Cathleen A. Treese
Coral Springs
Summary
Experienced with managing patient referrals and coordinating communication between healthcare providers. Uses organizational skills to streamline referral processes and enhance patient care. Strong understanding of healthcare systems and adept at multitasking in fast-paced environments.
Overview
20
20
years of professional experience
Work History
Referral Coordinator
Prime Care Medical Office
01.2024 - Current
- Scheduled appointments with specialists on behalf of clients.
- Answering 50+ calls daily
- Maintained a high level of accuracy in referral documentation, ensuring smooth transitions between healthcare providers.
- Demonstrated strong attention to detail and organizational skills in managing a high volume of referrals while maintaining exceptional levels of patient care.
- Called insurance companies to get precertification and other benefits information on behalf of patients.
- Provided exceptional customer service, addressing patient concerns and inquiries regarding the referral process.
- Processed referral requests from patients, doctors and other health care professionals.
- Responded to patient inquiries to offer timely updates regarding referral status.
- Developed and maintained strong working relationship with referral sources to streamline processing.
- Managed electronic health records efficiently, safeguarding sensitive patient information while expediting the referral process.
- Established strong relationships with external providers, facilitating seamless communication and collaboration in patient care.
- Developed comprehensive knowledge of insurance requirements, advocating for patients when necessary to secure approval for needed services.
- Enhanced patient satisfaction with timely coordination of referrals and appointments.
- Reduced wait times for specialist appointments by proactively identifying available slots and coordinating schedules.
- Assisted with completion of referral forms and verified data accuracy and completion
- Streamlined referral process by implementing efficient tracking and communication systems.
- Established and maintained effective communication with staff, physicians and community organizations to promote high quality patient care.
Practice Manager
HCA Florida Broward Primary Care
01.2023 - 05.2024
- Developed close working relationships with front office and back office staff.
- Addressed patient concerns promptly and professionally, demonstrating empathy and excellent problem-solving skills.
- Managed daily practice operations to optimize appointment scheduling, patient records management and billing functions.
- Ordered all office supplies and kept check on inventory levels.
- Developed strong relationships with patients, ensuring a high level of care and satisfaction throughout their experience.
- Recruited, hired and trained all staff, providing direct supervision, ongoing staff development and continuing education to employees.
- Managed office budget, reducing unnecessary expenses and allocating funds for necessary improvements.
- Coordinated with physicians to optimize appointment schedules and maximize daily patient flow.
- Supervised team of 10 office personnel.
- Scheduled appointments, managed pre-certifications and verified insurance coverage.
- Boosted staff morale by offering constructive feedback and specific direction.
Medical Office Coordinator
HCA Florida Broward Cardiology
09.2021 - 12.2022
- Communicated with patients, insurance companies and providers through phone calls, emails and office drives concerning formularies and coverage limits.
- Maintained a high level of confidentiality by handling sensitive patient information with discretion and care.
- Addressed complaints made by patients and staff by escalating issues to supervision for further investigation.
- Pulled charts and prepared for nurse and doctor assessment.
- Managed appointments, registrations and patient relations in busy Cardiology office.
- Oversaw office records and maintained strict document control.
- Received, recorded and filed medical payments by check, cash, and credit card.
- Provided exceptional customer service to patients, addressing concerns promptly and professionally.
- Maintained strong relationships with insurance companies, negotiating contracts beneficial to both the practice and patients alike.
- Verified benefits and worked with insurance companies to obtain payments.
- Coordinated luncheons with Pharmaceutical Representatives.
- Coordinated referral processes smoothly, facilitating seamless transitions between primary care providers and specialists when needed.
- Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
Front Desk Receptionist
HCA Florida Broward Cardiology
12.2017 - 08.2021
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Confirmed appointments, communicated with clients, and updated client records.
- Resolved customer problems and complaints.
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
- Managed high-volume phone calls, directing inquiries to appropriate personnel for prompt resolution.
- Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
- Scheduled, coordinated and confirmed appointments and meetings.
- Handled sensitive customer information with confidentiality, adhering to company privacy guidelines.
- Scheduled appointments accurately using reservation software, reducing conflicts or doublebookings.
- Collected patient payments, processed transactions and updated relevant records.
- Collected and distributed messages to team members and managers to support open communication and high customer service.
Front Desk Receptionist
Dermatology Associates Of the Palm Beaches
11.2013 - 12.2017
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Confirmed appointments, communicated with clients, and updated client records.
- Resolved customer problems and complaints.
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
- Managed high-volume phone calls, directing inquiries to appropriate personnel for prompt resolution.
- Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
- Scheduled appointments accurately using reservation software, reducing conflicts or doublebookings.
- Enhanced customer satisfaction by providing efficient and professional front desk services.
- Collected patients payments, processed transactions and updated relevant records.
- Maintained accurate records of visitor logs for security purposes and compliance with company policies.
Logistics Assistant
Target
11.2004 - 07.2014
- Tracked orders and notified customers of status or potential delays.
- Ensured accurate documentation, maintaining detailed records of shipments, invoices, and receipts for compliance purposes.
- Handled high-volume paperwork and collaborated with administrators to resolve invoicing and shipping problems.
- Worked with vendors to schedule daily pickups and weekly deliveries.
- Oversaw daily inventory counts to maintain data accuracy.
- Maintained a safe work environment by enforcing strict adherence to safety regulations and protocols.
- Trained new employees on logistics procedures, promoting a consistent approach across the team.
Education
Diploma - Medical Billing and Coding
Florida Career College
Margate, FL12.2012
Associates degree - Health Services Administration
Florida Career College
Margate, FL09-2012
High School Diploma -
Monarch High School
Coconut Creek, FL05.2006
Skills
- Medical Front Office Procedures
- Exceptional Customer Relations
- Detail Orientation
- Proficiency in Office Equipment Operation
- Microsoft Office: Word, Excel, PowerPoint, Outlook, & Medisoft
- Medical Terminology & Data Entry
- Billing and Collections
- Spreadsheets/Reports
- Human Disease and Pathology
- Prior Authorizations Diagnostic/Drug
- Insurance verification
- Multi-line phone proficiency
- Medical terminology knowledge
- Data entry proficiency
- Follow-up coordination
- Scheduling software
- HIPAA regulations
- Accurate documentation
- Record preparation
- Healthcare systems
Accomplishments
- Supervised team of 15 staff members.
- Achieved authoritions by completing shorting patient information with accuracy and efficiency.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Timeline
Referral Coordinator
Prime Care Medical Office
01.2024 - Current
Practice Manager
HCA Florida Broward Primary Care
01.2023 - 05.2024
Medical Office Coordinator
HCA Florida Broward Cardiology
09.2021 - 12.2022
Front Desk Receptionist
HCA Florida Broward Cardiology
12.2017 - 08.2021
Front Desk Receptionist
Dermatology Associates Of the Palm Beaches
11.2013 - 12.2017
Logistics Assistant
Target
11.2004 - 07.2014
High School Diploma -
Monarch High School
Diploma - Medical Billing and Coding
Florida Career College
Associates degree - Health Services Administration
Florida Career College
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