SHANNON WILSON

Billing

Bill visits for Social workers, MD and Massage

Create superbills, print, fax superbills, email copy to patients

Enter patient charges

Collect payments

Create statements

Follow up on past dues

Follow up on expired cards on file

Mail some people that like snail mail statements

Process checks that come in the mail

Keep track and maintain billing in quickbooks

Talk with patients about services and $

Phone calls for past due amounts

Send yearly statements for taxes to patients for all services

Run patient weekly billing

Office

Check and process mail

Schedule appointments

Manage appt for Ketamine and groups

Order office supplies

Create and maintain staff meeting sign in

Supplies and snacks for staff meetings

Support person for social workers onboarding and problem solving

Schedule and book drug reps

Problem solve billing issues or office issues

Meeting agendas

Address any issues happening in the office that I see

Keep office organized

Support for all staff

Scheduling of Nurse for ketamine sessions

Setting up recurring Ketamine appts

Creating new patient folders

Checking to see if new patient complete paperwork before 1st visit

Print out new patient paperwork

Manage phone system

Troubleshoot for staff (emails, EHR….etc...

Schedule appt for outside services

Coordinate outside fairs and booths/t shirts/jackets

Maintain Social workers and Dr. Alessi schedule in EHR- etc….. Blocks

Update templates

Keep up with problems with EHR

Run reports

Keep all invoices and check payments organized for Jody

Keep track of all SW hours and timesheets

Ulter and edit things in EHR for better flow

Email various people from outside and set appointments with Dr. Alessi

Resetting of passwords or login for employees

List job ads

Set up interviews

Create new employee packets

Go over new employee paperwork with new employee

Do background checks

Create new employee folders

Submit weekly timesheets to CPA for all employees

Go over and verify employee timesheets/and if the patients have paid for this time

Keep master copy book up to date

Keep forms up to date

Change forms or create new forms when necessary

All new patient screenings

Collect all new patient demo.

Send new patient paperwork

Create new patient portal login

Run financial reports for CPA

Set up new employee schedule

Create letters for patients/ providers or schools

Create discharge letters for patients

Set up and schedule Dr. Alessi conferences, flights, hotels, dental, RX refills.

Schedule for radio station times, send emails

Organize flyers, file them and put them into Alessi server

Keeping license and all MD docs up to date

Attest for CAQH every 120 days.

Create and maintain forms for office use

Send forms to patients prior to visits

Cover front desk and calls when receptionist is out

Contact the landlord with issues/concerns. Schedule appts for maintenance.

Keep track and maintain passwords for all office use

Screening of all new patients

Keeping track of Practice Bytes (website) for new referrals

Send records requests out/request records from other sources

Morning meetings with Dr. Alessi

Conduct staff meetings when Dr. Alessi is away

Pay bills over the phone or online

Keep track of all login info to different websites

Run weekly/ monthly finance reports for weekly staff meetings.

Inform staff of meetings etc…..

Set up office cleaning weekly

Daily meetings with Jo about office flow and daily duties to complete

Follow up on things that other employee didn’t do or finish

Nursing

RX requests

Messages from nurse phone line

Order nursing supplies

Order over the counter drugs

Prior auth for meds

Pharmacy calls

Insurance calls for drug coverage

Cover my meds to put in prior auths

Call PCP offices for drug coverage on medicaid patients

Ketamine

Prepare room

Stock med cart

Prepare paperwork

Complete paperwork

Prepare camera

Prepare music

Start blood pressure cuff, EKG leads, and Pulse ox

Complete paperwork with patient

Collect all paperwork, upload to EHR

Keep track of drug count

Keep track of ketamine session in total

Do paperwork afterwards with patient

Complete aftercare paperwork on patient

Lay out supplies

Have meds ready

Secure all meds in nurses room

Uploading of ketamine videos

Charging of all ketamine equipt.

Sanitizing room after session

Count all medications upon arrival and as used

Order ketamine lozenges and IV ketamine

Order ketamine nursing supplies

Stock and organize nurse room with supplies

Office manager/Billing Coordinator

Dr. Laura Babe MD - Ann Arbor, MI Feb. 2017 to Feb. 2023

Samaritan Counseling Servies - Ann Arbor, MI

March 2016 to February 2017

Scheduling new patients appointments (Collecting any/all information over the phone)Billing out to all insurance companies(Electronic and Paper billing)Preparing paper auto/workers comp claims and office notes. Posting of all payments that come into the office(Insurance ,co-pays and deductibles)Support for all office staff. Credentialing and Re-credentialing of therapist yearly and new hires. Creating/Submitting Prior Auths for patients up coming appointments. Verifying insurances, co-pays and deductibles prior to visits. Tracking budgets. Preparing/Mailing of statements for patient balances. Create forms/Policies for the office operation. Post job openings on websites, interview and hire. Keep records of therapist license, Liability insurance, and expiration dates. Taking in/solving problems with staff and patients. Addressing billing questions/concerns. Scanning all patient forms, demographics and insurance coverage into EHR system. Heading monthly staff meetings, documenting staff meeting minutes. Preparing bank deposits, and verifying bank activity. Entering therapist schedules and vacations in the EHR.Opening/closing of the office. Orientation/paperwork for new staff. Conducting background checks. Verifying employee timesheets and wage increases. Monthly and yearly company mailings. Submitting/requesting medical record requests. Entering staff updates into CAQH yearly and as needed. Keeping all staff personal files neat and up to date. Taking incoming calls(transferring calls to appropriate person)On call by phone and email. Computer support for all office staff. Setting up access to software for all staff. Running daily/monthly/yearly reports.

BUISNESS CLOSED.

Hewitt Chiropractic - Chelsea, MI September 2011 to December 2014

Responsibilities Assisting the doctor with patients, Charts, and Continued care Planning Scheduling patients for appointments, greeting patients on arrival, answering phone calls, as well as returning patient messages. Updating weekly phone messages, Calling patients for appointment reminders, Educating patients of the Chiropractic care experience, Follow up phone calls(To check up on a new patient) Opening/Closing of the office, End of night accounting, Posting of all insurance payments, patient payments, collecting all co-pays and deductibles,responsible for all mailings to doctors, insurance companies, and patient reminders. Responsible for all insurance billing (Paper CMS 1500 billing) Electronic billing, and patient statements, inputting electronic health record information on all patients, daily checks of electronic health record reports and making collection calls. Pulling/Filing of patient charts, ordering supplements and all office supplies. Keeping accurate records of all inventory Responsible for Bi-weekly employee payroll Responsible for taking all patients vitals (for electronic health records) Assisting patients with the traction table/massage chair Updating of office website/face book accounts Responsible for patient call backs Responsible for cleaning/keeping the office tidy
Accomplishments: Certified as a CA, Completed billing classes