Carlo Martinez., BA, MSW
562-***-****-cell acbats@r.postjobfree.com
Summary of Qualifications:
9+ years in the Healthcare Industry integrating, developing and
implementing HMO guidelines and protocols. Implement Dialysis
assessments and and guidelines for HMOs and Private medical Groups
(IPA)with Discharge and Utilization Review Case Management in
Mental Health
Specialties:
Community Social Services Mental Health, (IPA)Outpatient Discharge
Planning, Telephonic Chronic and Disease Management, Coordinator
of Dialysis Outpatient Clinics, CCS Medical Case Management, MDS
Charting and Compliance, HIV Care Coordination. Medicare Special
Needs Plan Programs/SPDs (SNP)underwriting Dept Assessments,
HMOs/IPA/Authorization Procedures, Utilization Hospital Case
Management, HIPAA Compliance procedures and Develop Medical Care
Plans for HMOs (IPA)using QI-7 NCQA Guidelines for Medi-
Cal/Medicare HMO
Education/Certifications:
2005 Professional Studies; Healthcare/MSW
2003 Political Science and Public Admin (BA)
Current: Certified Professional in Healthcare Management
Certification (CPHM), 02/2014
EKG Certificate •Medical Assistant, EMT and Certified Nursing
Assistant Certificate/ICU/ER/CCU Critical Care Technician •
Complex Case Management Certificate• Microsoft windows, Outlook
Microsoft Office,Telephonic Software & Call Center Services (CCS),
Trizotto Medical Records Software, Complex Case Advanced Clinical
Management (CCA)and California Medicaid Management System (CA-
MMIS) Software
Professional Experience:
10/2012- to Present Health Net/Hill Medical Group (IPA)
Case Manager/Social Worker
•Reviewed and implemented IPA-Physician's FFS payment
•Visited IPA MD's and other network providers for HMOs update
services to member's need
•Assessments in Mental Health with the elder target population
•Coordinates interventions and prevention services, including
substance abuse services, community resources and follow ups with
mental health medical care plan
•Implement Medicaid-Medical, HMOs, and authorization risk
management and procedures approval
•Review IHHSS and Meals on wheels enrollment of participants in
programs
•Implement SNP programs and assess members for Mental Health
•Refer members to outpatient Mental Health programs
•Review dialysis orders with dialysis centers
•Develop a care plan according to QI-7 guidelines and protocols in
complex case management
•Assess dialysis patients at dialysis centers
•Review (MDS) patient charting to meet current state and federal
guidelines.
•Develop Assessment and intake-Task/According to client’s needs
and apply grief and emotional understanding of personal issues for
members for support by completing a comprehensive Psychosocial
Assessment
07/2009-09/2012 Molina Healthcare Inc...
Medical Case Manager/Social Worker
•Monitored dialysis patients and hospital inpatient and review
physician’s order to determine discharge planning
•Developed dialysis assessment/intake at centers
•Developed disease education and support materials for dialysis
members
•Reviewed IHHSS and Meals on wheels enrollment of participants in
programs
•Implemened underwriting assessment
•Referred members to outpatient Mental Health programs
•Reviewed Medicare risk assessment for inpatient and outpatient
procedures
•Developed a care plan according to QI-7 guidelines and protocols
in complex case management
•Implement SNP (MDS) programs and assess the accuracy of patient
charts through compliance and reliability, in addition to making
care assessments and treatment determinations in conformity with
privacy standards and typical treatment standards and submitting
necessary information to third parties.
•Provided case management services to members with chronic or
complex conditions
•Evaluated effectiveness of the care plan and modifies as
appropriate to reach optimal outcomes.
•Measured the effectiveness of interventions to determine case
management outcomes.
•Knowledge of ICD-9, CPT coding and knowledge of SSI, Coordination
of benefits, and Third party Liability programs and integration.
•Familiarity with NCQA standards, state/federal regulations and
measurement techniques.
•Provided case management services to members with chronic or
complex conditions
11/2007-05/2009 The State California Medical Dept: County and
State DHS, and DHCS
Medi-Cal Regional Case Manager
•Reviewed, Audit medical claims in conjunction with the Appeals
dept with CPT/ICD-9 denial codes and procedures
•Developed projects for provider’s onsite visit/education and
information from phone messages into the HP eligibility system in
accordance with DHHS timelines
•Supervised and train claims cross over to accounts primarily in
the Medi-Cal field
•Reviewed claims to provide and direct third party claims handling
of accounts with large deductibles.
•Responded to providers Accreditation for Tribal, CCS, Family
Pact, Presumptive Eligibility, Rural Health Clinics (RHCs)
Federally Qualified Health Centers (FQHCs), Indian Health Services
(IHS) Medi-Cal Care Programs Accreditation procedures and
regulations
Assisted in reconciling Medicare and Medicaid remits by providing
revision of claim denials and appeal process
•Conducted and manage outcomes of various studies that may include
analyzing, reviewing, forecasting, trending, and presenting
information for strategic planning and management needs
•Analyzed, implement and duplicate patient claim denial records to
determine if clinical data must merge into CA-MMIS software system
to identify recipient ID Benefits and ineligibility
•Reviewed recipients and providers electronic medical records to
minimize identification of person’s demographics, and personal
insurance information
•Provided analytical support when compiling and reporting
information to evaluate, interpret and analyze data from Medicare,
Medi-Cal and third party payers
•EMR auditing of outpatient and inpatient hospitals, billing
records management for CPT AND ICD CODES
•Implemented volume retention control in conjunction with Medicare
and Medi-Cal Audit/Internal master file data system
05/2006-10/2007 McKesson Healthcare Solutions Los Angeles CA
Medical Case Manager--Remote (Contract)
•Developed inpatient hospital discharge planning and community
referrals.
•Developed disease management programs to decrease inpatient
hospitalizations
•Developed education and support materials for community health
workers/behavioral specialist
•Implemented Medicaid-Medical, HMOs, authorization risk management
and procedures approval
•Developed home medical equipment projects for people with
disabilities
•Taught and review telephonic EMS CRISIS calls from enrollees
•Identified projections for cost reduction and expenses to
improved services
•Ensured compliance with federal, state, and local requirements
•Supervised, educated and trained 10 to 26 medical staff
•Created admission and discharge planning assessments for the
company
•Directed regulatory compliance and medical staff credentialing
requirements.
•Developed clinical case management, discharge planning, risk
utilization control, medical records auditing, ambulatory clinical
reviews and pre-clinical authorizations from third party
insurances
10/2003-04/2006 Oasis Care Medical Group
Medical Case Manager
•Developed and managed utilization risk management for an
ambulatory Medical Group Clinic
•Assess Dialysis patients with Medical/medicare issues and apply
for the right services
•Coordinated Dialysis appointments and referrals to Neuphrologist
for any Perm Cath problems or Fistula orders
•Developed and implemented Hemo/dialysis and Peritoneal dialysis
for Spanish Speaking Patients
•Revised Hospital Inpatient dialysis orders and follow up with
outpatient dialysis clinics for appointments
•Implemented quality assurance and utilization review
•Created policy for pre-admissions screening, admissions necessity
certification, discharge planning and development of criteria for
medical care evaluation
•Developed Patient Care Coordinator Management (PCCM) for Frequent
Admission to ER
2000-2003 Memorial Healthcare(IPA)
Medical Discharge Planner
•Develop community resource network for patient’s placements
•Ensured compliance with quality patient care and regulatory
compliance
•Implemented a variety of medical utilization review risk
management with hospitals and ambulatory outpatient services
•Utilized community referral for discharges and communicate with
case management, physicians and nurses for hospital
inpatient/discharge orders
ICU/CCU/DOU/ER/Med-Surgical/OB/Pediatrics Utilization Case Manager
1998-2000 Lakewood Regional Hospital
Main Admitting/ER Dept/Medical floor Ward Clerk
•Organize and attend to patients requisitions for
outpatient/inpatient surgery and procedures and verify insurance
information
•Registered patient s for procedures and appointments
•ER admitting registration
•Med/Surgical floor caregiver
Academia Accomplishments:
2003-2005 California State University, CSUDH
Teaching Assistant
•Developed and prepared lessons for the undergraduate student in
Healthcare, Health Science
•Prepared power point lessons in blackboard
•Administered quizzes and exams in blackboard for Undergraduate
Health Science students
•Taught 300 and 500 level courses in health Science
•Participated in classes curriculum with academia professors
2005 Academia Publications: Master’s Thesis 2005
Conference Presentation
“Compton and Youth Gangs; Cultural Approach to Reduce Youth’s
Involvement. Conference Workshop in Conjunction with UCLA
References:
Carolina Lopez, LCSW. 559-***-****
Linda Murray, LCSW Hill Physician Medical Group 559-***-****
Surendra Patel MD. Surendra Internal Medical Office (559) 440-
1110
Ellen Hope Kearns, PhD, SH(ASCP) MASCP 714-***-****