Alyssa Castillo
Clarkston
Summary
Detail oriented case management assistant with a strong background in effective communication and client record maintenance. Proven ability to enhance workflow efficiency and support case planning initiatives.
Overview
4
4
years of professional experience
Work History
Case Management Assistant
Global Tekmed
Chula Vista, CA
01.2025 - Current
- Coordinated patient intake processes to enhance workflow efficiency.
- Assisted case managers in developing and implementing individualized care plans.
- Maintained accurate and organized patient records using electronic health record systems.
- Maintained detailed case notes documenting each interaction with clients.
- Assisted with the development and implementation of case management policies and procedures, contributing to a more efficient department.
Document Control Coordinator
Global Tekmed
Chula Vista, CA
01.2025 - 11.2025
- Coordinated document management processes to ensure compliance with regulatory standards and internal policies.
- Monitored and tracked document revisions, ensuring accuracy and accessibility for crossfunctional teams.
- Trained team members on document control best practices, fostering a culture of quality and precision.
- Developed and maintained standardized document control procedures to enhance operational efficiency.
- Worked with internal staff to process documents and sent for closing.
Appointment Setter
Global Tekmed
Chula Vista, CA
01.2024 - 12.2024
- Prioritized tasks efficiently to ensure all daily call quotas were met or exceeded without compromising quality of service.
- Received inbound calls and initiated outbound daily calls to introduce customers to products and services offered.
- Used CRM software to accurately track progress on appointment setting goals and analyze trends for continuous improvement.
- Used provided call list to sort, organize and prioritize before making outbound calls to potential customers.
- Entered daily data in computer systems and documented office activities.
- Scheduled and confirmed appointments and meetings for senior management team.
- Resolved customer problems and complaints.
Appointment Setter
All American Solar
Orange City, FL
03.2022 - 04.2023
- Scheduled appointments with prospective clients to discuss solar energy solutions.
- Utilized CRM software to manage and track client interactions effectively.
- Conducted follow up calls to maintain engagement and confirm appointments.
- Collaborated with sales teams to streamline appointment setting processes.
- Developed scripts to improve communication and increase appointment conversion rates.
- Trained new appointment setters on best practices and company protocols.
- Answered phone calls and answered questions from potential customers.
- Acted as first point of contact and set appointments for prospective clients.
Education
High School Diploma -
University High
Orange City, FLSkills
- Case planning
- Collaboration and teamwork
- Effective communication
- Maintaining client records
- Employee training
- Adaptability
Timeline
Case Management Assistant
Global Tekmed
01.2025 - Current
Document Control Coordinator
Global Tekmed
01.2025 - 11.2025
Appointment Setter
Global Tekmed
01.2024 - 12.2024
Appointment Setter
All American Solar
03.2022 - 04.2023
High School Diploma -
University High