Life Care Planning: Reviewed and summarized medical documentation into comprehensive summaries; gathered costs of recommended services, supplies, and medications by contacting various medical providers and vendors in the client’s local geographical area; scheduled consultations for Life Care Planners with treating professionals; and drafted and ensured sign-off of reiteration letters and consent forms.Records Management: Managed and processed all clinical notes and record requests, generated estimates and invoices, and ensured all records met COTO and PHIPA standards.Intakes: Added client information to the EMR system, organized and uploaded confidential medical records, corresponded with legal teams and adjusters to obtain information, tracked assessments and report status to ensure treatment implementation, and communicated weekly workload follow-ups to clinicians to ensure completion of tasks.Invoicing: Reviewed billing and invoiced automobile insurers, WSIB and extended health for medical and rehabilitation goods and services, assessments, and treatment.Motor Vehicle Accidents: Drafted and submitted auto insurance claim forms, including Treatment and Assessment Plans (OCF-18), Auto Insurance Standard Invoices (OCF-21B), and Expenses Claim Forms (OCF-6).Other: Drafted letters, created and managed a SharePoint resource guide for clinicians, collaborated with clinicians to develop treatment pathway guides, and applied payments in the EMR.

Provided frontline administrative assistance at a fast-paced Nurse Practitioner-led clinic working directly with high-risk patients.Assisted nurses by printing daily schedules, laboratory requisitions, and client labs.Reviewed, sorted, and processed medical records, requisition forms, referrals, prescription requests, and consultation reports received through fax and mail.Recognized the need for a new referral processing system to avoid misplaced requests and ensure follow up with all potential clients.Identified old requests, scanned documents for electronic charts, and shredded originals.Organized pending and new client referrals with a colour coded filing system.Contacted all pending clients to ensure communication and create appointments.Took the initiative to create a placement student training guide to assist future students and employees with the daily administrative tasks.