Overview
Work History
Education
Skills
Timeline
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Citlali Morales

Carrollton,TX

Overview

23
23
years of professional experience

Work History

Patient Account Representative

Conifer Health Solutions
08.2024 - Current
  • Managed patient billing inquiries, ensuring timely resolution and improved customer satisfaction
  • Update plan IDs, adjusts patient or payor demographic/insurance information, notates account in detail, identifies payor issues and trends and solves re-coup issues Requests additional information from patients, medical records, and other needed documentation upon request from payors.
  • Streamlined claims processing workflows, reducing turnaround time for reimbursement requests.
  • Reviewed insurance eligibility and verified coverage details to minimize claim denials and delays in payment.
  • Streamlined billing processes for increased efficiency in managing patient accounts.
  • Ensured compliance with healthcare regulations while processing claims and managing patient accounts.
  • Electronically submitted bills according to compliance guidelines.
  • Utilized computer programs to create invoices, letters, and other documents.
  • Researched billing errors and discrepancies to initiate corrective action.

PFS Support Representative

Conifer Health Solutions
04.2021 - 07.2024
  • Responsibilities included completing, and responding to legal requests related to attorney billing, affidavits, subpoenas, depositions and patient accounts. Following up directly with attorneys as needed to obtain additional information to complete legal request.
  • Process patient, and legal requests for patients, attorneys, and third parties. Attorney billing, affidavits, depositions, and subpoenas
  • Update accounts for bankruptcy notices received for patients.
  • Perform various clerical duties such as sorting correspondence, filing, sending routine letters, photocopying and scanning and indexing documents.
  • Validating and updating account information in the ACE, STAR and EPIC
  • Submit adjustments for patient accounts, post and deposit attorney checks.

Project Specialist

Randstad/Hewlett Packard
05.2018 - 08.2020
  • Experience in managing projects for various customer accounts. Collaborating with technical service/WH teams to navigate scope, timing, & technical challenges of product delivery/distribution to minimize critical care disruption at multiple sites/locations.
  • Preparation & maintenance of inventory, record retention, & confidential documents, while maintaining inventory control of customer equipment.
  • Providing excellent customer service and support.

Inventory Control Clerk

Randstad/Hewlett Packard
03.2014 - 03.2018
  • Preparing and maintaining records of all inventories Supporting shipping prep and loading Investigating inventory shortages and discrepancies Working with sales reps, customers and other members of the warehouse, as necessary Forklift Certified.

Data Entry Clerk

Verizon
01.2013 - 02.2014
  • Process customer payments and assist with scanning/faxing documents.

Quality Control

Broadtech
02.2012 - 01.2013
  • Perform final inspection of units going out to customers after all repairs were completed. Responsibilities included inspecting devices for any damages. Responsible for performing quality audits before units were shipped out.

Medical Assistant

Internal Medicine Associates Of Plano
11.2010 - 01.2011
  • Duties included rooming patients, taking vitals, administering breathing treatments on patients, ear irrigations, injections, ECG's, hearing and vision tests, assisted certain procedures such as pap smears, administered bone density/Dexa scans, performed spirometry test on patients, and janitorial cleaning and stocking of patient rooms.

Customer Service Representative

Ingram Micro
08.2002 - 03.2010
  • Duties included answering multi-phone line, administering excellent customer service while processing returns and maintaining a balanced till.

Education

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PCI Health Training Center

GED -

Lewisville ISD Testing Center
Lewisville, TX
09.2013

Skills

  • Expert in: Data Entry
  • Intermediate in: Office 365, Charting, Bilingual, Scheduling, Excellent Customer Service, Shipping, receiving Organizational, teamwork,leadership, Inventory Control, Communication, Faxing/Scanning, Phones, ACE, VI WEB, EPIC
  • Basic in: SANDY OSS/ SAP

Timeline

Patient Account Representative

Conifer Health Solutions
08.2024 - Current

PFS Support Representative

Conifer Health Solutions
04.2021 - 07.2024

Project Specialist

Randstad/Hewlett Packard
05.2018 - 08.2020

Inventory Control Clerk

Randstad/Hewlett Packard
03.2014 - 03.2018

Data Entry Clerk

Verizon
01.2013 - 02.2014

Quality Control

Broadtech
02.2012 - 01.2013

Medical Assistant

Internal Medicine Associates Of Plano
11.2010 - 01.2011

Customer Service Representative

Ingram Micro
08.2002 - 03.2010

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PCI Health Training Center

GED -

Lewisville ISD Testing Center
Citlali Morales