Melissa Phillips
Porter Corners,NY
Summary
Highly motivated legal assistant with 2 years experience in an Elder Law office. Skilled in managing Medicaid and Estate files, drafting legal documents and client communication.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Legal Assistant
The Salmon Law Firm, PLLC
03.2023 - Current
- Monitor legal calendars and deadlines to ensure timely filing of documents
- Phone intake for potential new clients for Medicaid and Estates
- Liquidate assets for Medicaid eligibility and estates. Update beneficiaries on assets as needed
- Draft legal documents (using Lexus Nexus) such as Affidavits and Report and Accounts
- E-file Voluntary Administrations to Surrogate's Court through the NYSCEF website
- Manage electronic checkbooks for estate accounts
Senior Billing Specialist
Wesley Health Care Center
07.2007 - 03.2023
- Verify and evaluate patient benefit eligibility and claim status with insurance agencies for admissions.
- Prepare patient charts, pre-admissions, and consent forms as necessary.
- Prepare Medicaid applications and recertifications and submit to various Counties.
- Oversee, correctly code, and complete private insurance, Medicaid and Medicare claims paperwork documentation and system entry (posting).
- Treat all patients, their families, visitors, peers, staff and providers in a pleasant and courteous manner.
Paralegal
Berger, DuCharme & Harp
07.2004 - 07.2005
- General office duties, which included phone, fax, email, etc.
- Schedule appointments for clients
- Maintain client files
- Prepare various documents and submit to appropriate courts
Skills
- Client support
- Strong written & verbal communication
- Excellent computer & program skills
- Legal document preparation
- Strong attention to detail
- Skilled at multi-tasking
Certification
- Paralegal Studies: Paralegal Certificate Mildred Elley- Albany, NY Campus
- New York Notary Public (Commission expires December 2027)
Timeline
Legal Assistant
The Salmon Law Firm, PLLC
03.2023 - Current
Senior Billing Specialist
Wesley Health Care Center
07.2007 - 03.2023
Paralegal
Berger, DuCharme & Harp
07.2004 - 07.2005
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