California Medical Evaluators

Consultant

• Serve as the first point of contact for client referrals and inquiries
• Actively listen and ask targeted questions to uncover critical details including client objectives and case-specific details that are critical inputs for matching the right physician specialty, experience, and location
• Educate clients on appropriate expert selection and service options when needed
• Capture required details to prepare a referral for scheduling including: Case type (personal injury, workers’ compensation, auto, liability), Evaluation purpose (causation, treatment appropriateness, end of healing, return to work, disability rating), Jurisdictional requirements (examiner licensure/credentialing, guideline competency, maximum mileage for examinee), Client preferences (turnaround times, post-exam physician consults, budget/pricing expectations)
• Complete scheduling for certain referrals as dictated by SOPs
• Document referral information in CRM and workflow tools as dictated by SOPs with accuracy and completeness
• After understanding referral specifics, recommend potential expert(s) to client based on alignment on desired expertise, availability, jurisdictional, client requirements, and other criteria defined by MDpanel regional leadership
• Develop and demonstrate command of MDpanel physician panel and client needs when making recommendations
• Once the client confirms the desired physician, handoff order to scheduling team
• Partner closely with schedulers to ensure handoff is smooth, timely, and aligned with client and physician requirements
• Follow standardized processes, scripts, and tools while exercising judgment to manage unique client needs
• Support pull through for national customer contracts as well as local referral sources (e.g., attorney groups). Build trust by positioning self as a knowledgeable resource for clients seeking expert opinions
• Balance consultative engagement with speed to meet client urgency
• Maintain professionalism in interactions with attorneys, paralegals, and insurance professionals
• Work with physicians to confirm capability and availability to service cases within an acceptable fee structure
• Capture and document physician fee schedules during outreach, including when availability cannot be confirmed, to ensure accurate records for scheduling and future case matching.

Case Intake Consultant