Charlotte Copeland
Houston
Summary
I am a dedicated medical assistant/phlebotomist with management skills and proficiency in Microsoft Office programs. I am also a strong planner and problem solver who readily adapts to change, who can also work independently, and exceeds all expectations on the job. I am also an organized professional Patient Service Representative, well-versed in communicating and team building, with over 22 years of experience and knowledge in a healthcare environment.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Externship Coordinator/Instructor
Fortis College
Houston
05.2024 - Current
- Constantly develops new externship/clinical site agreements and maintain good relationships with existing externship sites by frequently visiting the sites and conducting surveys
- Collects student timecards and provides weekly attendance on each externship student to the registrar in a timely fashion
- Conducts an orientation for students about to begin externship to cover details of the site assigned to each student and policies and procedures the students must follow while on the externship to include specific goals and objectives, timelines, attendance reporting, evaluation process, professional attitude, etc
- Ensures that all eligible students start the externship on time and end on time
- Verifies that the site agreement contract is properly signed and that all its provisions are carried out by both parties
- Provides an alternative site in situations where the site does not conform to the guidelines and competencies set in the externship agreement or due to extenuating circumstances the student may be facing at the time
- Prior approval from the DOE is needed to make this change
- Assists the director of career services to achieve satisfactory placement results in each program (consistent with Education Affiliates guidelines and applicable regulatory agency standards) by ensuring that at least 40% of all externships result in a permanent job placement for the student
Medical Assistant Instructor
RGVVS
Houston
09.2022 - Current
- Provide instruction in the following areas: EHR, Anatomy and Physiology, Medical Billing and Coding
- Insurance, Pharmacology, Medical Terminology, Administrative Procedures and Clinical Laboratory Procedures
- Provide classroom and lab instruction, while developing lesson plans, classroom projects and group activities that align with course objectives and syllabus
- Advise students on deficiencies in academic, attendance and professionalism, make appropriate community referrals, and complete documentation within required time frame
- Prepare for each class by reviewing the curriculum that is provided for each instructor, which may utilize lab stations
- Demonstrate medical skills/procedures and assist students as they practice hands-on in the lab and classroom
- Evaluate individual/group performance and make any necessary adjustments to meet student learning needs
- Provides student tutoring as needed
- Monitor student attendance and grades in Evolve
Chart Retrieval Technician
Episource/Konnect Resources
Houston
08.2020 - Current
- Receive and process requests for patient health information in accordance with Company and Facility policies and procedures
- Prepares new patient charts, gathering documents and information from paper sources and/or electronic health records
- Ensures medical records are assembled in standard order and are accurate and complete
- Creates digital images of paperwork to be stored in the electronic medical record
- Responds to requests for patient records, both within the facility and by external sources, retrieving them and transmitting them appropriately
- Answering inbound/outbound calls
- Assisted with administrative duties such as handling faxes, opening mail, and data entry
Case Manager (Intern)
Cass Medical Services
Houma
04.2021 - 09.2021
- Develop a tailored service plan for each participant that identifies any vulnerabilities or needs and the services available to address those issues/risks
- Provide individualized referrals as appropriate and facilitate access to overcome barriers
- For school-aged participants, provide support as needed to ensure enrollment and confirm attendance monthly
- Monitored everyone through monthly or weekly home visits to home and or school
Specimen Processing Tech
Digital Intelligence Systems
Houston
09.2020 - 04.2021
- Receives/ Processes specimens into the laboratory using the specimen order/requisition (electronic/paper), tracking lists, or registration for accuracy
- Preserves specimen integrity, maintains specimen identification, and ensures delivery to the appropriate section of the laboratory for testing
- Receives and documents all specimens sent to the laboratory
- Documents problems regarding patient or client information
- Informs the Supervisor or Team Leader of significant problems
- Understand and follow all safety, infection control, and OSHA Blood Borne Pathogen guidelines
- Understand and adhere to all Compliance policies (HIPPA, NY, CLIA, CAP)
Medical Assistant
Southeast Urgent Care
Houston
01.2019 - 04.2021
- Prepared patients for examination and treatment by taking patient histories and vital signs
- Prepared exam and treatment rooms with the necessary instruments for your patients including preparation and maintenance of supplies and equipment for treatments, including sterilization
- Gave injections and assist with lab testing and phlebotomy skills
- Conduct visual acuity testing, urine dipstick, rapid strep, throat culture and wound culture
- Assisted physicians in preparing for minor surgeries and physicals
- Clean the exam rooms between patients
- Anticipate the needs of the provider based on patient complaints and have supplies ready
- Administer oral or intramuscular (IM) medication under the direct supervision of the medical provider
- Assist the front desk staff by answering telephones, greeting patients, scheduling referral appointments, filing paperwork and updating medical records
HIM Specialist
The Rose
Houston
03.2018 - 01.2020
- Document and Record Information daily
- Enter and transcribe information in written or electronic/magnetic form
- Modified and edited reports daily
- Fax and scan all incoming medical requests
- Answer phone lines daily
- Release information to persons or agencies according to regulations
Medical Auditor
CioxHealth
Phoenix
03.2016 - 08.2018
- Complete release of medical information requests including retrieving patient medical charts and returning medical charts back to proper person
- Copying and scanning medical records accurately and correctly according to the requests and established procedures
- Established standards of quality and productivity and electronically transmits medical records to processing operations
- Maintains working knowledge of the current state laws regarding fee structure and HIPAA regulations as well as facility policies and procedures regarding release of information
- Date and stamp all requested and highlight pertinent data to facilitate processing
- Validates requests and authorizations for release of medical information according to the established procedures and HIPAA guidelines
- Receives incoming requests for information and responds to requests by opening mail, assisting walk-ins, and telephone inquiries alone with retrieving facsimile inquiries in a timely manner
Education
LCDC - Pending
Lone Star Community College
03.2025
Social and Behavioral Science - AA
San Jacinto Community College
Houston, Texas05.2022
Medical Assistant - Diploma
Georgia Medical Institute
Jonesboro, GA05.2002
Skills
- Clinical assessment
- Patient care
- Electronic health records
- Medical coding
- Healthcare compliance
- Team collaboration
- Life skills training
- Community outreach
- Effective communication
- Detail orientation
- Program coordination
- Cross-functional teamwork
- Student motivation
- Peer counseling
- Student registration
- Progress reporting
- Career advising
- Class schedule preparation
- Professional development
- Problem-solving abilities
- Curriculum design
- Internship coordination
- Job search instruction
- Student retention strategies
- Student progress assessment
- Career Pathway Planning
- Student performance evaluations
- Career readiness
- Program development
- Case management
Certification
- Medical Assistant
- Medical Coding & Billing
- CPR/BLS
References
Available upon request.
Timeline
Externship Coordinator/Instructor
Fortis College
05.2024 - Current
Medical Assistant Instructor
RGVVS
09.2022 - Current
Case Manager (Intern)
Cass Medical Services
04.2021 - 09.2021
Specimen Processing Tech
Digital Intelligence Systems
09.2020 - 04.2021
Chart Retrieval Technician
Episource/Konnect Resources
08.2020 - Current
Medical Assistant
Southeast Urgent Care
01.2019 - 04.2021
HIM Specialist
The Rose
03.2018 - 01.2020
Medical Auditor
CioxHealth
03.2016 - 08.2018
LCDC - Pending
Lone Star Community College
Social and Behavioral Science - AA
San Jacinto Community College
Medical Assistant - Diploma
Georgia Medical Institute
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