Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
7
7
years of professional experience
Work History
Patient Service Representative
Adventist Specialty Care
San Luis Obispo, CA
04.2024 - Current
Delivered courteous front-desk support by greeting patients and visitors, managing check-in/check-out, and maintaining smooth daily office flow.
Verified insurance eligibility at the start of each month and prior to patient treatment, reducing delays in care and billing issues.
Scheduled appointments for five specialty providers while following office protocols and optimizing calendar accuracy.
Collected copays, deductibles, and point-of-service payments and completed daily payment batching procedures.
Entered and updated patient demographics, insurance details, and required documentation in Athena, Phreesia, and the electronic medical record.
Prepared charts for upcoming appointments and ensured all paperwork, referrals, and insurance information were complete before visits.
Answered and routed multi-line phone calls efficiently, providing accurate information and directing inquiries to the proper departments.
Scanned and indexed patient access documents, including identification, insurance cards, and referrals, into the correct EMR locations.
Supported patient engagement by enrolling members in the Patient Portal and assisting with onboarding.
Monitored reception area supply needs and ordered materials.
Handled all incoming mail.
Patient Services Associate
Bishop Peak Women’s Health
San Luis Obispo, CA
10.2023 - 04.2024
Greets and receives patients and visitors coming to the office with a friendly greeting.
Verifies insurance eligibility at the beginning of the month for patients on schedule.
Ensures that eligibility is verified for all patients before they receive treatment with any provider.
Prepares all needed paperwork for appointment Checks patients in/out for their appointments in Athena.
Daily pick-up of mail. Answers and directs all telephone calls to the office.
Orders supplies for the reception station (or identifies need for re-ordering).
Prepares new patient charts.
Enters all pertinent patient demographics, insurance carrier information and processes all forms daily.
Batch payments
Ensures members are enrolled in the Patient Portal Collects patient copays and out of pocket when applicable. (Copays and POA's).
Schedule appointments for 5 Specialty Providers
Clinical Secretary
French Hospital Medical Center
San Luis Obispo, CA
05.2021 - 10.2023
Perform patient check-in/check-out in Cerner at the time of visit and complete all paperwork necessary to ensure the admitting process is efficient.
Answer phone calls and direct them appropriately. Schedule infusion and surgery appointments according to office guidelines.
Obtain accurate patient and insurance information.
Copy/scan patient access related hardcopy materials (e.g. ID, referrals, insurance cards, etc.) into the correct location in the electronic medical record.
Prepare charts for patient appointments making sure all necessary information is complete
Donor Relations Specialist (Front Desk)
Vitalant Blood Bank
San Luis Obispo, CA
08.2019 - 04.2021
Greets donors warmly and respectfully, creating a welcoming experience
Confirms appointments and engages donors by name
Verifies donor eligibility using computer systems
Conducts health history and basic physical assessments
Provides educational materials to donors
Guides donors through each step and ensures smooth handoffs to staff
Maintains a clean, organized, and inviting facility
Communicates actively to keep donors informed and comfortable
Reports concerns or donor dissatisfaction to management promptly
Supports efficient donor flow by working with team members
Provides professional, courteous customer service
Assists with reception duties and phone calls
Performs collection support tasks as trained
Stocks and maintains donor screening rooms
Education
High School Diploma -
Ernest Righetti Highschool
Santa Maria, CA
Skills
Patient Check-In / Check-Out
Multitasking and Organization
Money Handling
Insurance Verification & Eligibility
Appointment Scheduling & Calendar Management
Directing Callers
Appointment Reminders & Confirmation
Referrals & Authorizations
Cerner, AthenaOne, Phreesia, Athena IDX, Microsoft Outlook, Excel
Multi-Line Phone Systems
Patient Customer Service & Communication
Medical Office Administration
HIPAA Compliance & Confidentiality
Timeline
Patient Service Representative
Adventist Specialty Care
04.2024 - Current
Patient Services Associate
Bishop Peak Women’s Health
10.2023 - 04.2024
Clinical Secretary
French Hospital Medical Center
05.2021 - 10.2023
Donor Relations Specialist (Front Desk)
Vitalant Blood Bank
08.2019 - 04.2021
High School Diploma -
Ernest Righetti Highschool
Additional Experience
PSE / Sales Associate-United States Post OfficeNov 2017 – Mar 2019
Laborer – Granite Construction Dec 2010-Aug 2016
Customer Service Supervisor – Apria Healthcare-May 2001-Nov 2008