Bilingual energetic Office Assistant equipped to support day-to-day operational functions and accomplish business goals. Blends advanced organizational, technical and business expertise to enhance workflows. Focused on attentively assisting office staff and customers and identifying opportunities for improvement.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Virtual Assistant
Layton Aesthetic Plastic Surgery
Houston, TX
03.2024 - Current
Answered incoming calls from patients and provided assistance with product inquiries, billing questions, and other customer service-related issues through email and telephone communication.
Performed follow-up calls as necessary to ensure satisfactory resolution of customer inquiries.
Maintained high levels of professionalism while interacting with customers via phone or email.
Adhered strictly to all applicable laws (HIPAA) and regulations pertaining to customer privacy rights.
Conducted research on potential leads for new business opportunities.
Monitored social media accounts for comments or messages requiring attention.
Confirmed appointments and scheduled meetings keep the provider on track, preventing double bookings, missed deadlines, and appointments.
Provided accurate information regarding products and services while upselling additional products when appropriate.
Maintained records of patient interactions, transactions, comments, and complaints.
Logistics Office Manager
Pro A Transport
Sealy, Texas
05.2017 - 03.2024
Developed and implemented office policies and procedures.
Processed payroll accurately ensuring all employees were paid on time.
Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
Organized company events including holiday parties, team building activities .
Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
Ensured compliance with applicable laws regarding employment practices.
Reviewed contracts for accuracy prior to signing off on behalf of the company.
Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
Coordinated meetings, conferences, travel arrangements and department activities.
Maintained filing system for records, correspondence and other documents.
Supervised staff members, organized schedules and delegated tasks.
Assisted with the preparation of budgets, forecasts and financial statements.
Ordered supplies and equipment to maintain adequate inventory levels.
Provided administrative support to management team including preparing reports and presentations.
Created spreadsheets in Excel to track data such as vacation requests, sick days .
Answered phone calls, responded to emails, routed mail and coordinated courier services.
Medical Office Manager's Assistant
Dr. Jose Treviño
Katy, TX
02.2006 - 03.2017
Maintained accurate patient data, including medical history, laboratory results, billing information and other relevant documents.
Coordinated logistics for internal and external staff meetings and conferences.
Managed busy calendar for executive team, planning and preparing meetings and communications.
Managed staff scheduling and set patient scheduling policy.
Supervised patient billing, collection and financial counseling and assisted with cash posting.
Interviewed, hired and trained medical office teams and conducted performance reviews.
Scheduled appointments for patients in accordance with their individual needs and preferences.
Managed accounts receivable for the practice, ensuring timely payments from insurance companies and patients.
Provided support to physicians by organizing patient charts prior to scheduled appointments.
Assisted in resolving conflicts between staff members and addressing any issues that arose related to patient care or safety concerns.
Conducted regular audits of medical records to ensure accuracy and completeness of documentation.
Prepared weekly reports summarizing financial performance metrics, such as revenue collections, accounts receivable balances.
Reviewed employee time sheets for accuracy before submitting them for payroll processing.
Oversaw day-to-day operations of the front desk area to ensure efficient flow of patients through check-in and checkout processes.
Organized seminars and workshops intended to educate staff members on new technologies or industry best practices.
Collaborated with marketing team on campaigns designed to increase awareness of the practice among potential patients.
Resolved disputes between vendors providing services or products to the practice in a timely manner.
Medical Assistant/Receptionist
Austin County Medical/Bellville General Hospital
Sealy, TX
07.2000 - 08.2005
Assisted physicians with patient care by taking vital signs, patient histories and preparing patients for examinations.
Administered injections, medications and treatments as directed by the physician.
Provided assistance to medical staff in performing minor surgical procedures.
Prepared laboratory specimens for analysis and organized lab results for review by the physician.
Maintained accurate medical records through filing, charting, transcription and data entry into electronic health record system.
Educated patients on healthcare topics such as nutrition and disease prevention methods.
Inspected equipment to ensure proper working order prior to use on patients.
Organized patient charts before each day's clinic sessions began.
Ensured that all instruments used during exams were cleaned properly after each use according to established protocols.
Kept examination rooms clean, stocked with necessary supplies and prepared for incoming patients.
Filed insurance claims forms in accordance with applicable regulations.
Scheduled appointments for patients via phone and in person.
Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
Responded to patient callbacks and phone-in prescription refill requests.
Collaborated with local pharmacies to resolve and clarify issues with patient medication.
Changed dressings on wounds to prevent infection and check for healing.
Education
CMA - Medical Assisting
National Institute of Technology
Houston, TX
06-2000
Sealy High School
Sealy, TX
06-1999
Skills
Data Entry
Workforce Management
Inventory Control
Expense Reporting
Customer Service
Staff hiring
Billing
Administrative Support
Staff Management
Bookkeeping
Office Management
Financial Tracking
Patient Health Education
Patient records administration
Healthcare management
Attention to Detail
Multitasking and Organization
OSHA Compliance
Medical Records Maintenance
Computer Skills
EMR Software
Phone and Email Etiquette
HIPAA Compliance
Medical Terminology
Spreadsheet tracking
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Certification
Typing Certificate (Dec. 2013)
Employee of the Year (June 05-07)
Sealy High School Honor Society (1996-1999)
Adobe Photoshop Certificate (May 2016)
CPR and First Aid Certificate (March 2024)
Timeline
Virtual Assistant
Layton Aesthetic Plastic Surgery
03.2024 - Current
Logistics Office Manager
Pro A Transport
05.2017 - 03.2024
Medical Office Manager's Assistant
Dr. Jose Treviño
02.2006 - 03.2017
Medical Assistant/Receptionist
Austin County Medical/Bellville General Hospital
07.2000 - 08.2005
CMA - Medical Assisting
National Institute of Technology
Sealy High School
Typing Certificate (Dec. 2013)
Employee of the Year (June 05-07)
Sealy High School Honor Society (1996-1999)
Adobe Photoshop Certificate (May 2016)
CPR and First Aid Certificate (March 2024)
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