Ana T. Lorenzo
Cape Coral
Summary
Detail-oriented DME intake Specialist with experience processing durable medical equipment orders, verifying insurance eligibility, and securing prior authorizations. Skilled in reviewing medical necessity documentation, ensuring compliance compliance with Medicare and commercial payer guidelines, and maintaining accurate patient records. Known for strong communication skills and the ability to coordinate effectively with providers, patients, and insurance carriers to ensure timely equipment delivery.
Overview
9
9
years of professional experience
Work History
Intake Specialist
Baileys Medical Equipment Supplies & Pharmacy
Bonita Springs, FL
07.2025 - Current
- Processed patient intake for durable medical equipment (DME), verifying demographics, Insurance eligibility, and medical necessity documentation.
- Coordinated with physicians, facilities (rehab, senior living, etc.), referral sources to obtain required prescriptions, clinical notes, and prior authorizations for equipment approval.
- Reviewed documentation to ensure compliance with Medicare, Medicaid, and commercial insurance guidelines.
- Communicated coverage determinations, order status, and delivery updates to patients in a professional and timely manner.
- Maintained accurate patient records and ensured HIPAA compliance throughout the intake and order fulfillment process.
Legal Assistant
The Ticket Clinic - A Law Firm
Fort Myers, FL
12.2024 - 07.2025
- Managed case files and maintained organized documentation for legal proceedings.
- Conducted legal research to support attorneys in case preparation and strategy development.
- Drafted and reviewed legal documents, ensuring compliance with court requirements and deadlines.
- Coordinated communication between clients, attorneys, and court personnel to streamline processes.
- Managed client communications regarding case results while maintaining consistent correspondence with the Clerk of Courts to track and confirm case status.
Legal Assistant
The Ticket Clinic - A Law Firm
Cutler Bay, FL
03.2022 - 12.2024
- Handled office scheduling and made notes for deadlines, motions and other important dates.
- Filed court documents and legal pleadings with court clerk on behalf of attorneys.
- Scheduled appointments, court appearances and depositions for busy law firm.
- Worked alongside attorneys, administrative assistants and fellow legal assistants on complex cases and legal processes.
- Completed electronic filings, initiated billing statements and managed firm administrative matters.
Shift Supervisor
CVS Pharmacy
01.2017 - 02.2022
- Organize workflow and ensure that employees understand their duties or delegated tasks
- Assure great customer service and that all sales and operations run smoothly
- Set goals for performance and deadlines in ways that comply with the company's vision and communicate them to our team.
- Responded to and resolved customer questions and concerns.
- Completed store opening and closing procedures and balanced tills.
Education
High School Diploma -
Coral Gables Senior
Miami, FL2016
Skills
- Managing Operations and Efficiency
- Correspondence and Legal Forms Drafting
- Organized and Detail-Oriented
- Exceptionally fast learner- eager to learn and grow professionally
- Scheduling and Coordinating
- Job and Task Observation
- Data Entry and Maintenance
- Microsoft Office
- Multi-Line Telephone systems
- Follow-up skills
- Client intake
- Insurance verification
- Charting and clinical documentation
Languages
Spanish
Native or Bilingual
Timeline
Intake Specialist
Baileys Medical Equipment Supplies & Pharmacy
07.2025 - Current
Legal Assistant
The Ticket Clinic - A Law Firm
12.2024 - 07.2025
Legal Assistant
The Ticket Clinic - A Law Firm
03.2022 - 12.2024
Shift Supervisor
CVS Pharmacy
01.2017 - 02.2022
High School Diploma -
Coral Gables Senior