Personal Injury Legal Case Manager

Reports To

Practice Manager

Job Overview

Ensure all incoming referrals are processed timely, all cases are followed through to treatment discharge while providing a high level of customer service to patients, and all incoming referral sources, i.e. physicians, attorney offices, funding companies, and Workman's Comp case managers.

Responsibilities and Duties:

• Prior to the initial outreach, review the patient's chart to ensure all required information has been entered. Notate any missing information to request from the referral source.

• Initiate an introductory call with the referral source, notifying them of the patient's upcoming scheduled appointment, provide your contact information as the Legacy single point of contact, obtain the source point of contact, along with any other required information, i.e., policy limits (deck page from insurance if available) and date of injury.

• Create the "case manager" record in EClinicalWorks.

• An attorney lien must be signed by the first scheduled appointment and scanned into EClinicalWorks with all other pertinent case documentation to close the intake process.

• For patients requiring transportation, enter a calendar invite to the front office staff to arrange transportation both to and from the appointment.

• After each visit, communicate the visit outcome and treatment plan to the referral source contact. Obtain any approvals for recommended testing, procedures, and imaging.

• Once the patient has been discharged from treatment, the case will be forwarded to the internal Legacy Medical Records Department for bills and records to be sent to the referral source for payment. Review each case at a minimum once per month to ensure case is current and still treating. If not, please notify Legacy billing so they can begin their payment demand process.