Candice Moak

I presently work in a one-person office for an Attorney Chair who oversees Medical Review Panels.

Mr. Simon will be retiring effective October 31, 2024,

• Review and summarize new files creating a hard file as well as a computer work sheet outlining all parties.
• Prepare correspondence/emails to Attorneys regarding panel selection and/or submission deadlines.
• Prepare correspondence to Doctors advising of their appointment to the panel.
• Follow up with Attorneys and/Doctors on all deadlines set regarding appointments, submissions and/or conflicts in serving on the medical review panel.
• Prepare correspondence exchanging all material amongst Counsel and Doctors.
• Maintaining the Panel Expiration Dates for all files and notifying all Counsel for the file when the Order is close to expiring so that Counsel can obtain a current executed Order extending the life of the Panel.
• Schedule and Maintain the Attorney Chair's Calendar.
• Once a complete Panel reached, schedule/coordinate the Panel Meeting, via telephone, amongst the Doctors, Attorneys and Attorney Chair and send out the Meeting Confirmation Letter once set.
• Set up the Panel Conference Call with the Conferencing Center.
• Prepare the Material/File for the Attorney-Chair for the Meeting, as well as advising him of any important information that he may need to know prior to the meeting.
• Prepare the Panel Opinion for the Attorney-Chair for the Panel Meeting that will be executed by the Doctors at the conclusion of the Panel Meeting.
• After the Panel Meeting fax the Panel Opinions and W9 Form to each Doctor and follow up with each until all documents are returned.
• Send copies of the Panel Opinions and corresponding documents to Counsel as well as the PCF and/or State.
• Prepare Invoice for services rendered on behalf of the Attorney Chair as well as payment due to the Doctors for serving on the Medical Review Panel.
• Follow up with Counsel until payment due for each panel is paid in full and then close our file.
• Responsible for Payroll, Payroll Taxes and Quarterly Taxes.
• Responsible for paying Office Expenses.
• Ordered and Maintained Office Supplies.
• At the end of the year, prepared a very detailed outline summarizing the Attorney's Chair Fees and Office Expenses for the CPA for tax purposes.

I worked for Mr. Williams until he retired in March, 2013.

• Drafting and finalizing various pleadings (Personal Injury and Wills and Successions).
• Preparing and opening new files.
• Assisting with the resolution of the Client's Property Damage Claim.
• Drafting and Finalizing Discovery and Discovery Responses.
• Draft Settlement Demands.
• Assisted in Trial Preparation, such as Preparing Economic, Wage Loss and Medical Summaries.
• Preparing Detailed Medical Timelines For Trial and Deposition Purposes and Requesting such information needed to complete same.
• Drafting and finalizing various pleadings, such as Motions, Judgments and Notices.
• Preparing Settlement Disbursements, including contacting various healthcare providers for balance information.
• Scheduling of Depositions and/or Telephone Conference Calls with Attorneys and/or Clients.
• Scheduling Client's doctor's appointments, MRIs and/or surgeries.
• Daily Communication with Clients and/or Attorneys.
• Preparing Billing Statements for Hourly Clients.
• Disbursement of Settlement Funds to the involved Parties.
• Paying Various Invoices for the Office and Client Expenses.
• Preparing Payroll, as well as monthly, quarterly and annual employee and office taxes.