Summary
Overview
Work History
Education
Skills
Timeline
Generic
BOBBIE ANN RICHARDSON

BOBBIE ANN RICHARDSON

Cashton,WI

Summary

Results-driven case management professional with track record of effective client advocacy and support. Experienced in conducting thorough assessments and creating individualized care plans to meet client needs. Collaborates seamlessly with multidisciplinary teams and adapts to dynamic situations to ensure optimal client outcomes.

Overview

27
27
years of professional experience

Work History

Case Manager

Humana
06.2024 - Current
  • Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
  • Conducted thorough assessments of clients'' situations, identifying issues, goals, and necessary interventions.
  • Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
  • Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.
  • Assisted clients in setting achievable goals while providing ongoing encouragement and support throughout the process of reaching those objectives.
  • Assisted clients in navigating housing, legal services and public benefits to gain access to valuable resources.
  • Fostered open lines of communication with clients'' families and support networks, involving them in the case management process as appropriate.
  • Developed and implemented comprehensive case management plans to address client needs and goals.
  • Improved client satisfaction by efficiently addressing concerns or grievances in a timely manner.
  • Coordinated essential services for clients, resulting in improved overall well-being and self-sufficiency.
  • Improved client outcomes by developing and implementing comprehensive case plans tailored to individual needs.
  • Facilitated successful transitions between levels of care by developing detailed discharge plans and coordinating resources.

Financial Counselor

Gundersen Health System
06.2022 - Current
  • Contacted insurance providers to obtain key information regarding patient benefits and to submit documentation for accounts.
  • Identified healthcare resources and programs for patients unable to meet financial obligations.
  • Conducted interviews with patients and family members and answered questions regarding insurance benefits.
  • Liaised between patient, doctor and insurance provider to smooth claims processes.

Patient Service Specialist

Gundersen Health System
03.2016 - 06.2022

Duties for this position included making and cancelling appointments for patients within our facility while facilitating the patient experience by promoting a family/Patient atmosphere.

  • Balanced deposits and credit card payments each day.
  • Used EPIC to schedule appointments.
  • Assisted patients in filling out check-in and payment paperwork.
  • Educated patients on plans for treatment and payments.
  • Took copayments and compiled daily financial records.
  • Helped address client complaints through timely corrective actions and appropriate referrals.
  • Facilitated communication between patients and various departments and staff.
  • Followed document protocols to safeguard confidentiality of patient records.
  • Recommended service improvements to minimize recurring patient issues and complaints.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Ensured HIPAA compliance by maintaining strict confidentiality of patient information while handling sensitive documents.
  • Adapted quickly to changing policies or procedural updates within the clinic, maintaining consistent levels of efficiency and accuracy in daily tasks.
  • Improved patient satisfaction by providing efficient and friendly service during check-ins, registrations, and scheduling appointments.
  • Kept waiting areas clean and organized, creating a welcoming environment for patients during their visit.
  • Educated patients on available resources such as financial assistance programs or support groups related to their specific medical conditions.

Travel Counselor

Carlson Sato Travel/Fort McCoy
08.2010 - 09.2013

Duties for this position included making domestic reservations for our Federal Government clients and Military Personnel to include air, rail, hotel and ground transportation.

  • Other duties include issuing tickets and refunds on unused travel and solving typical travel related problems.
  • Developed loyal clientele base due to excellent listening and research skills and keen understanding of travel budgets.
  • Supervised payments via credit and debit cards and handled all sensitive information with professionalism and discreteness.
  • Arranged travel accommodations for groups, couples, executives and special needs clients.
  • Responded to clients’ questions, issues, and complaints and found appropriate solutions when needed.
  • Provided customers with best deals and well-researched travel options, successfully negotiating rates while improving customer satisfaction ratings.
  • Provided exemplary customer service to new and existing clients, which helped build lasting relationships and secure new travel assignments.
  • Utilized advanced reservation systems effectively to secure optimal bookings for clients'' unique needs.
  • Monitored global events that could impact client travels and proactively communicated relevant updates.
  • Assisted corporate clients in managing their business travels efficiently while adhering to budgets.

Certified Nursing Assistant / Therapy Aid

St. Joseph's Community Care
11.2007 - 06.2010

Duties while being a Certified Nursing Assistant included bathing, dressing, grooming, and daily living activities. Knowledge in taking vital signs and assessing changes in behavior and communicating changes in condition. Promoted to Restorative Therapy Aid in April 2008. Worked closely and under the supervision of physical and occupational therapy to improve and maintain mobility in our patients through daily range of motion exercises.

  • Recognized in La Crosse Tribune for work as a Restorative Therapy Aid. Health Section, June 3,2009
  • Minimized infection risk for patients and healthcare team members with thorough cleaning and sanitizing of rooms, equipment and devices.
  • Provided continual advocacy for patients' welfare, rights and needs.
  • Established relationships with patients, caregiver and healthcare professionals to promote patients' personal care plan goal achievement.
  • Cared for clients with diagnoses such as respiratory failure, diabetes, Parkinson's disease and muscular dystrophy.
  • Gathered dietary information, assisted with feeding and monitored intake to help patients achieve nutritional objectives and support wellness goals.

Certified Nursing Assistant/Supplies Clerk

Norseland Nursing Home
06.1998 - 09.2007

This position consisted of assisting patients with bathing, dressing, feeding, lifting and transferring. I also provided all daily living tasks to enhance quality of life.

  • Facilitated activities of daily living, including personal hygiene management, feeding and ambulation.
  • Performed patient assessments, documented vital signs and reported changes to supervisors.
  • Responded appropriately to physical, emotional and developmental needs of patients.
  • Minimized infection risk for patients and healthcare team members with thorough cleaning and sanitizing of rooms, equipment and devices.
  • Reviewed organization functions to stay up to date on procedures.
  • Ordered all office supplies including ink cartridges, toner and paper.
  • Created requisition orders to purchase equipment and supplies.
  • Completed physical inventory counts.
  • Organized and maintained stock records and documents.
  • Accepted delivered packages, verified products and checked delivery totals.
  • Maintained strong vendor connections at all stages, including arranging pricing and delivery structures and managing specific shipment or paperwork concerns.
  • Supported needs of 50+ residents under long-term care.
  • Provided high-quality personal care services such as bathing, grooming, dressing, and feeding to ensure patient dignity.
  • Assisted patients with daily living activities for enhanced comfort and wellbeing.
  • Checked patient vitals such as temperature, blood pressure, and blood sugar levels.
  • Maintained a clean, safe environment by sanitizing surfaces, changing linens, and disposing of waste properly.

Education

Bachelor of Arts - Human Services

Southern New Hampshire University
Manchester, NH
04.2023

Certificate - Certified Nursing Assistant

Western Wisconsin Technical College
Viroqua, WI
1998

Skills

  • MS Windows proficient
  • Quick learner
  • Multi-line phone talent
  • Time management
  • Courteous demeanor
  • Knowledge of medical terminology
  • Strong typing skills
  • Data entry
  • Strong verbal communication
  • Document scanning
  • Self-motivated
  • Extremely organized

Timeline

Case Manager

Humana
06.2024 - Current

Financial Counselor

Gundersen Health System
06.2022 - Current

Patient Service Specialist

Gundersen Health System
03.2016 - 06.2022

Travel Counselor

Carlson Sato Travel/Fort McCoy
08.2010 - 09.2013

Certified Nursing Assistant / Therapy Aid

St. Joseph's Community Care
11.2007 - 06.2010

Certified Nursing Assistant/Supplies Clerk

Norseland Nursing Home
06.1998 - 09.2007

Certificate - Certified Nursing Assistant

Western Wisconsin Technical College

Bachelor of Arts - Human Services

Southern New Hampshire University
BOBBIE ANN RICHARDSON