Medical Records Development Clerk

Administrative San Antonio, Texas


Heard and Smith, LLP was founded on the principles of compassion, humility and the relentless desire to pursue financial assistance for our clients. Our law firm has been helping the disabled for over 30 years and has a proven record. Do you have a heart for those in need? We are seeking individuals with excellent customer relations, strong work ethic, and a true desire to help others. Being part of the Heard and Smith team is more than a job; each day provides you with opportunities to change someone’s life!

  • Fast-paced, and professional environment;
  • Fulfilling, challenging, and rewarding;
  • Great team environment;
  • Paid Holidays, Accrued Paid Time Off;
  • Great Medical Benefits Package;
  • Wellness Program;
  • Competitive Salary with 401k with Profit Sharing;
  • $11.00-$13.50 per hour depending on experience and education
As the Medical Development Clerk you work closely with the attorneys, legal assistants and other staff to assist in developing client cases by requesting and obtaining updated medical records from medical providers.

In this role you will:
  • Contact medical providers and request information and updated medical records
  • Accept queue calls from providers and Social Security Administration (SSA)
  • Systematically follow-up with providers on all past due outstanding records requests
  • Call providers on any urgent records requests to get them expedited
  • Review, approve, or deny invoices for medical records
  • Submit medical records to Office of Disability Adjudication and Review (ODAR)
  • Maintain excellent customer service skills in all working relationships
  • Maintain client confidentiality at all times
  • Use good judgment to discern what issues may be urgent and need a manager’s or director’s attention immediately
To be successful in this role you will need:
  • High School Diploma; Some college, technical school or combination related experience and/or training
  • Customer service experience
  • Minimum 45 WPM typing speed
  • Social Security Disability Law or other disability or medical background strongly preferred
  • Excellent telephone, communication, and active listening skills
  • Ability to work well with others as a team
  • Has professional manner and high energy level, exhibits a positive attitude
  • Multi-tasking skills and the ability to work well under pressure
  • Reliability and dependability
  • Problem analysis and problem-solving
  • The ability to maintain client confidentiality at all times
  • Spanish speaker a plus