Medical Records Client Services

MARK ORTIZ

*** ********* ***. ********* ** *****

C: 917-***-**** *********@*****.***

Summary

I am an initiative-taking paralegal with a bachelor’s degree in criminal justice. I excel in client services, such as Medical Retrieval, IME scheduling, and information-sharing sessions. I am also efficient at client intake and have assisted in preparing clients for Deposits. I have an efficient system for managing records and documents.

Skills

Collaborative

Bilingual (Spanish)

Critical thinking skills

Client-Oriented

Medical Records Retrieval

Records Management

Multitasking Skills

Notary Public

Experience

Client Relations Specialist

ABI Document Support Services

Bethpage, NY Feb. 2023-Present

Request Medical Records/Documents from various Medical facilities.

Assist Law firms and insurance companies with Medical updates.

Assist Law firms and Insurance companies in obtaining imaging records.

Update information into Wincopy software

Multitasking and critical thinking skills.

Notarization of legal documents

Paralegal

The Sanders Firm

Garden City, NY Nov. 2021-August 2022

Request Medical reports/documents from various medical facilities.

Heavy client contact

Schedule Medical and final narratives with Medical Facilities

Translations between attorneys and clients

Obtain and Update Carrier/ Medical information into Smart Advocate

Update carrier on the client’s medical treatment.

Multitasking and critical thinking skills.

Notarization of legal documents

Assist in the preparation of depositions with clients.

Schedule IME and EBTs on clients’ behalf

Paralegal

Pasternack Tilker Ziegler Walsh Staton & Romano LLP

New York, NY Sep. 2020- Nov. 2021

Heavy client contact

Obtained and analyzed large volumes of medical records.

Intake and input of client’s information into Citrix software

Translations between attorneys and clients

Liaison between insurance adjuster/attorney/ and Workers Compensation Board

Assigned to over three hundred Workers’ Compensation cases.

Intake of new clients and input information into Captora, Prolaw, Ecase Software

Exchange Medical/ personal Information with involved parties

Intake Specialist/Legal Rep

Ginarte, O’Dwyer, Gonzalez, Gallardo and Winograd

New York, NY Feb.2019- Mar. 2020

Heavy Client Contact

Obtained and analyzed large volumes of medical records.

Intake and input of client information in firm software

Investigate, gather information, and photograph accident sites.

Escort, Translate, and represent clients and scheduled EBT and IME

Escort, assist, and translate for clients at court proceedings.

Assist the Litigation Department with the intake of clients.

Gather exhibits for trials.

Translations between attorney and client

Paralegal

Cannata & Associates

New York. NY June 2017-Dec. 2017

Heavy client contact obtained and analyzed large volumes of medical records.

Wrote memorandums for 9/11 victims with medical timelines to the Victims Compensation Fund for review.

Coordinated meetings with clients, Critical thinking skills, Multitasked under Pressure

Input client information into firm software

Education

Bachelor of Science, Criminal Justice December 2017

Mercy College New York, New York

ABA Approved Paralegal Program

Associated Degree, Applied Science, Criminal Justice September 2003 New York Career Institute New York, New York

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