Summary
Overview
Work History
Education
Skills
Certification
Projects/Extracurricular
Timeline
Generic

AMY LE

PHOENIX,AZ

Summary

Efficient Clinical Intake Coordinator with extensive experience in client case management, documentation, and healthcare systems. Skilled in improving intake processes for enhanced client satisfaction and operational efficiency. Adept at coordinating between clients, healthcare providers, and insurance companies to ensure seamless service delivery. Brings a strong foundation in developing training materials and conducting group therapy, underpinned by excellent communication and empathic client engagement.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Clinical Intake Coordinator

notMYkid
Scottsdale, AZ
11.2023 - Current
  • Optimize intake procedures, boosting efficiency and improving client satisfaction levels.
  • Assess client needs through initial interviews and consultations to determine appropriate services.
  • Conduct comprehensive interviews with potential clients to determine eligibility for services.
  • Record documentation of all prescreening services and contact information for prospective clients into the EHR.
  • Maintain accurate and up-to-date records of client interactions and services provided.
  • Assist in determining appropriate referrals for clients to other community agencies or programs.
  • Facilitate communication between clients, family members, and healthcare providers to ensure seamless service delivery.
  • Schedule appointments and coordinate logistics for initial assessments and follow-up meetings.
  • Utilize case management systems to track client cases from intake through to completion.
  • Adhere to confidentiality guidelines when handling sensitive information about clients.
  • Maintain accurate records of client intakes in the system.
  • Coordinate the intake process, ensuring all required documentation is collected and processed.
  • Assist in developing policies and procedures related to intake processes.
  • Coordinate the intake process for new clients, including scheduling initial assessments and providing necessary paperwork.
  • Manage confidential client data in compliance with HIPAA and other relevant regulations.
  • Enter patient insurance, demographic, and health information into the EHR system.
  • Monitor reimbursement from managed care networks and insurance carriers to verify consistency with contract rates.
  • Resolve billing disputes with insurance companies promptly.
  • Process incoming payments from insurance companies or patients.
  • Create detailed spreadsheets outlining each client's charges, payments received, and outstanding balances.

Case Manager

notMYkid
Scottsdale, AZ
12.2022 - 11.2023
  • Deliver peer support to youth and early intervention programs for families
  • Develop and recreate the peer employee training handbook
  • Case manages a caseload of 20 clients
  • Inspire youth to make healthy life choices through coping skills, goal settings, and exploring new perspective in life
  • Train Americorps members on peer support training and how to conduct a one-on-one session with clients through motivational interviewing, strategic disclosure in storytelling, ethics/boundaries, and clinical standards
  • Process discharge planning to 45 clients successfully from the peer program
  • Provide telehealth services to youth on juvenile probation to reduce the risk
  • Create an 8-week Intensive Outpatient Program for Teens and Young Adults group therapy
  • Facilitate group therapy by creating integrated activities to engage clients throughout the session
  • Pioneer an 8-week group curriculum by creating activity workbooks and psychoeducational worksheets for each program in the behavioral health department
  • Audit client charts to ensure all forms, documents, and treatment plans are current and signed
  • Collaborate on a care plan and goal setting with the client every 30-60-90 days (about three months)
  • Conduct family support meetings for clients to provide check-ins, treatment goals, and resource requests
  • Coordinate all clients' and family meetings weekly via phone calls/texts/emails
  • Administer and track surveys to help monitor program deliverables and effectiveness
  • Connect clients and families with external referrals and resources within the valley that meet their needs and criteria

Prevention Specialist Speaker

notMYkid
Scottsdale, AZ
07.2022 - 12.2022
  • Presented prevention education to youth, adults, and staff in schools and communities
  • Administered evaluation tools and surveys to help monitor program deliverables and effectiveness
  • Trained newly assigned prevention specialists or contractors
  • Researched prevention topics on healthy relationships, substance use, vaping, anxiety/stress, life skills, depression, self-esteem/body image, and transition into high school or adulthood
  • Provided support and feedback to new prevention specialists
  • Educated the school community on an evidenced-based curriculum called Botvin's Life Skills Training
  • Ensure the fidelity of the notMYkid presentation format
  • Revitalized workshops and activities for leadership camp and life skills training
  • Incorporated strategic planning sessions for program development
  • Completed weekly documentation required to evaluate program progress and effectiveness

Life Skills Mentor/Behavioral Coach

Four Directions
Chandler, AZ
02.2021 - 07.2022
  • Mentored clients with life skills development and creating a safety plan to prevent crisis
  • Advocated clients to express their feelings and to develop insight about themselves and others
  • Taught life skills to manage and cope with their emotions and suicidal ideations
  • Documented treatment goals, progress notes, and all required documentation promptly
  • Conceptualized workshops that focus on overall well-being and mental health
  • Customized one-on-one session with client to meet their treatment goals
  • Provided a care plan with the clients to overcome social anxiety to attend school in-person
  • Communicated with families, probation officers, police, or other interested parties to exchange necessary information during the treatment process
  • Revised treatment activities or approaches as needed to comply with changes in clients' status
  • Billed case management and behavior coaching services for clients
  • Address legal issues, such as child abuse and discipline, assist with hearings, and provide testimony to inform custody arrangements
  • Attended CFT meetings to discuss client concerns, strengths, behavioral issues, and updates

Admission Advisor

Ultimate Medical Academy
Remote
08.2020 - 02.2021
  • Provided information to prospective students about furthering their education in healthcare programs
  • Communicated with students about their interests, backgrounds, challenges, and goals to guide them through the process
  • Motivated students to pursue a higher career and overcome obstacles in life
  • Managed students' files and assisted students to complete their academic application submissions
  • Mentored students through class coursework and helped the students with orientations
  • Utilized high-quality customer service via phone and email
  • Ran team meetings to motivate teams to stay positive, energize, and focus by leading by example
  • Discussed the basic knowledge of FAFSA and overcoming financial obstacles

Youth Social Worker

Youth Development Institute
Phoenix, AZ
06.2019 - 08.2020
  • Provided therapeutic support to clients with chronic mental illness and substance use
  • Supervised 10-20 juveniles ages 11-18 in a Residential Care setting
  • Identified any significant behavior that indicates a change/digression from progress toward treatment goals
  • Educated clients on proper social skills, coping skills, and independent living skills to transition out of group homes to being on their own
  • Ensured emotional support, guidance, and feedback to appropriate personnel on clients' activities
  • Monitored clients sleeping, eating, and daily behaviors throughout treatment activities
  • Implemented and planned daily recreational activities for social skills development
  • Prevented altercations between juveniles and any violence using TCI, and de-escalation techniques
  • Completed daily documentation as required by standards of care and accountability for medical/financial records

Campus Coordinator

Better Business Bureau
Phoenix, AZ
05.2017 - 01.2018
  • Greeted/checked-in guests and members in a professional manner
  • Answered phone calls regarding bookings, memberships, and business hours
  • Managed cash and credit card transactions
  • Set up and coordinated meeting rooms for events, meetings, and expos
  • Send emails about pricing quotes of facility rooms for booking

Event/Banquet Staff

Phoenix Convention Center
Phoenix, AZ
01.2015 - 05.2017
  • Set up catering service according to client/customer requests and banquet event orders
  • Serves food and beverage to guests
  • Maintains the appearance and cleanliness of food service areas during the event
  • Replenishes food and beverage products during the event
  • Breaks down and cleans food service areas and equipment post-event
  • Provides excellent customer service, anticipating guests' needs
  • Maintains a positive attitude towards guests, customers, clients, co-workers, etc
  • Adheres to Aramark safety policies and procedures including proper food safety and sanitation
  • Ensures security of company assets

Front Desk Assistant

Arizona State University
Glendale, AZ
03.2015 - 11.2015
  • Greeted/checked-in guests and members in a professional manner
  • Answered phone calls regarding bookings, memberships, and business hours
  • Managed cash and credit card transactions
  • Set up and coordinated meeting rooms for events, meetings, and expos
  • Send emails about pricing quotes of facility rooms for booking

Education

Bachelor of Science - Minor in Communication

Arizona State University
Phoenix, AZ
05.2018

Skills

  • Case Management
  • Client Intake Processes
  • Documentation & EHR Systems
  • Group Therapy Facilitation
  • Insurance & Billing Coordination
  • HIPAA compliance
  • Program development

Certification

  • Certified Peer Support Specialist
  • Youth Mental Health First Aid
  • Motivational Interviewing Certification
  • Strategic Story Disclosure Certification
  • Ethics and Boundaries Certification
  • Trauma-Informed Training Certification
  • CPR/First Aid Certification (Expired: 06/25)
  • Certified Peer Mentor in Public Speaking
  • Certification in Meeting Planning & Conventional Sales

Projects/Extracurricular

Internship Program, Americorps, June 2023-November 2023

  • Build a partnership with EVIT school to offer their students to join our internship program with Americorps as a Peer Support Specialist.
  • Recruit members who are working toward their mental health technician certificate by serving the Americorps program.

Development Internship, Boys & Girls Club, January 2018-May 2018

  • Managed in-house solicitation mailings and other fundraising initiatives by creating and routing materials, generating mailing lists, executing mail mergers, and overseeing collation and sends.
  • Initiated negotiations with vendors and subcontractors to maintain a $200,000 event budget.
  • Raised over $2,000,000 in funds to support the Boys & Girls Club of Metro Phoenix.
  • Assisted the marketing team with development and promoting event details., Wrote crisp and fresh press releases and prepared media articles for local news.

Teacher Assistant, Arizona State University, August 2016-December 2016

  • Mentored students on professional development, proper communication skills, and adequate presentations for their speech.
  • Invented program activities for communications and public speaking development for students within our valley.
  • Coordinated the community outreach workshops with the Boys & Girls Club, Girls, Scout, and ASU International students.
  • Leaded new trainees on how to be an effective mentor by demonstrating and sharing proper public speaking techniques and interpersonal communications.
  • Advised online STEM students on public speaking through a new program software on Blackboard.
  • Provided 8 engaging and private sessions for the Boys and Girls Club 13 nominated youth with their speech that they will be delivered at the gala.

Timeline

Clinical Intake Coordinator

notMYkid
11.2023 - Current

Case Manager

notMYkid
12.2022 - 11.2023

Prevention Specialist Speaker

notMYkid
07.2022 - 12.2022

Life Skills Mentor/Behavioral Coach

Four Directions
02.2021 - 07.2022

Admission Advisor

Ultimate Medical Academy
08.2020 - 02.2021

Youth Social Worker

Youth Development Institute
06.2019 - 08.2020

Campus Coordinator

Better Business Bureau
05.2017 - 01.2018

Front Desk Assistant

Arizona State University
03.2015 - 11.2015

Event/Banquet Staff

Phoenix Convention Center
01.2015 - 05.2017

Bachelor of Science - Minor in Communication

Arizona State University

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AMY LE