SERVICES

MONEY MANAGEMENT
  • Setup and maintain bill paying system

  • Prepare checks for client signature

  • Audit and reconcile bank accounts

  • Review and confirm accuracy of credit card statements and investment reports

  • Prepare and make deposits

  • Identify, research, and resolve billing errors

  • Budgeting and cashflow analysis

  • Expense and income tracking and reporting​​

MEDICAL MANAGEMENT
  • Review doctor and/or hospital bills to confirm accuracy of charges and assignment of proper insurance coverage​​

  • Submit and track status of insurance claims and insurance appeals

  • Serve as patient advocate in researching pending payments and appealing incorrect/incomplete resolution or denial of claims

  • Reconcile insurance statements with medical bills

DOCUMENT MANAGEMENT
  • ​​Implement an e-filing system to make tracking medical bills and payments easier

  • Develop and maintain a master list of accounts, key financial and legal documents, and important contact people

Call

T: 216-245-7437

 

© 2020 by

Budget Buddy

Proudly created with Wix.com