Proactive and goal-oriented professional with exceptional time management and problem-solving skills. Currently seeking a career path in Finance. Reputation for reliability and adaptability, combined with swift capacity to learn and apply new skills, sets me apart. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Claims Coordinator – Remittance
OrthoFi
08.2021 - Current
Accurately post dental insurance payments, correspondences, adjustments, and denials to the correct practice and patient accounts
Identify interest payments, recoupments, and adjustments and correctly allocate the remittance
Locate missing EOBs via carrier site or contacting the carrier to request EOBs
Processing Virtual Credit Cards and allocating payment to the correct practice and patient accounts
Working with High Touch practices to ensure processing of payments are allocated correctly and to assist with reallocations
Communicate with High touch practice and claims to research missing payments
Work assigned projects such as audits for High Touch practices
Download work queue data via Tableau and sort remittance to various queues in Excel
Creating cases via Sales Force
Conducted Training for VCC and Unallocated processing
Created SOPs for VCC and Unallocated processing
Submit claims to carrier via Clearinghouse and by mail.
Analyzing patient accounts locating missing and/or late payments.
Contacting carriers for missing payment information.
Verify overpayment made by carrier and initiate a refund request to carrier.
Reviewing and correcting incorrect billing and resubmitting corrected claims.
Appeals Representative
Delta Dental of California
11.2018 - 09.2021
Research and responds directly to members and providers appeals
Reviews case to determine if sufficient records were obtained, and review Dental records and dental policies to determine if correct action for each case
Verify claims were processed in accordance to the processing policies and Group benefits
Research claims and communicate with the appropriate department for Corrective actions
Document all communication and maintain up to date status of cases
Responds to members and provider questions via e-mail, telephone, and Written inquiries
Prepares formal written responses to enrollees and dentists concerning Inquiries and complaints
Maintains complaint tracking record and daily turnaround time
Review patient account summary to determine overpayments made by Members and send correspondence to providers to issue refunds
Research and calculate refund amount and initiate withholding procedures
Answers telephone inquiries from enrollees and dentists regarding processing Polices, eligibility, breakdown of patient’s benefits, and procedure history
Performs miscellaneous duties as assigned
Claims Auditor
Delta Dental of California
09.2005 - 11.2018
Auditing of dental and orthodontic claims and adjusting incoming correspondence claims from provider
Research and reissuing unpaid checks, sending manual check requests to Finance department
Logging refund checks from providers to create cash receipt
Verifying amounts on refund checks and applying cash receipts to claims
Making necessary adjustments as needed
Knowledge of coordinating benefits from third party insurance carriers
Knowledge of benefits, deductibles, and maximums
Creating correspondence letters
Booking conference rooms for meetings, creating meeting agendas and taking minutes
Working on special projects assigned by supervisor and management
Create job aids to help teammates understand the process of processing orthodontic claims
Mentor teammates and assisting them to be efficient as auditors
Exceeding department standards of 98% quality and processing 17 claims per hour
Education
Bachelors - Technical Management, Accounting
DeVry University
Folsom, CA
07.2016
Associates - Science, Accounting
University of Phoenix
Sacramento, CA
11.2010
Skills
Microsoft Outlook
Microsoft Office: Word
Microsoft Office: Excel
Microsoft Office: PowerPoint
Google Suite
Zoom
Slack
Sales Force
Tableau
Windows 10
Windows 11
Computer skills
Printer
Facsimile
10-Key by touch
Certification
Bookkeeping Certification, NACPB, In progress
Intuit Bookkeeping Certificate, Intuit Academy, In progress
Other Work Experience
Printed monthly patient account statements for payment.
Logged checks and created end of day report of monies received