Katelyn McGeary

Schlehofer Law Offices, P.C. (Plaintiff-based personal injury law firm.)

Answering multiple lines for all incoming calls for the firm. We usually receive 30 inbound calls per day, consisting of potential clients, current clients, insurance adjusters, and other legal inquiries. With potential clients, start the intake process with detailed leading questions to gather critical case information, then summarize the findings for attorney review to ensure efficient case evaluation.

Opened and organized new client files both physically and electronically, verifying documents and preparing all required materials so legal assistants and attorneys could begin work immediately.

Handling of all the incoming and outgoing mail, such as various insurance letters, medical records, bills, and faxes. Noted each document we received in the mail or fax into the relevant client case, so the attorney can look at everything received in client notes in Neo's software. Organized and scanned each document into PDFs, and accurately filed them into the correct case folder with a relevant title for the documents to ensure that attorneys and paralegals had immediate access. Additionally, I would generate representation letters to send to insurance companies through fax and mail, as well as client introduction letters to clients, to support timely case onboarding.

Assisted paralegals as needed with their paperwork filing to ensure case-by-case organization.

Retrieved medical records, billing statements, and police reports for all of our new clients. I also assisted with client follow-up requests, such as contacting law enforcement records departments and medical facilities for updates and estimated turnaround times for pending requests.

I made all copies of the important paperwork we needed for the firm, such as medical releases and other basic client information forms for sign-ups. Updated all of our client onboarding paperwork, as directed by the attorney.

Responded to all incoming emails that the firm would receive swiftly and accordingly.

Prepared medical summaries using proper medical terminology to provide attorneys and paralegals with clear, accurate details on client injuries and diagnoses.

Sent out checks for client invoices, scanned, and filed them into the client file for proof of sending the payment for efficient documentation.

Functioned as the first face and voice of The Salvation Army in Anchorage, handling high volumes of calls and walk-ins, while directing individuals to the correct departments. Maintained a thorough knowledge of internal services to ensure accurate referrals for efficient support.

Assisted my supervisor and team members with a variety of projects, including but not limited to mail delivering and processing, creating or proofreading Word and Excel documents, event preparation, and calling their clients or attendees to confirm attendance for events or appointments.

During the Christmas season, we would prepare for our Angel Tree GIFT Program. The program entails families that apply for the Christmas gifts program for their children, if they are financially unable to do so. We usually get around 800 families that apply and are approved to pick up their gifts. My duties during this time are crucial since I am the one going through every application, sending them emails, or calling them to restart their application if it has incorrect information, walking them through the process, and talking to applicants on the phone who have any questions or concerns.

Selected as a permanent employee after a 3-month probation period due to fast performance, strong dedication, and a consistently positive attitude. Adapted communication style to match client needs by applying emotional intelligence, improving service outcomes. Strengthened organizational proficiency in multiple software platforms while collaborating effectively with colleagues.

Completed the 8-week Administrative Support Training Program, which trained us on customer service skills over the phone, HIPAA courses, how to use Outlook, and how to send messages in the Electronic Health Record (EHR). After completing the program, the ASTP coach then picked what they believed was the best position for you to start. I got placed in the Customer Service Department at the Primary Care Center. The Customer Service Department's duties entailed:

Managed multiple phone lines and addressed patient inquiries promptly and professionally.

Collected and documented all positive and negative feedback for all Southcentral Foundation medical clinics.

Responded to facility emergency codes, and supported Emergency Responders as needed.

Moved up to a medical clinic as an Admin II, that was our section of primary care therapists, and dieticians. Primary Care 1 North duties entailed:

Managed mainline phone calls and entered patient messages into the Electronic Health Record (EHR) system for appointment changes or scheduling, medication refills, referral requests to other clinics, and general inquiries.

Checked patients in and out of the clinic, and provided guidance on clinic processes and services.

Participated in the Social Team Group to coordinate events to build colleague relationships and overall morale in the clinic.

Contributed to the 1North Scheduling Error Workgroup by identifying recurring scheduling issues, developing solutions, documenting updates, and sharing recommendations with clinic leadership.