Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Brittany Robertson

Costa Mesa,CA

Summary

Dynamic and dedicated healthcare professional with extensive experience in medical and aesthetic sales, patient care coordination, office management, and patient care management across various healthcare settings. Proven track record at Performance Health and Wellness, where I successfully led teams to enhance patient care, improve office efficiency, and elevate patient satisfaction. Skilled in HIPAA protocol adherence, managing electronic health records (EMR), and ensuring seamless communication between clinical and administrative teams. Adept at overseeing daily office operations, including scheduling, staff coordination, and maintaining accurate documentation. Experienced in monitoring office metrics and generating flash reports to track key performance indicators and drive continuous improvement. A strategic team player with exceptional organizational and leadership abilities, committed to advancing patient care, optimizing workplace efficiency, and fostering a positive, patient-focused environment.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Patient Care Coordinator/ Patient Care Manager

Performance Health and Wellness
Newport Beach, CA
09.2024 - Current
  • Coordinate and manage patient intake, scheduling, and follow-up to ensure smooth patient flow and optimal care delivery.
  • Assist in developing personalized care plans based on patient assessments, including chiropractic adjustments, functional medicine treatments, and wellness strategies.
  • Act as the primary point of contact for patients, addressing inquiries, explaining treatment protocols, and ensuring a positive patient experience.
  • Monitor patient progress, track outcomes, and collaborate with healthcare providers to adjust treatment plans as necessary.
  • Educate patients on treatment options, preventive care, and lifestyle modifications to support long-term health goals.
  • Manage day-to-day office operations, including scheduling, patient intake, billing, insurance verification, and staff coordination, to maintain an efficient and organized practice.
  • Maintain accurate and up-to-date patient records in compliance with HIPAA and other regulatory standards.
  • Ensure the practice's compliance with health regulations, safety standards, and clinic policies.
  • Manage patient referrals to specialists, coordinate multidisciplinary care, and ensure proper documentation of all treatments.
  • Implement patient satisfaction surveys and follow up on feedback to improve patient care services.
  • Oversee patient education materials and resources related to chiropractic and functional medicine.
  • Monitored office metrics and generated flash reports to track key performance indicators, ensuring efficient operations, and identifying areas for improvement in patient care and office performance.
  • Train and supervise junior staff, ensuring they adhere to best practices in patient care and office procedures.

Medical Assistant/ Sales

Beyond Wellness
Costa Mesa, CA
05.2024 - 09.2024
  • Managed patient scheduling and coordinated appointments to ensure optimal workflow and timely care delivery.
  • Administered intravenous (IV) and injection therapies, including peripheral IV catheter placement, and provided medication administration with precision.
  • Delivered intramuscular and subcutaneous injections, ensuring patient comfort, and adherence to safety protocols.
  • Demonstrated expertise in the administration of muscle-building and weight-loss peptides, supporting patients in achieving their health and wellness goals.
  • Assisted in the implementation and management of testosterone replacement therapy (TRT) programs, ensuring appropriate treatment protocols, and patient follow-up.

Manager/Certified Medical Assistant/Director of Concierge Services

BarXMD
Costa Mesa, CA
12.2022 - 06.2024
  • Managed office operations, including overseeing patient scheduling, staff coordination, and ensuring smooth daily functioning of clinical and administrative tasks.
  • Sold high-value concierge services, including personalized treatments, and exclusive wellness packages, driving revenue and enhancing client satisfaction.
  • Coordinated stem cell extraction appointments and facilitated related treatments for patients.
  • Managed scheduling for Emsculpt NEO and Emsella treatments, along with product sales.
  • Led consultations for Bioidentical Hormone Replacement Therapy (BHRT) and educated patients on the benefits.
  • Administered PRP (Platelet-Rich Plasma) filler injections, and stem cell extractions.
  • Provided expert knowledge and sales of semaglutide and peptides for weight loss and wellness.

Patient Care Manager/Certified Allergy Specialist

American Allergies, LLC
Statesboro, GA
03.2020 - 02.2022
  • Coordinated and managed patient care, including follow-up on treatment plans and progress assessments, to ensure optimal outcomes in allergy management.
  • Handled office management duties, including overseeing patient scheduling, coordinating team activities, managing office supplies, and ensuring a smooth workflow in the clinic.
  • Conducted allergen scratch tests, analyzed results, and diagnosed patient-specific triggers.
  • Educated patients on the benefits of immunotherapy, and created personalized treatment plans.
  • Managed patient scheduling, billing, and medical charting using EMR systems.
  • Oversaw inventory management, ensuring that necessary supplies were ordered and stocked.

Care Manager/ Facial Plastic Surgery Assistant

Dr. James Pearson
Hermosa Beach , CA
11.2018 - 02.2020
  • Managed patient care throughout the surgical process, ensuring clear communication regarding pre- and post-surgery instructions, follow-up appointments, and recovery progress.
  • Contributed to office management by ensuring efficient scheduling, patient flow, and effective communication between clinical and administrative teams to optimize patient care.
  • Assisted in scheduling surgeries, and in-office facial plastic surgery procedures.
  • Supported the surgical team in the operating room, adhering to safety protocols.
  • Facilitated patient education on pre- and post-operative care instructions.
  • Actively promoted and upsold cosmetic procedures, including Botox, and lip fillers.

Front Desk/Medical Billing Assistant/Medical Assistant

South Bay Allergy And Asthma Group
Torrance , CA
02.2017 - 11.2018
  • Scheduled patient appointments, provided customer service, and answered phones in a high-volume setting.
  • Administered allergen scratch tests, interpreted results, and provided patient education on treatment options.
  • Managed ICD-10 billing, processed insurance claims, and applied insurance payments.
  • Maintained accounts receivable, and ensured timely payment processing.

Temporary Medical Assistant

Various Medical Practices
Torrance , CA
01.2015 - 12.2017
  • Provided temporary medical assistant support across various short-staffed practices.
  • Demonstrated proficiency in front and back office tasks, including patient scheduling, EMR management, and assisting with clinical procedures.
  • Adapted quickly to different practice workflows and systems to ensure smooth operations.

Education

Certificate - IV Therapy

Infusion Knowledge University
Costa Mesa, CA
05-2024

CCMA - Medical Assisting

National Healthcareer Association
Costa Mesa, CA
05-2024

Some College (No Degree) - General Studies/ CNA/ BSN

Our Lady of The Lake University
Baton Rouge, LA

Skills

  • Administrative supervision
  • HIPAA protocol adherence
  • Healthcare documentation
  • Healthcare operations
  • Billing statement processing
  • Organizational standards
  • Medical terminology
  • EMR systems
  • Time management
  • Detail-oriented
  • Data collection
  • Leadership

Certification

  • Certified Clinical Medical Assistant

Timeline

Patient Care Coordinator/ Patient Care Manager

Performance Health and Wellness
09.2024 - Current

Medical Assistant/ Sales

Beyond Wellness
05.2024 - 09.2024

Manager/Certified Medical Assistant/Director of Concierge Services

BarXMD
12.2022 - 06.2024

Patient Care Manager/Certified Allergy Specialist

American Allergies, LLC
03.2020 - 02.2022

Care Manager/ Facial Plastic Surgery Assistant

Dr. James Pearson
11.2018 - 02.2020

Front Desk/Medical Billing Assistant/Medical Assistant

South Bay Allergy And Asthma Group
02.2017 - 11.2018

Temporary Medical Assistant

Various Medical Practices
01.2015 - 12.2017

Certificate - IV Therapy

Infusion Knowledge University

CCMA - Medical Assisting

National Healthcareer Association

Some College (No Degree) - General Studies/ CNA/ BSN

Our Lady of The Lake University
Brittany Robertson