Case Intake Consultant

Our Mission:

MDpanelis one of the largest providers of expert medical opinions in the United States. We are committed to being the most coveted partner for physicians carriers attorneys and patients by connecting those in need of medical opinions with the most qualified and highly regarded medical professionals in the our member healthcare professional partners to maximize their time and produce unparalleled revenue return our carrier and attorney clients receivetimely complete thorough and easy-to-understand opinions to support the medical legal inquiry.

MDpanelis revolutionizing the medical opinion space by creating the first true marketplace to connect those in need of medical opinions to those capable of providing them. Unlike traditional services-based models we are devoted to our healthcare professionals and are relentless about removing the burden of administration securing exam volume preparingforand supporting physical examinations backend processing report submissions and billing. At the heart ofMDpanel our team is committed to delivering an unparalleled experience for all stakeholders. We think big start small and move fast. Our culture is built on supporting each other with accountability transparency and passion for our mission.

Position Summary:

MDpanelis seeking a strategic and service-oriented Case Intake Consultant who serves as the critical first point of contact in converting client inquiries and referrals into complete ready-to-schedule orders for expert medical evaluations. This role demands subject matterexpertiseacross the IME market and the full range of medical opinion products enabling the Consultant to deliveraccuratetimelyrecommendations that align client needs with the right physician specialty andjurisdiction.

The Consultant brings a consultative approach to every client interaction - actively listening asking targeted questions and positioning themselves as a trusted resource to insurance adjusters attorneys and paralegals. Beyond client engagement this role requires direct physician relationship management including confirming availability working within acceptable fee structures and capturing fee schedules to support scheduling continuity.

The right candidate will combinestrong communicationskills with working knowledge of medical-legal processes workers compensation and jurisdictional requirements - translating complexity into clear guidance for clients while ensuring a seamless handoff to the scheduling team. Experience in a high-volume client-facing environment within healthcare claims or medical-legal services is strongly preferred.

Essential Roles and Responsibilities:

Client Engagement & Intake

• Serve as the first point of contact for client referrals and inquiries.

• Actively listen and ask targeted questions to uncover critical detailsincluding clientobjectivesand case-specific details that are critical inputs formatchingthe rightphysicianspecialty experienceand location.

• Educate clients onappropriate expertselectionand service options when needed.

Information Gathering & Documentation

• Capture required details to preparea referral for schedulingincluding:

• 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 forexaminee).

• Client preferences (turnaround times post-exam physicianconsults budget/pricing expectations).

• Complete schedulingfor certain referrals as dictated by SOPs

• Document referral information in CRM and workflow toolsas dictated by SOPswith accuracy and completeness.

Physician Recommendation Process

• After understanding referral specifics recommend potential expert(s) to client based on alignment ondesiredexpertise availabilityjurisdictionalclientrequirements and other criteria defined byMDpanelregional leadership.

• Develop anddemonstratecommand ofMDpanelphysician panel and client needs when makingrecommendations. Oncethe clientconfirmsthe desiredphysician handofforder toschedulingteam.

Collaboration & Workflow Management

• Partner closely with schedulers to ensure handoff is smoothtimely and aligned with client and physician requirements.

• Follow standardized processes scripts and tools while exercising judgment to manage unique client needs.

Client Relationship Management

• Supportpullthrough for national customer contracts as well as local referral sources (e.g. attorney groups).

• Build trust by positioningselfas 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.

Physician RelationshipManagement

• Work with physicians to confirm capability and availability to service cases withinan acceptablefee structure. Capture and document physician fee schedules during outreach including when availability cannot be confirmed to ensureaccuraterecords for scheduling and future case matching.

Qualifications and Preferred Skills:

• Bachelors degree or equivalent experience.

• Background in healthcare medical-legal services claims or related industryis stronglypreferred.

• Experience working with insurance adjusters attorneys or medical professionals strongly preferred; familiarity with California IME or QME processes is a plus.

• Working understanding of the IME market and the range of medical opinion products (e.g. IME QME peer review record review causation analysis) to ensureaccuratetimelyrecommendations aligned to client needs and case requirements.

• Demonstrated ability to manage high-volume phone-based client interactions with professionalism and efficiency.

• Strong communicationand active listening skills; able to elicit key information efficiently.

• Working knowledge of medical terminology impairment guidelines andtreatment ofappropriateness standards as applied in a medical-legal or claims context.

• Ability to translate complex medical and jurisdictional requirements into clear actionable guidance for clients.

• Detail-oriented with excellent documentation skills and a consistent record of accuracy in fast-paced environments.

• Comfortable using CRM systems workflow tools and structured intake processes; ability to learn proprietary platforms quickly.

• Collaborative team player with a client-first mindset and the ability to balance urgency with thoroughness.

• Ability to thrive in a fast-pacedenvironmentbalancingspeedand accuracy.

Additional Information:

The salary range for this position is provided as an estimate based on current market conditions and company benchmarks. Actual compensation may vary depending on factors such as experience qualifications skills location and internal equity.Please note that we are unable to provide sponsorship assistance currently. All applicants must have a valid work authorization for the country in which they are applying.

Please note that this compensation range is subject to change at any time and may not be applicable to all candidates. We are committed to ensuring fair and equitable pay practices and encourage applicants to discuss any questions or concerns regarding compensation during the interview process.

MDpanel is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace where all associates feel valued respected and supported. We do not discriminate based on race color religion sex (including pregnancy gender identity and sexual orientation) national origin age disability genetic information veteran status or any other legally protected characteristic.

We are dedicated to fostering a culture of inclusion and belonging and encourage applicants of all backgrounds to apply. If you require accommodations during the application or interview process please contact

Required Experience:

Senior IC