Bambi Martin
Puyallup,WA
Summary
Dedicated financial counselor with extensive experience in guiding patients through financial assistance programs. Known for strong critical thinking and attention to detail, contributing to accurate audit reporting and enhanced patient satisfaction.
Overview
25
25
years of professional experience
Work History
Lead Financial Counselor
Virginia Mason Franciscan
Tacoma, WA
08.2015 - Current
- Guided patients through financial assistance programs and resources.
- Analyzed patient financial information to determine eligibility for services.
- Educated patients on billing processes and insurance coverage options.
- Collaborated with healthcare teams to address financial concerns of patients.
- Reviewed financial documents to ensure accuracy and compliance with policies.
- Trained new staff on financial counseling practices and patient interaction techniques.
- Coached new employees on proper procedures related to offering financial advice.
- Conducted and prepared auditing reports for accuracy and training.
Insurance Verification Specialist
Franciscan Medical Group
Tacoma, WA
05.2014 - 07.2015
- Verified insurance details for patient accounts and services.
- Reviewed medical records to ensure accurate billing information.
- Trained new staff on verification processes and best practices.
- Verified that patients had proper insurance coverage prior to procedures or appointment scheduling.
- Processed pre-authorization requests for various medical procedures.
- Maintained comprehensive records of insurance verification activities.
- Contacted patients to confirm demographic information and communicate financial responsibilities.
- Assisted in developing streamlined workflows for insurance verification tasks.
Patient Access Representative/Medical Records Specialist
Franciscan Medical Group
Spanaway, WA
03.2013 - 05.2014
- Greeted patients and visitors upon arrival in a friendly manner.
- Collected and verified patient information for accurate registration.
- Scheduled appointments using the electronic health record system efficiently.
- Maintained confidentiality of patient records in compliance with regulations.
- Resolved patient inquiries and concerns promptly to enhance satisfaction.
- Collected co-pays and other payments from patients at time of service.
- Answered phones promptly in a professional manner.
- Scanned documents into electronic medical records system.
Medical Records Clerk
Franciscan Medical Group
Tacoma, WA
08.2009 - 03.2013
- Processed medical records for patient admissions and discharges.
- Organized patient files in electronic health record system.
- Maintained confidentiality of sensitive patient information.
- Assisted healthcare staff with retrieving medical records promptly.
- Ensured accurate data entry for patient information updates.
- Supported audits by preparing requested documentation efficiently.
- Trained new staff on medical records management procedures.
Escrow Assistant/Receptionist
Puget Sound Title and Escrow
University Place, WA
05.2001 - 04.2009
- Coordinated closing documents for real estate transactions at Puget Sound Title and Escrow.
- Assisted clients in understanding escrow processes and requirements effectively.
- Managed communication between buyers, sellers, and lenders throughout transactions.
- Prepared and reviewed settlement statements to ensure accuracy and compliance.
- Organized and maintained escrow files to guarantee documentation integrity.
- Facilitated the disbursement of funds according to transaction agreements.
- Coordinated with attorneys, lenders, buyers, sellers, title companies, appraisers, insurance agents, surveyors and others involved in the transaction.
- Reviewed title reports to ensure accuracy of information before closing.
- Collaborated with team members to ensure all aspects of an escrow are completed accurately.
- Notarized documents when necessary during the course of a transaction.
- Drafted settlement statements for review by both parties prior to closing.
Education
Some College (No Degree) - Veterinary Technician
Penn Foster Career School
Scranton, PA - OnlineSome College (No Degree) - Retail Business Technical College
Clover Park Technical College
Lakewood, Washington, WASkills
- Critical thinking
- Financial advising
- Financial analysis
- Billing processes
- Insurance verification
- Patient education
- Audit reporting
- Regulatory compliance
- Customer relationship management
- Team collaboration
- Data entry accuracy
- Training and development
- Problem solving
- Attention to detail
- Risk assessment
References
References available upon request.
Timeline
Lead Financial Counselor
Virginia Mason Franciscan
08.2015 - Current
Insurance Verification Specialist
Franciscan Medical Group
05.2014 - 07.2015
Patient Access Representative/Medical Records Specialist
Franciscan Medical Group
03.2013 - 05.2014
Medical Records Clerk
Franciscan Medical Group
08.2009 - 03.2013
Escrow Assistant/Receptionist
Puget Sound Title and Escrow
05.2001 - 04.2009
Some College (No Degree) - Veterinary Technician
Penn Foster Career School
Some College (No Degree) - Retail Business Technical College
Clover Park Technical College