What are the responsibilities and job description for the Case Advocate position at NEO Surgical Group?
Neo Surgical Group is seeking a detail-oriented and highly organized Case Advocate to join our growing team. The Case Advocate plays a critical role in coordinating patient care, ensuring timely scheduling, maintaining accurate case records, and serving as a liaison between patients, attorneys, referral sources, and clinical staff.
The ideal candidate is proactive, dependable, and able to manage multiple priorities in a fast-paced healthcare environment while providing exceptional customer service.
Essential Duties & Responsibilities
The ideal candidate is proactive, dependable, and able to manage multiple priorities in a fast-paced healthcare environment while providing exceptional customer service.
Essential Duties & Responsibilities
- Oversee patient scheduling timelines to ensure appointments are booked with the appropriate provider and within required timeframes.
- Collaborate with Medical Assistants and the Scheduling Team Lead to identify and resolve scheduling discrepancies.
- Review and confirm insurance policy limits and case-related information.
- Verify upcoming patient appointments one business day in advance.
- Communicate with patients regarding appointments, treatment plans, and scheduling needs.
- Notify attorneys and referral sources when patients decline treatment or discontinue care.
- Maintain and update patient statuses within tracking logs and internal systems.
- Ensure patient records and case information remain accurate and up-to-date.
- Monitor patient progress through the treatment process and escalate issues as needed.
- Maintain confidentiality and comply with HIPAA regulations.
- Perform additional administrative duties as assigned.
- High school diploma or equivalent required.
- Minimum 1 year of healthcare, medical office, case management, patient advocacy, or scheduling experience preferred.
- Strong organizational and multitasking skills.
- Excellent verbal and written communication abilities.
- Ability to work independently and as part of a team.
- Proficiency in electronic medical records (EMR) systems and Microsoft Office.
- Knowledge of personal injury (PI), orthopedic, pain management, or specialty medical practices is a plus.
- Strong attention to detail and ability to follow processes accurately.
- Attention to Detail
- Time Management
- Professional Communication
- Problem-Solving
- Patient-Focused Service
- Accountability
- Teamwork
- Adaptability