Casey D. Winn
Sacramento,CA
Summary
With over 15 years of experience, I have honed my expertise in various roles, starting as a dental assistant and transitioning into customer service and office management. Throughout my career, I have gained comprehensive knowledge in all aspects of office management, including customer service, patient treatment plan presentations, benefit explanations, and claims billing. My proficiency extends to diverse insurance plans, billing processes, claims procedures, and provider contracts. I am well-versed in working with insurance providers such as Med I Cal, Dent I Cal, HMO, and PPO plans. Additionally, I am highly skilled in specialized billing and coding software programs and adept at managing multiple phone lines. Thriving in fast-paced work environments comes naturally to me, and my ability to effectively interact with diverse patients and clientele has been a consistent strength throughout my professional journey.
Overview
19
19
years of professional experience
Work History
Area Office Manager
Smile Dental
03.2021 - Current
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
- Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
- Contributed to workplace safety by ensuring compliance with established emergency protocols and conducting regular equipment inspections.
- Managed scheduling and coordination of daily production and appointments to ensure smooth operations and minimal conflicts.
- Increased customer satisfaction by developing effective client feedback system that led to service improvements.
- Conducted regular reviews of office procedures, identifying and implementing improvements for operational excellence.
- Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
- Improved team morale and cohesion with regular team-building activities and open communication channels.
- Implemented comprehensive training program for new hires, improving their integration into team and productivity.
- Developed and enforced office policies that aligned with company values and regulatory requirements, maintaining compliance.
- Facilitated positive work environment, addressing employee concerns promptly and fostering culture of mutual respect.
Dental Laboratory Administration
Pacific Aesthetic's
09.2018 - 03.2021
- Use medical billing and coding software to handle client billing and accounts.
- Created and review invoices to confirm accuracy.
- Creating and sending client invoice’s
- Create higher standards for customer service and increased efficiency by streamlining operations.
- Resolve customer complaints or issues and followed problems through to resolution.
- Collect customer feedback and made process changes to exceed customer satisfaction goals.
- Complete special projects by using effective decision making, critical thinking and time management skills.
- Keepaccurate records to document customer service actions and discussions.
- Collaborate with marketing department to launch and manage promotional activities and campaigns.
Receptionist/Insurance Coordinator/R.D.A.
Pro Dental Group
12.2014 - 03.2018
- Answer multiple phone lines.
- Used specialized billing, filing and scheduling software.
- Schedule patients using insurance ID, insurance provider.
- Verified insurance and communicated coverage.
- Prepared insurance claims.
- Obtained prior authorization through patient’s insurance.
- Presented and explained individual treatment plans.
- Maintained compliance with local, state and federal regulations governing insurance, Medicare and Medicaid requirements. Followed all HIPPA rules and regulations to maintain patient’s confidentiality.
- Referral processing accounts receivable and insurance billing
- Resolved all customer complaints in a timely manner prioritizing customer satisfaction and proper company guidelines.
Insurance Billing Specialist/Treatment Coordinator
Sacramento Dental Specialty Group
05.2006 - 02.2014
- Scheduled patient appointment’s. Obtained personal information, insurance ID, insurance provider ,health history. Created patient profile using specialized software and coding.
- Verified new and returning individual insurance plan benefits with many different providers such as Med I cal, HMO and PPO plans.
- Prepared insurance claims for submission to insurance companies.
- Filed and tracked insurance claims.
- Obtained prior authorization through patient’s insurance on inpatient and outpatient procedures
- Presented and explained individual treatment plans to each patient based on their insurance plan coverage as well as any out of pocket payment’s they may me individually responsible for.
- Maintained compliance with local, state and federal regulations governing insurance, Medicare and Medicaid requirements.
- Maintained confidentiality of patient finances, records and health statuses according to HIPPA rules and regulations.
- Used consultative techniques to understand customer needs in order to engage and present solutions to suit individual needs and resolve any possible customer complaints.
- Collections and accounts receivable.
Education
High School Diploma -
Foothill High School
Sacramento, CASkills
- Insurance billing and claims specialist Experienced with many types of insurance plans and billing
- Treatment planning and coordination of benefits
- Excellent administrative abilities
- Account management
- Understanding of medical/dental coding and terms
- Data Entry
- Dependable and Responsible
- Impeccable customer service
Personal Information
Title: Insurance Billing And Customer Service
Timeline
Area Office Manager
Smile Dental
03.2021 - Current
Dental Laboratory Administration
Pacific Aesthetic's
09.2018 - 03.2021
Receptionist/Insurance Coordinator/R.D.A.
Pro Dental Group
12.2014 - 03.2018
Insurance Billing Specialist/Treatment Coordinator
Sacramento Dental Specialty Group
05.2006 - 02.2014
High School Diploma -
Foothill High School
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