Leonardo M.

I am an experienced medical and legal administrative professional with a strong background in patient intake, case coordination, appointment scheduling, client communication, and working with healthcare providers and legal professionals. My experience involves managing cases from the initial referral and intake process through treatment coordination and ongoing follow-up. I regularly communicate with patients, attorneys, law firms, medical providers, and internal teams to make sure information is accurate, appointments are coordinated, and cases continue moving forward. I am also well-versed in chiropractic, telehealth, and pain management terminology and workflows, allowing me to communicate comfortably with patients, providers, and legal professionals while understanding the treatment process and terminology involved. My areas of experience include: - Patient intake and onboarding - Personal injury case coordination - Medical referral coordination - Appointment scheduling and follow-up - Patient outreach by phone, text, and email - Law firm and attorney communication - Healthcare provider communication - Treatment coordination and follow-up - Medical lien and personal injury workflows - Managing missed appointments and treatment gaps - Collecting and verifying patient information - Identifying and resolving intake or paperwork issues - Maintaining detailed case notes and documentation - Following up on pending referrals and appointments - Coordinating communication between multiple parties - Handling sensitive client and patient interactions professionally - Managing multiple cases and priorities simultaneously I am comfortable working independently, handling a high volume of communication, and staying organized while managing multiple cases at different stages. I understand the importance of confidentiality, accuracy, professionalism, empathy, and timely follow-up when working with clients and healthcare or legal teams. I also have experience working with healthcare and legal terminology, allowing me to communicate effectively with professionals while explaining processes to clients in a clear and approachable way. I’m organized, dependable, detail-oriented, and comfortable taking ownership of tasks from beginning to completion. Whether you need help with patient intake, case coordination, scheduling, client communication, or administrative follow-up, I can help keep your workflow organized and moving forward.