• Manage and/or assign files to appropriate staff members and initiate appropriate verbal and/or written contacts with employers, clients, claimants, and medical providers. • Set up files in all appropriate systems; assign files, when applicable, to the nurse • Facilitate and schedule appointments as needed, and keep the Telephonic Nurse Case Manager (TCM), clients, claimants, providers, and employers informed verbally and/or in writing of any changes, delays, updates, or problems • Maintain appropriate electronic and paper files • Obtain authorization for medical release of information from the adjuster, as necessary, for records acquisition • Interface with a variety of inter-disciplinary providers (e.g., PT, diagnostic, psychology, etc.) • Identify, maintain, and update participating providers • Utilize Share Point tool for evaluating case risk, and input all activities (including verbal and written discussions) into the Ultimate database and customer/client system • Answer incoming calls, and direct the call appropriately • Process all documents using computer, copier, and scanner • Search and copy the appropriate internal criteria guidelines, when appropriate • Screen all re-open files (subsequent URs) to determine duplicate requests, vs. an appeal request that is beyond the allotted timeframe, vs. a reconsideration, vs. a new UR • Basic invoicing • Continually improve job skills and knowledge of all company products and services as well as customer issues and needs, through ongoing training and self-directed research. • Adhere to company policies, procedures, and reporting requirements.