Professional Summary
Overview
Work History
Education
Skills
Languages
Timeline

Ana Ortiz

Prime Life Health
Ocala
1
Language
15
years of professional experience

Knowledgeable Benefits Coordinator with expertise in healthcare administration, insurance verification, and patient advocacy. Coordinated care and managed patient records while fostering relationships with healthcare providers and community organizations. Focused on enhancing patient access to care and driving organizational success.

Work History

Benefits Coordinator

4 Years 7 Months
Prime Life Health | 11.2021 - 06.2026
  • Serve as a liaison between insurance providers and Prime Life Health to improve patient access, care coordination, and treatment outcomes.
  • Educate patients regarding insurance benefits, coverage, billing procedures, and financial responsibilities.
  • Followed up on referrals and prior authorizations to help ensure timely patient access to services and continuity of care.
  • Manage referrals and coordinate follow-up for new and existing patients.
  • Assess patient needs; identify barriers to care, and coordinate appropriate resources and services.
  • Advocate for patients by facilitating access to community agencies, transportation services, and payer representatives.
  • Advocated for patients by facilitating access to community agencies, transportation services, and payer representatives to improve service delivery.
  • Maintain accurate and up-to-date insurance information in EMR and billing systems.
  • Facilitated the referral process to help patients receive necessary medical care. and coordinate follow-up for new and existing patients.
  • Build and maintain relationships with healthcare providers, physician offices, and community organizations.
  • Collaborated with Community Relations Managers to enhance outreach efforts, senior community events, and streamline referral tracking.
  • Monitored market trends to identify and pursue opportunities for expanding community resources and partnerships.
  • Participated in networking events to build professional relationships within the healthcare community. and provider meetings to remain informed about available programs and services.
  • Delivered front desk support, assisted with client intake, performed data entry, and generated reports.

Patient Service Representative

2 Years 9 Months
Children’s Dental Health | 10.2018 - 07.2021
  • Checked in and out patients, ensuring a welcoming experience that contributed to patient satisfaction.
  • Delivered exceptional customer service in person and over the phone, fostering positive patient relationships.
  • Answered incoming calls from customers promptly and professionally.
  • Made outbound calls to follow up on customer inquiries.
  • Collected and updated patient information accurately in the electronic medical records system.
  • Verified and updated insurance eligibility for procedures, clearly explaining benefits to enhance patient understanding.
  • Collected co-payments and balances at the time of service.
  • Scheduled and confirmed patient appointments for future procedures.
  • Collaborated with the clinical team to ensure a smooth patient flow and optimal clinic operations.

Submission Clerk

3 Years 6 Months
Binder and Binder | 04.2011 - 10.2014
  • Saved and filed documents in firm's document management system to ensure easy access and retrieval.
  • Organized records from various stages of legal process to support efficient case management.
  • Organized incoming and outgoing mail, faxes and scanned documents into our case management system.
  • Opened, organized, and maintained client files to facilitate streamlined access to case information.
  • Accurately entered client information into the case management system.

Education

Bachelor's degree - Business Administration – Management

Metropolitan University of PR | San Juan, P.R. | 06-2009

Skills

Benefits Coordination
Prior Authorization Follow-Up
Insurance Data Management
Referral coordination
Appointment Scheduling
Patient Advocacy
Provider Relations
Patient Communication
EMR/EHR Systems
Medicare & Medicaid

Languages

English & Spanish

Timeline

Benefits Coordinator

Prime Life Health
11.2021 - 06.2026Read More

Patient Service Representative

Children’s Dental Health
10.2018 - 07.2021Read More

Submission Clerk

Binder and Binder
04.2011 - 10.2014Read More

Metropolitan University of PR

Bachelor's degree from Business Administration – Management
Read More
Ana Ortiz