Case Advocate

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

• 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.

Qualifications

• 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.

Core Competencies

• Attention to Detail


• Time Management


• Professional Communication


• Problem-Solving


• Patient-Focused Service


• Accountability


• Teamwork


• Adaptability