Pam Knowles Email & Phone Number

United States

Support all staff, clinicians and program directors with any questions or research Update and maintain client and billing databases with correct client/insurance/authorization information.Billing Software data input and claims review and correctionsMaintain and verify insurance coverage and authorizationsProcess/verify referrals for potential intakeVerify all Commercial Insurance plans coverage, benefits and eligibility and obtain necessary authorization for services. Call Commercial insurance companies as the provider to check benefits and eligibility of outpatient mental health services for clients. Including - BCBS, Harvard Pilgrim, Allways, United Healthcare, Tricare, Cigna, Tufts, Masshealth/MBHP/Medicaid, Medicare, Beacon/Wellsense, Aetna, and all other insurance carriers that we accept and do not. Reach out to waitlisted clients regarding status, desire for service, and updated insurance information.Generate reports in order to confirm insurance renewals and update changes as neededSet up New/Existing clients in the Provider Portal. Send out necessary information and forms to families to get signed and then uploaded to stay in complianceTrain new administrative staff for processes and procedures and daily tasks and expectationTransmit payroll data to the corporate office and the CBS Admin office as necessary.Facilitate any payroll changes and provide resolutions to any problems regarding payroll. File all Payroll Action Forms on site after transmission to the corporate office.Conduct Monthly billing Audits to insure systems match and that billing has been done/inputted correctly by Admin Staff. Make any necessary changes, identify repetitive errors and communicate to staff, billing and program directors for clarification and need for additional training and/or support.Work closely with DCF to update and maintain client family information and correct billing status

Wayland, Massachusetts

• Provide direct support to Director, Staff, and Parents• In charge of enrollment, applications, financial contracts• Enter and maintain online database • Process all tuition payments and additional charges from events or enrichments• Maintain and update all student and teacher files• Give tours to new prospective families• Authorized Cori Reviewer• Oversee accounts payable/receivable/payroll, and managing the budget• Responsible for all invoices and ordering of supplies• Arrange professional development for the teaching staff• Coordinate enrichment programs and fundraisers• Maintain positive and working relationships with students and families• Fill in as acting director when needed

Acton, Ma

Major roles include organizing ticketing for various performances and handling the awards the Foundation gives out to various performing artists. In addition, I am responsible for maintaining records of these awards and others, and organizing travel for the foundation president throughout the New England area.

Dobbs Ferry, Ny

• Provide Direct Support to CEO• Responsible for Billing and Invoicing• Oversee Accounts Payables and Receivables• Bank reconciliation• Preparation of Proposals• Extensive use of Quickbooks

• Provided direct support to CEO, CFO, Vice Presidents, and Board Members• Preparation/finalization of all Corporate and Scientific PowerPoint presentations and press releases• Coordinated all international and domestic travel, registration and accommodations for Scientific and Business Development conferences• Extensive use of MS Office, complex calendar and schedule maintenance, answering multiple phone lines, expense reports, professional correspondence with outside vendors, contractors, and Advisory boards• Responsible for FedEx, UPS, courier, and transportation, as well as general administrative duties: filing, scanning, copying, maintaining published article archives

Responsible for e-filing all client returns/extensions and sending appropriate materials to the IRS and DOR, proactively resolve E-filing issues and continually work to improve e-filing processes; track on-going issues and developing proceduresMaintain client lists for all Shareholders and Principals in the Cambridge Tax Department. Ensure lists are current, accurate and make revisions and additions as necessary and distribute to Shareholders and Principals routinely and as requestedFirm-wide resource to due date tracking software users, an on-site coordinator for all firm Tax CPE trainings, and processing of all electronic tax submissions for the Cambridge officeSupport Shareholders and Partners, calendar and schedule maintenance, answering multiple phone lines, expenses, travelProactively manage and coordinate all aspects of tax software training for users of tax software and due date tracking software. Ensure timely, comprehensive training is arranged for all new tax hires, and actively develop and provide on-going trainings for existing professionals. Act as a resource and provide support to tax professionals across offices on due date tracking related issuesResponsible for FedEx, UPS, courier, and transportation Extensive use of MS Office and Due Date Tracking Programs, Preparation of PowerPoint presentationsMaintain Tax practice library for the Firm, Organized conferences and teleconferencesDevelopment and maintenance of Secure Client PortalAct as a liaison between IT and all Tofias Tax professionals by actively communicating anticipated and necessary software related needs and issues

Responsible for e-filing all client returns and sending appropriate materials to the IRS and DOR Exclusively in charge of outsourcing all client materials necessary to prepare the return and preparing the data when returned for the Managers Update client data bases and run reports for all Partners and Managers for due dates and tracking of returns on a weekly basis Assist with proposals and engagement letters, extensions, and entering fixed assets and depreciation detail within Corporate and Partnership tax returns Involved with Altiris Helpdesk Technical Support - research tax software information in order to assist in answering technical questions asked by employees each day from all over the country, test computer software and updates to ensure compatibility with current system, coordinate installation processes for nation use, maintaining software renewals, vendor relations, and software updates, implement to techsupport to deploy software on company network Point person to organize and coordinate tax alliance CPE conferences, including site selection, contracts, preparation material needed for presentations, including powerpoint presentations, and travel arrangements for Partners, Managers, and clientsGeneral administrative duties: Answered multiple phone lines while providing administrative support to staff, Responsible for FedEx, UPS, courier, and transportation CONTINUING EDUCATION

Certificate, Bookkeeping/Quickbooks

Mba, Masters Of Business Adminstration

Bachelor Of Arts, Sociology