Case Advocate

About the role

The Case Advocate plays a critical role in coordinating patient care, ensuring timely scheduling, maintaining accurate case records, and serving as a liaison between patients, attorneys, referral sources, and clinical staff. The ideal candidate is proactive, dependable, and able to manage multiple priorities in a fast-paced healthcare environment while providing exceptional customer service.

Essential Duties & Responsibilities

• Oversee patient scheduling timelines to ensure appointments are booked with the appropriate provider and within required timeframes.
• Collaborate with Medical Assistants and the Scheduling Team Lead to identify and resolve scheduling discrepancies.
• Review and confirm insurance policy limits and case-related information.
• Verify upcoming patient appointments one business day in advance.
• Communicate with patients regarding appointments, treatment plans, and scheduling needs.
• Notify attorneys and referral sources when patients decline treatment or discontinue care.
• Maintain and update patient statuses within tracking logs and internal systems.
• Ensure patient records and case information remain accurate and up-to-date.
• Monitor patient progress through the treatment process and escalate issues as needed.
• Maintain confidentiality and comply with HIPAA regulations.
• Perform additional administrative duties as assigned.

Qualifications

• High school diploma or equivalent required.
• Minimum 1 year of healthcare, medical office, case management, patient advocacy, or scheduling experience preferred.
• Strong organizational and multitasking skills.
• Excellent verbal and written communication abilities.
• Ability to work independently and as part of a team.
• Proficiency in electronic medical records (EMR) systems and Microsoft Office.
• Knowledge of personal injury (PI), orthopedic, pain management, or specialty medical practices is a plus.
• Strong attention to detail and ability to follow processes accurately.

Core Competencies

• Attention to Detail
• Time Management
• Professional Communication
• Problem-Solving
• Patient-Focused Service
• Accountability
• Teamwork
• Adaptability