SERVICES
MONEY MANAGEMENT
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Setup and maintain bill paying system
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Prepare checks for client signature
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Audit and reconcile bank accounts
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Review and confirm accuracy of credit card statements and investment reports
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Prepare and make deposits
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Identify, research, and resolve billing errors
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Budgeting and cashflow analysis
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Expense and income tracking and reporting​​
MEDICAL MANAGEMENT
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Review doctor and/or hospital bills to confirm accuracy of charges and assignment of proper insurance coverage​​
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Submit and track status of insurance claims and insurance appeals
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Serve as patient advocate in researching pending payments and appealing incorrect/incomplete resolution or denial of claims
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Reconcile insurance statements with medical bills
DOCUMENT MANAGEMENT
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​​Implement an e-filing system to make tracking medical bills and payments easier
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Develop and maintain a master list of accounts, key financial and legal documents, and important contact people