Filevine
Charmaine Neyra
Legal Assistant
Manila
Summary
With a decade of experience in medical records retrieval complemented by three years specializing in case management, I bring a proven track record of efficiently ordering, tracking, and managing medical records essential for case development. My expertise extends to troubleshooting any challenges related to records retrieval, ensuring smooth operations and seamless case progression.
In addition to my strong background in medical records management, I excel in client interaction, maintaining consistent communication to provide updates and address inquiries with empathy and professionalism. I have a keen eye for document management, adept at handling incoming and outgoing mail, and ensuring accurate filing and distribution of documents.
Collaborative by nature, I thrive in team environments, working closely with colleagues to organize and prepare documents for legal proceedings. With a commitment to excellence and attention to detail, I am poised to contribute effectively to your team's success in achieving optimal case outcomes.
Skills
- Intake Process
- Investigation
- Client Coordination and Support
- Appointment scheduling
- Case Management
- File Organization
- Medical Records and Billing Collection
- Personal Injury
- MS Office Suite: Outlook, Word, and Excel
- Filevine, Casepeer, SmartAdvocate, MyCase, Litify, HelloSign, Dropbox
Overview
10
10
years of professional experience
1
1
Language
Work History
Legal Assistant
Ballard Law Practice
10.2023 - 02.2024
- Facilitated the acquisition of properly signed documents from clients and meticulously entered data into various software platforms. Managed the comprehensive process of requesting, receiving, and accurately documenting records within our software systems.
- Gathered crash reports, photos, videos, and other pertinent items such as medical records and bills to bolster claim support, ensuring thoroughness and accuracy in documentation.
- Skillfully packaged documents into settlement demand exhibits, incorporating necessary redactions for our Nurse reviewer and attorney review. Assisted with subrogation and liens, negotiating settlement terms via email, fax, or phone, and meticulously documenting financial details in designated areas. Prepared detailed reports for attorney review.
- Supported the seamless closure of files, meticulously ensuring precision in financial reporting to clients down to the cent. Generated comprehensive reports for attorney review.
- Provided assistance with phone and video communications for clients, facilitating clear and effective interactions to meet their needs.
Treatment Coordinator
Crockett Law
12.2022 - 01.2024
- Initiated contact with clients within 48 hours of case sign-up, identifying past medical treatment and necessary records.
- Served as a liaison between patients, clinical staff, and external specialists during referral processes or collaborative care efforts throughout the pre-litigation and litigation process.
- Increased case acceptance rates through persuasive presentation of treatment options and benefits addressing fears and concerns related to medical treatment.
- Ensured clients received timely referrals for MRIs, orthopedics, and pain management.
- Worked with patients to schedule follow-ups, initial appointments, and surgeries, coordinating transportation to get patients to and from medical appointments.
- Reduced no-show appointments by implementing a reliable reminder system including phone calls, texts, or emails as preferred by each individual patient.
- Built strong relationships with referring providers, clients, and involved parties through regular communication updates on shared cases.
- Keep attorneys and paralegals informed of any record delays or challenges, fostering effective collaboration.
- Maintained detailed records of patient treatments, ensuring accurate billing and efficient followups.
- Improved patient satisfaction by effectively communicating treatment plans and addressing concerns.
- Coordinated with the medical records team to order records post-treatment, minimizing delays in case resolution.
Legal Assistant
TSF Law
01.2023 - 12.2023
- Improved administrative processes for better efficiency in handling caseloads, reducing paperwork backlog, and ensuring timely completion of tasks.
- Reviewed and evaluated existing and incoming electronic documents to ascertain their content, relevance, and suitable placement within Filevine and Dropbox.
- Streamlined document review processes, resulting in more accurate and efficient case management.
- Executed the relocation of documents to their designated locations in accordance with the new filing structure. Downloaded all faxes from Email/ SRFax to Filevine and Dropbox.
- Reviewed entity and transactional files to assess completeness, ensuring the presence of all necessary documents.
- Conducted thorough quality checks to verify the proper organization of documents and adherence to established filing guidelines.
- Streamlined medical record retrieval processes, resulting in faster access to critical information.
- Collaborated closely with team members to understand specific document requirements and ensure alignment with organizational needs.
- Provided regular updates on progress, challenges, and recommendations to the project manager and other team members.
Medical Records Clerk
M&Y Personal Injury Lawyers
07.2021 - 04.2024
- Managed the medical treatment section in Filevine, ensuring accurate and up-to-date records for efficient case tracking.
- Reviewed and organized medical records, compiling comprehensive lists of treatment dates and billed/paid amounts in billing records.
- Prepared liens, submitted record requests via fax or email, and diligently followed up until records were received. Prepared files for settlement demands, contributing to streamlined case preparation.
- Collaborated with physicians and nurses, providing timely access to accurate and up-to-date medical records.
- Assisted in training new Medical Records Clerks, sharing best practices for managing files efficiently while maintaining confidentiality.
- Analyzed and assessed police reports, intake sheets, DHCS liens and other benefits paid to gather crucial information for case evaluation and documentation.
- Ensured HIPAA compliance by adhering to strict confidentiality guidelines when handling sensitive patient information.
Patient Care Coordinator
Elite Medical Care
03.2022 - 09.2022
- Enhanced patient satisfaction by efficiently scheduling appointments and managing patient flow.
- Streamlined communication between patients and healthcare providers, ensuring timely responses to inquiries and concerns.
- Implemented a more efficient system for managing medical records, resulting in faster access to crucial information during patient visits.
- Reduced wait times by implementing an effective appointment reminder system for patients, minimizing no-shows and late arrivals.
Medical Data Entry Specialist
Medimobile Business Solutions
11.2021 - 07.2022
- Utilized fast and accurate data entry skills entering patient demographic information from intake forms/ excel sheets into Kareo EMR System
- Improved data accuracy by meticulously entering and updating medical records in a timely manner.
- Performed in-depth data validation on data from registration and insurance information
- Uploaded documents, and intake forms, and added insurance information into the system
- Updated excel spreadsheets and added appointments
- Prepared and sent rapid/PCR test results
- Created patient charts, and visit notes, and added super bill for each visit.
Legal Assistant
Linden Law, LLC
06.2021 - 02.2022
- Communicated with clients, and gathered necessary documents and information to begin building a case
- Conducted all initial research and provide information to the Lawyer
- Managed all administrative responsibilities in the legal office
- Organized all legal documents in a confidential way
- Obtained client medical records from medical providers
- Communicated with the SSA and clients to facilitate the processing of disability claims
- Prepared and uploaded retainer and closing statements
- Reviewed medical and billing records
- Prepared A-Zs to subpoena medical records.
Field Reviewer Advocate
Change Healthcare
02.2019 - 03.2021
- Supervised and communicated assigned remote workforce from various States
- Ensured that the assigned field reviewer or a replacement attends the scheduled onsite appointment
- Evaluated and coached individual Field Reviewers regarding performance and when necessary make recommendations for personnel actions in coordination with Human Resources
- Assisted field reviewer with equipment issues including coordination with appropriate departments
- Reviewed and approve/reject Field Reviewer expenses and time cards within the allotted time to ensure that the Field Reviewer’s compensation is not impacted
- Updated Field Reviewer information within multiple systems to ensure completeness and accuracy
- Monitored project performance by maximizing Field Reviewer schedules
- Communicated with internal departments and Advocacy Management to facilitate problem resolution and keep well-informed of all situations that might arise in the field or with provider sites
- Delivered excellent customer service to Provider offices.
Chart Retrieval Specialist
Change Healthcare
10.2018 - 01.2019
- Contacted medical facilities to obtain commitments to send medical records to Change Healthcare via fax or mail
- Identified of all sites/providers affiliated with assigned sites within the scheduling system before calling the site
- Reached out to provider offices to schedule onsite chart reviews for HEDIS and Risk Adjustment Review.
Assistant Quality Manager - Records Retrieval
Peak Outsourcing
05.2017 - 10.2018
- Developed and implemented quality assurance guidelines and policies compliant with client standards
- Monitored agent compliance by listening to calls either recorded live or side-by-side while communicating feedback
- Encouraged good practices and discouraged bad ones
- Tracked call results and conducted trend analysis based on results of monitors and improved quality and training needs
- Lead internal calibrations with Training and Operations and ensured consistent scoring
- Consistently sent immediate emails to supervisors and provided instant feedback on performance concerns and auto-fails
- Maintained internal corrective action system
- Performed daily account tasks
- Oversaw maintenance of agent performance data and assisted in updating client communication logs
- Served as the point of contact for clients regarding quality objectives, procedures, and concerns.
Operations Team Lead - Records Retrieval
Peak Outsourcing
02.2016 - 05.2017
- Provided each team member with constructive feedback and coaching to ensure they would exceed monthly goals
- Administered performance management by diagnosing improvement opportunities, providing effective feedback, and utilizing corrective action plans to meet operational objectives
- Trained new hires and monitored progress for the extent of their probationary period while achieving high levels of productivity
- Conducted team meetings on policy and procedure and on plans to achieve weekly/monthly team goals
- Provided performance reviews and developmental feedback on a monthly/quarterly/annual basis.
Medical Records Specialist - Records Retrieval
Peak Outsourcing
08.2014 - 02.2016
- Established the lines of communication with custodians of record based on order priority
- Made approximately 65 to 85 outbound calls per day
- Escalated the level of communication (intensity) with the custodian as the order approaches the due date and send proper notices to each location to elicit the production of records
- Entered viewable and non-viewable updates into the MR8 computer system to document all conversations with custodians, all processes of orders, and all tracking of orders (document due diligence)
- Provided quality control of all incoming records when matching to a work order (i.e
- Record subject identifying information and type of records requested vs
- What was received)
- Scheduled field jobs accurately and completely
- Shared the responsibility of answering the phones
- Ensured compliance with all HIPAA regulations concerning the use, retrieval, storage, and sharing of medical records.
Education
Bachelor of Office Administration - Medical Transcription
Polytechnic University of the Philippines
Manila, PH05.2010
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimePart TimeContract WorkWork Location
RemoteImportant To Me
Company CultureWork-life balanceCareer advancementFlexible work hoursPaid time offSoftware
CasePeer
SmartAdvocate
Litify/ Salesforce
MyCase
Filemaker
MetaRecords8
RingCentral
Google Voice
Line2
Vonage
Google Workspace
Office 365
Zoom
Slack
Efax, SRfax, and Callture
Dropbox and Box
HelloSign, SignNow, and Docusign
Timeline
Legal Assistant
Ballard Law Practice
10.2023 - 02.2024
Legal Assistant
TSF Law
01.2023 - 12.2023
Treatment Coordinator
Crockett Law
12.2022 - 01.2024
Patient Care Coordinator
Elite Medical Care
03.2022 - 09.2022
Medical Data Entry Specialist
Medimobile Business Solutions
11.2021 - 07.2022
Medical Records Clerk
M&Y Personal Injury Lawyers
07.2021 - 04.2024
Legal Assistant
Linden Law, LLC
06.2021 - 02.2022
Field Reviewer Advocate
Change Healthcare
02.2019 - 03.2021
Chart Retrieval Specialist
Change Healthcare
10.2018 - 01.2019
Assistant Quality Manager - Records Retrieval
Peak Outsourcing
05.2017 - 10.2018
Operations Team Lead - Records Retrieval
Peak Outsourcing
02.2016 - 05.2017
Medical Records Specialist - Records Retrieval
Peak Outsourcing
08.2014 - 02.2016
Bachelor of Office Administration - Medical Transcription
Polytechnic University of the Philippines
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