Charlotte Copeland-Fowler
Houston,Texas
Summary
I am a dedicated Medical Assistant, Phlebotomist, and Allied Health Instructor with over 22 years of experience in the healthcare field. I bring strong leadership and management skills, along with proficiency in Microsoft Office and electronic health record systems. Known for being a reliable planner and problem solver, I readily adapt to change, work well independently, and consistently exceed expectations. I am highly organized, detail-oriented, and passionate about fostering teamwork and clear communication. My goal is always to provide exceptional patient care, support colleagues, and contribute to a positive and efficient healthcare environment.
Overview
10
10
years of professional experience
2
2
Certifications
Work History
Adjunct Clinical Instructor
FORTIS COLLEGE
Houston, TX
01.2025 - 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
- Developed course materials aligned with educational standards and best practices.
- Provided mentorship and guidance to students during hands-on experiences.
- Collaborated with faculty to improve curriculum and instructional strategies.
- Facilitated simulations to prepare students for real-world clinical situations.
- Maintained compliance with regulatory requirements and accreditation standards.
Medical Assistant/Phlebotomist Instructor
RGVVS
Houston, Texas
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, Texas
08.2020 - 10.2025
- Receive and process requests for patient health information in accordance with Company and Facility policies and procedures
- Prepare 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
Externship Coordinator
Fortis College
Houston, TX
04.2024 - 12.2024
- Coordinated externship placements for students across various healthcare programs.
- Developed relationships with local healthcare facilities to secure externship opportunities.
- Maintained records of student placements and employer feedback throughout externships.
- Facilitated communication between students, employers, faculty advisors, and university staff.
- Conducted orientations for both students and employers to ensure successful outcomes.
- Provided guidance and support to students throughout the duration of their externships.
Case Manager (Intern)
CASS MEDICAL SERVICES
Houma, Louisiana
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 our school
Specimen Processing Tech
DIGITAL INTELLIGENCE SYSTEMS
Houston, Texas
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 about 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, TX
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, Texas
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, AZ
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
Associate of Science - LCDC
Lone Star Community College
Houston, TX03.2025
Associate of Applied Science - Social And Behavioral Health
San Jacinto Community College
Houston, Texas05.2022
Diploma - MEDICAL ASSISTANT
Georgia Medical Institute
Jonesboro, GA05.2002
Skills
- Clinical assessment
- Management Skills
- Electronic health records
- Medical coding
- Healthcare compliance
- Team collaboration
- Life skills training
- 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
- Externship coordination
- Health education
Certification
- Allied Health Instructor
- Medical Assistant
- Medical Coding & Billing
- Phlebotomist
References
Available upon request.
Timeline
Adjunct Clinical Instructor
FORTIS COLLEGE
01.2025 - Current
Externship Coordinator
Fortis College
04.2024 - 12.2024
Medical Assistant/Phlebotomist 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 - 10.2025
Medical Assistant
SOUTHEAST URGENT CARE
01.2019 - 04.2021
HIM Specialist
THE ROSE
03.2018 - 01.2020
Medical Auditor
CIOXHEALTH
03.2016 - 08.2018
Associate of Science - LCDC
Lone Star Community College
Associate of Applied Science - Social And Behavioral Health
San Jacinto Community College
Diploma - MEDICAL ASSISTANT
Georgia Medical Institute