Dana Martinez

(Functional Focus: Patient Access, Intake, Documentation & Care Coordination)

• Oversaw daily outpatient operations supporting patient intake, scheduling, and access to care in a high-volume clinical setting.
• Ensured accurate collection, entry, and maintenance of patient demographic, insurance, and eligibility information within EHR systems (SmartCare).
• Reviewed charts and documentation for accuracy, timeliness, and compliance with clinical, payer, and regulatory standards.
• Coordinated services across multidisciplinary teams to support continuity of care and reduce access barriers.
• Supported quality assurance efforts related to documentation accuracy, workflow efficiency, and patient service delivery.
• Led cross-functional teams to implement health programs, improving service delivery and patient outcomes.

(Functional Focus: Intake Coordination, Documentation & Interagency Reporting)

• Coordinated intake, eligibility verification, and service access for court-referred clients across multiple outpatient programs.
• Ensured accurate documentation, reporting, and information exchange between treatment teams, courts, and external partners.
• Monitored compliance with documentation standards, confidentiality requirements, and program timelines.
• Participated in multidisciplinary meetings to support care coordination and timely service delivery.
• Collaborated with law enforcement agencies to implement effective training programs for personnel.

(Functional Focus: Patient Intake, Case Documentation & Care Coordination)

• Supported patient intake, registration workflows, and documentation for court-involved treatment services.
• Maintained accurate client records and prepared reports for collaborative courts and partner agencies.
• Served as liaison between treatment providers and justice partners to support continuity of care.
• Ensured compliance with confidentiality, documentation, and reporting standards.

(Functional Focus: Patient Intake, Front-End Operations & Documentation)

• Supported daily clinic operations for medication-assisted treatment services, including patient intake, registration flow, and front-desk coordination.
• Ensured accurate collection, verification, and documentation of patient demographic, insurance, and treatment information within EHR systems (Avatar, MethaSoft).
• Assisted with verification of coverage, authorizations, and coordination of services to support timely access to care.
• Maintained compliance with HIPAA, confidentiality standards, and regulatory documentation requirements.
• Provided operational support to ensure continuity of patient services and uninterrupted clinic operations.

(Functional Focus: Patient Intake, Documentation & Care Coordination)

• Managed patient intake and registration processes for clients entering treatment programs, ensuring accurate demographic and insurance information.
• Coordinated referrals for medical, social, and recovery services, supporting continuity of care and client engagement.
• Maintained accurate, timely documentation in the organization’s internal EHR system for reporting to courts, CPS, and program stakeholders.
• Served as liaison between clients, treatment providers, courts, and community partners to facilitate coordinated care.
• Supported staff in intake workflows, documentation standards, and case coordination across programs.

(Functional Focus: Patient Intake, Case Documentation & Coordination)

• Oversaw intake and registration for court-referred clients, ensuring accuracy and compliance with program requirements.
• Reviewed case documentation, treatment plans, and reports submitted to courts and partner agencies.
• Guided staff in patient access, documentation best practices, and service coordination.
• Maintained confidentiality and adherence to HIPAA standards.