Possess a valid California driver's license and a clean driving record.
Operate a motor vehicle, repeatedly enter and exit the vehicle at specified locations, and load and unload portable duplication and scanning equipment.
Comply with the Code of Safe Practices; operate computers and copying devices; and safely operate a motor vehicle.
Understand written work procedures, write routine documents, speak clearly, and follow specific written and oral instructions.
Know the California Code of Civil Procedure and HIPAA as they relate to subpoenas and medical authorizations; correctly use standard and portable copy machines and email technology; and understand safe practices.
Maintain the confidentiality of medical and legal information; prioritize tasks and keep a timely schedule; read, write, and understand English; and use a computer, mobile scanning machines, and basic office equipment.
Address simple mechanical and equipment issues with basic office and scanning machines, using independent judgment to interpret data.
Manage time and workload to meet deadlines, work in a fast-paced and active environment, maintain customer service standards, and identify and communicate issues related to subpoena validity.
Responsibilities
Drive a company vehicle and retrieve and duplicate records in the field as requested by clients pursuant to subpoenas or medical authorizations.
Serve Custodians of Records in compliance with the California Code of Civil Procedure, using required documents authorizing release of records by subpoena or patient authorization as directed by management.
Transport scanning equipment to Custodians of Records at appointed times and scan records on-site.
Complete required paperwork, including proofs of service and declarations, to ensure proper legal procedure is followed in retrieving records.
Complete and submit work orders for follow-up and billing.
Deliver records to clients as needed.
Scan or duplicate mailed-in and picked-up records for opposing counsel sets.
Log and maintain the assigned vehicle daily.
Assist in answering procedural questions from in-house personnel, clients, and client service representatives.
Assist with training and guiding new hires involved in document retrieval.
Work with others under general supervision, comply with standard operating procedures and strict legal and procedural guidelines, and assist with prompt document retrieval and production.
Produce accurate work, comply with relevant legal procedures, and provide customer service.
Desired Qualifications
Job-related and legal-field experience is preferred but not mandatory.
A high school diploma or equivalent is desired.
Job Description
The Field Agent is responsible for driving a company vehicle, working on in field retrieval and duplication of records requested by clients pursuant to subpoenas or medical authorizations from our clients.
Effectuate service upon Custodians of Records (COR) in compliance with California Code of Civil Procedure with required documents authorizing the release of records by subpoena or patient authorization to be directed by management.
Transport scanning equipment to COR location at appointed time and scan records on-site. Complete required paperwork including proofs of service, declarations, etc., to ensure that the proper legal procedure is followed in the retrieval of records.
Complete and submit completed work orders for follow-up and billing.
Deliver records to clients as needed.
Scan/duplicate mailed-in and picked up records for Opposing Counsel sets.
Responsible for daily logging and general maintenance of assigned Knox vehicle.
Assist with procedural questions with in-house personnel, clients and client service reps.
Assist in training and guiding of new hires involved in documents retrieval.
Starting salary is $18-$20/hr depending on experience
Hours are Monday through Friday from 8AM - 5PM. Full benefits, including health, dental, vision, PTO, paid holidays and 401K.
Qualifications
Possess a valid California Driver License and clean driving record.
Operate a motor vehicle, enter and exit the vehicle repeatedly at various specified locations, load/unload portable duplication and scanning equipment.
Experience: Job related and legal field experience is preferred but not mandatory
Education High School diploma or equivalent is desired
Additional Information
Skills, Knowledge and Abilities:
Technical skills are needed to perform the duties associated with this position and skills may require updating to maintain competency as position evolves. Specific skills required for this position include: complying with the Code of Safe Practices; operating computer and copying devices; and safe operation of motor vehicle.
Knowledge is required to understand written working procedures, write routine documents, speak clearly and understand and follow specific written and oral instructions. Specific training and knowledge is required to successfully perform in this position includes: knowledge of the California Code of Civil Procedures and HIPAA in relation to Subpoenas and Medical Authorizations; correct use of standard and portable copy machines, email technology; and understand safe practices.
Ability needed to maintain confidentiality of medical and legal information; prioritize tasks and keep timely schedule; read, write and understand English language; and use computer, mobile scanning machines, and other basic office equipment. Ability to address simple mechanical and equipment issues with basic office and scanning machines is minimal. Ability required using independent judgment to interpret data. Specific ability to successfully perform in this position include: effectively managing time and workload to meet deadlines; working in a fast-paced and active environment; maintaining high standard of customer service; and, identifying and communicating subpoena validity related issues.
Responsibility:
Responsibilities include working with others under general supervision while complying with standard operating procedures; operating under strict legal and procedural guidelines; and assisting in all aspects of prompt document retrieval and production. Responsibilities ultimately require producing an accurate product; complying with relevant legal procedures; and providing outstanding customer service.
Working Environment
The working environment is primarily field based. Within the scope of performing the usual and ordinary job functions, the following physical demands are required: significant fine finger dexterity and some kneeling, crouching, lifting, carrying, pushing and/or pulling. Generally the job requires 60% sitting and/or driving, 20% walking, and 20% standing.