Carlos Velez

Selling Health Matching Acoounts:

A Health Matching Account is a specialized financial account created to assist individuals and families in saving for their healthcare expenses in a structured and incentivized manner. It combines elements of savings accounts, health savings accounts (HSAs), and employer-sponsored health benefits to help account holders cover their medical costs efficiently.

Responsible for fostering positive relationships between healthcare providers, physicians, specialists, and the healthcare facility they represent.

Strong involvement in understanding the needs and preferences of healthcare professionals, addressing their concerns, and facilitating effective communication to enhance patient care and referral processes.

Responsible for building and maintaining relationships between CavaLier Consulting and referring physicians. I would facilitate communication and collaboration between physicians and our institution.

Responsible for coordinating patient care, which may involve working closely with physicians and referral coordinators to ensure patients receive appropriate care and services.

Promote and encourage healthcare providers to refer patients to CavaLier Consulting physician network

Monitor referral patterns and identify opportunities to increase patient referrals.

As an independent broker with Bottom Line Concepts, I have had the privilege of assisting numerous businesses in recovering their Employee Retention Credits. I Provide background information on the ERC tax credit. Explain what it is, why it's important for businesses, and the eligibility criteria. My role as an independent broker involved acting as a liaison between businesses and government agencies, streamlining the application process, and ensuring that my clients received the maximum ERC benefit available to them. I guided them through the complex regulations and paperwork.