Summary
Overview
Work History
Education
Skills
Timeline
Generic

Dian Apattad

Cubao, Metro Manila

Summary

Results-driven professional skilled in researching legal case information and preparing necessary correspondence with strong understanding of legal terminology and processes. Adept in maintaining confidential records and client information. Pleasantly assists attorneys in preparing for trials and other legal proceedings. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

10
10
years of professional experience

Work History

Legal Case Manager -Law Office of Dr. Bill Latour

Ifive
04.2022 - Current
  • Ensured seamless transition of cases between attorneys by maintaining comprehensive case files with all necessary documentation readily available.
  • Optimized financial performance by managing billing and invoicing processes, ensuring accurate and timely payments from clients.
  • Reduced client wait times for case updates through regular communication and prompt followups.
  • Collaborated with attorneys to develop successful case strategies, resulting in favorable outcomes for clients.
  • Contacted clients to schedule appointments and discuss progress of cases.
  • Interviewed clients to obtain information relevant to cases.
  • Produced legal documents such as briefs, pleadings and appeals.
  • Communicated pertinent information to clients via phone, email, and mail.
  • Drafted and negotiated fee agreements and transactions on behalf of the company.
  • Request attorney breakdown request and filing a fee petition.


Intake Specialist - Dawa Law Firm

Ifive
10.2021 - 04.2022
  • Answered phone calls and provided new clients with required paperwork to initiate service.
  • Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
  • Completed intake assessment forms and filed clients' charts.
  • Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.
  • Provided compassionate support to clients during the intake process, offering reassurance and understanding in times of distress.
  • Ensured client confidentiality by adhering to strict privacy policies when handling sensitive information during the intake process.
  • Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
  • Maintained accurate, up-to-date client records for reliable reference and communications.
  • Reduced errors in documentation through diligent proofreading before submission, maintaining high standards of quality control throughout the entire intake process.
  • Explained eligibility requirements, application details, payment methods, and applicants' legal rights during intake assessment.
  • Educated clients about available resources within the organization, empowering them to make informed decisions regarding their care options.

Medical Records Retrieval Specialist

Ifive
10.2020 - 04.2021
  • Collaborated with other healthcare professionals to ensure the timely delivery of pertinent medical information.
  • Diligently tracked and reported metrics related to medical record retrieval efforts, providing valuable insights into operational performance.
  • Developed strong relationships with external partners, enabling efficient collaboration on shared projects and initiatives.
  • Reduced errors in medical record handling by implementing a comprehensive quality assurance program.
  • Expedited insurance claims processing by promptly acquiring necessary documentation from various sources.
  • Maintained confidentiality of all medical records and sensitive information to comply with HIPAA regulations.
  • Reviewed charts and flagged incomplete or inaccurate information.
  • Maintained patient confidence by keeping patient records information confidential.
  • Assisted in preparation of medical records to release to other medical facilities requesting for patient history and information.
  • Developed and maintained organized filing system for medical records to adhere to HIPAA regulations.
  • Obtained necessary signatures on information release forms to obtain medical and treatment records from other service providers.
  • Followed up with medical staff regarding missing information in patient records.
  • Verified accuracy of patient information in medical records.
  • Tracked and monitored requests for medical records release.
  • Followed exact procedures for handling transfers and other releases of medical records.

Sales Associate in Telco Communication

- SItel
05.2014 - 10.2020
  • Engaged with customers to build rapport and loyalty.
  • Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
  • Generated new sales leads to achieve and exceed monthly sales goals.
  • Answered customer questions about products and services, helped locate merchandise, and promoted key items.
  • Solved customer challenges by offering relevant products and services.
  • Collaborated with team members to improve overall store performance, sharing best practices, and offering support as needed.
  • Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
  • Educated clients on current promotional offerings and products using persuasive selling tactics.

Education

Bachelor of Arts - Psychology

University of Saint Louis Tuguegarao
Tuguegarao City, Province Of Cagayan, Philippines
04.2013

Skills

  • Document Review
  • Customer Service
  • Attention to Detail
  • Effective Multitasking
  • Decision-Making
  • Document organization
  • Proficient in MS Office
  • Appointment Scheduling
  • Legal Correspondence
  • Administrative Support
  • Case Management
  • Billing Statements
  • Correspondence and Legal Forms

Timeline

Legal Case Manager -Law Office of Dr. Bill Latour

Ifive
04.2022 - Current

Intake Specialist - Dawa Law Firm

Ifive
10.2021 - 04.2022

Medical Records Retrieval Specialist

Ifive
10.2020 - 04.2021

Sales Associate in Telco Communication

- SItel
05.2014 - 10.2020

Bachelor of Arts - Psychology

University of Saint Louis Tuguegarao

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Dian Apattad