Patient Advocate / Legal Case Coordinator

Job Summary:

The Senior Patient Advocate / Legal Case Coordinator serves as a vital liaison between patients, medical providers, and legal representatives to ensure seamless coordination of care and timely resolution of attorney-related accounts. This role combines advanced patient advocacy responsibilities with legal workflow coordination and settlement follow-up.

The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing high-volume communication in a fast-paced environment. This position requires strong critical thinking skills, professionalism, and the ability to effectively manage sensitive patient and legal account matters.

Responsibilities

Case Administration

• Complete affidavits, DWQs, reductions, and related legal and administrative tasks
• Track and maintain organized documentation on case status updates, settlement progression, reductions, legal correspondence, and outstanding payments
• Follow up with law firms regarding unresolved balances, payment status, and settlement-related accounts

Patient & Case Coordination

• Coordinate patient care, including appointments, procedures, and treatment-related services
• Maintain ongoing communication with patients regarding treatment plans and scheduling
• Identify and resolve barriers to care to ensure continuity of treatment
• Communicate with patient legal representation, case managers, and referral sources regarding patient status and updates
• Manage timely transmission of medical records, billing, and treatment updates
• Complete orders, referrals, and procedure workflows to ensure continuity of care

Administrative Responsibilities

• Maintain accurate, detailed documentation in real time and in all required systems
• Manage high-volume email and phone communications and task follow-up
• Maintain organized case tracking and workflow management

Qualifications

• Bilingual in English & Spanish preferred
• Familiar with court systems and legal workflows
• Strong organizational, multitasking, and task prioritization skills
• Excellent written and verbal communication skills
• Strong attention to detail, documentation, and follow through
• Ability to work independently and exercise sound judgement
• Proficiency in Microsoft Office Suite, Adobe Acrobat Pro, and related apps
• Experience with EMR/EHR systems
• Experience with Smartsheet or other similar management platforms preferred

Education & Training

• Current Texas Notary Public preferred
• High school diploma or GED equivalent required
• Minimum one year of relevant personal injury experience required
• Minimum one year of relevant healthcare administration experience required
• HIPAA compliance training required (training available if necessary)