Courtney Keppler
Lead Referral Coordinator
Fresno,CA
Summary
Dynamic Lead Referral Coordinator with experience in scheduling and coordinating referrals. Proven track record of efficiently and accurately completing paperwork. Offers strong time management, organizational and multitasking abilities.
Overview
18
18
years of professional experience
Work History
Lead Referral Coordinator
CCFMG
04.2022 - Current
- Enhanced referral process efficiency by streamlining workflows and improving communication between departments.
- Accessed and reviewed patient records to verify receipt completed referral paperwork.
- Collaborated with healthcare providers to establish strong working relationships, promoting seamless referral coordination.
- Conducted regular audits of referral documentation, ensuring compliance with relevant regulations and policies.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Established benchmarks for measuring success within the department, tracking progress against goals regularly to drive continuous improvement efforts.
- Frequently double-checked patient histories and current information while scheduling follow-ups and other appointments.
- Called insurance companies to get precertification and other benefits information on behalf of patients.
- Monitored referrals to foster timely completion and followed up with physicians to facilitate.
- Assisted in the development and implementation of company-wide policies related to referral coordination operations.
- Offered assistance in implementing and developing training programs.
- Provided training to end users on new and updated systems and software.
- Contributed to the successful implementation of new company-wide applications by assisting with requirements gathering, testing, documentation, training sessions.
- Researched and identified solutions to technical problems.
- Monitored system performance to identify potential issues.
Referral Coordinator
Sante Health Systems (Northwest Medical Group)
03.2008 - 04.2022
- Discussed medical histories with patients in effort to provide most effective medical advice.
- Provided education and instruction to referral sources on referral processes.
- Responded to patient inquiries to offer timely updates regarding referral status.
- Monitored and inspected staff processes to eliminate hazards posed for both residents and staff while ensuring continuous compliance with regulations.
- Accessed and reviewed patient records to verify receipt completed referral paperwork.
- Established strong relationships with external providers, facilitating seamless communication and collaboration in patient care.
Referral Coordinator/Medical Receptionist
Touchstone Medical Group
06.2006 - 08.2007
- Maintained a high level of accuracy in referral documentation, ensuring smooth transitions between healthcare providers.
- Scheduled appointments with specialists on behalf of clients.
- Provided exceptional customer service, addressing patient concerns and inquiries regarding the referral process.
- Kept healthcare providers informed of referral status updates, promoting optimal continuity of care throughout the referral process.
- Responded to patient inquiries to offer timely updates regarding referral status.
- Called insurance companies to get precertification and other benefits information on behalf of patients.
- Developed and maintained strong working relationship with referral sources to streamline processing.
- Demonstrated strong attention to detail and organizational skills in managing a high volume of referrals while maintaining exceptional levels of patient care.
- Scheduled surgeries, managed pre-certifications and verified insurance coverage.
- Kept waiting room neat and organized by stacking magazines, removing trash, and cleaning glass.
- Obtained payments from patients and scanned identification and insurance cards.
- Provided compassionate customer service, creating a welcoming atmosphere for patients and their families.
- Helped patients complete necessary medical forms and documentation.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
Education
Medical Assistant Front Office - Medical Assisting
Fresno Adult School
Fresno, CA04.2006
High School Diploma -
Central High School
Fresno, CA06.1997
Skills
- Epic Systems
- Problem-Solving
- Pre-authorizations
- Patient Eligibility Requirements
- Data Entry Software
- Documentation Review
- Appointment Setting
- Referral Verification
- EHR Software
- Insurance Verification
- Clerical Support
- Staff Leadership
- Insurance Authorizations
- Computer Proficiency
- Medical terminology knowledge
Timeline
Lead Referral Coordinator
CCFMG
04.2022 - Current
Referral Coordinator
Sante Health Systems (Northwest Medical Group)
03.2008 - 04.2022
Referral Coordinator/Medical Receptionist
Touchstone Medical Group
06.2006 - 08.2007
Medical Assistant Front Office - Medical Assisting
Fresno Adult School
High School Diploma -
Central High School
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