Client Coordinator

TEKsystemsSan Antonio, TX
$15 - $15Remote

About The Position

The Client Coordinator supports the Medical Necessity review process by working through CMS and client portals to process cases, prepare medical records, and ensure accurate documentation before assignment to clinical reviewers. This role is heavily focused on data accuracy, compliance, and timely case progression to support insurance coverage determinations Job Description Work within CMS and client portals to process cases and enter information into internal databases Review cases for eligibility and completeness prior to medical necessity review Perform data preparation, data entry, tracking, documentation, and filing in compliance with regulatory and company standards Retrieve medical records from external client systems and upload them into internal databases Ensure all required medical record components are present and accurately completed before routing Assign finalized records to medical reviewers so they can determine whether a treatment or diagnosis should be approved or denied by the insurance carrier Respond promptly to client email inquiries regarding case status, reports, or documentation questions Maintain high standards of quality, confidentiality, and customer service across all interactions

Requirements

  • Must have a hardwire connection, reliable internet, and a private working space
  • Must have healthcare experience in an office setting (No CNA or PCT Experience)
  • High School Diploma

Responsibilities

  • Handle and respond promptly to inquiries from clients and/or anyone acting on behalf of the client regarding questions, report status, concerns, or general requests for information.
  • Utilize appropriate systems and databases to enter client or claimant information and or retrieve information.
  • Maintain daily contact with the QA department regarding workflow and pending report status.
  • Contact providers for assignment and update database.
  • File and archive open and closed cases.
  • Verify all client information is current in the database and all client specific guidelines and or rules or information is documented in the system.
  • Work independently and in partnership with other team members to ensure that questions are addressed, documented and cases are returned in a timely fashion.
  • Direct calls to other departments as needed.
  • Perform various clerical duties such as typing, filing, emailing, and proofreading.
  • Assist in resolution of customer complaints and quality assurance issue.
  • Notify management of any report issues or concerns.
  • Ensure all practices are carried out in accordance with state and federal safety and legal regulations.
  • Perform other duties as assigned.
  • Work within CMS and client portals to process cases and enter information into internal databases
  • Review cases for eligibility and completeness prior to medical necessity review
  • Perform data preparation, data entry, tracking, documentation, and filing in compliance with regulatory and company standards
  • Retrieve medical records from external client systems and upload them into internal databases
  • Ensure all required medical record components are present and accurately completed before routing
  • Assign finalized records to medical reviewers so they can determine whether a treatment or diagnosis should be approved or denied by the insurance carrier
  • Respond promptly to client email inquiries regarding case status, reports, or documentation questions
  • Maintain high standards of quality, confidentiality, and customer service across all interactions

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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