Alejandra Montalvo
Orange,CA
Summary
Mission-driven healthcare professional with 10+ years of healthcare experience and extensive experience within the PACE model of care, including progressive roles in Personal Care, Recreational Services, Activity Coordination, and Day Center operations. Experienced in coordinating departmental programs, developing and improving workflows, supporting participant engagement initiatives, creating documentation tools and procedures, and collaborating across interdisciplinary teams. Demonstrated ability to identify operational needs, develop practical solutions, coordinate projects and deliverables, and communicate effectively with multiple departments to support organizational priorities. Strong background in participant-centered service, process improvement, documentation, Microsoft Office/Excel, EMR systems, staff training, and program implementation. Known for leadership, adaptability, creative problem-solving, accountability, and commitment to quality service. Dynamic individual with hands-on experience With PACE model of care and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals. Driven to meet Company business goal using the road map- Growth & Retention, Rebranding, Community Expansion, Workflow Improvement, Workforce Development
Overview
1
1
Language
1
1
Certification
10
10
years of professional experience
Work History
Day Floor Center Supervisor
04.2023 - Current
- Coordinate day-to-day departmental programs and operational activities supporting Recreational, Personal Care, and Day Floor services while maintaining participant-centered care and organizational requirements.
- Lead and support process-improvement initiatives designed to improve workflow efficiency, documentation accuracy, staff communication, and participant experience.
- Develop, implement, and update departmental tools, templates, schedules, procedures, and workflows to improve consistency, accountability, and operational efficiency.
- Coordinate cross-department communication and serve as a liaison between Recreational, Personal Care, Nursing, Dietary, Transportation, Reception, and interdisciplinary teams.
- Develop participant engagement initiatives that promote accessibility, inclusion, feedback, connection, and meaningful participation.
- Created and implemented a Participant Suggestion Phone process to provide participants with an accessible method of submitting feedback and ensure suggestions are routed to the appropriate department for follow-up.
- Developed a Recreational Assessment tool and supported improvements to assessment documentation and activity-planning workflows.
- Supported Personal Care documentation and billing processes by developing templates, improving scheduling workflows, and clarifying staff duties and responsibilities.
- Monitor departmental documentation and operational processes to promote compliance, consistency, and accurate service reporting.
- Coordinate program timelines, staffing requirements, deliverables, and operational priorities to support department and organizational goals.
- Prepare and communicate operational updates, process changes, staff guidance, and department status information to support consistent implementation.
- Identify operational challenges and collaborate with leadership and interdisciplinary teams to develop solutions that prioritize participant safety, service quality, and department effectiveness.
- Support participant satisfaction and engagement initiatives through person-centered activity planning, participant feedback, and interdisciplinary collaboration.
- Develop staff communication materials, educational resources, and desktop-style process guides to standardize department workflows and support consistent implementation.
Activity Coordinator
CalOptima
Garden Grove, California
04.2022 - 04.2023
- Coordinate and implement recreational programs, participant engagement activities, special events, and department initiatives within the PACE Day Center.
- Collaborate with interdisciplinary departments to support participant needs, department priorities, program activities, and organizational goals.
- Develop and maintain monthly activity calendars, weekly promotional materials, themed programming, special events, and participant engagement resources.
- Develop, implement, and evaluate group activities and recreational programs based on participant interests, abilities, preferences, and care-plan needs.
- Participate as a member of the Interdisciplinary Team (IDT) and contribute participant observations and recommendations to support individualized care planning.
- Monitor changes in participant engagement, activity levels, and needs and communicate relevant information to the appropriate team members for follow-up.
- Coordinate with facility staff to ensure activities are implemented safely and consistently with PACE requirements and organizational policies.
- Create lesson plans and facilitate recreational programming, including Vietnamese ESL, knitting, arts and crafts, and other participant-centered activities.
- Support the Day Center Supervisor with daily operational coordination, staff communication, department priorities, and participant service standards.
- Serve as acting Day Center Supervisor when needed, supporting the coordination of Personal Care and Recreational staff and daily Day Center operations.
- Identify workflow challenges and collaborate with leadership and other departments to develop practical solutions that improve service delivery and participant experience.
- Support the development and implementation of department processes, communication tools, schedules, and educational materials.
- Promote consistent communication and collaboration between departments to support efficient participant care and department operations
Therapy Aide Recreational Department
CalOptima
Garden Grove, California
03.2020 - 04.2022
- Supported the Activity Coordinator with planning, implementation, and coordination of recreational programs, special events, holiday celebrations, and participant engagement initiatives.
- Served as acting Activity Coordinator when needed, supporting daily department operations and program implementation.
- Assisted with developing weekly promotional materials, participant engagement resources, affirmations, and activity communications.
- Supported development and organization of monthly recreational supply needs and provided direct resources and links for department purchasing.
- Supervised participants during group activities while maintaining a safe, organized, and welcoming environment.
- Collaborated with department staff to ensure activities were implemented consistently and safely.
- Supported infection-control and safety procedures through proper cleaning, organization, and maintenance of activity areas.
- Communicated participant needs and observations to the Activity Coordinator and interdisciplinary team as appropriate.
- Demonstrated strong organizational skills while supporting multiple activities, projects, and departmental priorities.
Personal Care Attendant
CalOptima
Garden Grove, California
07.2019 - 12.2020
- Supported participant-centered Personal Care services in accordance with individualized treatment and care plans.
- Served in a lead capacity by supporting daily Personal Care operations and assisting with coordination of participant services.
- Documented services provided through the EMR/TruChart system while maintaining accuracy and confidentiality.
- Communicated changes in participant condition, safety concerns, and service needs to supervisors and appropriate healthcare team members.
- Collaborated with Nursing, Dietary, Rehabilitation, and other departments to support participant needs.
- Assisted with meal-service monitoring and communicated concerns to the Registered Dietitian.
- Supported department organization, inventory, and supply management.
- Assisted participants with activities of daily living while maintaining dignity, safety, independence, and person-centered care.
Caregiver
Cambrian Homecare Registry
Long Beach
01.2017 - 07.2019
- Provided individualized 1:1 care and supervision while following established care plans, safety procedures, and company policies.
- Documented services and participant/client information accurately and consistently.
- Coordinated transportation and support for medical appointments, outings, and daily activities.
- Monitored participant/client needs and communicated changes or concerns appropriately.
- Supported activities designed to promote independence, engagement, and quality of life.
- Maintained a safe and positive environment while providing compassionate, respectful service.
Medical Assistant
OC Urgent Care
Anaheim
11.2017 - 10.2017
- Collected and documented patient information, including vital signs, medications, allergies, and medical history.
- Managed electronic medical records, billing information, insurance documentation, and patient charts.
- Verified required records and consents prior to treatment and procedures.
- Supported physicians with examinations and clinical procedures.
- Managed office administrative responsibilities including phones, billing, bookkeeping, chart processing, and supply inventory.
- Monitored inventory levels and assisted with identifying supply needs.
- Maintained confidentiality and compliance with HIPAA requirements.
Education
Activity Coordinator State Certification -
Recreation Therapy Consultants
01-2023
Medical Assistant Program - undefined
UEI College
Anaheim, California01-2018
High School Diploma - undefined
Orange High School
01-2016
Skills
- Participant-Centered Care
- Program Management
- Project coordination
- Program Implementation
- Operational Coordination
- Workflow Development
- Process Improvement
- Documentation & Compliance
- Compliance Management
- EMR Systems
- Data & Inventory Tracking
- Microsoft Office & Excel
- Interdepartmental Collaboration
- Staff Training & Support
- Staff Development
- Problem Solving
- Process development
- Leadership
- Organization
- Interpersonal communication
- Participant Engagement
Accomplishments
- Supervised and supported a team of 19 staff members, providing daily direction, coaching and oversight to ensure safe, efficient and participant-centered operations.
- Led process improvements that increase staff clarity and satisfaction, including revising schedules, responsibilities and documentation expectations.
- Coordinated daily floor operations and staffing coverage, adjusting assignments and workflow to maintain participant safety and continuity of care during census change.
- Developed and implemented documentation tools and processes to improve accuracy, consistency and compliance with departmental requirements.
Certification
Medical Assistant, Activity Coordinator, CPR- BLS- 2028, Crucial Conversations Certification, ServSafe, OSHA, HIPAA
Languages
Bilingual English/Spanish
Timeline
Day Floor Center Supervisor
04.2023 - Current
Activity Coordinator
CalOptima
04.2022 - 04.2023
Therapy Aide Recreational Department
CalOptima
03.2020 - 04.2022
Personal Care Attendant
CalOptima
07.2019 - 12.2020
Medical Assistant
OC Urgent Care
11.2017 - 10.2017
Caregiver
Cambrian Homecare Registry
01.2017 - 07.2019
High School Diploma - undefined
Orange High School
Medical Assistant Program - undefined
UEI College
Activity Coordinator State Certification -
Recreation Therapy Consultants
PROGRAM & PROCESS IMPROVEMENT EXPERIENCE
- Developed and implemented departmental tools, templates, schedules, and workflow resources to improve consistency and operational efficiency.
- Supported improvements to participant documentation and service-delivery processes within PACE.
- Created Excel-based inventory tracking tools to improve organization and monitoring of departmental supplies.
- Developed participant engagement and feedback initiatives designed to increase accessibility and provide participants with additional opportunities to communicate concerns, suggestions, and recommendations.
- Created communication materials, flyers, educational resources, and process guides to support consistent implementation of departmental initiatives.
- Supported cross-department workflow improvements involving Personal Care, Recreational Services, Dietary, Nursing, Transportation, Reception, and other PACE teams.
- Assisted with identifying operational challenges and developing creative, participant-centered solutions.
- Supported staff through training, guidance, process clarification, and communication of department expectations.