Cristian Perez
Port Saint Lucie,USA
Summary
Organized and motivated employee eager to assist and apply knowledge, time, and organization skills to various work environments. Proactive leader, positive and supportive team player. Several years of experience in quality patient care, improving health care environment & systems in place. Strengths in investigations, seeking opportunities to expand skills while facilitating company growth. Authorized to work in the US for any employer.
Experienced with managing client intake processes and ensuring accurate documentation. Utilizes excellent communication skills to gather and relay essential information. Knowledge of legal procedures and strong organizational skills to support case management.
Overview
5
5
years of professional experience
Work History
Legal Intake Specialist
Rosenthal, Levy, Simon & Sosa, PA
Port Saint Lucie, FL
08.2025 - 01.2026
- Conduct thorough initial client interviews to gather relevant case information effectively.
- Review and validate legal documents for accuracy before processing client intakes.
- Maintain detailed case files, ensuring all necessary documentation is complete and organized.
- Coordinate communication between clients, attorneys, and healthcare providers to facilitate case progression.
- Enhance client satisfaction through proactive follow-up on pending case inquiries and updates.
- Utilize case management software to track client interactions and document case details accurately.
- Adapted quickly to new software programs utilized within the firm for data entry, record-keeping, and appointment scheduling.
- Streamlined intake processes by implementing a standardized questionnaire for potential clients, increasing efficiency and consistency in information gathering.
- Served as a reliable resource for both colleagues and clients seeking information or guidance on legal matters.
Personal Injury Case Manager
Global Neuro & Spine Institute
Jensen Beach, FL
03.2024 - 04.2025
- Meet deadlines effectively by prioritizing tasks based on urgency and importance within a fast-paced environment. Responsibility of handling personal injury cases and overseeing patient care throughout seven offices. Reviews PI referrals, calling and scheduling patients, creating charts and inputting patient information. Retrieve previous notes, and imaging if available for specialist to review prior to visit. Collaborate with referring providers, attorneys, marketers. Documenting office notes, retrieving addendums from specialist if needed; send imaging orders to different facilities, advise attorneys of patients pending surgeries or procedures. Follow up on reduction requests, and accepted reductions. Keep spreadsheets updated. Reschedule no shows/cancellations. Handle balances, and advise attorneys/patients of remaining balances. Properly schedule depositions for doctors, and or set up conferences. Provide exceptional customer service to patients, addressing concerns in timely manner, ensuring patient satisfaction. Knowledgeable in ICD/CPT coding, proficient with ECW and Athena system.
Personal Injury Investigator
TOTAL MD
West Palm Beach, FL
01.2021 - 05.2023
- Determine insurance coverage levels and restrictions by thoroughly examining claim forms. Review police reports, medical treatment records, medical bills paid and unpaid. Investigate physical property damage to determine extent of liability. Analyze information gathered by investigations and reported medical findings and recommendations. Examine policies to determine appropriate levels of coverage and assist with approval or denial decision making. Conduct detailed bill reviews to implement sound litigation management and expense control.
Scheduling Coordinator
TOTAL MD
West Palm Beach, FL
01.2021 - 05.2023
- Communicate with patients and staff for in office and tele-health visits. Retrieve incoming referrals and aid with outgoing referrals. Data entry, input demographics correctly into EMR charts for easy provider transitions. Maintain healthcare provider schedules up to date, re schedule cancellations, no-shows and sending appointment confirmations. Perform other office duties, create and fix patient charts, scan and attach documents into patient chart, making copies, fax and retrieve medical records requests complying with HIPAA regulations. Schedule patient visits according to plan of care. Communicate with patients on a month to month basis and with providers to further assist patient.
Patient Care Coordinator
MD NOW
Lake Worth, FL
01.2021 - 08.2021
- Aid patient by coordinating care plan, following up with patient and caregivers of progress. Communicate with other medical offices to explain patient care needs, educate patient of specific diagnosis and notifying of any medication changes or substitutions. Navigate patients throughout their plan of care, asses and reassess patients under supervision of provider. Communicate with insurance companies to address bills and authorization for treatment when required.
Education
High school diploma -
Lake Weir High School
Ocala, FL01-2021
Skills
- EClinicalWorks
- Medical Scheduling
- Microsoft Office
- ICD-10
- Medical billing
- Bilingual in Spanish and English
- Medical collection
- Medical Records
- Medical coding
- Medical terminology
- Team collaboration
- File and record management
- CPT coding
- HIPAA
- Case evaluation
- Client communication
Languages
Spanish
Full Professional
English
Full Professional
Timeline
Legal Intake Specialist
Rosenthal, Levy, Simon & Sosa, PA
08.2025 - 01.2026
Personal Injury Case Manager
Global Neuro & Spine Institute
03.2024 - 04.2025
Personal Injury Investigator
TOTAL MD
01.2021 - 05.2023
Scheduling Coordinator
TOTAL MD
01.2021 - 05.2023
Patient Care Coordinator
MD NOW
01.2021 - 08.2021
High school diploma -
Lake Weir High School