Dedicated Medical Office Specialist with extensive experience in financial counseling and patient advocacy. Known for effectively managing patient interactions and billing processes, leading to improved patient satisfaction and operational efficiency in healthcare settings.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Patient Financial Counselor
Oak Valley Hospital
Oakdale, Ca
12.2025 - 01.2026
Liaised with patients, insurance companies, and hospitals to manage medical bills, establish payment plans, and determine eligibility for financial assistance.
Assisted patients in understanding insurance, resolving billing questions, and determining qualification for financial aid programs.
Processed incoming payments from patients and insurance companies, ensuring accurate account management.
Processed insurance refunds for overpayment on accounts.
Cashier Receptionist G4
Kaiser Permanente
Fremont, Ca
07.2025 - 10.2025
Managed patient check-in and check-out procedures efficiently.
Collected copays and fees while informing patients of available payment options to ensure clarity on financial responsibilities.
Handled cash transactions, reconciled accounts, and prepared deposits accurately, ensuring compliance with cash handling policies.
Comply with all applicable cash handling policies and procedures.
Verify and update all patient demographics.
Checked in patients by adhering to check-in policies and utilizing check-in systems or manual records during system outages.
Determine patients' membership/benefits according to the benefit display.
Established new patient accounts in the system promptly.
Captured and populated workers compensation data on the correct screens and selected correct coverage.
Follow appropriate procedures when registering exception-type patients such as non-members, out of area health plan members, Medicare and Medical, and industrial patients.
ED Registration Clerk
Washington Hospital Healthcare System
Fremont, Ca
03.2025 - 05.2025
Gathered and screened patient information for registration and admission, ensuring accuracy and compliance with hospital protocols.
Coordinated with hospital personnel to enhance pre-registration of patient data and facilitated referrals to financial counselor for follow-up.
Correctly identifies insurance data in the HIS system to ensure proper billing is documented.
Collected government mandated statistical information through screening forms and specific data fields within HIS system, ensuring regulatory compliance.
Collects necessary deposits and/or co-payment at time of registration.
Obtained signatures for all required forms during patient registration.
Interacts in a professional and courteous manner with staff members and the public.
Patient Access Representative
Memorial Medical Center Modesto
Modesto, Ca
12.2021 - 03.2025
Obtained all necessary information to register and financially clear patients in the emergency and trauma department.
Collected information during the registration workflow process to facilitate efficient and accurate registration of patients in emergency, ambulatory, inpatient, and outpatient service areas related to hospital billing and compliance.
Verified health insurance eligibility and notifying medical staff if a patient has a non-contracted insurance.
Notified health insurance companies by fax notification of patient admission for inpatient/observation status.
Notified non contracted hospitals of patient arrival to receive authorization for services and ensure Memorial Hospital received reimbursement for services.
Obtained signature from patients on consents for treatment, financial agreement, HIPAA compliance, message from Medicare rights as an inpatient and observation statuses and educated patients on their rights.
Educated patients on the financial assistance program.
Cultivated relationships across teams to share resources and information, enhancing collaboration and support for coworkers and patients.
Listened to, addressed and sought performance feedback, acted as a mentor for less experienced team members.
Pursued self-development, created a plan to capitalize on strengths and developed weaknesses, reviewed others' work to help them learn.
Adapted to changes and feedback by adjusting work strategies and approaches.
Demonstrated flexibility by adjusting priorities and assisting colleagues during unexpected situations.
Identified and responded to the needs of others to support the execution of varied work processed.
Supported the development of work plans to meet established priorities, deadlines and expectations.
Identified, spoke up and implemented ways to address improvement opportunities within and across teams.
Served as a key resource by guiding new employees and resolving issues, contributing to team stability and operational efficiency.
Promoted a culture of continuous improvement by encouraging innovative ideas in business processes and services.
Provided issue identification, assessment, and resolution along with technical support to achieve compliance with Electronic Health Record (EHR) and Sutter Health policies and standard procedures.
Patient Registration Representative
Doctors Medical Center
Modesto, Ca
06.2021 - 12.2021
Obtained necessary information to register and financially clear patients, ensuring smooth admissions.
Verified health insurance coverage for patients, facilitating timely processing of procedures.
Verified patient insurance authorizations prior to procedures.
Schedule, register patient pre-admission and admission, reception and functions.
Processed patient admissions into the hospital efficiently.
Pre-admitting direct admits/transfers from different facilities ensuring we have orders and demographics for patients and activating accounts upon patient arrival.
Initiate patient room assignments and discharge, transfer patients to different locations.
Communicate with staff from different departments and take and process information efficiently and effectively.
Checked accuracy of reports, maintaining compliance and data integrity.
Revise and complete surgery schedules and check for any add-ons and prep charts.
Updated patient status types in the hospital system accurately.
Assure confidential treatment of all communication written and verbal.
Print physician orders and scan into patient charts.
If no signature from patients upon arrival, go to patient floors to obtain signature and if unable to mail out COS/COB forms and document on patient charts the reason why they were unable to sign.
Generated census reports periodically throughout the day and night.
Medical Receptionist
Community Medical Centers
Tracy, Ca
10.2015 - 06.2021
Greeted public, registered patients, input data, verified registration, and screened patients for payment source and special program eligibility to streamline patient intake process.
Answer phone, screen and route calls appropriately, take messages and provide information.
Maintain an appointment system, call patients day before appointment to confirm, cancel and/or reschedule.
Accept payments, fill out receipts and balance cash at the end of the day.
Coordinated patient referrals and followed up with nursing and medical staff to facilitate patient care continuity.
Resolved patient complaints and ensured satisfaction through effective communication and follow-up.
Process requests for medical records.
Opened, sorted, and distributed incoming mail to ensure timely communication.
Opened and closed the building daily to ensure security and accessibility.
Participated in meetings to discuss patient care and operational matters.
Traveled to different sites to support patient services and team operations.
Medical Office Assistant Externship
Dr Gurpreet Singh Gastroenterologist
Modesto, Ca
12.2014 - 03.2015
Greeted patients and verified appointments, conducted symptom checklists, took and recorded vital signs, roomed patients, scheduled and confirmed appointments, managed referrals, made collection calls, coded and verified insurances, handled pre-authorizations, collected and processed co-payments, maintained inventory control, performed data entry using eClinicalWorks, and contacted PCP for records.
Managed patient scheduling and appointments for gastroenterology consultations.
Assisted in maintaining patient records and ensuring data accuracy.
Coordinated communication between patients and healthcare providers effectively.
Education
Medical Office Specialist Certificate -
Brightwood College
Salida, Ca
04-2015
High School Diploma -
Fred C. Beyer High School
Modesto, Ca
01-2011
Skills
Healthcare operations
Financial counseling
Insurance verification
Patient advocacy
Payment processing
Medical billing
Claims processing
Revenue cycle management
Medicare expertise
Healthcare regulations
Compliance standards
Patient intake
Telephone etiquette
EPIC software
NextGen software
Patient Access software
Cerner software
Data accuracy
Medicaid
Document organization
Filing and data archiving
Medical records management
Reliability and dedication
Billing procedures
Process enhancement
Payment calculation
Health plan knowledge
Community services knowledge
Project management
Process enhancement
Computer literacy
MS Word
Excel
PowerPoint
Word processing
Customer service
Customer relationship management
Providing information and resources
Policy explanation
Emotional intelligence
Problem solving
Attention to detail
Multitasking
Team collaboration
Interdisciplinary collaboration
Conflict resolution
Time management
Team orientation
Reliability and dedication
Organized and detail oriented
Effective communication
Collaborative Problem-solving
Professionalism
Ethical conduct
Data collection
Financial recordkeeping
Financial planning
Delinquent account monitoring
Issue research
Process enhancement
Health Care Regulations
Providing information and resources
Policy explanation
Patient records
Registration and scheduling
Delinquent account monitoring
Professionalism
Languages
Spanish
Full Professional
English
Full Professional
Certification
Standard Typing, Stanislaus County Workforce Development, 2025
Form Fill Typing, Stanislaus County Workforce Development, 2025
Administrative Assistant, Stanislaus County Workforce Development, 2025
Customer Service, Stanislaus County Workforce Development, 2026
Bank Teller Skills, Stanislaus County Workforce Development, 2026
Microsoft Access 2010, Stanislaus County Workforce Development, 2026
Microsoft Outlook 2010, Stanislaus County Workforce Development, 2026
Microsoft Powerpoint 2010, Stanislaus County Workforce Development, 2026
Microsoft Excel 2010, Stanislaus County Workforce Development, 2026
Microsoft Word 2016, Stanislaus County Workforce Development, 2026
Medical Coding, Stanislaus County Workforce Development, 2026
Medical Billing, Stanislaus County Workforce Development, 2026
Medical Transcription, Stanislaus County Workforce Development, 2026
Medical Terminology, Stanislaus County Workforce Development, 2025
HIPPA Privacy & Security, Stanislaus County Workforce Development, 2026
HIPPA Health Insurance, Stanislaus County Workforce Development, 2026