Vanessa Cardenas
Carmichael
Summary
Experienced Case Manager specializing in client advocacy, documentation, and HIPAA compliance. Seeking employment as a Referral Navigation Specialist to assist with coordinating patient scheduling and timely follow-ups with precise record-keeping. Focusing on enhancing patient outcomes through effective communication and thorough documentation.
Overview
1
1
Language
11
11
years of professional experience
Work History
Case Manager
Curtis Legal Group
Sacramento
04.2016 - 10.2019
- Provided case management services including intake, assessment, medical record review, advocacy, referral and monitoring of client treatment progress.
- Adhered to ethical principles and standards to protect clients' confidential information.
- Managed caseloads effectively, ensuring timely documentation and reporting.
- Tracked client progress through regular follow-up contacts to ensure ongoing support.
- Scheduled client and attorney meetings, court deadlines, surgical appointments, and case status updates to facilitate coordination and support.
- Documented client interactions and case notes accurately in management systems.
- Prepared demand letters and packages inclusive of police reports, medical records, and billing records, highlighting diagnosis codes.
- Prepared and submitted case reports to supervisors for review.
- Transitioned clients to different providers based on progress or needs.
- Advocated for clients by obtaining information regarding treatment options and clinical status.
- Utilized case management software and databases for efficient information tracking.
- Maintained confidentiality and adhered to professional ethics and standards.
- Provided referrals to appropriate medical, mental health, and social services.
- Assisted in gathering necessary documentation for case preparation and filings.
- Monitored case progress to ensure compliance with legal requirements and deadlines.
- Coordinated client assessments to determine needs and develop effective care plans.
- Facilitated communication between clients and legal teams for case updates.
- Managed case documentation to ensure compliance with legal standards.
- Conducted regular follow-ups to monitor client progress and adjust plans as needed.
- Provided training to new staff on case management procedures and tools.
- Streamlined workflow processes to enhance efficiency in case handling tasks.
- Monitored client progress through regular follow-up contacts.
- Maintained logs and electronic client records following department and agency policies for effective monitoring.
- Assisted individuals with eligibility for available benefits.
- Coordinated support services and optimized communication between healthcare workers and patients.
Executive Legal Assistant
Stawicki And Maples
Fair Oaks
08.2008 - 11.2014
- Managed legal documentation and correspondence for attorneys and clients.
- Assisted in preparing case files and legal briefs for mediations and cases management conferences, contributing to thorough case preparation.
- Coordinated scheduling for court appearances and client meetings to ensure timely representation.
- Coordinated and scheduled meetings and telephone conferences.
- Acted as liaison between attorneys, clients and court personnel.
- Liaised with clients to gather information and provide updates.
- Conducted meetings with clients and legal professionals to review case details.
- Monitored deadlines set by courts or regulatory bodies related to specific cases being handled by the firm.
- Reviewed incoming mail and correspondence for attorney review and action.
- Attended hearings, depositions, and small claims court, to provide translation assistance to clients.
- Collected confidential information from clients through interviews prior to drafting documents or pleadings.
- Drafted, proofread, and edited legal documents such as pleadings, briefs, demand packages, and other correspondence.
- Filed clients' legal documents in relevant courts for processing.
- Maintained knowledge on case status by reviewing relevant records and reporting back to clients.
- Participated in client interviews, observed questioning process and documented information.
- Redacted confidential information from legal documents on case-by-case basis.
- Oversaw legal team appointments, hearings and depositions schedules.
- Arranged case files and maintained records and notebooks.
- Assisted in maintaining department attorney personnel files with utmost confidentiality.
- Provided general office management duties such as ordering supplies, maintaining records systems and coordinating travel arrangements.
- Kept office equipment functional and supplies well-stocked to promote efficient operations.
- Coordinated multiple schedules using online calendaring system.
- Took detailed notes in meetings and disseminated information afterward.
- Handled telephone calls, meeting plans and conference organization requirements.
- Sorted and distributed incoming faxes, letters and emails for office distribution.
- Organized and prioritized caseloads for attorneys.
- Used voice recorder or notepad to compose and transcribe meeting minutes.
- Handled confidential information with discretion and integrity.
Education
Associate of Arts - Paralegal Studies
MTI College of Business And Technology
Sacramento, CA09-2009
Skills
- Case management
- Intake assessment
- Medical records management
- Health history documentation
- Health referrals
- HIPAA compliance
- Case management tracking
- Referral and legal hearing coordination
- Great attention to detail
- Organization and multitasking
- Proficiency in MS office Suites/Abacus Law/Legal Solutions/Aderant Total Office
- Effective verbal and written communication
- Email and telephone etiquette
Languages
Spanish
Native/ Bilingual
Timeline
Case Manager
Curtis Legal Group
04.2016 - 10.2019
Executive Legal Assistant
Stawicki And Maples
08.2008 - 11.2014
Associate of Arts - Paralegal Studies
MTI College of Business And Technology