Daniel Hartman
Auburn,AL
Summary
Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.
Overview
11
11
years of professional experience
Work History
Lead Surgery Coordinator
The Orthopaedic Clinic
Opelika, AL
01.2019 - Current
- Coordinated testing, labs and other diagnostic data for proper clearance prior to surgery.
- Verified insurance coverage and benefits and communicated directly with patient for timely scheduling of clinic appointment and surgery procedure.
- Collaborated with patient, referring physician and surgical specialist to coordinate pre- and post-operative care for surgical procedures.
- Documented and collected patient data in GE Centricity, Phoenix Ortho, and Open Practice Management to maintain accuracy and security.
- Fostered collaborative relationships among health care team by communicating, responding to requests and building rapport.
- Maintained efficient surgery schedule by monitoring daily activities and resolving potential conflicts.
- Documented and stored prior authorization and procedure data using Microsoft Excel.
- Assisted with medical coding and billing tasks.
- Abided by state and federal healthcare guidelines and laws and reported non-compliance issues.
- Counseled patient about personal financial responsibility and collaborated with billing to resolve patient accounts.
- Resolved scheduling conflicts to maintain high-quality patient services.
- Expertly managed planning, scheduling, and coordination of outpatient procedures.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Obtained pre-authorizations and pre-certifications ahead of scheduled surgeries.
- Educated patients about surgeries and provided treatment plan documentation.
- Took pre-operative orders from surgeons and anesthesiologists for smooth operation planning.
- Updated daily operating room calendars with accurate appointment schedules.
- Performed various administrative tasks by filing, copying and faxing documents.
Insurance Coordinator
The Orthopaedic Clinic
Opelika, AL
05.2012 - 01.2019
- Verified insurance and communicated coverage to staff and patients.
- Obtained data such as patient, insurance ID, insurance provider and medical codes to properly file insurance claims.
- Obtained prior authorization and precertification for outpatient procedures.
- Filed and tracked insurance claims and communicated claims status to patients.
- Achieved revenue goals by managing collections and accounts receivables, referral process and insurance billing.
- Prepared insurance claims for submission to clearinghouses or insurance companies.
- Referenced monthly aging reports to follow up on unpaid claims and obtain maximum reimbursement.
- Maintained compliance with local, state and federal regulations governing insurance, Medicare and Medicaid requirements.
- Reviewed accounts receivable reports, insurance contracts and weekly and monthly financial reports.
- Made contact with insurance carriers to discuss policies and individual patient benefits.
- Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
- Prepared insurance claim forms or related documents and reviewed for completeness.
- Assured timely verification of insurance benefits prior to patient procedures or appointments.
- Communicated effectively with staff members of operations, finance and clinical departments.
- Maintained confidentiality of patient finances, records, and health statuses.
- Resubmitted claims after editing or denial to achieve financial targets and reduce outstanding debt.
- Maintained strong knowledge of basic medical terminology to better understand services and procedures.
- Verified client information by analyzing existing evidence on file.
- Calculated adjustments, premiums and refunds.
- Generated, posted and attached information to claim files.
- Posted payments to accounts and maintained records.
- Checked documentation for accuracy and validity on updated systems.
- Reviewed outstanding requests and redirected workloads to complete projects on time.
- Generated monthly billing and posting reports for management review.
- Monitored outstanding invoices and performed collections duties.
- Responded to customer concerns and questions on daily basis.
- Handled account payments and provided information regarding outstanding balances.
- Collaborated with customers to resolve disputes.
- Used data entry skills to accurately document and input statements.
- Reconciled accounts receivable to general ledger.
- Produced and mailed monthly statements to customers and assisted with related requests for information and clarification.
- Audited and corrected billing and posting documents for accuracy.
- Maintained accurate records of customer payments.
- Utilized various software programs to process customer payments.
- Processed payment via telephone and in person with focus on accuracy and efficiency.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Maintained confidentiality of patient information to comply with HIPAA regulations and protect patient privacy.
- Managed multiple schedules and prioritized tasks to meet demands of fast-paced work environment.
- Collaborated with healthcare staff to verify alignment of appointment scheduling with clinic protocols.
- Verified insurance coverage and eligibility for medical services prior to scheduling appointments to prevent billing issues.
- Managed complex calendars for multiple medical practitioners, verifying accuracy of all appointments.
- Followed up with patients to reschedule missed appointments.
- Developed and implemented efficient scheduling systems to maintain organized medical appointment schedules.
- Obtained payments from patients and scanned identification and insurance cards.
- Performed various administrative tasks by filing, copying and faxing documents.
- Assisted with medical coding and billing tasks.
- Managed office bookkeeping with insurance billing and patient payments.
Insurance Agent
Healthmarkets
Opelika, AL
01.2015 - 01.2017
- Educated clients about health insurance coverage options, benefits and costs.
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Responded to customer inquiries regarding health insurance coverage and policies to assist with informed decision-making.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Provided comprehensive customer service to drive client satisfaction.
- Monitored changes in health insurance laws and regulations to verify continuous compliance.
- Compiled and maintained client records to monitor health insurance policies and premiums paid.
- Developed tailored health insurance plans to meet individualized client needs.
- Developed relationships with providers and networks to achieve favorable client coverage.
- Educated clients on insurance policies and procedures.
- Calculated premiums and established payment methods for sales.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Met with customers to provide information about available products and policies.
- Analyzed customer needs to provide customized insurance solutions.
- Generated leads through cold-calling, networking and other outreach methods.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Evaluated competitors' products and services to gain competitive advantage.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
Office Manager
James Edwards Psychiatry
Opelika, AL
08.2012 - 08.2013
- Assessed processes and procedures, complying with OSHA, and HIPAA regulations.
- Communicated effectively with staff members, physicians, and patients, employing active listening and interpersonal skills.
- Provided proper scheduling of patients, ensuring timely, and effective allocation of resources and calendars.
- Addressed and remedied all patient or team member issues.
- Developed close working relationships with front office and back office staff.
- Developed policies and procedures for effective practice management.
- Consulted with healthcare professionals on business decisions.
- Assisted with regulatory issues such as compliance.
- Leveraged patient feedback and performed continuous process improvements to streamline day-to-day business operations and patient satisfaction.
- Created and implemented organizational policies and procedures.
- Organized and updated databases, records and other information resources.
- Cultivated strong relationships with vendors and partners supporting administrative operations.
- Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
- Developed internal requirements and standards to minimize regulatory risks and liability across programs.
Education
Bachelor of Science - Healthcare Administration
Auburn University
Auburn, AL08.2012
Skills
- Medical Practice Operations
- Strong Work Ethic
- EMR Software
- Compiling Data
- Health Insurance
- Data Security Procedures
Timeline
Lead Surgery Coordinator
The Orthopaedic Clinic
01.2019 - Current
Insurance Agent
Healthmarkets
01.2015 - 01.2017
Office Manager
James Edwards Psychiatry
08.2012 - 08.2013
Insurance Coordinator
The Orthopaedic Clinic
05.2012 - 01.2019
Bachelor of Science - Healthcare Administration
Auburn University