A Clinical Case Manager coordinates medical care and provides advocacy to help people get the best and most affordable care. Helps patients navigate insurance and hospital bureaucracies and access information. May work with patients who have chronic illnesses or other complex medical needs. Works at a hospital or other healthcare facility; may follow patients throughout the span of their treatment and travel to different doctors' offices, hospitals or a patient's home.
Houston, TX — must reside in or near the Houston metro area (this role includes regular in-person driving and cannot be performed fully remotely) Job type: Full-time, hourly (non-exempt)
Pay:
$18-20/hr
Schedule:
Mon-Fri, 9:00 AM-5:00 PM Central, with flex opportunities available About Us Founded in 2017, PHI Medical Records, LLC is a medical record retrieval company that helps our client law firms obtain medical and billing records from healthcare providers across the United States. We retrieve requested records promptly and cost-effectively, proven up by affidavit, for use in legal and other formal proceedings. We take pride in our professionalism, high customer-service standards, and the value we deliver to our clients. We are a close-knit, supportive team, and we're looking for a reliable, detail-oriented person in the Houston area to grow with us. The Role in a Nutshell This is a hybrid position that combines two important jobs:
Medical Records Case Manager:
Your primary role is tracking and following up on medical and billing records for our cases, communicating with healthcare providers, and keeping cases moving through our system. Field Courier (Houston): A regular responsibility of this position is to be our person on the ground in Houston — picking up company mail from our designated delivery location, hand-delivering records requests to providers, and picking up completed records from facilities across the Houston metro area. Most of our team works remotely on a flexible schedule, and the case-management side of this job offers that same flexibility. Because the courier duties require someone local and mobile, however, this particular role is based in Houston and involves regular in-person driving during the workday. What You'll Do Case Manager Responsibilities After initial onboarding, this portion of the job may be done remotely Order medical and billing records from providers based on tasks assigned in our case management system (Filevine) Follow up on outstanding requests weekly Complete assigned Filevine tasks by their due dates and meet all internal and client deadlines Confirm that providers received requests and follow up persistently until records are produced Review incoming affidavits and records for completeness and accuracy (properly filled out, signed, and notarized) and request corrections when needed Download, save, and upload records and imaging from provider portals into our system Communicate professionally with providers by phone, email, and fax, and escalate unusual situations to management Maintain accurate weekly timesheets in QuickBooks Protect all confidential and protected health information (PHI) at all times, in compliance with HIPAA Field & Courier Responsibilities Pick up company mail from our designated delivery location on a regular schedule; process the mail to ensure it is properly filed Hand-deliver medical records requests to hospitals, clinics, and other providers around Houston Pick up completed records from provider facilities across the Houston metro area Safeguard all records in transit, taking reasonable measures to protect confidential documents from loss or theft Present professionally (business-casual attire) when visiting provider facilities What We're Looking For Required Technical proficiency: must be comfortable using a computer, web browser, email, and word processing software Reside in or near the Houston metro area Valid Texas driver's license and a reliable, currently-registered personal vehicle in good working order State-mandated minimum auto liability insurance (must be maintained on any vehicle used for company business) A clean driving record, free of DWIs/DUIs and any pattern of moving violations Strong attention to detail and follow-through — you notice when something is missing or incorrect Organized and able to juggle many active requests at once without letting things slip Self-motivated and dependable, comfortable working with minimal direct supervision Clear, professional written and verbal communication Comfortable learning and working across multiple software tools and online portals Able to handle sensitive, confidential information responsibly and discreetly Preferred (but not required) Experience with medical records, healthcare administration, legal support, or personal injury cases Familiarity with case management or records software (e.g., Filevine) and provider portals Prior experience handling HIPAA-protected information Driving Expectations Because driving is a core part of this role, the selected candidate will be expected to: Operate their vehicle safely and follow all traffic laws Use hands-free equipment for any phone use while driving; never text while driving Report any citation or collision that occurs while driving for company business within 24 hours Understand that driving records may be periodically audited for compliance Physical Requirements Regular driving to and from provider locations around the Houston metro area Ability to lift and carry boxes and packages of records Reliable transportation available during scheduled work hours What We Offer A supportive, friendly team and a casual yet professional work environment Flexible scheduling for the case-management portion of the role Paid Time Off for full-time employees after a 90-day introductory period — 13 days in your first year (including 3 flexible holiday days you can use for any holidays you choose), increasing with tenure up to 25 days per year at 5+ years of service Paid jury duty leave Company will provide a computer, software, and other equipment needed for the role Employees in good standing are eligible for discretionary annual bonus Mileage reimbursement Employment Details This is a full-time, at-will position with a 90-day introductory period. Employment is contingent on a background check, which — given the sensitive nature of the work — may include driving record, criminal history, and credit history. As a condition of employment, all team members sign a Confidentiality and Non-Disclosure Agreement and must comply with HIPAA and company data-security policies. How to Apply Submit your application through Indeed with a brief note about your experience and why this role appeals to you. We review applications on a rolling basis and will reach out to promising candidates to schedule a conversation. PHI Medical Records, LLC is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
