Lisa Murray
New Hartford
Summary
Detail-oriented Financial Assistant and Medical Records Coordinator. With a proven track record at Ingraham Manor, excelling in bank reconciliation and regulatory compliance. Ensuring all HIPAA regulations are met. Demonstrated strong customer service and meticulous attention to detail while managing resident trust accounts and supporting audits as well as Medical Records. Proficient in Point Click Care software.
Overview
26
26
years of professional experience
Work History
Financial Assistant
Ingraham Manor
Bristol, CT
01.2010 - Current
- Managed Resident trust accounts, ensuring accuracy and compliance with regulations.
- Process deposits to Bank and write out necessary checks for Residents.
- Supported month-end closing procedures, reconciling accounts to ensure timely reporting.
- Developed and maintained spreadsheets for tracking financial transactions and reporting.
- Ensure that Social Security checks come to the facility and process yearly reporting to Social Security and State of Connecticut.
- Maintain the hairdressing list for outside hairdresser to comply with Residents financials.
- Sort incoming mail and forward mail to the correct department.
- Complete Medicaid redetermination for Residents that we handle their finances.
- Process quarterly statements for Residents or responsible parties to compliance with regulations.
- Support annual audits with meticulous documentation and record keeping, ensuring a smooth process.
Medical Records Coordinator
Ingraham Manor
Bristol, CT
06.2000 - Current
- Assisted in organizing and maintaining medical records for efficient retrieval and compliance.
- Supported data entry processes to ensure accurate patient information management.
- Learned to utilize electronic health record (EHR) systems for documentation and reporting.
- Collaborated with healthcare staff to address record discrepancies and improve accuracy.
- Participated in training sessions on HIPAA regulations to enhance privacy practices.
- Adapted quickly to new software tools for managing patient records effectively.
- Provided support in preparing documentation for regulatory inspections and audits.
- Kept accurate log of requests for medical information and records.
- Obtained necessary signatures on information release forms to obtain medical and treatment records from other service providers.
- Processed and tracked requests for medical records from external organizations.
- Processed medical records requests from outside providers according to facility, state, and federal law.
- Maintained Physician credentialing
Education
High School Diploma -
Skills
- Customer service
- Bank reconciliation
- Audit support
- Regulatory compliance
- Cash management
- Data entry
- Proficient in American Health Tech and Point Click Care software
- Time management and Reliability
- Attention to detail
- Multitasking Abilities
Timeline
Financial Assistant
Ingraham Manor
01.2010 - Current
Medical Records Coordinator
Ingraham Manor
06.2000 - Current