Detail-oriented Document Retrieval Specialist II with extensive experience in high-volume documentation retrieval and HIPAA compliance. Streamlined claims processing and enhanced operational workflows through effective collaboration and mentoring of junior staff. Skilled in EMR systems, delivering results that improve efficiency.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Document Retrieval Specialist II
ZELIS HEALTHCARE
Morristown
09.2022 - Current
Manages high-volume retrieval of medical records and supporting documentation for DRG validation, technical denial reviews, and post-pay claims audits
Manages high-volume retrieval of medical and insurance related documentation from providers, payers, and third-party systems, ensuring accuracy and compliance with HIPAA regulations
Analyze, validate, and index incoming documents in accordance with HIPAA and payer-specific guidelines to ensure compliance, completeness, and accuracy for payment integrity, adjudication processes, audits, and claims processing workflows
Collaborate cross-functionality with assigned nurses, internal audit, coding, and claims teams to resolve discrepancies, missing records, claims determinations, and escalated retrieval requests related to DRG assignments, denied claims, or under-reviewed claims
Communicate with healthcare providers and facilities to request, follow up, and secure required documentation for technical denial overturns and post-payment review outcomes
Identified and escalated missing or insufficient documentation affecting DRG coding and claim determinations.
Utilize internal systems and databases to track retrieval status, maintain audit-ready documentation, and ensure timely turnaround
Identify process inefficiencies and contribute to workflow improvements that enhance efficiency in retrieval processes, speed of claims processing, and accuracy tied to DRG, post-pay, and denial review operations
Train and mentor junior team members on retrieval protocols, audit requirements, documentation standards, compliance standards, and system tools
Knowledge of insurance claims, denials, and appeals workflows
Ability to work with clinical staff, especially nurses and auditors
Proficiency with EMR systems and claims management tools
Exhibited discipline as a remote employee by adhering to schedules and communication protocols.
Extensive knowledge of internal systems such as AutoFax, Appsmith, Prizem, Datavant, Geisinger, Sharecare, and other document retrieval platforms
Maintains awareness of and ensures adherence to Zelis and HIPAA standards regarding policies and procedures regarding patient PHI privacy
Demonstrated detail orientation by maintaining organized documentation in compliance with standards.
Administration & AR/Managed Care Specialist (Contract)
Hearing Life
Somerset
10.2021 - 05.2022
High claim processing output (100+ claims daily through third party vendor portals)
Managed AR third party billing and collected payments from processed hearing aid claims.
Processed patient accounts receivable (AR), including billing, claims submission, payment posting, and follow-up on outstanding balances
Coordinated with managed care organizations and insurance providers to resolve claim denials and discrepancies, ensuring timely reimbursements
Monitored aging AR reports and implemented proactive strategies to reduce outstanding balances and enhance collection rates
Verified insurance eligibility and benefits for hearing services, ensuring accurate authorization and coverage compliance
Processed and filed hearing aid claims through third party payer portals in a timely manner.
Facilitate communication between third party payers and clinics regarding correct claim processing and payment status
Ensured proper coding and documentation of hearing aid services and related medical procedures for reimbursement accuracy
Collaborated with corporate billing teams to streamline revenue cycle processes and improve financial performance.
Maintained accurate patient statuses in the Citrix portal regarding claim status by applying managed care resolution and purpose codes.
Processed accounts receivable (AR) functions, including insurance billing, payment posting, reconciliation, and follow-up on outstanding claims to optimize cash flow
Collaborated with insurance providers and patients to resolve billing discrepancies, denials, and appeals in a timely manner
Maintained accurate patient records and financial documentation in accordance with HIPAA and company standards
Provided exceptional customer service by addressing patient inquiries related to billing, insurance coverage, and appointments
Acquired in-depth knowledge of hearing aids and durable medical equipment to assist in patient inquiries.
Billing portal experience with EPIC, United Healthcare Hearing, and Nations Hearing
Assisted in reporting and tracking key performance metrics related to revenue cycle management and administrative efficiency
Supported cross-functional teams, including audiologists and regional management, to streamline operations and improve patient experience
Supported cross-functional teams, including audiologists and regional management, to streamline operations and improve patient experience
Program Support Assistant, Social Work Department
Veterans Health Administration
East Orange
03.2021 - 06.2021
Providing information about the organization as well as Social Work Service Programs
Assisted Veterans, families, and caregivers by providing information and referrals to connect them with appropriate resources
Help direct Veterans to appropriate social work or VA services
Support social work programs such as homelessness services, mental health coordination, caregiver support, or discharge planning
Schedule Veteran appointments with social workers and community agencies
Coordinate meetings, trainings, and case conferences
Manage calendars for supervisors or program staff
Providing calendar maintenance and clerical services such as record keeping, scanning into the clinical record, filing, minutes, room reservations and ensuring that equipment is available for meetings
Arrange travel and logistics for staff when needed
Maintained and organized patient and program records using VA systems like CPRS/Vista to ensure accurate information access
Enter and update data in VA databases and tracking systems
Run basic reports on caseloads, program activity, or service utilization
Tracked program outcomes and contributed to quality improvement data collection to enhance service delivery
Monitor deadlines for documentation or program requirements
Type, edit, and format reports, memos, and meeting minutes
Processing all incoming correspondence, faxes, and action documents
Performing office automation duties by using software applications, such as electronic mail, desk-top publishing, schedules, calendars, spreadsheets and/or databases
Using software applications to draw information to prepare/assist in preparation of reports, including productivity tracking
Communicate referral status or documentation needs between teams
Performing data collection and tracking support to the service by collection, compilation, and statistical information in support of the management of the staff database
Maintain office supplies and ensure program materials are available
Work closely with social workers, nurses, physicians, and other VA departments
Assist in onboarding or administrative orientation for new staff
Answer phones, respond to inquiries, and direct calls appropriately
Serving as the primary timekeeper for Social Work Service
Assisted team with various operational tasks to enhance efficiency
Follow HIPAA and VA privacy regulations
Maintain secure handling of Veteran records and sensitive information
Performing other related duties as assigned
Front Desk Concierge, Administrator
Beverly Friedlander, M.D.
Short Hills
12.2019 - 05.2020
Acted as the first point of contact for a high-end plastic surgery and medical spa practice, delivering exceptional customer service in a luxury, patient-focused environment
Managed daily front desk operations, ensuring efficient patient check-in/check-out, appointment scheduling, and effective use of multi-line phone systems
Coordinated patient flow between consultation, treatment, and surgical services to ensure seamless clinic operations
Verified patient information, insurance details (if applicable), and completed intake paperwork in compliance with HIPAA regulations
Handled scheduling for consultations, cosmetic procedures, and follow-up appointments using electronic medical record (EMR) systems
Educated patients on procedures and pre- and post-operative instructions, fostering informed decision-making and improving patient experience
Processed payments, managed billing inquiries, and maintained accurate financial transaction records
Supported providers and clinical staff by preparing charts, organizing patient files, and ensuring exam rooms were ready for procedures
Addressed patient concerns with discretion, empathy, and professionalism to enhance overall patient experience and satisfaction
Promoted spa services, memberships, and skincare products, enhancing patient engagement and contributing to practice revenue growth
Preparing patient charts and procedure consents for appointments
Unit Coordinator, Patient Care Assistant
Hunterdon Medical Center
Flemington
12.2015 - 02.2018
Coordinated daily unit operations, managing patient admissions, discharges, and transfers to ensure seamless care transitions and accurate documentation
Facilitated communication between nurses, physicians, and ancillary departments to enhance patient care delivery
Responded promptly to call lights and patient needs, contributing to a safe and supportive care environment
Provided daily nursing care under the direction of Registered Nurses
Assisted patients with their activities of daily living such as bathing and eating
Provided 1 on 1 care to patients considered safety risks
Monitored and maintained electronic health records (EHR), ensuring compliance with hospital policies and confidentiality standards (HIPAA)
Interpreting, clarifying, and entering physician orders into patient EMR regarding treatment, medications, and transfers between units
Prepared patient charts, processed physician orders, and ensured accurate data entry into hospital systems
Ensured proper documentation of telemetry monitor usage to support patient monitoring needs
Supported infection control and safety protocols by maintaining a clean, organized unit and adhering to clinical guidelines
Collaborated with interdisciplinary teams to streamline workflows and enhance overall patient satisfaction
Organized follow-up appointments with patients’ primary care physicians upon discharge
Managed scheduling, answered multi-line phones, and handled administrative duties such as supply ordering and record keeping
Maintained unit supplies by working directly with vendors and Purchasing Department
Prioritized and executed responsibilities in a fast-paced healthcare setting, ensuring effective task management and patient support
Unit liaison between physicians, nurses, and other department medical staff
Reported directly to Registered Nurses with all patient feedback and requests
Boatswain Mate 3rd Class
United States Coast Guard
Southwest Harbor
06.2005 - 07.2010
Certified Coxswain, operated and commanded small boats during high-risk missions including search and rescue (SAR), maritime law enforcement, and security operations
Qualified Boarding Officer, leading federal law enforcement boardings to enforce U.S. maritime laws, conduct safety inspections, and ensure regulatory compliance
Executed maritime law enforcement missions, conducting vessel interdictions and contraband enforcement to enhance security in coastal and port environments
Collaborated with federal agencies including U.S. Immigration and Customs Enforcement, Drug Enforcement Administration, and U.S. Customs and Border Protection to facilitate joint operations and intelligence sharing, bolstering national security efforts
Applied Incident Command System (ICS) principles to coordinate multi-agency response efforts, ensuring efficient communication and mission execution
Applied Federal Emergency Management Agency certifications to coordinate crisis response activities.
Supervised and trained junior personnel in seamanship, tactical operations, use-of-force policy, and risk management procedures
Maintained operational readiness of small boats and weapons systems through rigorous inspections and preventative maintenance, ensuring safety and effectiveness during missions
Conducted navigation, watch-standing, and lookout duties in complex and dynamic maritime conditions
Led emergency response operations including firefighting, damage control, and man-overboard recovery
Demonstrated decisive leadership and sound judgment in high-pressure, time-sensitive environments
Implemented, regulated, and ensured adherence to specified laws and boating safety for fisherman, leisure boaters, and the areas Native American Indian Tribes
Extensive training in Search and Rescue Training (SAR) by working with local Law Enforcement agencies to successfully conduct SAR missions and prevent loss of life
Certified in Incident Command Systems 100-800, specialized in response preparedness for natural or man-made disasters and acts of terrorism
Efficiently trained in Fire Safety and OSHA to ensure proper handling of hazardous spills
Achieved qualification as a marksman with small weapons, demonstrating proficiency and accuracy.
Completed military service with honorable discharge, reflecting strong character and integrity.
Education
Bachelor of Science - Healthcare Administration And Health Informatics
Washburn University of Topeka
Topeka, KS
01-2019
Associate of Science - Health Sciences
William Rainey Harper College
Palatine, IL
01-2013
Bachelor of Science - Criminal Justice
Endicott University
Beverly, MA
01-2008
Associate of Science - Criminal Justice
Raritan Valley Community College
Somerville, NJ
01-1997
Skills
EMR systems
QCPR systems
Nextgen
Nextech
Microsoft Office
OneNote
Microsoft Teams
VATAS
EPIC
Nations Hearing
Navinet
ACORN Credentialing System
CITRIX
Availity
Waystar
Oticon
Decibel
NPPES/NPI Registry
PDF management
CISCO IP Communications
CPRS
HIPAA compliance
OSHA reporting
MSDS
RC Fax
MyMedLeads
MD Ware
DDMS systems
KRONOS
Detail-oriented
Organizational skills
Remote employment
Brilliant Distinctions
Aspire Galderma
Care Credit
Medical Terminology
Appointment scheduling
Medical records
Claims verification
Home healthcare
Care management
Accounts management
Third party payer
Bank reconciliation
Clerical
CMSgov
Billing fee schedules
Data entry
Client communication
Time optimization
Payroll
Data analytics
Documentation review
Presentation skills
Incident response
Typing 60wpm
Document retrieval
EMR administration
Claims processing
Customer relationship management
Process improvement
Cross-functional teamwork
Mentoring junior staff
Attention to detail
Effective communication
Organizational skills
Indexing techniques
Search optimization
Records management
Electronic filing
Training facilitation
Content evaluation
Information management
Document management
Operational procedures
Records management
Sensitive document management
Document management
Document security
Project Support
Data accuracy
Adobe acrobat
SharePoint administration
Teamwork and collaboration
Multitasking Abilities
Workflow optimization
Analytical skills
Certification
Emergency Management Institute FEMA ICS 100-800
IHI Certified Professionals in Healthcare (84.25 hrs.)
IHI Certified Faculty Development (10 hrs.)
IHI Certified Graduate Medical Education GME201-206