Lizy Rodriguez

• Managed case files for personal injury claims, ensuring compliance with legal standards.
• Coordinated communication between clients, attorneys, and medical providers to streamline case progress.
• Assisted in gathering and organizing evidence to support client claims effectively.
• Maintained accurate records of case developments and client interactions in case management software.
• Researched relevant laws and regulations to enhance understanding of personal injury cases.
• Developed rapport with clients, providing updates and addressing concerns throughout the process.
• Scheduled appointments and coordinated meetings with clients and legal teams efficiently.
• Monitored deadlines and ensured timely submission of required documentation for claims processing.
• Conducted intake interviews with new clients, gathering critical information to build a solid foundation for their case.
• Assisted clients in obtaining the medical care they needed by coordinating appointments and transportation services as required.
• Served as a liaison between clients, attorneys, insurance companies, and other parties involved in personal injury cases – enhancing overall efficiency within the practice.
• Coordinated efforts with insurance adjusters, contributing to faster settlements for clients.
• Participated in ongoing professional development opportunities to stay current on best practices within the personal injury field – ultimately benefiting our clients and improving our firm''s overall performance.
• Managed a high volume of cases simultaneously, ensuring each received proper attention and care.
• Managed and updated case files regularly, ensuring all relevant information was easily accessible by team members when needed.
• Facilitated communication between clients and attorneys for timely and efficient case progress.
• Monitored medical treatment progress, maintaining open lines of communication with healthcare providers involved in the client''s care plan.
• Built strong relationships with clients to provide empathetic support during their recovery journey.
• Provided exceptional customer service to all clients throughout the entire duration of their case – from initial contact through resolution – resulting in a high level of client satisfaction.
• Achieved successful case resolutions by closely managing and organizing client files.
• Collaborated effectively with attorneys to strategize on best course of action for individual cases, maximizing potential settlements or awards.
• Developed comprehensive demand packages for negotiation purposes that resulted in favorable settlements without the need for litigation.
• Maintained confidentiality while handling sensitive personal injury claims, fostering trust between our firm and its clients.
• Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
• Established team priorities, maintained schedules and monitored performance.
• Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
• Schedule EUO's , recorded statements and IME'S.

• Supervise and support a team of medical records assistants.
• Delegate tasks related to records requests, scanning, labeling and organization.
• Train new team members on procedures, HIPAA compliance and systems.
• Monitor team productivity and accuracy, providing feedback or coaching as needed.
• Oversee the requesting, tracking, and retrieval of medical records and bills from providers.
• Ensure timely and complete collection of records needed for legal or medical cases.
• Review records and demands for quality, accuracy and relevance before submission to attorneys or other staff departments.
• Maintain organized digital and/or physical filing systems.
• Identify inefficiencies in the records and billing handling process.
• Recommend and implement improvements to streamline records collection and review.
• Ensure the team follows established protocols and meets focusing on the company mission and vision.
• Ensure all records and bills are handled in compliance with HIPAA and internal privacy policies.
• Conduct audits to verify secure handling and storage of sensitive data.
• Educate the team regularly on the data privacy and updates in records and bills handling laws.
• Serve as mediator between the medical records team, attorneys, paralegals, healthcare providers and clients.
• Communicate clearly with medical facilities to follow up on pending records and bills.
• Help prepare demands or documentation needed for settlement or court.
• Prepare monthly reports on team performance.
• Assist in updating spreadsheets or case management systems (Neos).
• Help manage relationship with third party administrators or intermediates when needed.

Skills earned as medical records & billing leader

• Strong leadership and team coordination.
• Deep understanding of medical terminology and billing codes.
• Excellent attention to detail and time management.
• Proficiency in EHR systems or legal case management software.
• Ability to handle sensitive information discreetly and professionally.
• Ability and distress to communicate efficiently with my team from a lead position and deliver proper and clear communication.

• Requesting Medical records and bills ( Pre-litigation medical legal assistants or case managers)
• Contact medical providers (hospitals, clinics, specialists, physicians and imaging centers) to request and gather reports and billing statements.
• Track requests and follow up regularly to ensure timely receipt.
• Use HIPAA compliant authorization forms for records and billing releases.
• Insurance adjusters contact
• Request and gather pip logs and health liens
• File health insurance claims with health insurance subrogation department.
• Follow up with subrogation analysts on health liens
• Read and notate the total billed and the final health lien amount on each pay log. Add this final lien amount to the "liens tab" or value tab.
• Request all kinds of medical records from various and very open campus medical facilities and centers.
• Work with diverse cities and counties in requesting numerous fire rescues departments EMS records and bills if it applies to the case.
• Adjust to each facility's needs on how to request the correspondent medical records and bills.
• Handle invoices using different portals and 3rd party companies.

Organizing and reviewing records

• Review records for completeness and relevance to the case.
• Identify missing documentation and request corrections or additional records.
• Sort and label records in the correct order or by treatment type for attorney review.

Medical Bill Summarizing

• Create summaries or spreadsheets of medical follow ups and case status.
• Help calculate total medical value for settlement demands.
• Cancel duplicate charges, high invoices or unrelated services.

Maintaining Medical Logs

• Keep detailed logs of treatment providers, dates of service, adjustments, pip payments, health insurance payments and outstanding balances from all medical facilities.
• Note dates records were requested, received and processed ( when MDR is completed )

Skills earned as pre litigation legal medical records specialist

• Knowledge of medical and billing terminology.
• Experience handling protected health information (PHI)
• Attention to detail and strong organizational skills.
• Familiarity with HIPAA compliance.
• Clear communication skills for medical providers, attorneys, case managers and clients.
• Ability to solve any problem or situation by thinking or researching.

• Prepare medical summaries or chronologies for attorneys and paralegals.
• Flag missing records or inconsistencies for attorney review.
• Assist in identifying relevant providers or treatment dates in support of legal claims.
• Maintain logs of treatment, diagnoses and billing totals.
• Request itemized medical bills or final bills and health liens.'
• Complete MDR with deadlines for depositions court or trial.
• Coordinate with liens departments or adjusters when needed.
• Scan and upload records into the CRM system.
• Keep accurate online files and naming them.
• Maintain confidentiality and follow litigation legal practices for discovery and other litigation practices like depositions, trials and /or court.
• Assist attorneys and paralegals with trial preparation related to medical evidence.
• Respond to discovery requests or subpoenas involving medical documents.
• Collaborate with other departments .
• In person depositions with both client and attorney notating all important information to gather as much information as possible to help attorney build up the case with plenty of evidence.
• Ability to prep high value demands with excellence and professionalism.

Skills earned

• Strong organizational and time management skills
• Accuracy and attention to details.
• Experience with case management and document handling software.

• Answered calls or greet walk-ins from potential clients
• Collect preliminary information about legal needs or case details
• Ask guided questions to determine case eligibility (using firm's specific criteria)
• Schedule EUO,IME and RS with opposite attorney's, SIU's or adjusters.
• Follow up with policy limits, police report, state letters and county letters.
• Prep state letters and county letters of representations.
• Handle diverse insurance companies, SIU'S and adjusters.
• Enter all intake information accurately into the CRM
• Create client's files in the opening process physical or digital.
• Keep confidentiality and compliance with legal ethics.
• Confirm and remind clients of their upcoming scheduled statements.
• Keep track of new potential client's contracts.
• Keep track of Sales and intake new potential client's calls and make sure to return them.
• Notify attorneys or paralegals of high priority or qualified leads.
• Request and gather clients personal documents such as ID's, legal forms, discharge reports, injuries, property damage and case evidence)
• Scan and upload all documentation to CRM.
• Represent the firm with professionalism and ethic.
• Answer questions regarding the firm's services, fees and steps.
• Stay calm and respectful attitude with emotional or distressed callers.
• Assist with front desk responsibilities such as checking in clients or directing them to meeting rooms.
• Route calls or messages to attorneys and other team members.
• Collaborate with in person mail, files and/or other office assigned tasks when needed as support.

• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Organized and detail-oriented with a strong work ethic.
• Greet patients warmly upon arrival
• Verify patient identity and health insurance information
• Collect co-pays and outstanding balances
• Provide and collect required forms or concerns
• Schedule, confirm, cancel and reschedule appointments
• Coordinate Appointments for procedures, hearing tests, or follow ups.
• Handle referrals and prior authorizations as needed.
• Answer incoming calls promptly with ethic and professionalism
• Take messages or route calls to medical staff
• Provide information about services, hours and policies
• Verify insurance coverage before appointments
• Enter and update insurance and billing information in the medical system
• Assist billing department with CPT coding or claim information when needed
• Update and keep accurate electronic health records (EHR/EMR)
• Scan and uploads ID's, health insurance cards, referrals
• Prep charts for upcoming patient visits
• Keep a clean, organized front desk and waiting area
• Order office supplies and keep forms stocked
• Coordinate with nurses and doctors specialists for smooth patient flow
• Ensure all interactions and records follow privacy and confidentiality laws
• Handle sensitive information with discretion
• Work in teams with coworkers to complete assigned tasks
• Demonstrate ability to manage multiple tasks while remaining adaptable and flexible
• Respond quick and efficient to meet patients needs and problem solving
• Committed to delivering excellent customer service while working in a fast paced environment
• Focused on learning new skills and staying updated with industry changes
• Participated in ongoing training to enhance own job skills and knowledge

Skills earned

• Knowledge of ENT terminology and procedures
• Experience with EHR systems
• Calm and courteous communication style, especially with any patient from elderly or pediatric patients
• Understanding of insurance and billing basics
• Ability to interpret CPT codes

• Educated clients on insurance products and services to enhance understanding and satisfaction.
• Developed customized insurance plans based on client needs and risk assessments.
• Conducted regular follow-ups with clients to maintain relationships and address concerns promptly.
• Analyzed market trends to identify new business opportunities and improve service offerings.
• Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
• Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
• Attended continuing education courses and workshops to gain additional insurance industry knowledge.
• Follow up with existing clients for rewrites, renewals and insurance policy changes
• Build long term client relations based on trust and satisfaction
• Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
• Explain policy features, terms and costs clearly
• Consistently met or exceeded sales targets through diligent prospecting, follow-up and make sure goals are met.
• Keep track of client's payments are due, rewrites, renewals and driver's license pending suspensions.
• Read declaration pages fro different insurance companies
• Recommend most suitable policy packages based on each client's needs
• Help client's file insurance claims and provide support in the process
• Process policy applications, changes, renewals and cancellations
• Work with Microsoft platforms includes outlook
• Data entry called Catalyst (insurance CRM)
• Inform myself with new state laws and industry updates or changes
• teams meetings and participate in training sessions
• Coordinate with underwriters, adjusters and other insurance agents.

• Analyzed market trends and competitor activities to identify growth opportunities within the airport environment.
• Greet passengers and assist them with product selections
• Provide detailed product knowledge (cosmetics, electronics, luxury goods, travel accessories, Romero Britto arts, Robert Graham and many other high standards brand.
• Upsell and cross-sell merchandise from different vendors
• Ensure high customer service for diverse and international clientele
• Customer Service training provided by MIA.
• TSA trained
• Vendors and high class brand trainings
• High quality merchandise handling
• Educate passengers with experience the quality of our products
• Restock and organize merchandise shelves or displays to keep visual appeal
• Rotate stock to ensure freshness
• Conduct inventory checks and report discrepancies
• Operate cash and card register or point of sale system
• Process payments (cash, credit/debit card, foreign currency if accepted)
• In store merchandise returns, exchanges and damages
• Follow TSA and international airport security regulations
• Report to airport police strange behaviors and unattended packages
• Ensure secure handling of products
• Assist international passengers and understand their needs without having language barrier.
• Respect and accommodate cultural preferences in customer service
• Excellent team work and communication regarding conducting audits, sales target or customer needs
• Participate MIA trainings, TSA trainings, team meetings and store vendors and promotions.