LISA ORTIZ

• Coordinated patient scheduling and office operations for chiropractic services.
• Managed patient records using electronic health record systems effectively.
• Employee Scheduling
• AR/AP
• Payroll
• Insurance/Patient Collection
• Therapy Assistant as Needed

Administrative Support

Conducting Location Research.

Preparing Reports

Day to Day Operation

Payroll New Hire Orientation

Office Budgetary Management.

AP/AR

EOM Financial/Reconciliation

Maintaining Employee/Manager Relationships.

• Billing and balancing bills in the education sector.
• Worked with account manager and bookkeeper to resolve discrepancies
• Assigned groups in California are responsible for their accounts receivable and payable.
• Compliance with California Regulations
• IRS S125 Codes and Regulations

• Contract position for American Fidelity, which led to a direct hire position.

• Reviewed and reconciled billing discrepancies to ensure accuracy.
• Billing for multiple Clinicians
• Received and posted insurance payments
• Reviewed billing before sent to the clearinghouse
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• Managed scheduling for painting projects and staff assignments effectively.
• Coordinated daily office operations and maintained a professional work environment.
• Job Proposals
• Payroll and Payroll taxes
• W-9 year end W-2s
• Manage owner schedule
• Accounts payable & accounts receivable
• Government Certified payroll & completed progress reports Forms 3064 & 3065