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Stop Setter phone clerk


Job Location:

Santa Ana, CA - USA

Monthly Salary: Not provided by the employer
Posted: 5 August 2026 (30+ days ago)
Application Deadline: 2 November 2026
Vacancies: 1 Vacancy

Job Summary

Job Description: Stop Setter Representative

Position Summary

Stop Setter Representative is an entry level position that works in a high-performance team environment and is responsible for contacting medical facilities businesses and other record custodians to schedule appointments to copy or pick-up records or obtain status on outstanding subpoenas. This position is primarily phone-based and focuses on coordinating appointments confirming record availability and ensuring all subpoenaed records are obtained timely.

 

Essential Duties and Responsibilities

  • Contact medical providers hospitals imaging centers employers billing facilities and other custodians to schedule appointments.
  • Confirm that all requested records will be available for copying or pick-up and WHEN including:
  • Medical records
  • Billing records
  • Radiology films/X-rays / Diagnostic images
  • Electronic records
  • Obtain a completed Declaration with all subpoenaed records
  • Confirm that they are providing us with the correct date range.
  • Document appointment dates times contact names and special instructions accurately in the company system and on the order/traveler.
  • Identify missing information or issues that may delay copying records and notify the CSR immediately of the issue.
  • Communicate professionally and courteously with medical offices and custodians.
  • Follow company procedures and HIPAA confidentiality requirements.
  • Maintain productivity and meet daily call and appointment-setting goals.
  • Perform other related duties as assigned by management.

 

Working Conditions

  • Primarily office-based position.
  • Frequent telephone communication throughout the workday.
  • Prolonged periods of sitting and computer use.

 

Performance Expectations

Success in this position is measured by:

  • Number of appointments scheduled.
  • Timely completion of assigned work.
  • Professional interactions with custodians and coworkers.
  • Consistent attendance reliability and adherence to company procedures.

Qualifications :

Qualifications

  • High school diploma or equivalent.
  • Previous customer service call center scheduling medical office or legal support experience preferred.
  • Strong telephone communication skills.
  • Excellent organizational and time management abilities.
  • Ability to multitask and prioritize work effectively.
  • Strong attention to detail.
  • Basic computer skills including Microsoft Office/Outlook and the ability to learn company software.
  • Ability to work independently while functioning as part of a team.

 

Knowledge Skills and Abilities

  • Professional and courteous phone etiquette.
  • Strong listening and communication skills.
  • Problem-solving skills and attention to detail.
  • Ability to work efficiently in a fast-paced environment.

Dependable with excellent attendance and punctuality a MUST


Additional Information :

Benefits: including health dental vision Life/AD&D FSA PTO paid holidays and 401K.

All your information will be kept confidential according to EEO guidelines.


Remote Work :

No


Employment Type :

Full-time


About Company

Knox Attorney Service has been in business for more than 40 years as a provider of litigation support, reprographics and document management services, as well as statewide courier/messenger service. We provide a wide array of services including service of process; court services; on-c ... View more

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