Senior Medical Records & Legal Operations Specialist | Case Management | HIPAA Compliance
About Me / Profile Overview
Highly experienced and analytical Medical Records and Legal Operations Consultant with 13+ years of remote expertise supporting U.S.-based personal injury law firms, healthcare organizations, and enterprise teams. Backed by a formal background in Internal Auditing, I provide a rigorous, double-verification firewall for case files—cross-referencing medical provider treatment notes against itemized billing ledgers to maximize data integrity and catch costly documentation gaps early.
I specialize in high-volume medical and billing records retrieval, pre-litigation case management, letters of protection (LOP) coordination, and lien reductions. I am completely self-driven, managing complex records workflows with zero supervisor oversight while ensuring strict adherence to HIPAA compliance frameworks and audit-ready standards.
Known for immediate technical integration, I plug directly into a firm's workflow on Day 1 with no learning curve. I navigate enterprise legal CRMs, medical portals, and communication platforms with absolute accuracy under tight deadlines, allowing your attorneys to focus on litigation and your providers to focus on care.
Core Competencies & Specializations
Medical & Billing Records Custody: Expert nationwide retrieval, tracking, and secure indexing for PI, MVA, and medical malpractice dockets.
Pre-Litigation Case Optimization: Managing client intakes, coordinating provider treatment progress, tracking balances, and compiling demand-ready packets.
Quality Assurance & Auditing: Deep-dive file verification, billing reconciliation, and database cleanup for high-volume dockets.
Assertive Portal & Phone Escalations: Leveraging major records networks combined with high-volume outbound follow-ups to crush facility turnaround delays.
Process Improvement & Leadership: Certified in Teach the Trainer; proven capability to establish SOPs, build training manuals, and mentor junior staff as your operations scale.
Technical Toolkit & Mastered Systems
Legal CRMs: Filevine, MyCase, Clio, Salesforce
Records Portals: Datavant, ChartSwap, MRO, HealthMark, ShareCare, Verisma, CIOX
Healthcare & Enterprise Tech: Availity, Jane EMR, Various EHR Systems, Microsoft Excel (Advanced Data Reconciliation, Reporting Dashboards), Google Workspace
Cloud Communication: RingCentral, Avaya, Slack
Target Roles
Senior Medical Records Specialist / Records Custodian
Legal Case Manager (Pre-Litigation / Litigation Support)
Legal Operations or Compliance Consultant
Healthcare-Legal Documentation Specialist
Lead Virtual Legal Assistant (Personal Injury Focus)
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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