Sentences with phrase «maintained confidential client»

Professional Duties & Responsibilities Supervised administrative support team ensuring effective and efficient operations Trained new staff members in daily operations, billing, and company policies Oversaw all financial records, bookkeeping, and accounts payable / receivable Responsible for scheduling of all patient appointments, procedures, and follow - ups Handled all company correspondence ensuring professional image and reputation Served as first point of company contact with clients and general public Provided excellent customer service ensuring client satisfaction and repeat business Maintained confidential client and patient information database Opened new patient accounts and upgraded existing files Inventoried company office supplies and replenished as needed Performed additional administrative duties including faxes and phones Conducted all responsibilities in courteous, polite, and positive manner

Maintained confidential client records, daily logbooks and reports and participated in community activities and educational presentations

First... decide how many of your law office processes you would like to move to the cloud, a decision (which) will be affected by, among other things, whether you have decided to use cloud - computing services to maintain confidential client data.

Perform responsibilities of writing and maintaining confidential client case notes and reports

Their resumes highlight certain abilities, like designing, fabricating, and beta - testing the custom client database, inputting client information into the database, and maintaining confidential client records.

Not exact matches

MaRS may also disclose more detailed Confidential Information about the Client: (a) to external advisors that are legally obligated to maintain the confidentiality of this information, or (b) to others with the verbal or written consent of the Client.

Attorneys and law firms have become targets for hackers because they maintain a lot of confidential client information in their records, such as financial details and Social Security numbers, often in electronic form, Foster says.

Sensitive and patient - confidential advice and litigation, focusing on assisting clients to maintain the overriding priority to act in the public interest and also to avoid reputational damage.

Therefore, an examination of the totality of the circumstances on a case - by - case basis is necessary to determine whether it is reasonable for a prospective client to believe that the information he / she provides will be maintained as confidential.

Conspicuously absent in the case, in the view of Stinson J., was any evidence of precautions that would prevent any sharing — inadvertent or otherwise — of confidential information pertaining to the clients of any particular lawyer (e.g., instructions to support staff to take appropriate precautions regarding maintaining confidentiality, precautions dealing with faxes, mail or phone calls arriving through shared means, etc..)

A lawyer may use an online data storage system to store and back up client confidential information provided that the lawyer takes reasonable care to ensure that confidentiality is maintained in a manner consistent with the lawyer's obligations under Rule 1.6.

We maintain a 24 - hour emergency service line and offer free confidential consultation to all perspective clients.

This includes maintaining adequate security measures in order to safeguard their clients» funds and confidential information.

Our job is to keep things confidential, maintain the attorney - client privilege, and make sure we don't accidentally disclose something that shouldn't be disclosed.

A lawyer may use an online data storage system to store and back up client confidential information provided that the lawyer takes reasonable care to ensure that confidentiality will be maintained in a manner consistent with the lawyer's obligations under Rule 1.6.

What you may not know is that Lizzie Borden's lead attorney's law firm continues to this day to maintain her client files in a confidential manner.

«From in - house counsel perspective, by keeping the information confidential, it allows solicitor - client privilege to be maintained,» Pontello adds.

Our work in protecting intellectual property rights includes helping clients to obtain trademarks, advising on strategies to protect brands, maintain the secrecy of their valuable know - how and confidential information, and protecting it through the use of confidentiality agreements and NDAs.

Common responsibilities of a Legal Secretary include liaising with partners and clients, greeting visitors, performing research, drafting legal documents, maintaining records, handling correspondence, cultivating client relationships, and keeping information confidential.

Their resumes indicate such skills as coaching clients on interviews and job search tactics, and maintaining confidential clinical and non-clinical client records.

Maintained all confidential information relating to clients and all staff related matters inclusive of pay rates, bonuses, appraisals and pay grades.

Core Beings, Albany, KY 1/2010 to 6/2014 Intern • Assisted in interviewing clients by taking and recording important notes • Read and comprehended each client's medical history • Provided support in creating and implementing rehabilitation programs based on each client's specific requirements • Observed clients during rehabilitation procedures and alerted counselor of any additional needs • Maintained client information and progress data in a confidential manner

PROFESSIONAL EXPERIENCE Suncoast Communities, Albany, KY 6/2011 to Present Vocational Rehabilitation Counselor • Assess clients to determine their disabilities or dependencies • Create and implement plans to rehabilitate clients according to their physical and mental conditions • Provide counseling to clients around choosing, obtaining and obtaining employment and academics • Coordinate educational support services for client looking to get back into academics • Facilitate job placement by assisting clients with application documents and getting them in touch with various organizations • Conduct outreach programs to maintain a solid data bank of interested placement organizations • Make referrals for therapeutic work programs after consulting with patients» physicians and psychologists • Monitor client progress through constant evaluations and re-evaluate clients that may be slipping • Counsel and assist clients through rehabilitation procedures and adjust programs as needed • Create and maintain records of clients in a safe and confidential manner

Provided telephone support, scheduled appointments and maintained computer systems and confidential records on clients.

As you read through my resume, you will also find that I possess an exceptional attention to details, computer competence, organizational abilities, and the up-most integrity when it comes to handling cases, and maintaining client and confidential information.

• Answered inbound calls from clients and provided them with required information • Made outbound calls to provide prospective and existing clients about new products and services • Resolved clients» issues, placing special focus on operating within the limitations of standard protocol • Created tickets and performed research work to ensure that they were timely closed • Ascertained that all clients» records were properly updated and maintained in a confidential manner

• Greet clients as they enter the bank or approach the table and politely inquire into their purpose of visit • Respond to prospective clients» questions and queries regarding the services and facilities of the bank • Attempt to convince prospective clients to open accounts or / and enjoy benefits of related items • Assist clients in filling out account opening forms and check information for accuracy • Create and maintain records of clients in a confidential manner, in predefined bank databases

• Competent in creating and maintaining clients» records in an accurate and confidential manner, ensuring constant updates.

• Create and maintain client, and treatment records in a confidential manner, and following established protocols.

Comprehending the need to maintain clients» dignity at all times, I take special care in managing their chores in a confidential manner which has made me popular with most of my employers.

• Organized and processed paperwork, reports and all kinds of claims documentation • Entered, recorded and reviewed claims into claims information management system • Performed verification checks on the customer / claimant loss - claims following company's standard policies and procedures • Attended to clients, claimants, field appraisers and management queries, regarding claims using the claims MIS • Forwarded appropriate claims for new losses verifying data for accuracy • Performed billing and payment processes • Processed routine claims transactions related to reserves and issued required checks or receipts • Resolved all kinds of issues / problems regarding claims and payments • Regularly run and generated claims reports for management • Gave formal presentations regarding all claims activities to the senior management at the bimonthly • Utilizing outstanding communication and interpersonal skills maintained strong and positive relationships with the providers, the claimants, and the clients • Provided company with necessary clerical support like handling fax, attending and making telephone calls as directed, filing and photocopying, matching checks with receipts etc. • Prepared, updated and organized customer and client's files • Managed all types of correspondence preparing, reviewing and sending memos, letters, emails, reports, applications, and forms • Provided effective CSR to providers, field appraisers, agents, insurance agencies, clients and customers • Matched incoming emails, mails, and faxes with the claims records • Arranged and set up medical appointments for health claims • Kept department's office supplies stocked • Maintained confidential claims information including correspondence with sensitive information • Accelerated claims correspondences as well as updated claims diaries • Worked in a team on several pilot claim projects • Reviewed and kept the record of clmaintained strong and positive relationships with the providers, the claimants, and the clients • Provided company with necessary clerical support like handling fax, attending and making telephone calls as directed, filing and photocopying, matching checks with receipts etc. • Prepared, updated and organized customer and client's files • Managed all types of correspondence preparing, reviewing and sending memos, letters, emails, reports, applications, and forms • Provided effective CSR to providers, field appraisers, agents, insurance agencies, clients and customers • Matched incoming emails, mails, and faxes with the claims records • Arranged and set up medical appointments for health claims • Kept department's office supplies stocked • Maintained confidential claims information including correspondence with sensitive information • Accelerated claims correspondences as well as updated claims diaries • Worked in a team on several pilot claim projects • Reviewed and kept the record of clMaintained confidential claims information including correspondence with sensitive information • Accelerated claims correspondences as well as updated claims diaries • Worked in a team on several pilot claim projects • Reviewed and kept the record of closed files

• Demonstrated ability to prepare and revise legal correspondence and memos • Focused on handling highly confidential information with discretion and integrity • Committed to organizing and prioritizing cases according to their nature of urgency • Adept at handling research work using legal references and Internet resources • Particularly effective in maintaining attorneys» schedules and handling appointments • Familiar with court rules and filing procedures and making service on opposing parties • Proficient in using online services such as Westlaw and Lexis for legal research information • Documented success in generating revenue by documenting and inputting attorney's billable time and reimbursable expenses • Strong organizational skills aimed at ensuring that clerical and administrative support is constantly available to attorneys • Qualified to dig out precedence information and assist in building up cases • Expert user of Power Point, Word and Excel to assist in creating presentations, handling correspondence needs and developing spreadsheets • Exceptional knowledge of using email applications to correspond with clients and ability to type 90 words per minute

• Made telephone calls to prospective clients to prospect business • Responded to inbound calls by providing information of offered insurance policies • Assisted clients in determining their insurance coverage needs by interviewing them and providing feedback • Created and maintained files and records of insurance policies in a confidential manner • Assisted in following up with clients to ensure timely policy payments

I have been commended for maintaining client transactions and case note history by utilizing real - time data entries best practices to record notes, and also for keeping client information confidential.

Hamilton Country (Cincinnati, OH) 2003 — 2006 Adult Probation Officer II • Managed caseload of 225 probationers ensuring completion of court orders including community service, substance abuse rehabilitation, job seeking, and repayment to victims • Prepared and presented reports regarding client status and completion of court orders • Performed arrests and assisted in transport of offenders to penal institutions • Maintained computer database containing confidential probationer information • Participated in monthly self - defense, firearm, and substance abuse rehabilitation trainings

Administrative Assistant — Duties & Responsibilities Provide administrative support across a variety of industries including education, accounting, and medicine Train new team members ensuring they understand the brand and adhere to company policies and procedures Oversee daily office administration resulting in efficient, effective, and on - budget operations Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services Manage travel arrangements, itineraries, and other logistics for company leadership and clients Develop and strengthen relationships with outside vendors, partners, customers, and community leaders Responsible for accounts receivable, accounts payable, payroll, and company budgets Oversee medical billing, confidential patient records, and medical team support Responsible for the development and implementation of emotional, physical, and developmental plans for patients Strictly adhere to all department budgets and project timelines Provide data entry, billing, and client account maintenance services Manage corporate correspondence and reception duties including telephone and in - person service Responsible for tracking and replenishing office supplies and products Craft employee handbooks, staff development programs, and recognition programs Provide exceptional in - person, telephone, and internet customer service resulting in client satisfaction Encourage high customer retention by maintaining friendly, supportive contact with existing clients

Professional Duties & Responsibilities Served as office manager and executive assistant ensuring effective and efficient operations Directed customer service department resulting in client satisfaction and repeat business Trained and supervised junior administrative support staff and customer service personnel Managed and streamlined company shipping, receiving, and documentation processes Decreased receiving errors, increased quality control, and improved client satisfaction levels Oversaw company inventory, replenishment, and tracking of supply usage Maintained confidential patient records ensuring accurate and easily accessible information Authored workman's compensation reports for main billing office Achieved highest proficiency rating for MPC code entering in 5 years Responsible for written correspondence, telephone system, and in person reception duties Scheduled patient appointments and handled patient intake procedures Performed additional administrative duties including faxing, photocopying, and filing Conducted all responsibilities in courteous, polite, and positive manner

Adult Nurse Practitioner — Duties & Responsibilities Provide exceptional patient care and medical team support across multiple medical specialties Currently completing clinical and academic work toward a master of science in nursing Utilize strong background in biology, chemistry and mathematics Maintain working knowledge of current medical technology, procedures, and standards of care Proven ability to remain calm and levelheaded in high pressure situations Direct therapeutic, educational, and recreational activities for eight developmentally disabled adults Responsible for patient health, safety, and attainment of therapy goals Train and supervise medical lab personnel ensuring efficient and professional operations Offer guidance and support to junior lab technicians and medical technologists Perform a wide variety of daily testing utilizing machines such as AXSYM — Hitachi RA 1000 CX 7 Responsible for preventative maintenance on machines by running calibrations and controls Successfully complete monthly state proficiency tests for therapeutic drug, blood, and urine chemistries Prioritize stat specimens for immediate reporting Maintain direct contact with clients to resolve problems regarding appropriate tests and specimens Oversee confidential patient information, customer service, phones, and other administrative functions as needed Perform all duties in a positive, professional, and courteous manner

Generally, licensees must maintain confidential information about their clients.

maintaining the confidential information of a client / disclosing all known material information to a client — what will the licensee do when the confidential information of one client is material information for the other client?