Sentences with phrase «clients on periodic basis»

Contact clients on periodic basis to determine whether there are any changes in their financial status.

• Highly experienced in compiling attorney hours and billing them to clients on a periodic basis.

Not exact matches

Some investment advisors have to manually tell their custodian how much in fees to deduct from client cash accounts, so they can get this amount paid to them on a periodic basis (usually monthly).

There are even phishing tests your users can take online — to grade their ability to detect fraudulent e-mails such as the one here: http://www.washingtonpost.com/wp-srv/technology/articles/phishingtest.html (D) Verify that antivirus and antispyware definitions are kept up - to - date, that client computers and servers are scanned on a periodic basis and are operating as configured.

I still keep track of my hours and have the understanding with the clients that we will evaluate the flat fee on a periodic basis, and if I am spending more time than anticipated or less time than anticipated, the fee going forward will be adjusted.

The only added strain on their operations is providing consultations and document reviews on a periodic basis, which the majority of clients may not even take advantage of in any given month.

If the client can not write the review on their smartphone while in the office, email them instructions with the easy access links to the review sites on a periodic basis.

Computer systems of monitoring performance are initially based on self - reporting but this is supplemented by a periodic inspection of a number of files in depth, usually about 40, in which clients are consulted and physical files examined to ensure, for example, that clients have signed to show that a prison visit was actually made.

• Interview clients to determine personal fitness and health goals • Develop, design and implement specifically designed diet and exercise plans based on individual client's needs • Engage clients in exercises • Perform periodic fitness assessments • Support and encourage clients to meet their fitness goals • Demonstrate exercises when requires • Advise clients on diet and nutrition

• In depth knowledge of verifying billing accounts and verifying and correcting discrepancies • Strong background in facilitating prompt payments of invoices • Hands on experience in generating financial statements and reports in order to detail the status of accounts receivables • Proficient in soliciting payments from delinquent accounts by employing workable follow - up procedures • Considerable knowledge of evaluating patients» financial statuses and designing appropriate budget plans • Functional knowhow of reconciliation of clients» accounts on a periodic basis • Well versed in handling complex billing structures • Proven ability to interpret billing data and use it to make cost effective decisions • Familiar with popular accounting software such as Deltek • Working knowledge of ICD - 9, CPT and HCPCS • Sound knowledge base of medical terminology and its usage in billing terms • Demonstrated ability to work in a dynamic billing environment prone to detail orientation • Capability of handling billing discrepancies in accordance to the rules and regulations of the organization • Comprehensive understanding of the protocols governing medical billing procedures • Able to build and maintain rapport with patients and insurance company personnel • Substantial knowledge of Medicare and Medicaid policies • Keen knowhow of medical billing and collection practices • Particularly effective in third party operating systems and basic medical coding procedures

Generated periodic reports based on statistical analysis of data using SQL Server Reporting Services (SSRS) according to the client requirements.

Business Manager — Duties & Responsibilities Manage multiple technology companies ensuring effective, efficient, and profitable operations Design and implement sales and marketing strategies, campaigns, and collateral materials Recruit, train, and direct sales and customer service teams resulting in significant company revenue Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Conduct public relations activities and attend relevant events, fairs, and conferences Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee accounting activities including budgets, accounts payable / receivable, and tax filings Prepare and present periodic financial reports to fellow members of senior leadership