Mary

To be able to provide excellent and accurate service to my client and to be able to share my knowledge and experience with the company.

Medical Records & Subrogation Specialist at Law Office of Roderick White (2025-08 – 2026-09)

• Managed daily medical records, billing, liens, and subrogation workflows for a U.S.-based personal injury law firm using Clio Manage, Clio Grow, Gmail, Google Calendar, MDEC, Evidence.com, electronic fax systems, and healthcare provider and insurance portals.
• Prepared and submitted medical record and itemized billing requests, Letters of Representation, HIPAA authorizations, lien notices, and follow-up correspondence to hospitals, physicians, rehabilitation facilities, insurance carriers, and third-party administrators.
• Monitored the status of outstanding medical records and bills, followed up with providers, resolved missing-document issues, and documented all communications and progress updates in Clio.
• Reviewed received medical records and billing statements for completeness, correct dates of service, patient information, balances, payment adjustments, and missing treatment documentation.
• Created and maintained organized electronic case files by uploading, labeling, categorizing, and linking medical records, bills, correspondence, authorizations, and lien documents to the appropriate client matter.
• Handled subrogation and lien matters involving private health insurers, Medicare/CMS, Medicaid, hospital liens, Carelon, BCBS, Revecore, and other recovery vendors.
• Reported personal injury claims and settlements to health insurance carriers and lienholders and requested updated lien statements, conditional payment information, payoff amounts, and final lien confirmations.
• Communicated professionally with clients, attorneys, insurance adjusters, medical providers, billing departments, health information management departments, and subrogation representatives by phone, email, and fax.
• Maintained accurate case notes, task lists, follow-up dates, deadlines, treatment updates, and document-request statuses in Clio Manage and Clio Grow.
• Reviewed incoming mail, email, fax correspondence, and portal notifications daily and routed time-sensitive documents or issues to the supervising attorney.
• Tracked clients' medical treatment progress, confirmed discharge or last dates of treatment, and obtained updated provider information to ensure all records and bills were collected before settlement.
• Assisted attorneys with settlement preparation by organizing medical documentation, confirming outstanding balances and liens, and ensuring the case file contained the necessary supporting records.
• Updated Google Calendar with appointments, deadlines, hearings, follow-up dates, and other case-related reminders.
• Used MDEC to review Maryland court case information, filings, hearing dates, and docket updates when needed.
• Used Evidence.com to access, review, organize, and track available digital evidence and case-related materials.
• Maintained strict confidentiality and handled protected health information in accordance with HIPAA requirements and firm procedures.

Legal Assistant & Office Manager at Law office of Hassan Ahmed (2023-04 – 2025-11)

• Manage personal injury cases from initial client intake through settlement and case closure.
• Conduct detailed intake interviews to collect information about the accident, injuries, medical treatment, insurance coverage, lost wages, and property damage.
• Obtain supporting documents, including identification, insurance cards, accident reports, photographs, medical information, and signed authorizations.
• Prepare and send Letters of Representation to insurance carriers, medical providers, government agencies, and subrogation companies.
• Identify all applicable insurance coverage, including bodily injury, PIP, uninsured or underinsured motorist coverage, health insurance, Medicare, and Medicaid.
• Communicate with insurance adjusters to confirm coverage, policy limits, claim numbers, liability status, and assigned representatives.
• Request complete medical records, itemized bills, billing statements, diagnostic reports, and treatment notes from hospitals, physicians, physical therapists, imaging facilities, and ambulance providers.
• Track clients' medical treatment and regularly follow up regarding appointments, referrals, therapy progress, ongoing symptoms, and discharge status.
• Maintain detailed medical bill summaries and verify that all treatment dates, providers, charges, payments, adjustments, and outstanding balances are properly documented.
• Review medical records and bills to identify missing treatment dates, incomplete records, duplicate charges, and outstanding provider balances.
• Coordinate with medical providers and records departments to obtain missing or corrected documentation.
• Open and monitor Medicare, Medicaid, health insurance, and private subrogation claims.
• Request lien statements, payment ledgers, benefit summaries, and final lien amounts from Medicare, Medicaid, Rawlings, Optum, Carelon, and other lienholders.
• Maintain accurate case timelines, provider lists, injury summaries, treatment summaries, expense records, and damages documentation.
• Assist with preparing settlement demand packages containing liability documents, medical records, bills, photographs, wage-loss information, and supporting evidence.
• Track settlement offers, medical expenses, case costs, attorney's fees, liens, and anticipated client distributions.
• Prepare and send medical bill and lien reduction requests in accordance with applicable Maryland law and settlement terms.
• Follow up with providers and lienholders regarding negotiated reductions and updated final balances.
• Assist with preparing settlement breakdowns and verifying that all liens, medical balances, expenses, and fees are accounted for before disbursement.
• Provide clients with regular case updates and explain pending requirements, treatment-related tasks, insurance communications, and settlement progress.
• Maintain complete and organized electronic case files in Clio, including correspondence, medical documentation, insurance records, settlement materials, and follow-up notes.
• Monitor important deadlines and pending requests to ensure that records, bills, liens, and insurance information are obtained promptly.
• Coordinate directly with the supervising attorney regarding liability concerns, medical developments, settlement negotiations, and issues requiring legal review.
• Used Evidence.com to access, review, organize, and track available digital evidence and case-related materials.
• Maintained strict confidentiality and handled protected health information in accordance with HIPAA requirements and firm procedures.

Medical records Retrieval & Subrogation Specialist at State Law Firm (2020-12 – 2022-08)

• Retrieve medical records and itemized billing statements from hospitals, clinics, physicians, physical therapists, imaging centers, pharmacies, and emergency medical service providers.
• Prepare and submit medical records and billing requests with signed HIPAA authorizations and other required documentation.
• Contact medical providers to confirm receipt of requests, processing requirements, applicable fees, and expected completion dates.
• Track all requests, follow-ups, payments, and responses using case-management systems and internal spreadsheets.
• Follow up regularly with medical records departments, billing offices, and third-party retrieval companies to prevent delays.
• Review received records and bills for completeness, accuracy, legibility, correct patient information, and applicable dates of service.
• Identify missing treatment dates, providers, diagnostic reports, physician notes, therapy records, prescriptions, and billing statements.
• Request corrected, supplemental, or certified records when documents are incomplete, inaccurate, or missing.
• Obtain complete and updated records after treatment concludes, including final treatment notes, discharge summaries, and final itemized bills.
• Communicate with clients to verify treatment providers, appointment dates, referrals, outstanding treatment, and insurance information.
• Organize, label, upload, and maintain medical records and bills in Clio and the appropriate electronic case folders.
• Prepare medical-provider lists, billing summaries, treatment timelines, and records-status reports for the attorney.
• Coordinate with insurance carriers, lienholders, and subrogation vendors to obtain payment ledgers and lien information.
• Maintain confidentiality and ensure compliance with HIPAA requirements and law-office procedures.
• Escalate delayed, denied, incomplete, or time-sensitive requests to the supervising attorney.
• Ensure all necessary medical evidence is available for case evaluation, settlement demands, negotiations, litigation, and case resolution.

Legal Assistant at Physical Injury Law Firm (2022-03 – 2024-03-26)

• Drafted and submitted legal documents including Letters of Representation (LOR), Subrogation Requests, and Lien Requests.
• Regularly contacted insurance providers (e.g., Ciox, Datavant) via email and phone to correct information and follow up on pending document requests.
• Created, reviewed, and updated practice-specific forms based on case requirements.
• Managed case files and maintained organized records to ensure up-to-date and accurate information for each client.
• Maintain complete and organized electronic case files in Clio, including correspondence, medical documentation, insurance records, settlement materials, and follow-up notes.
• Monitor important deadlines and pending requests to ensure that records, bills, liens, and insurance information are obtained promptly.
• Coordinate directly with the supervising attorney regarding liability concerns, medical developments, settlement negotiations, and issues requiring legal review.
• Sent follow-up communications to hospitals for medical records, bills, and itemized statements.
• Coordinated and confirmed payments for medical documents and legal records.
• Sent and received documents via fax to ensure timely delivery to appropriate teams and third parties.
• Utilized platforms such as Practice Panther and ChartSwap to track document requests and case progress.
• Provided support for attorneys by preparing necessary documentation and maintaining communication with third-party providers. Monitored document retrieval status and escalated unresolved cases as needed.

Paralegal Training in Paralegal – University of the Philippines - Diliman (2025-01 – 2025-05)

Computer Secretarial in Computer Secretarial – Bulacan Polytechnic College (2014 – 2016)