Chauqita Harris
Cordova,USA
Summary
Motivated to support patient needs withing every aspect such as medical needs by efficiently verifying insurance, scheduling appointments, and organizing documents. Tax needs by verifying documentation, researching, analyzing and resolving tax process problems. Forward-thinking and resourceful with good interpersonal skills, a strong attention to detail and a positive and upbeat mentality. Advanced abilities in Intergy, Centric, Epic, SMS Net, and EIQ system. Also, well as IDRS, TDC, PEGA, Detail-oriented Patient Service Representative with outstanding knowledge of outpatient, inpatient and office setting treatment, and authorization. Successful at coordinating between patients and professionals and comprehensive patient education. Committed to organization and efficiency. Hardworking and reliable individual with strong ability in authorization and registration.
Detail-oriented professional excelling in tax processing and case management. Known for strong analytical skills and commitment to customer service. Ready to leverage expertise in resolving complex tax issues to enhance organizational efficiency.
Detail-oriented Tax Examining Technician proficient in tax processing, case management, and customer service. Known for effective communication and analytical skills, driving timely resolutions and ensuring compliance with tax regulations.
Overview
3
3
years of professional experience
Work History
Tax Examining Technician
IRS
Memphis, TN
04.2023 - Current
- Review AMRH (Accounts Management Research Hold) freeze cases on hold to determine proper release of patient refunds, apply to any open Tax balance(s) and send letters requesting any additional information.
- Analyzes and resolve tax processing problems using research methods beyond information submitted by the taxpayer to manually reconstruct and compile tax records in determining tax liability or refund entitlement.
- Research or reconstruct data completing analysis of the conditions and complicating factors including numerous computational errors, multiple tax years, and multiple adjustment issues to compute complex interest calculations.
- Prepares appropriate documentation and inputs adjustments, credit transfers, etc.
- Identifies, accepts, or reject claims.
- To current and prior year tax accounts involving complex account interrelationships or codes to override controls and incorporates computation to initiate resolution of all case issues including tax, penalties, and interest.
- Research and analytical skills and proficient in reading and evaluating tax modules using IDRS, ERCS, IMS, AMS, CII, EUP and RGS.
- Prepares internal procedures that provide for consistency in the application of tax law under manual computation procedures or for issues that are not covered by existing procedures.
- Identifies computer conditions and programming errors resulting in inconsistent interest computations and provides analysis for the correction of computer errors.
- May serve as a technical advisor, or reviewer to provide technical assistance on systemic problems and inconsistencies in the Internal Revenue Manuals (IRM).
- Correspondence with representative and taxpayers for missing documentation and signature date.
- Access taxpayers master files to ensure that all information is entered on the CAF accurately without creating an unpostable actions.
- Knowledge of IRS forms and schedules such as 1099, W2’s, 8821, 706, 2848 and 1040.
- Change and update taxpayers and representative data as directed.
- Receives research and process Power of attorney and tax authorization forms to set up CAF (Centralized Authorization file).
- Coding and editing incoming POA’s, batch, order research and assign SDLN for expedite POA’s.
- Assist other Tax Examiner when needed and research IRM to stay updated with Tax Laws.
- Review and process 2848 Power of Attorney and 8821 Tax authorization form.
- Complete time entry into SETR.
- Performs other duties as assigned.
Case Manager Reimbursement
UBC
King of Prussia, PA
10.2024 - 04.2025
- Provide day-to-day oversight and coordination of caseload to ensure all case elements and tasks are completed timely and ensure cases move through the process as required.
- Act as single point of contact responsible for prior authorization and appeal processing communications to patients, healthcare providers, field reimbursement representatives and other external stakeholders.
- Communicate patient benefits and responsibility timely and accurately.
- Communicate with insurance payer for benefits, authorization and appeal process.
- Assess and refer patients appropriately for special programs/services when appropriate.
- Performs quality checks on cases and report trends to leadership.
- Responsible for good housekeeping techniques, adhering to quality and production standards while complying with all applicable company, state and federal safety and environmental programs and procedures.
- Troubleshoot complex cases, spanning multiple disease-states, while interfacing with key stakeholders (internal/external) to ensure optimal start to therapy.
- Report Adverse Drug Events that have been experienced by the patient in accordance pharmaceutical requirements.
- Recognize a product quality complaint and forward caller/written information to a manufacturer.
- Other duties, as assigned.
Education
Bachelor of Science - Accounting, Humana Resources Management
Strayer University
High school or equivalent -
Manassas High School
Skills
- Great Communication
- Customer service
- Administrative support
- Knowledgeable of counseling
- Income taxes preparation
- W9
- Great problem & math skills
- Focus on detail and accuracy
- Creative problem-solving capabilities
- Ability to drive results
- Meet team/department goals
- Ability to work independently
- Function as part of a team
- Time management
- Case documentation
- Home visits and inspections
- Annual case reviews
- Needs assessment
- Able to multi-task efficiently and effectively
- Medical & Insurance billing
- Grants and Foundation
- Team Management & Building
- MS Office
- Business operations
- Organization
- Critical and Strategic Thinking
- Knowledge of Insurance enrollment
- Benefits Planning and coordination
- Medicaid
- Problem-solving
- Case management
- Critical thinking
- Staff management
- Discharge planning
- Medical records management
- Performance tracking
- Staff education and training
- Complex interest computation
- Data analysis
- Account management research
- Case coordination
- Troubleshooting skills
- Effective communication
Reference:
Upon Request
Timeline
Case Manager Reimbursement
UBC
10.2024 - 04.2025
Tax Examining Technician
IRS
04.2023 - Current
Bachelor of Science - Accounting, Humana Resources Management
Strayer University
High school or equivalent -
Manassas High School