BIVIANA ORTIZ-OLMEDO

• Promoted to Account Director
• Manage and directed a team of eight members
• Oversee 200 Accounts
• Deep understanding of laboratory testing services to offer most knowledgeable customer support.
• Applied business and marketing knowledge to develop new accounts
• Resolved problems with high-profile customers to maintain relationships and increase return customer base.
• Coordinated staff meetings to discuss developmental strategy, best practices and process improvements.
• Created and implemented new business opportunities by utilizing strategic networking strategies.
• Held one-on-one meetings with Account Managers and Business Development to identify selling hurdles and offered insight into best remedy.
• Educated clients on all test offered.

• Visit all managed clinics bi-weekly with new marketing information.
• Submitted daily route reports and client progress.
• Managed 50 Accounts
• Guided and set up MOBILE COVID Testing facilities in Orange County for mass COVID testing.
• Liaised between account holders and various departments.
• Oversaw new business development and customer servicing.
• Educated clients on services and updated account information to maintain high standards of client service.
• Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction
• Identified key entry points to enhance market penetration and maximize returns

• Communicated with documented COVID-19 patients and other exposed individuals via phone call, text, e-mail and other platforms.
• Accurately documented all information collected from each case in the database (Salesforce).
• Provide health education
• Collaborated with other Case Investigators and Contact Tracers to ensure efficient workflow.

• Primary contact between the patient and Physicians.
• Coordinated with other staff members to ensure a productive and well-ordered clinic schedule.
• Educated patients on procedures, medication, and diagnosis per physician instructions and established guidelines.
• Responsible inventory
• Created training manuals and trained new staff.

Cool Sculpting Technician:

• Handled all components of Cool Sculpting, such as marketing, ordering, consultation, and counseling.
• Determined eligibility while creating a treatment plan based on individual patient needs and explicitly explained cost and expectations.

• Medical Assistant for solo Neurologist.
• Presented all collected information to Neurologist before consultation.
• Administered Mini-mental state examination (MMSE) and Montreal Cognitive Assessment (MoCA) for Dementia Screening and other diagnostic tests and procedures (Botox and DBS) as needed.
• Patient Counseling
• Created office training manuals and trained other staff as needed.

• Managed daily clinic flow in coordination with the front office staff.
• Coordinated outside medical appointments such as imaging and blood work based on patient insurance coverage.
• Communicated with the physician daily, based on the urgency of patient inquiries to ensure a prompt response.
• Administered MMSE and MoCA assessments.

• Participated as the patient's primary contact and worked with other team members to create a positive and welcoming clinic environment.
• Active role in answering a multi-line phone system promptly.
• Responsible for detailed documentation and collection of demographics to facilitate smooth appointments and payment processing.
• Assisted providers as needed in areas such as medical translation and other projects as assigned.
• Trained new staff members as needed

• Responsible for creating schedules for provider and other staff members.
• Chart preparation and review of detailed medical records.
• Managed initial phase of EMR (OfficeAlly) transition.
• Insurance verification, Medi-Cal activation, and appointment scheduling.
• Provided coverage for the back-office team as needed.