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
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.
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
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
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
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
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