Specialist role · Remote

Medical Records Specialist

The Medical Records Specialist manages the end-to-end process of requesting, tracking, and organizing all medical records and billing statements related to a client’s case. This role ensures all documentation is accurate, labeled, and available for attorney or case manager review.

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Before you apply
  • Experience in a US law firm
  • Strong written and spoken English
  • Reliable internet
  • A working camera and microphone

You work from home, during the firm's business hours, inside the firm's case software.

The role

What the job involves.

Requirements Needed To Apply

  • Has to have experience in a US law firm
  • Has to be english speaking
  • Has to have reliable internet access
  • Has to have a reliable camera and mic for meetings

Key Responsibilities

  • Send and track requests for medical records, bills, and itemized statements.
  • Maintain detailed logs of requests, follow-ups, and receipts.
  • Verify completeness of received records and ensure proper labeling.
  • Upload and index all medical documentation in the firm’s CMS (Filevine, SmartAdvocate, etc.)
  • Communicate professionally with providers for missing or delayed items.
  • Coordinate with authorizations and case management teams on pending requests.
  • Generate weekly record status reports for assigned caseloads.

Preferred Qualifications

  • 1+ year(s) of experience at a personal injury law firm (required)
  • Experience requesting, tracking, or organizing medical records/bills
  • Familiarity with authorizations, HIPAA releases, and provider communication
  • Experience using legal case management software (Filevine, SmartAdvocate, Needles, etc.)
  • Ability to work independently in a remote setting while meeting daily/weekly quotas.
  • Strong English reading/writing skills
Working with ClaimUp

Trained first. Managed daily.

ClaimUp places specialists on the case teams of US personal injury firms, and stays with you after you start.

Training before day one

Onboarding and role training in ClaimUp University, so you know the role and the standard before you work on a client's cases.

A manager in your corner

A ClaimUp manager works with your team every day: following up, checking quality and coaching when something slips.

A real case team

You work with the firm's attorneys and staff, inside their case software, on real personal injury cases.

Not the right role?

Send us your experience.

The specialist application goes to our talent team, who match people to open roles.

Open the specialist application →

Want to join ClaimUp's internal team? See careers at ClaimUp.