Case Manager Customer Service

Miu Y Ling

**** * **** ****** ******* CA ***** 510-***-**** *********@*****.***

Objective: Having experience with strong interpersonal skills and knowledge pertaining to ethical

Issues within the community. Experience dealing with complicated cases and conflict

Resolution and I find myself with excellent support with the different prospects.

WORK EXPERIENCE

Center for Elders’ Independence

Benefits Case Manager 2020 - Present

• Accomplishes clients’ care by assessing treatment needs; developing, monitoring, and evaluating treatment plans and progress; facilitating interdisciplinary approaches; monitoring staff performance.

• Admits new clients by reviewing records and applications; conducting orientations.

• Determines clients’ requirements by completing intake interviews; determining need for therapeutic medical, psycho-social, and psychiatric evaluations; reviewing therapist evaluations, treatment objectives, and plans.

• Establishes treatment programs by setting schedules and routines; coordinating services being provided; arranging resources, including transportation and escort.

• Monitors cases by verifying clients’ attendance; observing and evaluating treatments and responses; advocating for needed services and entitlements; obtaining additional resources; intervening in crises; providing personal support.

• Maintains clients’ records by reviewing case notes; logging events and progress.

• Communicates clients’ progress by conducting weekly interdisciplinary meetings and evaluations; disseminating results and obstacles to therapeutic team and family; identifying treatment influences.

• Prepares clients’ discharge by reviewing and amplifying discharge plans; coordinating discharge and post-discharge requirements; orienting and training family members; providing resources.

• Improves staff competence by providing educational resources; balancing work requirements with learning opportunities; evaluating the application of learning to changes in treatment results.

• Prepares reports by collecting, analyzing, and results data and trends; compiling statistics; completing grant and subsidy applications.

• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.

• Enhances department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Ou’s Acupuncture

Medical Billing 2019 - 2020

Insurance Verifications/Authorizations

Monitors current patients and assesses the quality of processes for approval

Statements/Collections/Aging reports

EOB Follow Up in supporting assurance checks to ensure compliance.

Check patients in and out

Answer phone calls and emails in a timely and professional manner

Charting and office organization

Schedule new and established patients

Provide excellent customer service to all patients and providers

Scan and upload documents into our database system

Follow HIPAA compliance when communicating with patients and other staff

Process patient referrals, laboratory orders, results, and imaging

Process patient claims through insurance, motor vehicle accidents, and worker’s compensation

Faxing and other administrative duties

Inventory reports and maintenance

Allstate, CA

Financial Representative Assistance 2015 - 2019

Input customers database, follow up on every client and application for all the specialized

Communication with clients for different businesses, also follow up with an annual review

Coordinate office activities and operations to ensure efficiency and compliance with company policies

Assist with daily bookkeeping and record keeping

Resolve occasional customer issues

Maintain office supplies and materials

Track stock of office supplies and order as necessary

Assist with office/business tasks as needed

Pinnacle Wholesale Inc., Oakland, CA

Accounting Manager 2008 - 2016

Daily invoices to customers, Input customer’s data into the system, monthly statements to all customers, collect checks from customers and make deposits, and balance bank account to prepare for billing

Daily Cashier in and out cash flow, store operations, training employees, customer service, sales and marketing, financial analysis

Weekly scheduled for vendors billing, checking inventories, ordering supplies

Monthly billing for all maintenance for equipment, pet controls, and all utility bills

Preparing payrolls with accounting, writing payroll checks

Annually preparing P & L

Answering incoming and outgoing telephones, faxes, emails, and text message

ESL Express Inc. South San Francisco, CA

Freight Forwarder Manager in CA 2000 - 2007

Freight Forwarder Specialist in NY 1999 - 2000

Billing to customers, patty cash record,

Importing and Export goods with Air freight or Ocean cargo, Schedule bookings, follow up pick up and to the final destination, trucking and return chassis

Freights from and to countries all over the world, follow-up emails, faxes, bank L/C,

Certification from Home Land security

EDUCATION

Medical billing and Coding 2014

Manhattan Institute, Manhattan, NY

Plaza Business Institute, Jackson Heights, NY

Associate Degree in Information Sciences, May 1992

TECHNICAL SKILLS

Microsoft Word, Microsoft Excel, Microsoft Outlook,

eCW EHR system PowerPoint, Salesforce, Lotus 1-2-3, numbers, Keynote, Google Calendar, E-mail, and typing

Languages: Fluent in English and Chinese (Cantonese)

LICENSE: Life and Health License

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