CASSIDY FOLK
Baltimore
Overview
6
6
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work History
Treatment Coordinator
Akeso Oral Surgery
06.2025 - Current
- Coordinated patient scheduling and ensured efficient workflow among surgical teams.
- Managed pre-operative consultations, addressing patient inquiries and concerns effectively.
- Oversaw insurance verification processes, ensuring accurate billing information for patients.
- Developed and maintained strong relationships with referring dentists to streamline patient referrals.
- Process and record deposits and transactions to schedule patient surgeries efficiently and accurately.
- Maintain detailed and up-to-date records of payments, balances, and deposit due dates to ensure timely collections.
- Oversee daily production goals and track efficiency metrics to support optimal office performance.
- Communicate treatment plans clearly to patients, ensuring full understanding of procedures and financial responsibilities prior to scheduling.
Patient care coordinator
University Of Maryland Oral-Maxillofacial Associates
09.2024 - 06.2025
- Assist in patient intake processes, ensuring accurate information collection
- Managed electronic health records (EHR) to maintain up-to-date patient information
- Discuss payment plans with patients when necessary.
- Communicated with healthcare providers to relay patient concerns and updates
- Monitor inventory of office supplies and reorder when necessary.
- Handle incoming calls with professionalism, ensuring all messages are taken accurately.
- Answer phone calls and address patient inquiries regarding appointments, services, or billing.
- Ensure that patient records comply with HIPAA and confidentiality regulations.
Licensed insurance agent
Jones Insurance
09.2023 - 09.2024
- Explaining Policies: Providing clear and detailed explanations of various health insurance policies, including coverage options, premiums, deductibles, co-pays, and exclusions.
- Assisting with Enrollment: Guiding clients through the application and enrollment process, ensuring they complete and submit all necessary paperwork accurately and within deadlines.
- Providing Advice: Offering expert advice on choosing the best health insurance plans based on clients' needs, including comparing different options and highlighting the benefits and drawbacks of each.
- Updating Policies: Reviewing and updating clients' policies as needed, including during open enrollment periods or when clients experience significant life changes that may affect their coverage needs.
Medicare representative
Smart Care
10.2020 - 08.2023
- Recommending Plans: Analyzing clients' health needs and financial situations to recommend suitable Medicare plans that align with their specific requirements and preferences.
- Assisting with Enrollment: Guiding clients through the enrollment process, helping them complete necessary paperwork, and ensuring accurate and timely submission of enrollment forms.
- Educating Clients: Providing ongoing education about Medicare benefits, changes in regulations, and how to maximize their coverage and minimize out-of-pocket costs.
- Maintaining Compliance: Staying up-to-date with Medicare regulations, policy changes, and industry best practices to ensure all advice and services provided are compliant with federal guidelines.
Education
Associate of Science -
The Community College of Baltimore County
Dundalk, MD 01.2023 - 04.2026
Skills
- Knowledge of Microsoft
- Medical Terminology
- Effective communication
- Strong organizational skills
- Attention to detail
- Problem-solving abilities
- Multitasking capabilities
- Customer service orientation
- Team collaboration skills
- Microsoft Excel
- Multitasking
- Insurance Verification
- Customer Service
- Medical Insurance
Certification
- Health & life insurance license
Timeline
Treatment Coordinator
Akeso Oral Surgery
06.2025 - Current
Patient care coordinator
University Of Maryland Oral-Maxillofacial Associates
09.2024 - 06.2025
Licensed insurance agent
Jones Insurance
09.2023 - 09.2024
Associate of Science -
The Community College of Baltimore County
01.2023 - 04.2026
Medicare representative
Smart Care
10.2020 - 08.2023