Records Clerk Team Lead

About the role

The Records Clerk Team Lead will manage a remote team responsible for obtaining, tracking, reviewing, and organizing medical records and billing documentation for U.S. plaintiff personal injury cases. This role combines hands‑on records retrieval expertise with people leadership to ensure timely, accurate case preparation.

Key responsibilities

• Lead daily workflow of Records Clerks, assigning priorities and ensuring on‑time completion.
• Own the medical records and billing retrieval process across hospitals, clinics, physicians, and other providers.
• Identify and resolve delays, billing discrepancies, and provider issues to keep requests moving.
• Monitor performance indicators such as turnaround times, productivity, and accuracy.
• Coach and train Clerks on retrieval procedures, HIPAA compliance, and best practices.
• Conduct quality assurance reviews to ensure documentation is complete and properly organized.
• Partner with Case Managers and other departments to provide needed documentation for pre‑litigation preparation.
• Report on completed requests, outstanding items, and team productivity.

Required profile

• 3+ years of hands‑on medical records retrieval experience for U.S. plaintiff personal injury matters.
• 1+ year of experience leading or supervising Records Clerks or a similar legal support team.
• Strong knowledge of personal injury pre‑litigation workflows and HIPAA requirements.
• Excellent written and spoken English for professional communication with providers and internal stakeholders.

Required skills

• Medical records retrieval and billing review processes.
• Legal case management platforms (e.g., Filevine, CasePeer, SmartAdvocate).
• Advanced Excel reporting skills.
• Understanding of HIPAA regulations and confidential patient information handling.