Summary
Overview
Work History
Education
Skills
Timeline
Generic

Adé Robertson

Forney,TX

Summary

Detail-oriented Healthcare Operations Professional experienced in patient access, behavioral health services, and case management. Expertise in documentation review, record maintenance, and multidisciplinary team coordination. Knowledgeable in electronic health records, medical terminology, and HIPAA compliance, with a solid foundation in coding concepts and an interest in utilization management and healthcare operations.

Overview

3
3
years of professional experience

Work History

Customer Service Agent II

Sutter Health
06.2026 - Current
  • Coordinate patient access workflows including appointment scheduling, registration, and prescription-related requests within electronic health record systems.
  • Verify and update patient demographics, insurance information, and clinical data while maintaining HIPAA compliance and documentation accuracy.
  • Utilize healthcare terminology, provider workflows, and insurance processes to research and resolve patient requests efficiently.
  • Document interactions, outcomes, and follow-up actions to support continuity of care and operational efficiency.
  • Collaborate with healthcare teams and internal departments to route requests appropriately and ensure timely resolution.
  • Maintain productivity, accuracy, and attention to detail while managing multiple priorities in a fast-paced healthcare environment.

Autism Behavioral Support Specialist

Elwyn
05.2024 - 12.2025
  • Facilitated care coordination and implementation of individualized service plans for behavioral health clients.
  • Collaborated with interdisciplinary teams and service providers to coordinate client support and address complex needs.
  • Monitored client progress, documented outcomes, and communicated updates to support informed care decisions.
  • Reviewed client records and service documentation to ensure compliance with program requirements and quality standards.
  • Maintained detailed progress notes while adhering to confidentiality and HIPAA requirements.
  • Applied evidence-based practices within structured healthcare documentation workflows.

Case Manager

Jewish Family Services of Delaware
06.2023 - 02.2024

  • Managed complex client cases by conducting assessments, reviewing documentation, and coordinating services across multiple stakeholders.
  • Coordinated with healthcare providers, community organizations, and support systems to facilitate access to essential resources.
  • Managed case timelines, follow-up activities, and documentation requirements for multiple active cases.
  • Developed case summaries and maintained accurate records to support compliance and effective service delivery.
  • Utilized trauma-informed communication and problem-solving skills to support individuals with complex needs.
  • Maintained confidentiality and accuracy while managing sensitive client information.

Education

Bachelor of Arts - Psychology

University of Delaware
Newark, DE
05-2022

Skills

  • EHR management
  • Healthcare terminology
  • Documentation systems
  • Care coordination
  • CRM software utilization
  • Customer interaction management
  • Patient advocacy

Timeline

Customer Service Agent II

Sutter Health
06.2026 - Current

Autism Behavioral Support Specialist

Elwyn
05.2024 - 12.2025

Case Manager

Jewish Family Services of Delaware
06.2023 - 02.2024

Bachelor of Arts - Psychology

University of Delaware
Adé Robertson