Dafne Perez-Jackson

Manage Accounts Payable and Receivable processes using QuickBooks Online, ensuring accuracy in invoicing, bill payments, and payment reconciliation

Generate and analyze Profit and Loss (P&L) statements to monitor business health and provide external accountants with comprehensive financial data for tax and audit readiness

Oversee all administrative documentation and regulatory filings to maintain active operating licenses and industry compliance

Manage office inventory and supply chain to ensure uninterrupted daily operations

Sustained seamless clinic operations by stepping in as an interim Office Manager, successfully executing the full scope of administrative, financial, and medical transcription duties

Optimized district-wide efficiency by engineering a centralized operational framework and uniform standards across five locations

Maintained high-quality service standards across all locations by equipping front office teams with standardized training modules and resources

Ensured operational consistency by conducting regular site visits to verify adherence to standardized protocols across all locations

Developed and implemented standardized Spanish-language intake documentation, significantly improving clinic accessibility and the patient experience for ESL populations

Coordinated staffing logistics, managed interviews, and the integration of new administrative staff across all locations

Managed client communications, providing expert policy education and resolving high-volume inquiries to ensure a well-informed and loyal customer base

Streamlined claims process by liaising between policyholders, adjusters, and underwriters to expedite claim resolutions and improve client satisfaction

Coordinated with agents and title companies to provide necessary proof of insurance for property closings

Cultivated long-term client partnerships that consistently generate multi-line sales, referrals, and high retention rates

Facilitated new business acquisition across a wide range of personal and commercial insurance products

Assessed property and vehicle risks by conducting comprehensive onsite, physical inspections and documenting structural or cosmetic conditions

Streamlined the referral and prior authorization process as the primary liaison between physicians, workers’ comp case managers, and insurance adjusters to eliminate delays in clinical care

Optimized clinic operations by managing a complex, multi-provider schedule; balanced new evaluations with recurring treatments to maximize patient volume and clinician productivity

Accurately verified insurance benefits and secured patient co-payments, deductibles, and outstanding balances at the time of service

Produced high-volume medical documentation by transcribing verbal clinical dictations and written shorthand evaluations into formalized, long-form reports under strict turnaround deadlines

Facilitated communication between Spanish-speaking patients and therapists to ensure accurate diagnostic history and treatment adherence

Managed comprehensive, HIPAA-compliant patient charts, ensuring all prescriptions, authorizations, and clinical documentation remained current