Medicaid Expert at Fortuna Health (2026-01 – Present)
- I consult with families who are looking to place a loved one in a 24/7 nursing facility and apply for Medicaid. I obtain all the financial information and address all transactions for the 5-year look back period and devise a Medicaid plan that is in their best financial interest. Depending on the situation and their assets, there could be more than one strategy presented to them and they make the decision what strategy works best for them. I then assist with obtaining all of the supporting documents that will be required for the application. I complete the application and submit to HHSC. I continue to follow up with the application through certification. If I disagree with any decision made by HHSC, I request correction or appeal. I continue to follow up on application through correction and appeal, then re-open and completion.
Medicaid and Disability Policy Specialist at SLP Operations, LLC (2024-12 – 2025-10)
- Screened potential resident admissions for long-term care Medicaid eligibility, ensuring compliance with budget policies.
- Reviewed financial criteria and disability criteria for applicants under 65, collaborating with the SSA to facilitate approvals.
- Contributed to the operational efficiency of SLP Operations by maintaining accurate eligibility assessments and documentation.
- Supported the implementation of new policies through effective communication strategies.
- Served as a subject matter expert on various policy topics, providing guidance and support to colleagues across the organization.
- Enhanced policy compliance through the development and delivery of targeted training programs for staff members.
- Conducted regular reviews of operations and identified areas for improvement.
- Evaluated staff performance and provided coaching to address inefficiencies.
Medicaid Eligibility Specialist at Medicaid Filing Connections (2023-04 – 2024-12)
- Assisted clients in completing Medicaid applications and verifying eligibility criteria.
- Facilitated communication between clients and healthcare providers regarding benefits and services.
- Reviewed documentation for accuracy and compliance with Medicaid regulations.
- Collaborated with team members to streamline eligibility verification processes.
- Educated clients on program requirements and available resources for assistance.
- Maintained up-to-date knowledge of changes in Medicaid policies and procedures.
- Addressed client inquiries promptly, ensuring clarity and understanding of eligibility outcomes.
- Maintained up-to-date knowledge of relevant laws, regulations, and policy changes affecting Medicaid eligibility determinations.
- Improved customer service experience for applicants, providing clear explanations of eligibility requirements and addressing concerns promptly.
- Resolved eligibility discrepancies by carefully reviewing regulations and collaborating with relevant parties to reach accurate determinations.
- Collaborated with other specialists to ensure consistent interpretation of Medicaid regulations and policies.
- Managed high caseloads efficiently, prioritizing tasks effectively and utilizing time-management skills to meet deadlines consistently.
- Streamlined application processing for increased efficiency by implementing a well-organized case management system.
- Provided support to colleagues, sharing expertise on complex cases and assisting in the training of new team members.
- Reduced errors in eligibility decisions with meticulous attention to detail and thorough documentation of applicant information.
- Achieved timely resolution of cases, conducting comprehensive reviews and maintaining close communication with applicants.
- Scheduled appointments with applicants to gather information and explain benefits processes.
- Assisted clients with completion of applications and paperwork.
Central Intake Medicaid and Disability Screener at Senior Living Properties, LLC (2021-12 – 2023-01)
- Screened potential residents for long-term Medicaid and SSI/SSDI criteria to admit Medicaid or SSI pending. Prepare and submit Medicaid applications and annual reviews. Follow up on pending applications with Medicaid and Social Security.
- Utilized applicant tracking systems to manage candidate pipelines and streamline communication.
- Implemented feedback mechanisms to improve screening accuracy and enhance candidate experience.
Eligibility Specialist- SSI at Eligibility Consultants, Inc (2019-05 – 2021-12)
- Screened non-funded/self pay patients with hospitals for SSI. If potentially eligible, filed the application and assisted patient with follow up on application thru entire process.
- Conducted comprehensive reviews of applications and documentation for accuracy and completeness with Social Security Administration.
- Provided guidance to clients regarding program requirements, enhancing understanding of available resources.
Medicaid Consultant at Law Office of Arthur Allen, PLLC. (2008-09 – 2019-05)
- Assisted clients in navigating complex financial challenges with strategic recommendations for qualifying for long-term care Medicaid.
Co-Owner and Co-Founder at MECCA Group, LLC. (2008-01 – 2019-05)
- Marketed and consulted with potential clients to assist with the disability and Medicaid process of entering long-term care.
- Developed and implemented operational strategies to enhance business efficiency and customer satisfaction.
- Oversaw inventory management processes, ensuring accuracy and timely applications.
- Trained and mentored staff, fostering a collaborative environment that improved team performance.
- Managed office staff and payroll.
Medicaid and VA Consultant and Marketing at The Livens Law Firm, PLLC (2004-01 – 2008-01)
- Developed comprehensive project plans to ensure timely delivery of consulting services. Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Managed client relationships through regular check-ins and updates.
- Assisted clients in navigating complex Medicaid policy challenges with strategic recommendations.
- Facilitated workshops and training sessions for case managers and social workers, enhancing their skills and knowledge in Medicaid and VA policies.
- Developed and maintained strong client relationships, ensuring high levels of satisfaction and repeat business.
Medicaid Eligibility Caseworker at Texas Health and Human Services Commission (1994-02 – 2004-01)
- Assessed client eligibility for assistance programs, ensuring compliance with regulatory requirements.
- Processed applications and documentation efficiently, maintaining accuracy in case records.
- Provided guidance to clients regarding available resources and support services.
- Collaborated with interdisciplinary teams to resolve complex cases and improve service delivery.
