Medical Records Assistant


To ensure the success of the Medical Records Paralegals.

To gather complete medical records and bills related to each client’s case.

To obtain hedonics packages from client to assist the Medical Paralegals in their writing.

RESULTS/OUTCOMES (What you must get done):

  • Request all initial records / bills (fire dept, ambulance, and ER) within 3 days of being retained.
  • Send out hedonics requests to clients within 30 days of being retained.
  • Send out final requests for records / bills within 3 days of client finishing treatment or being moved to Prep.
  • Ensure overdue tasks never exceed 60


  • Assist Medical Paralegals and comply with all requests in a timely fashion.
  • Answer backup calls on behalf of reception.
  • Submit and follow up on HIPAA-compliant medical records and bill requests to the client’s treatment providers, including:
  • Paper requests via electronic fax.
  • Electronic requests via, e-mail, and online patient portals.
  • Track and update the status of client medical releases as required.
  • Assist in the various facets of case work relevant to medical records and billing as directed by the Medical Records Paralegal.
  • Clarify treatment providers/days/locations.
  • Fill in any gaps in requested records and bills.
  • Request and obtain defendant’s medical records when requested and copying the defense team on all requests and records received.
  • After medical paralegal has determined a bill is related, record each individual payment, adjustment, or reduction in the Client’s SmartAdvocate Value Tab.
  • Attend Tuesday and Friday firm Huddles at 8:00 am
  • Attend Monday, Wednesday and Thursday mini huddles with your Team Lead
  • Attending weekly OOS meetings fully prepared with strategy notes in SmartAdvocate in accordance with the preparation guideline.
  • Attend and participate in weekly firm training, when possible
  • Monitor dashboard Metrics/KPIs and successfully work toward keeping those metrics in top shape.
  • Follow and maintain all firm policies and procedures.


  • Excellent communication skills, verbal and written.
  • Empathy for our injured clients.
  • Confidence and motivation to exceed expectations.
  • Professional attire and demeanor.
  • Desire to learn, develop, and motivate team members.
  • Team player.
  • Ability to change in a rapidly changing environment.


  • A positive fun, caring environment where learning and growing are encouraged
  • Opportunities for community outreach throughout the year
  • Medical/Dental/Vision Benefits, 401k, PTO, Bonus Pay