OUR SERVICES: BILLING

Legal and Medical Billing Specialist

What does a Legal and Medical Billing Specialist do?

A Legal and Medical Billing Specialist manages billing and invoicing processes for legal and medical services. They review and analyze documentation to accurately generate bills for clients or patients, ensuring compliance with billing regulations and insurance requirements. Legal and Medical Billing Specialists communicate with clients or patients regarding billing inquiries, payment options, and insurance coverage. They also liaise with insurance companies to verify coverage, process claims, and resolve billing discrepancies. Additionally, they may assist in preparing financial reports, maintaining billing records, and ensuring confidentiality of sensitive information.

    Tier 1

    .

    		 1 to 2
    years of
    experience

    Tier 2

    .

    		 3 to 5
    years of
    experience

    Tier 3

    .

    		 > 5
    years of
    experience

    ABOUT THE ROLE

    Roles and Responsibilities

    • Reviewing documentation to accurately generate bills for legal and medical services.
    • Ensuring compliance with billing regulations and insurance requirements.
    • Communicating with clients or patients regarding billing inquiries and payment options.
    • Liaising with insurance companies to verify coverage and process claims.
    • Resolving billing discrepancies and ensuring accurate billing records.
    • Maintaining confidentiality of sensitive information in accordance with legal and medical privacy regulations.

    Day-to-Day Duties

    • Reviewing documentation to generate accurate bills.
    • Communicating with clients or patients regarding billing inquiries.
    • Liaising with insurance companies to process claims.
    • Resolving billing discrepancies.
    • Maintaining accurate billing records.

    SKILLS AND TOOLS

    Soft Skills

    • Attention to detail
    • Communication skills
    • Problem-solving abilities
    • Time management
    • Adaptability
    • Integrity
    • Empathy
    • Confidentiality

    Hard Skills

    • Billing and invoicing procedures
    • Medical coding (for medical billing)
    • Legal billing regulations
    • Insurance claims processing
    • Document review
    • Data entry

    Tools

    Clio, TimeSolv, or CosmoLex and Kareo, AdvancedMD, or DrChrono 70%
    EncoderPro or Flash Code 90%
    EHR systems like Epic, Cerner, or eClinicalWorks 80%

    Education

    Common Educational Backgrounds and Careers for this Role:

    • Legal Studies
    • Medical Billing
    • Health Information
    • Healthcare Administration
    • Business Administration
    • Accounting
    • Finance
    • Legal Administration
    • Medical Office
    • Health Services

    CANDIDATES TESTS

    Tests & Evaluations for Candidates

    Financial Modeling Test

    Valuation models

    8/10

    For financial analysts, M&A consultants, and valuation specialists.

    Valuation Principles Test

    Knowledge of valuation methods

    9/10

    For corporate finance, investment banking, and strategic advisory roles.

    Advanced Excel

    Proficiency in financial models

    8/10

    For candidates handling complex data-driven financial assessments.