Cassidy Clark
Schertz,TX
Summary
Compassionate and dedicated individual with a proven track record of providing exceptional care, support and seamlessly amiable. With over twelve years of experience, I am excellent at juggling multiple tasks and working under pressure. I posses strong communication and interpersonal skills, along with a genuine passion for helping others in need. I have broad industry experience which includes, sales, insurance, healthcare, mental and physical disability support, finance, and legal. I am also very action-oriented with strong ability to communicate effectively with technology, executive and business audiences.
Overview
6
6
years of professional experience
1
1
Certification
Work History
PATIENT ACCESS REPRESENTATIVE
CHRISTUS Health
New Braunfels, TX
10.2020 - 08.2021
- Ensured compliance with HIPAA regulations through diligent management of confidential patient information.
- Checked patient insurance, demographic, and health history to keep information current.
- Efficiently registered patients, verified insurance, and collected copays in a fast-paced environment.
- Obtained payments from patients and scanned identification and insurance cards.
- Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
- Effectively managed high-stress situations while maintaining professionalism under pressure, ensuring a positive experience for both patients and staff.
- Proficient in EMR systems, data entry, and office administration tasks to support medical team.
- Managed office bookkeeping with insurance billing and patient payments.
- Provided exceptional customer service by addressing inquiries, resolving issues, and scheduling appointments.
- Collaborated with healthcare team to streamline patient flow and improve overall patient experience.
- Ensured thorough patient education on procedures, treatments, and follow-up care.
- Managed scheduling and coordinated appointments for patients with multiple providers.
- Collaborated with insurance companies to ensure proper coverage, obtain authorizations for medical services and resolve claim denials.
- Managed patient insurance claims, ensuring timely processing and accurate reimbursement.
- Educated patients on insurance benefits, coverage limitations, and pre-authorization requirements.
- Maintained updated knowledge of insurance regulations, codes, and billing practices.
- Ensured compliance with HIPAA regulations through diligent management of confidential patient information.
- Assisted with medical coding and billing tasks.
- Processed medical insurance claims and payments.
- Coordinated referrals through insurance and other medical specialists and documented details in patient charts.
- Received and routed laboratory results to correct clinical staff members.
- Streamlined office workflow for increased efficiency through proper filing of medical records and documentation.
- Handled insurance verifications, authorizations, and billing issues, resulting in timely payments and improved revenue.
- Maintained updated knowledge of insurance regulations, codes, and billing practices.
- Supported continuity of care by recording accurate patient information during intake sessions and updating electronic health records accordingly.
- Processed medical records requests from outside providers according to facility, state, and federal law.
- Uploaded physician progress notes, history, and physicals into electronic medical records.
- Reviewed charts and flagged incomplete or inaccurate information.
- Maintained patient records systems by archiving, scanning and indexing important documents and files.
- Assisted in training new staff on medical record processing and filing procedures.
- Managed the secure transfer of medical records between facilities, ensuring proper adherence to privacy regulations and patient confidentiality guidelines.
- Responded effectively to requests for medical records from legal representatives, insurance companies, and other authorized parties in a timely manner.
- Obtained necessary signatures on information release forms to obtain medical and treatment records from other service providers.
- Assisted in training new medical records clerks, sharing best practices for managing files efficiently while maintaining confidentiality.
- Used classification manuals to gain additional knowledge of disease and diagnoses processes.
CASE MANAGER
Lifetime Living Inc.
San Antonio, TX
06.2019 - 09.2020
- Ensured compliance with HIPAA regulations through diligent management of confidential client information.
- Developed, monitored, and evaluated person-centered plans of care and progress in accordance with professional standards and program guidelines.
- Helped clients achieve wellness and autonomy.
- Advocated for and facilitate referrals to community resources.
- Coordinated multiple services, including residential options, transportation, day programming, and therapies, such as behavioral supports, PT/OT, and speech therapy.
- Maintained clients' records by completing home visits, reviewing case notes, logging events and monitoring quarterly progress; record and document accurately on necessary forms.
- Helped clients make informed decisions by acting as their advocate regarding their person-centered plans and treatment options, financial benefits and medical insurance.
- Developed effective working relations; teamwork oriented to promote quality interventions and outcomes.
- Provided leadership, guidance and support to staff members.
- Worked closely with other health care professionals; intervene in crises and provide support to clients.
- Partnered with physicians, social workers, activity therapists, nutritionists, and case managers to develop and implement individualized care plans and documented patient interactions and interventions in electronic charting systems.
- Oriented and train providers of clients to follow plans of care, documentation requirements and achieve outcomes in plans of care case manager skills and education.
- Provided crisis intervention support for clients experiencing emergencies, using appropriate techniques to de-escalate situations safely.
- Contributed to team discussions and case conferences actively, sharing insights and expertise with colleagues to optimize client support strategies.
- Assisted clients in navigating housing, legal services and public benefits to gain access to valuable resources.
- Promoted a safe environment for vulnerable populations by reporting suspected abuse or neglect.
- Worked closely with clients'' accounting teams to ensure a smooth flow of information throughout the audit process, minimizing disruptions to daily operations while maintaining the integrity of final results.
INSURANCE ACCOUNT REPRESENTATIVE
Jeremy Fuller, State Farm Insurance
Cibolo, TX
06.2018 - 06.2019
- Achieved state licenses for property, casualty, life and health insurance.
- Earned management trust with the responsibly of opening and closing the facility.
- Developed a call strategy for given regions to contact identified objective accounts on a planned basis to attain assigned monthly sales and account maintenance goals.
- Established customer relationships, and follow up with customers as needed.
- Recipient of multiple positive reviews acknowledging dedication to excellent customer service.
- Identified customers' needs, and market appropriate products and services.
- Produced and executed both sales strategies and procedures that maximize new business opportunities.
- Maintained existing company accounts, while working efficiently to create new ones.
- Kept current on all range of products, related updates and changes including, offerings, pricing, procedures, and promotions.
MEDICAL OFFICE REPRESENTATIVE
Smithson Valley Family Medicine
Spring Branch, TX
07.2016 - 02.2018
- Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling.
- Ensured compliance with HIPAA regulations through diligent management of confidential patient information.
- Enhanced patient satisfaction by efficiently managing appointment scheduling and check-in procedures.
- Checked patient insurance, demographic, and health history to keep information current.
- Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
- Effectively managed high-stress situations while maintaining professionalism under pressure, ensuring a positive experience for both patients and staff.
- Obtained payments from patients and scanned identification and insurance cards.
- Managed office bookkeeping with insurance billing and patient payments.
- Assisted with medical coding and billing tasks.
- Processed medical insurance claims and payments.
- Coordinated referrals through insurance and other medical specialists and documented details in patient charts.
- Received and routed laboratory results to correct clinical staff members.
- Proficient in EMR systems, data entry, and office administration tasks to support medical team.
- Streamlined office workflow for increased efficiency through proper filing of medical records and documentation.
- Handled insurance verifications, authorizations, and billing issues, resulting in timely payments and improved revenue.
- Maintained updated knowledge of insurance regulations, codes, and billing practices.
- Educated patients on insurance benefits, coverage limitations, and pre-authorization requirements.
- Collaborated with insurance companies to resolve claim denials and ensure proper coverage.
- Managed patient insurance claims, ensuring timely processing and accurate reimbursement.
- Collaborated with insurance companies to obtain authorizations for medical services.
- Supported continuity of care by recording accurate patient information during intake sessions and updating electronic health records accordingly.
- Processed medical records requests from outside providers according to facility, state, and federal law.
- Uploaded physician progress notes, history, and physicals into electronic medical records.
- Reviewed charts and flagged incomplete or inaccurate information.
- Maintained patient records systems by archiving, scanning and indexing important documents and files.
- Assisted in training new staff on medical record processing and filing procedures.
- Managed the secure transfer of medical records between facilities, ensuring proper adherence to privacy regulations and patient confidentiality guidelines.
ASSISTANT PROJECT MANAGER
IND 2 Results
Spring Branch, TX
12.2015 - 06.2016
- Ensured compliance with HIPAA regulations through diligent management of confidential patient information.
- Maintained trial master files for each protocol; electronic and hard copy as required by sponsor.
- Maintained trial master file databases.
- Prepared study start up document packets for new sites, including essential documents.
- Produced regulatory binders, study reference manuals and pharmacy manuals.
- Produced other study materials as requested and track site monitoring visits and visit reports.
- Assisted project manager with other study tasks as requested.
- Aided in achieving project objectives through diligent monitoring of timelines, milestones, and deliverables.
- Partnered with project team members to identify and quickly address problems.
- Actively participated in weekly project reviews with senior management to discuss progress updates, challenges faced, potential solutions, and future plans.
Education
HIGH SCHOOL DIPLOMA -
Lajes American School
06-2010
Skills
- ICD9 coding
- CPT coding
- Patient Access
- Hospital registration
- Medical office
- Billing functions
- Collection functions
- EMR software
- Insurance verification
- Resource coordination
- Team collaboration
- Client-centered
- Claims processing
- Analytical skills
- HIPAA regulations
Certification
- Health Insurance Portability and Accountability Act of 1996
- Active state license to sell property, casualty, life and health insurance
Timeline
PATIENT ACCESS REPRESENTATIVE
CHRISTUS Health
10.2020 - 08.2021
CASE MANAGER
Lifetime Living Inc.
06.2019 - 09.2020
INSURANCE ACCOUNT REPRESENTATIVE
Jeremy Fuller, State Farm Insurance
06.2018 - 06.2019
MEDICAL OFFICE REPRESENTATIVE
Smithson Valley Family Medicine
07.2016 - 02.2018
ASSISTANT PROJECT MANAGER
IND 2 Results
12.2015 - 06.2016
HIGH SCHOOL DIPLOMA -
Lajes American School