Medical Records Clerk

McCraw Law Group•McKinney, TX

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About The Position

SUMMARY Purpose Support case progression by accurately requesting, tracking, reviewing, and documenting medical records while protecting client information and record integrity. Mission Ensure medical records are handled reliably, timely, and in compliance with firm standards, so downstream teams receive complete and usable documentation without delays. Get It, Want It, Capacity (GWC): Understands the role, wants the responsibility, and has the skills, time, and energy to execute it at a high level. Possess a comprehensive understanding of the role's intricacies, its significance, and its specific responsibilities. Core Values (HECTOR): Hungry: We are hungry. We take on tough challenges finding a way to win. Execute: We take action with urgency and passion. Compassion: We care for and respect our clients and our team members. Team Over Self: We advance the team over self, we succeed or fail together. Ownership: We take responsibility for all results. Do the RIGHT thing: We do the right thing, every time. Most Critical Outcome (MCO) Medical records requests are processed accurately and followed up consistently with minimal rework, delays, or escalation. Drivers & Obsessions These represent general focus areas that guide priorities and can evolve with company needs. Daily execution discipline over good intentions. Accurate requests and consistent follow-up over speed alone. Clear priorities aligned to case deadlines. Clean documentation over assumptions. Early escalation before deadlines are missed. To be successful in this role, the individual must be able to perform the essential duties of the role and meet the performance expectations of the seat. The requirements below represent the knowledge, skills, and abilities required.

Requirements

1+ years of experience in medical records retrieval or records operations in a regulated environment preferred
Demonstrated ability to work in a task-driven, deadline-sensitive setting with accuracy and follow-through
Strong organizational and prioritization skills with attention to detail
Familiarity with HIPAA requirements and confidentiality standards for protected health information
Ability to manage an assigned caseload while maintaining quality and documentation standards
Proficiency with case management systems, records tracking tools, and standard office software
Alignment with McCraw Law Group’s Core Values (HECTOR)
Commitment to maintaining a professional, respectful work environment, including adherence to the firm’s Zero Tolerance policy regarding gossip, drama, or behavior that negatively impacts morale

Responsibilities

Submit, track, and follow up on medical records requests, including medical, billing, radiology, and related documentation.
Communicate with medical providers, custodians, and vendors to obtain records within established timelines.
Document all requests, communications, and received records accurately in the case management system.
Route received records promptly and ensure visibility for downstream teams.
Review incoming medical records for completeness, accuracy, and basic admissibility standards.
Identify missing information, inconsistencies, or documentation gaps and take corrective action or escalate as appropriate.
Identify and flag potential lien indicators found within medical records and ensure proper notation and timely handoff to the Lien Team.
Handle protected health information in compliance with HIPAA, confidentiality requirements, and firm policies.
Maintain organized, accurate, and audit-ready records documentation.
Communicate status updates, delays, or issues to the Medical Records Team Lead.
Escalate questions, risks, or delays promptly when issues fall outside assigned scope or authority.
Support team execution through reliability, organization, and professionalism.