Brianna Morton
North Port
Summary
Dedicated professional with a robust background in medical office administration and client management. Skilled in documentation proficiency, problem-solving, and building strong relationships with patients/clients and caregivers to ensure optimal care delivery. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
4
4
years of professional experience
Work History
Client Case Manager
Visiting Angels Home Care
10.2025 - 01.2026
- Coordinated client care plans with healthcare professionals and family members to ensure comprehensive support.
- Developed client relationships by responding to inquiries, questions, identifying and assessing clients' needs, and following up with potential and existing clients.
- Maintained client files with sales contracts, records of client interactions, client notes, and other information.
- Conducted regular home visits to assess clients' home environment, create/adjust care plans, provide support, evaluate client satisfaction, and improve service delivery.
- Built strong relationships with community partners, expanding the availability of resources for clients in need.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Delivered presentations that highlighted features and benefits to clients.
Customer Care Manager
BrightStar Care of Port Charlotte and Venice
11.2023 - 06.2025
- Maintained client schedules while taking into account client's Plan of Care, requests, and needs; in order to match them with the best caregiver who’s strengths coincide with the client’s Plan of Care and schedule.
- Established performance and service goals for new employees/caregivers while monitoring on-going performance assessment of current employees/caregivers.
- Used industry expertise, customer service skills and analytical nature to maintain positive client and employee relations by addressing problems head-on and implementing successful corrective actions.
- On-call after regular business hours, multiple days each week, to respond to any client/caregiver emergencies, caregiver’s call-offs, client questions/concerns, inquiries, and to be in communication with the clinical team.
- Participated in daily team meetings and trainings to stay updated on best practices and new developments in care management.
- Improved staffing during busy periods by organizing open shifts, creating employee schedules, tracking employee attendance and punctuality, monitoring call-outs, and addressing repeat problems quickly to prevent long-term habits.
- Held caregivers accountable for individual performance by providing coaching, mentoring, and consultation to enhance performance and professional development.
- Maintained strong connections within the caregiver community to gain continuous knowledge.
Office Manager (previously Patient Coordinator)
Clear Thought Neurology / Neuro Health & Wellness
07.2022 - 07.2023
- Managed daily practice operations to optimize appointment scheduling, patient records management, insurance eligibility, authorizations, coding and billing functions.
- Created and implemented organizational policies / procedures, as well as patient documents (intake, consent forms, etc).
- Liaised with other healthcare professionals to develop comprehensive patient care plans and provide the highest quality of care.
- Assisted in the setup of a new neurology practice which required updating information associated with NPI numbers (for providers and facilities) and updated existing profiles.
- Transitioned the practice from physical medical records to electronic medical records. Involved in initial practice setup and training with EMR software.
- Created and managed electronic patient records, encompassing data entry and administrative functions related to insurance, billing, referrals, authorizations, and accounts receivable.
- Served as a resource for physicians in credentialing and privileging processes. Provided initial credentialing information, applications, documents, and letter of interest to payers and to local PHOs.
- Processed insurance company denials and authorizations by auditing patient files, researching procedures, and diagnostic codes to determine proper reimbursement.
- Resourcefully used various coding books, procedure manuals, and on-line encoders to assist with medical coding and billing tasks.
- Managed in office neurological procedures and aesthetic procedures.
- Initiated communication with representatives and set up marketing.
- Attended various online and in-person training sessions.
- Communicated with insurance companies to verify coverage and obtain authorizations for medical treatments and procedures.
- Completed administrative patient intakes with case histories, insurance information and mandated forms.
- Adhered to strict HIPAA guidelines to protect patient privacy.
- Processed authorization and referral requests from patients, doctors and other health care professionals.
Education
Eastern Florida State College
Palm Bay, FLNo Degree - Emergency Medical Technician (EMT-B)
Health First Training Center
Melbourne, FL2006
High School Diploma -
Rush Henrietta Senior High School
Rochester, NY2006
Skills
- Medical Office Administration
- Care Plan and Patient/Client Management
- Schedule Coordination and Management
- Customer Relations
- Medical Records Management
- Clinical / Reception Staff Management
- Medical Billing and Collections
- New Hire Training
- Patient Eligibility Requirements
- Marketing Strategies
- Documentation Proficiency
- Pre-authorizations and Referral Processing
- Client assessment
- Problem-solving
Timeline
Client Case Manager
Visiting Angels Home Care
10.2025 - 01.2026
Customer Care Manager
BrightStar Care of Port Charlotte and Venice
11.2023 - 06.2025
Office Manager (previously Patient Coordinator)
Clear Thought Neurology / Neuro Health & Wellness
07.2022 - 07.2023
Eastern Florida State College
No Degree - Emergency Medical Technician (EMT-B)
Health First Training Center
High School Diploma -
Rush Henrietta Senior High School