates and organizes clients’ medical records upon receipt, and notifies the respective attorney or case manager. Medical records specialists confirm account balances for clients’ medical bills with their medical providers, meet time-sensitive deadlines and maintain client data in the case-management system (CMS). These specialists also perform simple redactions, handle rollover calls, resolve inquiries, assist in training new team members, and create training videos and materials. The role keeps documentation accurate, speeds up case preparation and supports the law firm’s administrative work.