Attorney

• Analyze Case Profile
• Contact Member Specialist or Manager for any additional information
• Search for a Provider using the CMS search function and proper procedures
• Confirm Provider is properly credentialed and approved
• Make phone calls to Providers for case matching; all actions and information concerning matching must be documented within the case
• A minimum of five (5) match attempts must be made daily per case
• Confirmation of all matching points must be satisfied: distance, timeliness of referral, benefits, costs, area of practice, and member preferences/needs
• Send proper confirmations to Provider
• Send all proper documents to Provider (i.e. Questionnaire and Contract)
• Notate all applicable information into each case within the CMS
• Properly update the Attorney Database
• Communicate effectively and in a timely fashion with customers, teammates, and management
• Complete a Daily Status Updates when referrals are not ready the same day or the next day, so that the information can be communicated to the member
• Respond to all phone messages and emails within two (2) business hours
• Report daily activity, using the standard Daily Report format
• Assist with status updates, providing referrals, and making follow up calls as needed when call volume or staffing issues require

Legal Case Matching Specialist

Legal Staff Manager

Civil Litigation Attorney

Family Law Attorney

ED, Attorney – HR

ED, Attorney – Technology