Carla Montoya
Campo,CA
Summary
Enthusiastic Administrative Assistant with expertise in anticipating professional needs and proactively identifying and resolving problems. Bringing proven to promote organization and availability through effective schedule development. Excellent customer service and conflict management skills.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Office Assistant
County of San Diego Health & Human Services Agency
11.2021 - 08.2023
- Ancillary Lead
- Providing Mobile Covid 19 Testing, Vaccinations and tracing investigation
- Mobile unit providing services in San Diego County with focus in unsheltered individuals, Shelter Programs, Nursing homes and Government Facility’s with high-risk exposure cases or quarantine status
- Communicating with point of contacts and patients in a professional and empathetic manner
- Maintaining emotional and cultural awareness
- Ensuring patients are registered and scheduled prior to mobile covid 19 testing or vaccination event
- Inputting all patient demographics and medical history strictly adhering to HIPPA Guidelines in Government EMR software and websites
- Monitoring Inventory and needed supplies for testing or vaccinations
- Packing carts and moving supplies prior to event
- Assisting in team setup and breakdown of event equipment for events, sample collection handling and repack at end of event
- Checking in patients, verifying demographics, labeling and processing patient specimen tube to ensure accurate and adequate access to test results
- Ensuring all necessary consent forms for testing and vaccinations are properly filled
- During vaccination cards have been updated, properly documented and match Government EMR
- Assisting Clinical nurses with transportation of specimens and scheduling or ensuring lab pick up for specimen process
- Participating in weekly team meetings to ensure compliance and quality control
- Assisting Tracing Team in exposure, demographics and vaccination records requests
- Running end of event shift report
- Carried out duties and entered all necessary data in EMR programs Calvax, Health books, WebCMR, SDIR other County and Government software’s
Dental Patient Access Representative
San Ysidro Health
04.2018 - 03.2021
- Greeted visitors and patients to determine needs, check appointments and direct accordingly
- Assisted patients complete necessary medical forms and documentation
- Scheduled, rescheduled and cancelled appointments for dental patients in Dentrix Software
- Referred patients to dental triage to treat severe or unusual symptoms or complaints
- Secured sign-in sheets, dental charts and encounter forms to safeguard sensitive data and information adhering to HIPPA Guidelines
- Understood Services offered General Adult Dentistry, Endodontics, Orthodontics, Hygiene and specialized working in Pediatrics
- Understood dental terminology and insurance breakdowns to communicate
- Prepared Treatment plans to explain benefits and outlined pricing details for procedures and services to patients
- Conducted communications and transactions with patients and visitors to foster positive experience
- Completed administrative patient intakes with case histories, insurance information and mandated forms
- Carried out front office duties utilizing data entry skills in framework of medical and dental database
- Utilizing Dentrix, Next-gen among other office computer programs
- Frequently double-checked patient histories and current information while scheduling follow-ups and other appointments
- Managed office logistics by scheduling appointments, maintaining files and collecting payments
- Organized and maintained patient chart filing system to promote quick data finding for staff
- Coordinated referrals through insurance and other medical specialists and documented details in patient charts
- Obtained payments from patients and scanned identification and insurance cards
- Answered multiple phone lines, personally confirmed appointment reminders and utilized fax
- Adhered to strict HIPAA guidelines to protect patient privacy
- Rotated between Adult General, Pediatric, Child Focus and special needs Dentistry Department/Specialty’s
Dental Receptionist Temporary
Terranova Family Dentistry
04.2016 - 10.2016
- Greeted visitors and patients to determine needs, check appointments and direct accordingly
- Assisted patients complete necessary medical forms and documentation
- Scheduled, rescheduled and cancelled appointments for dental patients
- Referred patients to dental triage to treat severe or unusual symptoms or complaints
- Secured sign-in sheets, dental charts and encounter forms to safeguard sensitive data and information adhering to HIPPA Guidelines
- Understood Services offered General Adult Dentistry, Endodontics and Orthodontics
- Understood dental terminology and insurance breakdowns to communicate between Dental Assistants and Dental Provider
- Prepared Treatment plans to explain benefits and outlined pricing details for procedures and services to patients
- Conducted communications and transactions with patients and visitors to foster positive experience
- Completed administrative patient intakes with case histories, insurance information and mandated forms
- Carried out front office duties utilizing data entry skills in framework of medical and dental database
- Utilizing Dentrix, Next-gen among other office computer programs
- Frequently double-checked patient histories and current information while scheduling follow-ups and other appointments
- Managed office logistics by scheduling appointments, maintaining files and collecting payments
- Organized and maintained patient chart filing system to promote quick data finding for staff
- Coordinated referrals through insurance and other medical specialists and documented details in patient charts
- Obtained payments from patients and scanned identification and insurance cards
- Answered multiple phone lines, personally confirmed appointment reminders and utilized fax
- Processed Care Credit Applications and payments
Administrative Assistant -Patient Representative II
Scripps Health
12.2014 - 02.2016
- Checked patient insurance, demographic and health history to keep information current
- Managed calendar and scheduled appointments for providers based on optimal patient loads and clinician availability
- For Gastroenterology, Infectious Diseases, Transplant, Sleep and Day Surgery Departments
- Coordinated patient scheduling, check-in, check-out and payments for Office Appointments and Day Surgery Procedures
- Managed multi-line phone system and pleasantly greeted patients
- Referred and screened patients to make best use of resources, triage staff and Hospital Services
- Disseminated sensitive patient information and coordinated with translators to offer personalized service to individuals from diverse backgrounds
- Adhered to strict HIPAA guidelines to protect patient privacy
- Completed and filed financial documentation for accounting purposes
- Helped patients complete necessary medical forms and documentation
- Kept waiting room lobby neat and organized
- Transcribed phone messages and relayed to appropriate personnel, Department, Clinic or Hospital
- Enhanced office productivity by handling high volume of callers per day when Covering in Infectious Diseases or Float Pool
- Organized paperwork such as charts and reports for office and patient needs
Dental Patient Access Representative-Dental Patient Access Representative Lead
San Ysidro Health
04.2009 - 11.2014
- Supervised and led team of 2 Dental Patient Access Representatives
- Oversaw facilities and equipment cleanliness and safety for optimal patient protections
- Maintained patient data with required regulatory chart documents, personal information and treatment consultation documentation
- Reviewed flash reports, prepared bank deposits and posted daily payments
- Oversaw appointment scheduling and itinerary coordination for both Dental Providers and personnel
- Coordinating Coverage for Float staff and Time off Staff
- Delegated tasks to administrative support staff to organize and improve office efficiency
- Achieved specific team objectives and collection activity
- Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch
- Monitored front areas so that questions could be promptly addressed
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
- Carried out day-day-day duties accurately and efficiently
- Developed and maintained courteous and effective working relationships
- Prepared a variety of different written communications, reports and documents to ensure smooth operations as instructed and following all company policies and procedures
- Greeted visitors and patients to determine needs, check appointments and direct accordingly
- Helped patients complete necessary medical forms and documentation
- Scheduled, rescheduled and cancelled appointments for dental patients
- Referred patients to dental triage to treat severe or unusual symptoms or complaints
- Secured sign-in sheets, dental charts and encounter forms to safeguard sensitive data and information adhering to HIPPA Guidelines
- Understood Services offered General Adult Dentistry, Endodontics, Orthodontics, Hygiene and specialized working in Pediatrics
- Understood dental terminology and insurance breakdowns to communicate
- Prepared Treatment plans to explain benefits and outlined pricing details for procedures and services to patients
- Conducted communications and transactions with patients and visitors to foster positive experience
- Completed administrative patient intakes with case histories, insurance information and mandated forms
- Carried out front office duties utilizing data entry skills in framework of medical and dental database
- Utilizing Dentrix, Next-gen among other office computer programs
- Frequently double-checked patient histories and current information while scheduling follow-ups and other appointments
- Managed office logistics by scheduling appointments, maintaining files and collecting payments
- Organized and maintained patient chart filing system to promote quick data finding for staff
- Coordinated referrals through insurance and other medical specialists and documented details in patient charts
- Obtained payments from patients and scanned identification and insurance cards
- Answered multiple phone lines, personally confirmed appointment reminders and utilized fax
- Coordinated with Back-office OSHA standards for Sterilization Spore Testing and Dental Operatory Line cleaning and testing
Dental Assistant
Fabriel Burquez DDS
10.2008 - 03.2009
- Educated patients by giving oral hygiene, plaque control and postoperative instructions
- Performed general chair-side duties for general dentistry, endodontics procedures and oral surgery
- Prepared rooms for patient treatment by cleaning and sterilizing tools and equipment
- Sanitized trays, instruments and surfaces for clean dental office setting and patient safety
- Documented patient dental health information, medical history and vital signs for future reference
- Typed patient data into computer system using Eagle soft while following privacy laws and maintaining high level of accuracy
- Assisted dentists by passing instruments, suctioning intraoral fluids, adding water and mixing materials for fillings, casts and impressions
- Educated patients on postoperative care and best practices for protecting dental work and boosting healing process
- Sterilized rooms and prepped equipment and instruments for procedures daily adhering to OSHA Standards
- Took dental X-rays and needed images following strict patient protection rules by mentioning risks during pregnancy and applying lead aprons
- Used Eagle soft to document and maintain patient information and health background
- Measured and recorded vital statistics by taking patients' blood pressure, temperature and pulse
- Explained treatment procedures and instructed patients on home care guidelines
- Recorded patients’ health histories documented current symptoms and pulled up records from prior visits for dentists to view and evaluate
- Prepared and arranged instruments, medications and required materials for dental procedures
- Assisted dentists, hygienists and other personnel by handing appropriate tools and supplies needed for procedures
- Sterilized, Cleaned and sanitized dental tools and equipment, straightened treatment rooms and restocked supplies to prep for next patient and maintain health and safety practices
- Followed OSHA standards for Sterilization Spore Testing and Dental Operatory Line cleaning and testing
- Created dental impressions used for diagnostics, opposing models and study casts to make crowns, bridges and other dental prosthetics
- Verified proper operation of dental equipment by completing preventive maintenance, troubleshooting malfunctions and calling for repairs
- Coordinating lab case pick-ups and deliveries
Dental Assistant
Sun Valley Dental
02.2008 - 10.2008
- Educated patients by giving oral hygiene, plaque control and postoperative instructions
- Performed general chair-side duties for general dentistry, endodontics procedures and oral surgery
- Prepared rooms for patient treatment by cleaning and sterilizing tools and equipment
- Sanitized trays, instruments and surfaces for clean dental office setting and patient safety
- Documented patient dental health information, medical history and vital signs for future reference
- Typed patient data into computer system using Eagle soft while following privacy laws and maintaining high level of accuracy
- Assisted dentists by passing instruments, suctioning intraoral fluids, adding water and mixing materials for fillings, casts and impressions
- Educated patients on postoperative care and best practices for protecting dental work and boosting healing process
- Sterilized rooms and prepped equipment and instruments for procedures daily
- Took dental X-rays and needed images following strict patient protection rules by mentioning risks during pregnancy and applying lead aprons
- Used Eagle soft to document and maintain patient information and health background
- Measured and recorded vital statistics by taking patients' blood pressure, temperature and pulse
- Explained treatment procedures and instructed patients on home care guidelines
- Recorded patients’ health histories documented current symptoms and pulled up records from prior visits for dentists to view and evaluate
- Prepared and arranged instruments, medications and required materials for dental procedures
- Assisted dentists, hygienists and other personnel by handing appropriate tools and supplies needed for procedures
- Sterilized, Cleaned and sanitized dental tools and equipment, straightened treatment rooms and restocked supplies to prep for next patient and maintain health and safety practices
- Followed OSHA standards for Sterilization Spore Testing and Dental Operatory Line cleaning and testing
- Created dental impressions used for diagnostics, opposing models and study casts to make crowns, bridges and other dental prosthetics
- Verified proper operation of dental equipment by completing preventive maintenance, troubleshooting malfunctions and calling for repairs
- Assisted with Reception Coverage as needed scheduling appointments, treatment plan and insurance coordination
Education
Dental Assistant Certificate Program - Dental Xray License
PIMA Medical Institute
Chula Vista, CA01-2008
High School Diploma -
Mar Vista High School
Imperial Beach, CA06-2005
Skills
- Data entry
- Patient scheduling
- Appointment management
- HIPAA compliance
- Medical documentation
- Communication skills
- Customer service
- Problem solving
- Inventory monitoring
- Cultural sensitivity
- Insurance eligibility verifications
- Relationship building
- Calendar management
- Mail sorting and distribution
- Documentation and reporting
- [Spanish] fluency
- Office supplies management
- Office administration
- Medical terminology
- Patient charting
- Presentation preparation
- Scheduling appointments
- Supply restocking
- Payment processing
- Dental terminology
- Microsoft Office
- Quality assurance
- Verbal and written communication
- Dedicated team player
- Patient registration
- Medical record management
- Appointment scheduling
- Electronic medical records
- Patient education
- Inventory management
- Time management
- Multi-line phone handling
- Team collaboration
- Electronic health records
- Healthcare industry
- Appointment reminders
- Insurance verification
- Sterilization procedures
- Patient admitting
- Eligibility determination
- Patient follow-up
- Document filing
- Conflict resolution
- Front desk supervision
- Patient confidentiality
- Check-in coordination
- Patient greeting
- Cross-cultural sensitivity
- Records maintenance
- Phone and email etiquette
- Document management
- Patient Case Management
- Community outreach experience
- Community outreach programs
- Community activities
- Patient outreach
- Community outreach and involvement
- Positive attitude
- File organization
- Organizing and categorizing
- Administrative support
- Resourceful
- Prioritizing work
- Mail handling
- Office management
- File maintenance
- Scheduling
- Strong problem solver
- Professional and mature
- Office supply management
- Spanish fluency
Certification
- Dental Assistant Certificate
References
References available upon request.
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Office Assistant
County of San Diego Health & Human Services Agency
11.2021 - 08.2023
Dental Patient Access Representative
San Ysidro Health
04.2018 - 03.2021
Dental Receptionist Temporary
Terranova Family Dentistry
04.2016 - 10.2016
Administrative Assistant -Patient Representative II
Scripps Health
12.2014 - 02.2016
Dental Patient Access Representative-Dental Patient Access Representative Lead
San Ysidro Health
04.2009 - 11.2014
Dental Assistant
Fabriel Burquez DDS
10.2008 - 03.2009
Dental Assistant
Sun Valley Dental
02.2008 - 10.2008
Dental Assistant Certificate Program - Dental Xray License
PIMA Medical Institute
High School Diploma -
Mar Vista High School
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