Business Office Manager
Resume:
Kendra Ivison
Burnet, TX *****
*************@*****.***
I am a successful Business Office Manager with 15 years' experience in the medical setting providing high quality performance in my work areas. I have an abundance of knowledge and experience in Long Term Care that enables me to provide a smooth day-to-day operation of the Business Office. I have excellent work ethics and a vast knowledge of Business Office. I am very organized and detail oriented, which will make me an excellent candidate for the position of Business Office Manager with your facility. WORK EXPERIENCE:
Bertram Nursing & Rehabilitation Center
540 E. State Hwy. 29
Bertram, TX 78605
February 14, 2024, to Current
Area Business Office: Cynthia Dezarn
Position: Business Office Manager
• Perform preadmission financial screening on all potential new admissions to establish payer source and payer limitations.
• Explain the admission process and criteria to potential residents and or their family.
• Assist/complete Medicaid Applications, copies of required documents and medical records of potential residents.
• Complete and coordinate all necessary documents to establish payer source and liabilities of the resident and/or RP. Address resident/family questions regarding financial issues, insurance/payer issues by providing follow up with resolutions.
• Verify Insurance/Payer and benefit days for skilled stays as well as obtaining prior authorizations for Managed Care Plans, Therapy Funding verification for therapy services.
• Daily Census Updates and Monthly Detailed Census Report
• Maintain current MESAV's with Authorizations, Expiration of Authorization Effective dates, LOC, Expiring LOC, maintain and keep all 3618/3619's current to avoid any gaps in LOC.
• Verify and keep the Common Working Files current, financial screenings and review estimated applied income. Assist residents and families with Medicaid regulations and processes as well as completion of the Medicaid application and renewals.
• Stay familiar with the Guidelines that ensure residents meet financial criteria for Medicaid. • Batch deposits, process payment portal payments (Persona Pay), timelines of deposits and maintain accounts receivable. Monthly Hospice Invoice & Billing
• Complete and upload therapy, pharmacy, ancillary vendors charges and medical supply charges to ensure accuracy of monthly billing. Create UBs for monthly Medicare, Managed Plans, Insurance, Medicaid, and Private/Resident Liability Accounts.
• Complete monthly statements, refunds, collections, and bad debts
• Trust Fund: receipts, disbursements, transaction log, monthly reconciliation, and trust fund state audits. • Maintaining Aging Refunds/Trust Fund IME Refund Due to Vendors by State Guidelines. • LOC Meetings, Daily Revenue Meetings, Triple Check, and IDT Meetings,
• Proficient in Simple LTC, TMHP, Ability Network, Availity, Core Care, Data IQ, Point Click Care, Outlook, Microsoft Word, and Excel.
Senior Financial Solutions/Estate Preservation Network 1464 E. Whitestone Blvd. Suite 501
Cedar Park, TX 78613
Supervisor: Michelle Davis
June 1, 2023, to February 13, 2024
Position: Case Analysis
• Assist clients structure their financial resources for Medicaid planning.
• Gather and prepare documentation to ensure the best possibility of acceptance into Medicaid Program.
• Create trusts, manage asset transfers, Spenddown for Medicaid eligibility and convert countable assets into exempt assets to ensure eligibility and preserve family resources.
• Medicaid application as well as Medicaid Annual Review and Recertifications.
• Maintenance Needs Forms from Medicaid.
• Acquire documents from funeral homes, pensions, life insurance companies, and preneed contract companies.
• Advise and assist with Lady Bird Deeds and Power of Attorneys.
• Perform QIT and MERP's.
• Manage IRA's, Annuities & Stocks.
• Request Joint Account Forms.
• Appeal Hearing with Appeal Officer for Medicaid Applications & Complaints for Medicaid Applications and Renewals.
• Follow up with NF and Medicaid Case Workers on Medicaid cases.
• Spend downs for Medicaid Cases and Pre-Need Burials
• Follow up with families/RP's on the application process as well as update on outstanding documents needed.
• Perform tasks in Goldmine Program, Excel, Microsoft Word, and Adobe Reader. Oaks Nursing & Rehabilitation Center
507 W. Jackson St.
Burnet, TX 78611
September 20, 2021, to June 1, 2023
Supervisor: Yolanda Stapleton, Regional Business Office Director
Position: Business Office Manager
• Perform preadmission financial screening on all potential new admissions to establish payer source and payer limitations
• Obtain completed applications, copies of required documents and medical records of potential residents.
• Complete and coordinate all necessary documents to establish payer source and liabilities of the resident and/or RP. Address resident/family questions regarding financial issues, insurance/payer issues by providing follow up resolutions.
• Verify Insurance/Payer and benefit days for skilled stays as well as obtaining prior authorizations for Managed Care Plans.
• Daily Census Updates and Monthly Detailed Census Report
• Maintain updated and current MESAV's with Authorizations, Expiration of Authorizations, Effective dates, LOC, Expiring LOC, maintain and keep all 3618/3619's current to avoid any gaps In LOC.
• Verify and keep current the Common Working File, financial screenings and review estimated applied income. Assist residents and families with Medicaid regulations and processes as well as completion of the Medicaid application and renewals.
• Stay familiar with the Guidelines that ensure residents meet financial criteria for Medicaid. • Batch deposits, timelines of deposits and maintain accounts receivable.
• Complete and upload therapy, pharmacy, ancillary vendors charges and medical supply charges to ensure accuracy of monthly billing.
• Complete monthly statements, refunds, collections, and bad debts
• Trust Fund: receipts, disbursements, transaction log, monthly reconciliation, and trust fund audits. • LOC Meetings, Daily Revenue Meetings, Triple Check, and IDT Meetings,
• Proficient in Simple LTC, TMHP, Point Click Care, Microsoft Word, and Excel. Park Manor Nursing and Rehabilitation (HMG)
1450 Bee Cave Parkway
Bee Cave, TX 78738
December 2017 to August 2021
Administrator: Angela Smith
Position: Business Office Director
• Obtain potential applicant information by requesting completed applications and medical records, verifying, and clarifying information and explaining admission criteria.
• Preadmission financial screening on all potential new admissions to establish payer source and payer limitations.
• Collect, complete, and coordinate all necessary documents to establish payer source and liabilities of the residents and/or RP. Address resident/family questions regarding financial issues, insurance/payer issues by providing follow up with resolutions.
• Verify Insurance/Payer and benefit days for skilled stays as well as obtaining prior authorizations for Managed Care Plans.
• Daily Census Updates and Monthly Detailed Census Report.
• Maintain current MESAV's with Authorizations, Expiration of Authorizations, Effective dates, LOC, Expiring LOC, maintain and keep all 3618/3619's current to avoid any gaps in LOC.
• Verify and keep the Common Working Files current, financial screenings, review estimated applied income, assist residents and families with Medicaid regulations and processes as well as completion of the Medicaid application.
• Stay familiar with the Guidelines that ensure residents meet financial criteria for Medicaid.
• Batch deposits, timelines of deposits and maintain accounts receivable.
• Complete and upload therapy, pharmacy, ancillary vendors charges and medical supply charges to ensure accuracy of monthly billing. Create UB-04 's for monthly Medicare, Managed Plans, Insurance, Medicaid, and Private/Resident Liability Accounts.
• Complete monthly statements, refunds, collections, and bad debts.
• Trust Fund: receipts, disbursements, transaction log, monthly reconciliation, and trust fund audits. • LOC Meetings, Daily Revenue Meetings, Triple Check, PDPM and IDT Meetings.
• Proficient in Simple, TMHP, Real Time, Point Click Care, AHT, Matrix, Microsoft Word, and Excel.
Peach Tree Place
315 W. Anderson St.
Weatherford, TX 76086
September 2012, to December 2017
Administrator: Curtis Doyle
Position: Business Office Manager/Human Resource Director
• Quick CARE Census Entry, 3618/3619's, Monthly Occupancy Report.
• Batch Deposits, Timelines of deposits, Accounts Receivable
• Assist with new admission paperwork, verify (CWF) common working files, and provide tours with answers.
• Financial screenings, review estimated applied income and assist with new Medicaid application, process initial payment and new admit entry.
• Notification of admission, Medicare notices, and insurance verification.
• Process and complete therapy imports, pharmacy, ancillary vendors, enter medical supply charges. • Complete monthly billing, private/resident liability accounts, monthly statements, refunds, collection, and bad debts.
• Trust Fund: Receipts, disbursements, transaction log, monthly reconciliation, trust fund audits, trust fund authorization, resident resource limits, retention of records, and quarterly statements. • Triple Check, Weekly LOC Meetings,
ECMB Meeting, BAP Meetings. • Simple, TMHP, LTCMI, Software systems used: Point Click Care AHT, matrix, Microsoft, and
Excel.
Jacksboro Healthcare Center
Jacksboro, TX
August 2007 to September 2012
Administrator: Brooklyn Baker
Position: Business Office Manager/Human Resource/Admission Coordinator
• Recruit employees, complete onboarding of new employees, provide new employee orientation and maintain a group benefits database.
• Manage leave-of-absence programs, personnel records, background checks and administer benefits enrollment and programs.
• Monitor HR budget, handle HR generalist workplace issues, Co-chaired annual enrollment, monitored and addressed conflicts, coordinated health fairs promoting employee wellness. • Perform Texas Background checks for new hires and annual renewals.
• Process all documents for payroll.
• Census entry, 3618/3619's, monthly occupancy report, deposits: BCS notification of deposits, timeliness of deposits and maintain records of all payments made.
• Complete new admission paperwork, financial screening, review estimated applied income, assist with new Medicaid application. Set up and process initial payments.
• Ancillary charges of therapy, pharmacy, vendors and medical supply charges.
• Complete monthly billing, monthly statements, refunds, and collections.
• Accurately maintain trust fund, receipts, disbursements, transactions, monthly reconciliation, trust fund audits, trust fund authorizations, resident resource limits, retention of records, and quarterly statements.
• Triple Check, PPS Tracking Logs, Weekly LOC Meetings.
• Excellent working knowledge of Simple LTCMI, MESA V, TMHP, PCC, AHT Software systems used: Matrix, Ability ease, SharePoint, Microsoft Word, Microsoft Excel, and Texas DPS EDUCATION:
GED-General Studies
Associates of Business Administration
Meridian Community College - Meridian, MS
SKILLS:
Accounts Receivable (15+ years), CREDIT (15+ years), Microsoft Word (15+ years), Payroll (15+ years), Word (15+ years) EMR (15+ years)
CERTIFICATIONS/LICENSES
Public Notary
ADDITIONAL INFORMATION:
* Texas Notary*PCC Financial Training* Resident Trust Fund *Core Care*Data IQ*SharePoint* Advanced Business and Financing skills* Accounts Receivable* Office Management* Self-starter* Act with sense of urgency and accountability* Comfortable meeting new people* Excellent professional etiquette* Leadership and teamwork skills * Proficient in listening to gather the information to assist with daily needs* Self-motivated to advance and succeed* Proficient in Windows, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Matrix, TMHP, Simple LTC, Ability Ease, SharePoint* Exceptional phone and interpersonal skills
Contact this candidate