Barbara Lane
Midlothian,TX
Summary
Hardworking medical administrative professional offers great people skills, organized file management and deep understanding of patient protections. Enhances office operations by staying on top of patient and staff needs. Experience with electronic recordkeeping and insurance documentation.
Overview
18
18
years of professional experience
Work History
Tax Associate
H&R Block
Waxahachie
08.2024 - Current
- Conduct tax interviews with clients face-to-face and through virtual tools - phone, video, chat, email.
- Compare complete and accurate tax returns.
- Generate business growth.
- Increase client retention and offer additional products and services.
- Provide clients with IRS support.
- Support office priorities through teamwork and collaboration.
Associate Team Leader
H&R Block
Waxahachie
11.2023 - 04.2024
- Support the Multi-Unit Team Leader, serving as onsite point of contact for tax office associates and clients
- execute and hold all tax office associates accountable to Standard Operating Procedures (SOP)
- serve as point of contact for onsite escalated client service concerns
- lead daily activities to ensure that all tax office associates are scheduled, and work is completed according to deadlines
Medical Receptionist
Lone Star Pediatrics
Midlothian
04.2023 - 09.2023
- Answering multi-phone lines for a busy pediatric office
- checking patients in and out
- scheduling new patient appointments
- creating new patient accounts
- Insurance verification
- Taking and posting payments.
Client Service Professional/Receptionist
H&R Block
Waxahachie
12.2022 - 04.2023
- Answer phones and greet clients in a personalized, friendly, and inviting manner
- match clients with the best-suited tax professional for their needs
- help to ensure all clients' needs have been met during service.
- Scanning tax documents
- Collecting payments
Medical Receptionist
Advanced Women's Healthcare of Waxahachie
Waxahachie
05.2022 - 08.2022
- Greeted and checked in patients and out, updating patient information in computer system.
- Verified insurance coverage for appointments and collected co-payments as required.
- Scheduled patient appointments, verifying accuracy of appointment times with providers.
- Answered incoming calls, responding to inquiries from patients and other medical offices.
- Assisted with filing of medical records and documents, maintaining accurate electronic files.
- Collected co-payments.
- Called patients to confirm scheduled appointments and obtain additional details.
- Processed referrals for specialist care when requested by physicians or patients.
Medical Records Manager/Scheduler
Eccare Health Centers
DeSoto
04.2019 - 08.2019
- Managing referral requests for all complex exams
- scheduling all complex exams for the doctor
- Conducted regular audits of medical records to ensure accuracy and completeness.
- Coordinated with physicians and other healthcare providers to ensure timely completion of medical records documentation.
- Managed the release of protected health information in response to subpoenas or court orders.
Front Desk Receptionist
Central Animal Clinic
Cedar Hill
05.2017 - 02.2018
- Greeted customers warmly and made them feel welcome.
- Assisted with scheduling appointments for clients and visitors.
- Handled cash transactions accurately, balancing the register at the end of each shift.
- Inputting prescription refill requests.
- Detailed notes for doctor to call back, and detailed notes inputted into patients' charts of any issues or updates.
Medical Front Office
Eccare Health Centers
DeSoto
01.2016 - 10.2016
- Greeted patients and visitors in a friendly and professional manner.
- Assisted with scheduling appointments, verifying insurance coverage, collecting co-payments, and updating patient information in the electronic medical records system.
- Verified patient demographic information at time of check-in and check-out.
- Processed payments for services rendered using cash register or point-of-sale system.
- Prepared charts for new patients prior to their appointment.
- Maintained filing systems for patient paperwork including insurance forms, lab results, referral letters.
- Scanned documents into the practice's EMR system as needed.
Administrative Secretary
ASI Constructors, Inc.
Midlothian
09.2015 - 11.2015
- Greeted visitors in a professional manner and provided assistance as needed.
- Monitored incoming emails and responded accordingly.
- Inputted data accurately into computer systems in order to generate reports or tracking documents.
- Organized and maintained confidential files and records.
- Managed office supplies inventory and placed orders when necessary.
Insurance Claims Specialist/Medical Records Manager
Eccare Health Centers
DeSoto
08.2012 - 10.2014
- File Medical claims with insurance companies
- Correct coding errors made by receptionist
- Correct claims sent back for reconsideration's
- Manage multiple online health Insurance accounts for management of claims
- Data Entry, Answering multi-phone line, Filing.
- Manage reports and payment agreement accounts.
- Collections on private pay accounts and payment agreements.
- Manage medical records request, review, and gather information in a timely manner for workers' compensation claims, DD exams, DDS claims, private patients' request, etc.
- Help with workers Compensation claims and billing
- Fill in for front receptionist as needed
Data Entry/Scanner
Express Employment Professionals
Midlothian
01.2012 - 07.2012
- Pull drawings from cabinets for review
- Scan drawings into system if necessary using XES(Xerox Engineering Systems)
- Input information from drawings into Excel spreadsheets.
- Create new spreadsheets for each cabinet.
- Assist Engineering associate by looking up drawings using Microsoft Access and printing any drawings that are needed.
- Assist office manager with light office duties when needed, Faxing, Copying, Putting together training manuals, and any other duties as necessary
Receptionist/Front Office Coordinator
Express Employment Professionals
Waxahachie
04.2011 - 12.2011
- Answer multi-phone lines
- General Office Duties, File, Faxing, Data Entry
- Scheduling Appointments
- Review applications
- Run Background Checks
- Collecting Specimens for Drug Test
- Assist all associates
- Call clients, call potential clients, look for leads online or in newspapers.
- Recruiting
- Hand checks out, Help with payroll, References checks
Retail Merchandiser
Hallmark Marketing Corp
Waxahachie
12.2006 - 04.2011
- Customer Service
- Read Lay-outs and CDUs
- Restock all product
- Zone department
- Seasonal change out
- Audits
- Insuring all product is received
- Ordering new product
- Travel to other stores
- Revisions and Remodels
- Work with Wal-Mart Management for product placement
Education
Phlebotomy - Phlebotomy
Texas School of Phlebotomy
Mansfield, Tx08-2015
Occupational Therapy Career Diploma - Occupational Therapy Assistance
Penn Foster Career School
Scranton, PA10-2011
High School Diploma -
Penn Foster Online High School
Scranton, PA07.2008
Skills
- Customer Service Skills (10 years)
- Medical Records (10 years)
- Medical Office Experience (10 years)
- Administrative Experience (2 years)
- Insurance Verification (10 years)
- Multi-line Phone Systems (10 years)
- Calendar management (10 years)
- Supervising experience
References
References available upon request.
Timeline
Tax Associate
H&R Block
08.2024 - Current
Associate Team Leader
H&R Block
11.2023 - 04.2024
Medical Receptionist
Lone Star Pediatrics
04.2023 - 09.2023
Client Service Professional/Receptionist
H&R Block
12.2022 - 04.2023
Medical Receptionist
Advanced Women's Healthcare of Waxahachie
05.2022 - 08.2022
Medical Records Manager/Scheduler
Eccare Health Centers
04.2019 - 08.2019
Front Desk Receptionist
Central Animal Clinic
05.2017 - 02.2018
Medical Front Office
Eccare Health Centers
01.2016 - 10.2016
Administrative Secretary
ASI Constructors, Inc.
09.2015 - 11.2015
Insurance Claims Specialist/Medical Records Manager
Eccare Health Centers
08.2012 - 10.2014
Data Entry/Scanner
Express Employment Professionals
01.2012 - 07.2012
Receptionist/Front Office Coordinator
Express Employment Professionals
04.2011 - 12.2011
Retail Merchandiser
Hallmark Marketing Corp
12.2006 - 04.2011
Phlebotomy - Phlebotomy
Texas School of Phlebotomy
Occupational Therapy Career Diploma - Occupational Therapy Assistance
Penn Foster Career School
High School Diploma -
Penn Foster Online High School
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