Lorri W. Email & Phone Number

Grand Rapids, Michigan, United States

Holland, Michigan, United States

Process mail.Process all checks.Pre-authorize credit cards, send credit card receipts to customersProcess invoices and email to customers.Process all expense bills.Match purchase orders to invoices for payment.Reconcile bank account.Process customer and vendor credit applications.Pay state sales tax.Create journal entries as needed.

Holland, Michigan, United States

Battle Creek Mi

Battle Creek Mi

Reviewed government contracts for agency compliance and updated the Operating Standards Manual for programs to reflect any changes.Acquired and maintained adequate provider coverage for Waiver and MI Health Link programsNegotiate contract rates.Primary contact for all providers.Complete audits of Waiver, AASA, and MI Health Link contracted and purchase of services providers.Assisted Clinicians with services by finding a provider on occasion.Scanned all contracts to database for electronic record.Made contract folders including agency information, operating standards, application for services to send to prospective providers.

South Bend, Indiana Area

Process weekly deposits, maintain client budgets, enter bills and process checks through RPM software,reconcile checking account, and problem solve with coworkers on behalf of the clients.Accomplishments to date: Set up a collective account with PNC bank including debit cards for clients, researched payee software and recommended RPM software. Set up all the clients including demographics and budgets into the new software. Closed all personal bank accounts. Implemented new scanning process for all financials to be accessed on the server from any computer. The new process included trading of staff in numerous presentations. Changed paper reporting to electronic reporting to Social Security. Suggested to bill for payee services per Social Security rules to generate income this was also implemented within a couple months of employment.

Kalamazoo

• Generate over 1000 checks monthly.• Process weekly deposit.• Maintain client budgets.• Enter bills in DOS database.• Interact with clients and staff about budgeting and bill pay. • Calculate and report client ledgers to Social Security. • Problem solve with clients and staff.

Three Rivers Michigan

• Processed accounts payable using Quickbooks.• Reconciled monthly bank statement.• Organized records for upcoming appointments.

Panama City, Florida

Billing duties include: • Maintained client accounts receivable including preparation and posting of refunds and contractual write-offs. • Generated weekly financial reports for therapists. • Sent billings through electronic billing database. • Monitored billings for problems and payments. • Verify insurance prior to appointment.Front desk duties include: • Updated the office procedure manual. • Answered multi-line phone system. • Managed therapist schedule. • Collected co-payments. • Completed telephone intakes. • Entered new client information into the computer/update client information as needed. • Set up new client charts.

Centreville Mi

• Received, recorded, and banked cash, checks, and vouchers as well as recorded records of bank transactions.• Reconciled monthly bank account.• Processed payroll and accounts payable.• Maintained client accounts receivable including preparation and posting of refunds and contractual write-offs.• Calculated and processed miscellaneous and grant billings.• Assisted in budgeting and monitoring of expenses. • Prepared documents and reconciled accounts for year-end audit.• Prepared budgets for programs.• Assisted the Finance Director in preparing quarterly costing reports to the state.• Managed contracts with outside providers.• Maintained provider billing database for payment.• Managed inventory and fixed asset data base.• Front desk duties include managing incoming calls, greeted patients, scheduled and rescheduling appointments, processing incoming and outgoing mail.

Bachelor Of Arts (Ba), Management And Organizational Development

Associate'S Degree, Business