ANA LUPERCIO
Chico,California
Summary
Proven track record at WESTGATE DENTAL CENTER, enhancing patient satisfaction through exceptional customer service and efficient scheduling. Mastered payment verification and call management, significantly streamlining front desk operations. Skilled in both correspondence management and word processing, demonstrating a blend of technical proficiency and empathetic communication.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Front Desk Assistant
WESTGATE DENTAL CENTER
WOODLAND, CA
04.2024 - 05.2024
- Built loyal patient following and retained return patients by providing empathetic and caring service.
- Interviewed patients to complete case histories and intake forms.
- Answered telephones and directed calls to appropriate medical or administrative staff.
- Documented patient records with procedures performed and added notes taken to charts.
- Provided exceptional customer service by addressing patient concerns promptly and professionally.
- Processed payments received from patients ensuring accuracy of entries into system database.
- Processed payments accurately using a point of sale system.
- Compiled and coded patient information or data in appropriate computer system.
- Ensured compliance with HIPAA regulations concerning patient confidentiality and privacy rights.
- Adhered to HIPAA requirements to safeguard patient confidentiality.
- Prepared patients by explaining scheduled treatments and potential side effects.
- Prepared new patient files and updated existing records with new personal, insurance, and medical information.
- Ensured that all equipment used in the office was properly maintained and serviced regularly.
- Provided support to other team members regarding patient inquiries or concerns.
- Entered patient data into dental records system and observed confidentiality rules to maintain patient privacy.
- Educated patients on treatment procedures and post-procedure home care.
- Communicated with patients with compassion while keeping medical information private.
- Checked patients in and out, verified insurance and collected co-pays to keep business administrative and financial records current.
- Explained dental services and payment plans to help patients make informed decisions.
- Prepared documents for billing purposes according to established policies and procedures.
- Scheduled and confirmed patient appointments and consultations.
- Managed front desk operations efficiently by responding to incoming calls in a professional manner.
- Scheduled follow-up appointments for patients as needed based on doctor recommendations.
- Checked with participants throughout procedures to help alleviate anxiety.
- Greeted patients, determined purpose of visit and directed to appropriate staff.
- Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
- Greeted patients upon arrival, ensured all paperwork was completed accurately and in a timely manner.
Bookkeeper
TAPIA CONSTRUCTION
LAKELAND, FL
01.2010 - 03.2024
- Received and recorded cash, checks and transfers.
- Posted journal entries to the general ledger system accurately and timely.
- Implemented program to create daily spreadsheets and streamline financial reporting.
- Utilized accounting software to streamline bookkeeping processes, increasing efficiency.
- Conducted monthly bank reconciliations.
- Handled accounts payable and receivable, including invoicing and payment processing.
- Resolved billing discrepancies with vendors or customers promptly.
- Performed month-end closing activities.
- Prepared financial statements, including balance sheets and income statements, for review by management.
- Processed expense reports, including verification of receipts and compliance with policies.
- Reconciled vendor statements to assist in monthly closings.
- Generated invoices for clients and tracked payments received from customers.
- Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
- Handled bi-weekly payroll services for company employees.
- Prepared and processed payroll.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Reconciled bank statements to internal accounts monthly, identifying and resolving discrepancies.
Education
BBA - BUSSINESS
ITESO
GUADALAJARA, JALISCO, MEXICO09-2020
Skills
- Scheduling
- Payment verification
- Call management
- Customer service
- Word processing
- Correspondence management
Affiliations
I volunteer in the ministry of Religious education in my church, I like to exercise and I love to see all nature and parks around me.
Certification
- I have some certificates from Religious Education
- I am public notary in Florida
- I have a diploma in Leadership with the 7 habits of Steven Covey
Languages
English
Full Professional
Spanish
Native/ Bilingual
Italian
Limited
References
References available upon request.
Timeline
Front Desk Assistant
WESTGATE DENTAL CENTER
04.2024 - 05.2024
Bookkeeper
TAPIA CONSTRUCTION
01.2010 - 03.2024
BBA - BUSSINESS
ITESO
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