Detail-oriented legal assistant with expertise in documentation and customer service. Proven ability to manage case files efficiently, ensuring compliance and facilitating timely resolutions.
Overview
13
13
years of professional experience
Work History
Legal Assistant
D'Agostino & Associates
New York
05.2013 - Current
Delivers exceptional client support by actively listening, ensuring request accuracy, and following through on commitments to guarantee satisfaction.
Sets up, configures, and manages DocuSign eSignature and CLM (Contract Life Cycle Management) for attorneys.
Streamline client intake, consent forms, and new-hire onboarding to reduce paper usage and save administrative time.
Connect DocuSign with Electronic Health Record (EHR) systems to enable seamless data exchange, pre-filling forms with patient data.
Ensure all workflows meet HIPAA, FDA 21 CFR Part 11, and other regulatory standards.
Create and maintain dynamic, mobile-friendly templates for various legal healthcare medical record use cases.
Ensure the accuracy of clinical codes, medical records, and consent documentation.
Managed case files and maintained organized records to facilitate efficient workflow and information retrieval.
Communicated with clients to gather information and provide updates on case status.
Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
Increased client satisfaction by efficiently managing case files and promptly addressing inquiries.
Managed high-volume workload while maintaining strict attention to detail on every task such obtaining and accurately maintaining HIPAA-compliant patient consent
Facilitated timely resolution of legal matters by preparing and organizing essential intake and medical records documents.
Responded to client inquiries, documented treatment updates and scanned medical recorded into database.
Managed accounts and medical records of clients, observing confidentiality, and extreme discretion.
Medical Records and Demand Specialist
D'agostino & Associates
New York
05.2013 - Current
Maintains a clean and orderly telework area, that insures that records and files are properly managed.
Responsible for releasing medical records in an efficient, effective, and accurate manner.
Manage incoming requests including opening emails, telephone inquiries, and retrieving facsimile inquiries, responding to all client needs.
Proactively supports company operations by assuming additional facility duties and assisting with backlog reduction, while adhering to established protocols.
Ensures full compliance with HIPAA, site-specific policies, and labor regulations.
Consistently exceeded client expectations through active listening, meticulous follow-up, and respectful communication.
Ensures compliance with current state laws and fee structures.
Verifies documentation against HIPAA/security standards to guarantee accurate invoicing and confidentiality.
Medical Records Retrieval Specialist
D'agostino & Associates
New York
05.2013 - Current
Managed retrieval of medical records to ensure compliance with regulatory standards.
Collaborated with healthcare professionals to streamline documentation processes and improve accuracy.
Implemented process improvements that enhanced workflow efficiency in medical record handling.
Review, upload, and properly organize all medical records and billing documents.
Follow up consistently with medical providers to ensure timely receipt of records and billing.
Responsible for managing the collection, organization, and review of medical records and billing, as well as drafting and submitting settlement demands.
Work closely with clients, medical providers, and internal team members to ensure cases progress efficiently from medical records to demand submission.
Communicate with providers to resolve any discrepancies in billing.
Create and process expenses related to obtaining medical records and billing.
Summarizing the facts, outlining injuries, medical treatment, associated costs, and providing a clear demand for compensation.
Anticipates client needs and resolves concerns proactively, maintaining high levels of respect and attentiveness.
Education
Legal Studies
Wagner College For Paralegal Studies
New York
Medical Claims & Billing Certification - Health Care Administration
American Computer Training & Consulting, Inc.
New York
Skills
Strong documentation, communication, and customer service skills
Proven ability to communicate effectively with medical providers and clients
Self-motivated, dependable, and able to work independently or as part of a team
Ability to thrive in a fast-paced, team-oriented environment
Willingness to learn programs and processes quickly
High level of dependability and discretion
Strong Communication & Interpersonal Skills
Proficiency in Microsoft Office applications
Ability to organize & manage time
Discretion/Confidentiality
Organizational efficiency
Attention to Detail
Timeline
Legal Assistant
D'Agostino & Associates
05.2013 - Current
Medical Records and Demand Specialist
D'agostino & Associates
05.2013 - Current
Medical Records Retrieval Specialist
D'agostino & Associates
05.2013 - Current
Legal Studies
Wagner College For Paralegal Studies
Medical Claims & Billing Certification - Health Care Administration