Cecilia Ortiz
Santa Ana,CA
Summary
Enthusiastic about helping patients get necessary medical support by obtaining authorizations, scheduling appointments. Detail-oriented and proactive with good relationship-building skills.
Overview
12
12
years of professional experience
Work History
Welbe Advocate Coordinator
Welbe Health
09.2022 - Current
- Delegate work assignments prioritizing primary functions
- Worked effectively with fellow team members to coordinate effective solutions to any question or concern.
- Host training and refreshers to new hires or exciting team members
- Host weekly huddles to provide team with updates and new workflows
- Counseled participants during emotionally challenging situations, offering empathy while maintaining professionalism during escalation
- Delivered friendly service and offered expert support in every interaction.
- Process referrals to appropriate services
Welbe Advocate II
Welbe Health
03.2022 - 09.2022
- Conduct bulk scheduling calls with providers that have high demand (dental and optometry)
- Communicate with transportation on issues escalated
- Managed complex referrals with diligence, prioritizing tasks to ensure timely resolution
- Maintained positive relationships with community to build and nurture dynamic partnerships.
Welbe Advocate I
Welbe Health
05.2021 - 03.2022
- Use Athena to schedule appointments.
- Schedule STAT and routine orders on a timely matter to comply within turn around time.
- Take inbound calls from providers returning call to proceed with scheduling.
- Verified patient insurance eligibility
Patient Service Representative
AltaMed Health Services Corporation
10.2014 - 04.2021
- Used EPIC and NexGen to schedule appointments
- Submit authorization to IPA health plans (CHOC, Caloptima)
- Answered phone with friendly greeting to create positive inbound calling experience for customers
- Exceeded goals through effective task prioritization and great work ethic
- Developed and maintained courteous and effective working relationships
- Received and routed business correspondence to correct departments and staff members
- Directed incoming calls to internal personnel and departments, routing to best-qualified department
- Promptly answer phone system and greet callers enthusiastically.
Shift Manager
McDonald's
10.2013 - 10.2014
- Tracked receipts, employee hours and inventory movements
- Adhered to company standards and compliance requirements for operations and cleanliness of all areas
- Cooperated with coworkers to improve customer experience and manage storefront.
Crew Trainer
McDonald's
06.2012 - 10.2013
- Delivered in-depth training to workers in food preparation and customer-facing roles to promote strong team performance
- Taught new team members correct procedures for all areas of operations
- Set positive example for team members by providing high-quality, efficient service
- Applied knowledge of previous supply needs and forecasted business levels to estimate required supplies
- Trained other employees in customer service, food safety and performance requirements.
Education
High School Diploma -
Valley High School
06.2013
Skills
- Communication skills
- Appointment Scheduling
- HIPAA Compliance
- Insurance Knowledge
- Patient Information Verification
- Directing Callers
Timeline
Welbe Advocate Coordinator
Welbe Health
09.2022 - Current
Welbe Advocate II
Welbe Health
03.2022 - 09.2022
Welbe Advocate I
Welbe Health
05.2021 - 03.2022
Patient Service Representative
AltaMed Health Services Corporation
10.2014 - 04.2021
Shift Manager
McDonald's
10.2013 - 10.2014
Crew Trainer
McDonald's
06.2012 - 10.2013
High School Diploma -
Valley High School
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