Casey Potter
South Royalton
Summary
Experienced healthcare professional with strong focus on team collaboration and achieving results. Prepared to provide comprehensive care management, ensuring optimal patient outcomes. Demonstrates adaptability to changing needs and offers reliable support. Skilled in patient advocacy, care coordination, and resource management, with compassionate approach that fosters trust and respect.
Overview
13
13
years of professional experience
Work History
Care Manager, IP Care Management
Mount Ascutney Hospital and Health Center/Dartmouth Health
08.2025 - Current
- Manages care of assigned patients from intake through discharge and follow up.
- Coordinates delivery of services to patients and families.
- Manages financial resources of patient by acting as liaison to the payor source assuring cost effectiveness of treatment provided by the team.
- Facilitates and coordinates interdisciplinary rounds communicating information to the team and those involved in the treatment and patients care.
- Coordinates team/patient/family conferences reporting and discharge planning
- Serves as the patient and family advocate to coordinate direct effective communication regarding the patients care.
- Completes insurance authorization requests, follow ups and appeals
- Delivers Medicare Discharge Rights according to patients level of stay
- Coordinates access to resources
- Monitors progress towards the goals of the plan and alerts the health care team to potential revisions to the plan in response to the changes in the patient needs and condition.
- Recognizes situations that require referrals to Quality, Risk Management, or Patient and Family Relations and discusses with leadership.
- Facilitates referrals to appropriate levels of care.
- Evaluates patient outcomes while monitoring for process improvement opportunities.
- Identifies potential for and participates in quality improvement initiatives within the clinical setting or other organizational committees.
Resource Specialist, SW Care Management
NaviHealth/Wellsky
12.2021 - Current
- Identify barriers to accessing resources and develop strategies to address them
- Identifies available transportation resources whether DHART or alternative and collaborates with patient/support system for cost effective, safe transportation
- Conduct evaluations of client needs through interviews and assessments
- Advocates/supports access for patients to skilled, acute or long-term care facilities working as a liaison between RN Case Manager and facility or agency
- Compliance and Documentation:
- Delivers Important Message from Medicare/Discharge Rights; Maintain accurate records and reports
- Notary obtained
- Advanced directive assistance to patients and families as needed
Patient Advocate II
Conifer Health Solutions
09.2021 - 12.2021
- Responsible for screening self-pay patients at hospital bedside for eligibility
Generalist
Health Care & Rehabilitation Services of Southeastern VT
12.2019 - 09.2021
- Data Entry: entering of services for contracted providers and NFI waiver, approve the service and scan the documents.
- Admissions Audit: includes audit of all required information in the client record, required documentation, verification and entry of insurance and scanning hard copies as part of admissions (Intakes, referral, and enrollments)
- Discharge Audit: 100% audit of all discharges
- Health and Safety Representative
- Scanning: documents that need to be in the clients designated record.
- Coverage as assigned by supervisor to include reception, mail sort, supply order and daily audit.
Specialist Tech Support (via Westaff)
Hypertherm, Inc.
10.2019 - 10.2019
- Provide timely and efficient service to all incoming Technical Service calls as well as email inquiries, including but not limited to product information, troubleshooting, and warranty returns.
Farm assistant
Luna Bleu Farm
08.2018 - 03.2019
- Assisted in daily operations of the farm, weeding, harvesting, packing produce, filling orders and CSAs.
Library Custodian/Assistant
Tunbridge Public Library
08.2018 - 08.2018
- Supported weekly cleaning and organization of library.
- Supported special events and community meetings.
- Filed, cataloged, processed and mended books and historical documents.
- Assisted with weekly maintenance of gardens and landscaping.
Chronic Pain Self-Management Facilitator
University of Vermont - CVMC
05.2016 - 04.2018
- Facilitated Chronic Pain Self-Management program.
- Assisted participants to learn to manage pain more sustainably and improve their own health.
- Assisted with navigating strategies for nutrition, exercise, medication, emotions as well as communicating with their healthcare team.
Health Connections Navigator
Health Connections Navigator
12.2015 - 04.2016
- Supported individuals seeking assistance with navigating the process of accessing health insurance.
- Participated community navigator outreach events.
- Assisted with completing applications for VT three squares and fuel assistance.
Blueprint Community Health Team Care Coordinator
Gifford Medical Center
01.2015 - 04.2016
- Implemented motivational interviewing and behavior modification techniques to facilitate patients and their teams to identify and set achievable goals.
- Established action plans to promote wellness and help individuals take part in maintaining their physical and mental health, as well as their quality of life through self-management.
- Assisted patients with navigating forms to access State services.
Clinical Research Coordinator
Dartmouth Hitchcock Medical Center
06.2013 - 11.2013
- Organized, managed and guided participants, research team and investigators through clinical trials and research studies.
- Developed recruitment documentation as well as recruitment and screening procedures.
- Prepared and submitted regulatory documents to study sponsors and regulatory agencies to ensure compliance with regulatory requirements.
- Interviewed study participants about their medical history, medications, adverse events, demographics, and quality of life issues.
Education
Associate Degree of Applied Science - Business Technology and Management
Vermont Technical College
Randolph, VT01.2015
Graduate of Medical Secretary Training Program - undefined
Dartmouth Hitchcock Medical Center
Hanover, NH01.2004
Skills
- AIDA
- NaviHealth/Wellsky Aida
- Microsoft Windows and Excel
- Medical Terminology
- Camden Cards
- Ecomapping
- Care planning
- Case assessments
- Clinical documentation
- Service coordination
- Medical chart documentation
- Workflow coordination
- Patient education
- Program management
- Policy adherence
- Quality improvement
- Resource utilization
- Referral management
- Volunteer management
- Discharge planning
- Incapacitation care
- Treatment management
- Care quality assessments
- Technology proficiency
- Long-term care coordination
- Outcome assessment
- Care oversight
- Client assessment
- Care transitions
- Patient & family support
- Department review
- Healthcare
- Critical thinking
- HIPAA guidelines
- Records management
- Decision-making
- Schedule management
- Patient education and counseling
- Care delivery
- Patient advocacy
- Patient care assessment
- Training and mentoring
- Multidisciplinary team collaboration
- Resource allocation
- Medicare compliance
- Epic systems
- Problem identification
- Performance metrics
- Process improvement
- Patient safety
- Project oversight
- Patient relations
- Process implementation
- Risk management
- Utilization management
- Performance monitoring
- Records maintenance
- Rehabilitation programs
- Community-based educational programs
- Resource monitoring
Timeline
Care Manager, IP Care Management
Mount Ascutney Hospital and Health Center/Dartmouth Health
08.2025 - Current
Resource Specialist, SW Care Management
NaviHealth/Wellsky
12.2021 - Current
Patient Advocate II
Conifer Health Solutions
09.2021 - 12.2021
Generalist
Health Care & Rehabilitation Services of Southeastern VT
12.2019 - 09.2021
Specialist Tech Support (via Westaff)
Hypertherm, Inc.
10.2019 - 10.2019
Farm assistant
Luna Bleu Farm
08.2018 - 03.2019
Library Custodian/Assistant
Tunbridge Public Library
08.2018 - 08.2018
Chronic Pain Self-Management Facilitator
University of Vermont - CVMC
05.2016 - 04.2018
Health Connections Navigator
Health Connections Navigator
12.2015 - 04.2016
Blueprint Community Health Team Care Coordinator
Gifford Medical Center
01.2015 - 04.2016
Clinical Research Coordinator
Dartmouth Hitchcock Medical Center
06.2013 - 11.2013
Graduate of Medical Secretary Training Program - undefined
Dartmouth Hitchcock Medical Center
Associate Degree of Applied Science - Business Technology and Management
Vermont Technical College
COURSES
- Chronic Pain Self-Management Certification Self-directed / 2015-10 - 2015-10
- Better Choices Better Health or Healthier Living with Chronic Disease Seminar Self-directed / 2015-08 - 2015-08
- Bridges Out of Poverty Workshop Self-directed / 2015-08 - 2015-08
- Motivational Interviewing Self-directed / 2015-07 - 2015-07
- Dartmouth Hitchcock Value Institute, Yellowbelt in Performance Management Dartmouth Hitchcock / 2013-03 - 2013-03
- Accounting coursework Hesser College / 2000-01 - 2000-12
SKILLS
- Action Planning
- Motivational Interviewing
- MS Office
- Database and Spreadsheets
- Management
- Oracle