Summary
Overview
Work History
Education
Skills
Custom
References
Timeline
Generic

Charlotte Deveney

Wakefield,MA

Summary

Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.

Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes.

Overview

50
50
years of professional experience

Work History

Senior Medical Secretary

Tufts Medical Center
Wakefield, MA
05.2023 - Current
  • Greeted visitors to the office and provided customer service assistance as needed.
  • Ensured compliance with all applicable regulations related to HIPAA privacy laws.
  • Answered phone calls in a professional manner; responded promptly to voicemails and emails.
  • Managed calendars for multiple physicians ensuring accuracy of appointments.
  • Verified insurance coverage prior to treatments or procedures being performed.
  • Maintained cleanliness of reception area; ensured that waiting room was adequately stocked with reading materials.
  • Answered phone calls to provide assistance, information and medical personnel access.
  • Compiled physical and digital documents, charts and reports.
  • Communicated with patients with compassion while keeping medical information private.
  • Documented and responded to incoming correspondences to address questions.
  • Adhered to HIPAA requirements to safeguard patient confidentiality.
  • Answered telephones and directed calls to appropriate medical or administrative staff.
  • Scheduled and confirmed patient appointments and consultations.

Medical Seretary

Melrose Wakefield Hospital
Wakefield, MA
10.2022 - 05.2023
  • Greeted patients upon arrival, collected medical history and verified insurance coverage.
  • Prepared patient charts for physicians prior to appointments, including updating existing information.
  • Scheduled laboratory tests, imaging studies and other procedures as requested by the physician.
  • Answered incoming calls in a professional manner and directed them to the appropriate personnel.
  • Maintained accurate patient records and filing systems according to established policies and procedures.
  • Responded to inquiries from patients regarding billing, scheduling and appointment changes.
  • Assisted with check-in and check-out of patients in an efficient manner, ensuring all necessary forms were completed accurately.
  • Verified patient demographics and insurance information prior to each visit or procedure.
  • Coordinated referrals between primary care physicians and specialists as required.
  • Processed payments for co-pays or services rendered using computerized billing software programs.
  • Managed daily calendars for multiple providers, setting up appointments as needed.
  • Performed data entry tasks related to patient information into various databases.
  • Monitored patient messages sent via email or phone message system and responded accordingly.
  • Ensured HIPAA compliance was maintained throughout the practice by following protocols.
  • Answered phone calls to provide assistance, information and medical personnel access.

Medical Office Secretary

Hallmark Health-Lawrence Memorial Hospital
Medford, MA
02.2020 - 09.2022
  • Greeted patients, collected personal information and verified insurance coverage.
  • Assisted in scheduling appointments for patients.
  • Answered incoming calls and responded to inquiries from patients and staff members.
  • Managed patient records by entering data into a computerized system.
  • Prepared forms, letters, reports and other documents as requested by medical staff.
  • Maintained an organized filing system of patient charts and documents.
  • Processed payments from patients using cash registers or computers.
  • Ensured all HIPAA regulations were followed when handling confidential patient information.
  • Set up new patient files with appropriate documentation.
  • Responded to emails promptly from both internal and external customers.
  • Verified that all required paperwork was completed before patient visits.
  • Scanned documents into electronic format for easy retrieval later on.
  • Coordinated with other departments within the hospital regarding patient care needs.
  • Answered phone calls to provide assistance, information and medical personnel access.
  • Managed physician calendar, scheduling patient appointments and procedures.
  • Documented and responded to incoming correspondences to address questions.
  • Adhered to HIPAA requirements to safeguard patient confidentiality.
  • Answered telephones and directed calls to appropriate medical or adminstrative staff.
  • Scheduled and confirmed patient appointments and consultations.
  • Communicated with patients with compassion while keeping medical information private.
  • Greeted patients, determined purpose of visit and directed to appropriate staff.
  • Scheduled tests, lab work or x-rays for patients based on physician orders.
  • Scheduled and confirmed patient appointments for diagnostic, surgical and consultation services.

Senior Medical Secretary

Hallmark Health Care
Medford, MA
07.2017 - 02.2020
  • Organized and maintained medical records, patient data, and confidential files.
  • Scheduled appointments for patients for 5 Primary Care Physicians.
  • Handled check-in and check-out of patients and booked all specialty appointments.
  • Provided secretarial support to physicians, and other healthcare professionals.
  • Prepared correspondence, reports, presentations, spreadsheets, charts and graphs related to medical activities.
  • Responded to inquiries from patients regarding their medical records or treatment plans.
  • Greeted visitors to the office and provided customer service assistance as needed.
  • Ensured compliance with all applicable regulations related to HIPAA privacy laws.
  • Answered phone calls in a professional manner; responded promptly to voicemails and emails.
  • Processed incoming mail; prepared outgoing mailings such as letters, packages.
  • Performed data entry tasks accurately while maintaining confidentiality of patient information.
  • Managed calendars for multiple physicians ensuring accuracy of appointments.
  • Organized filing systems for easy retrieval of patient information.
  • Created forms for new patient registration processes.
  • Verified insurance coverage prior to treatments or procedures being performed.
  • Maintained cleanliness of reception area; ensured that waiting room was adequately stocked with reading materials.
  • Answered phone calls to provide assistance, information and medical personnel access.
  • Managed physician calendar, scheduling patient appointments and procedures.
  • Communicated with patients with compassion while keeping medical information private.
  • Greeted patients, determined purpose of visit and directed to appropriate staff.
  • Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
  • Transmitted medical records and other correspondence by mail, e-mail, or fax.
  • Scheduled tests, lab work or x-rays for patients based on physician orders.
  • Prepared reports, invoices, letters, or medical records using word processing, spreadsheet, or other software applications.
  • Documented and responded to incoming correspondences to address questions.
  • Adhered to HIPAA requirements to safeguard patient confidentiality.
  • Answered telephones and directed calls to appropriate medical or adminstrative staff.
  • Scheduled and confirmed patient appointments and consultations.

Banking Operations Specialist

New England Teamsters Federal Credit Union
Arlington, MA
09.2003 - 02.2017
  • Reviewed and processed customer deposits, withdrawals, loan payments, and transfers.
  • Prepared daily reports to track banking transactions and account balances.
  • Maintained customer records of all banking activities in a secure database.
  • Performed reconciliations between bank accounts and internal accounting systems.
  • Managed collections department for 9 years.
  • Provided customer service support for banking inquiries via telephone or email.
  • Assisted with the implementation of new banking procedures and policies.
  • Analyzed data from various sources to identify potential fraud cases.
  • Processed wire transfers according to established guidelines.
  • Ensured compliance with all applicable federal regulations regarding banking operations.
  • Investigated customer complaints related to banking services or products.
  • Advised customers on available products and services that best meet their needs.
  • Created reports detailing daily transactions and other financial activity.
  • Reviewed account documents such as loan applications and credit agreements.
  • Participated in training sessions designed to enhance knowledge of banking processes.
  • Evaluated transactions and account openings to check for compliance with government guidelines.
  • Worked with other department leaders to promote services and deliver seamless banking experience.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Resolved problems or discrepancies concerning customers' accounts.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Identified transaction errors when debits and credits did not balance.
  • Received and counted daily inventories of cash, drafts and checks.
  • Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
  • Performed special services for customers, ordering bank cards and checks.
  • Verified amounts and integrity of every check or funds transfer.
  • Received mortgage and other loan payments, verifying payment dates and amounts due.
  • Prepared official checks for customer and internal bank needs.
  • Reported daily averages and shortages to operations department.
  • Used customer information to tailor recommendations to promote or sell travelers' checks, savings bonds and cashier's checks.
  • Liaised between bank branches regarding best practices and operations.
  • Composed, typed and mailed statements and correspondence related to discrepancies and outstanding unpaid debts.

Store Owner

James I Deveney Memorial Company
Medford, MA
09.1992 - 09.2003
  • Developed store policies and procedures to ensure customer satisfaction.
  • Created a unique shopping experience for customers by providing personalized service.
  • Organized and scheduled staff to maximize efficiency in the store.
  • Managed inventory levels, restocking shelves as needed.
  • Maintained records of sales, profits and losses within the store.
  • Assisted with purchasing decisions based on customer demand and current market conditions.
  • Implemented marketing campaigns to increase brand visibility and attract new customers.
  • Performed daily operations such as opening and closing the store, cashiering, stocking merchandise.
  • Resolved customer complaints in a timely manner while maintaining a positive attitude.
  • Ensured compliance with state and local laws regarding business operations.
  • Negotiated contracts with vendors to secure best prices for products.
  • Cultivated relationships with customers to promote repeat business.
  • Oversaw the maintenance of all equipment used in the store's operations.
  • Welcomed customers and offered assistance with browsing and purchasing needs.
  • Monitored and supervised customer's activities in store to detect signs of attempted theft.
  • Increased business by developing new marketing and promotional strategies.
  • Set pricing structures according to market analytics and emerging trends.
  • Employed and managed vendors by negotiating deliverables, cost and expected quality.
  • Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
  • Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
  • Completed thorough opening, closing and shift change functions to maintain operational standards each day.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.

Store Owner

The Big Dipper
Medford, MA
09.1974 - 09.1992
  • Developed store policies and procedures to ensure customer satisfaction.
  • Organized and scheduled staff to maximize efficiency in the store.
  • Managed inventory levels, restocking shelves as needed.
  • Maintained records of sales, profits and losses within the store.
  • Assisted with purchasing decisions based on customer demand and current market conditions.
  • Performed daily operations such as opening and closing the store, cashiering, stocking merchandise.
  • Resolved customer complaints in a timely manner while maintaining a positive attitude.
  • Tracked employee performance and provided feedback regularly to ensure quality standards were met.
  • Ensured compliance with state and local laws regarding business operations.
  • Cultivated relationships with customers to promote repeat business.
  • Provided training for employees on product knowledge and customer service techniques.
  • Welcomed customers and offered assistance with browsing and purchasing needs.
  • Directed and managed employees to consistently meet performance targets.
  • Prepared weekly schedules to verify proper floor coverage within fiscal guidelines.
  • Supervised performance of workers with goals of improving productivity, efficiency and cost savings.
  • Employed and managed vendors by negotiating deliverables, cost and expected quality.
  • Hired and trained new department managers to increase team oversight and productivity.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Completed thorough opening, closing and shift change functions to maintain operational standards each day.
  • Prepared staff work schedules and assigned team members to specific duties.
  • Delegated work to staff, setting priorities and goals.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.

Education

Associate of Science - Business Administration And Management

Salem State College
Salem, MA
01-1980

Associate of Science - Fashion Merchandising

MT IDA JR COLLEGE
Newton, MA
05-1979

Associate of Science - Liberal Arts And Sciences

Bunker Hill Community College
Charlestown, MA
05-1977

High School Diploma -

Medford High School
Medford, MA
06-1976

Skills

  • Medical Language Proficiency
  • Eligibility Verification Expertise
  • Healthcare Provider Relations
  • Insurance Verification
  • HIPAA
  • Payment Collection
  • Patient Scheduling
  • Customer Service
  • Office reception
  • Referral Verification
  • Calendar and Appointment Management
  • Office Coordination
  • Appointment Scheduling
  • Co-payment collection
  • Epic Systems
  • Computer Proficiency
  • Patient Referral

Custom

  • I have over 54 years of Customer service, love to assist patients making them feel welcome about their choice of Medical Providers at Tufts Medical Center, Melrose Hospital and Hallmark Health.

References

References available upon request.

Timeline

Senior Medical Secretary

Tufts Medical Center
05.2023 - Current

Medical Seretary

Melrose Wakefield Hospital
10.2022 - 05.2023

Medical Office Secretary

Hallmark Health-Lawrence Memorial Hospital
02.2020 - 09.2022

Senior Medical Secretary

Hallmark Health Care
07.2017 - 02.2020

Banking Operations Specialist

New England Teamsters Federal Credit Union
09.2003 - 02.2017

Store Owner

James I Deveney Memorial Company
09.1992 - 09.2003

Store Owner

The Big Dipper
09.1974 - 09.1992

Associate of Science - Business Administration And Management

Salem State College

Associate of Science - Fashion Merchandising

MT IDA JR COLLEGE

Associate of Science - Liberal Arts And Sciences

Bunker Hill Community College

High School Diploma -

Medford High School

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Charlotte Deveney