Summary
Overview
Work History
Education
Skills
Timeline
Generic

Diana Ortiz

Santa Barbara,CA

Summary

Motivated and dependable professional seeking an Assistant Manager position, bringing strong leadership, organizational, and problem-solving skills. I see this role as a long-term opportunity to grow with the company and contribute meaningfully.

Overview

11
11
years of professional experience

Work History

Referral Specialist

Santa Barbara Neighborhood Clinics
Santa Barbara, CA
01.2024 - Current
  • Coordinated patient referrals between providers, specialists, and facilities to ensure timely access to care.
  • Verified insurance eligibility and authorization requirements, preventing delays in patient’s appointments and services.
  • Managed high-volume referral requests while maintaining accuracy and efficiency in date entry and documentation.
  • Communicated effectively with patients, explaining referral processes, scheduling appointments, and answering questions with respect and empathy toward all patients.
  • Effectively communicated with referral staff and providers.
  • Tracked and managed pending referrals.
  • Effectively communicated with insurance companies for prior authorizations including referrals for Gender Affirming Care.
  • Delivered excellent customer service, consistently supporting patients with a positive and professional attitude.
  • Demonstrated strong organizational skills, balancing multiple priorities while meeting deadlines.
  • Contributed to process improvements, helping reduce referral turnaround times and improve patient satisfaction.

Medical Authorizations

Aids for Daily Living, Inc.
Rocklin, CA
02.2021 - 12.2023
  • Analyzed and interpreted provider contracts to ensure proper authorizations and payment.
  • Maintained accurate records of all authorizations, denials, and other related paperwork.
  • Reviewed and processed prior authorization requests from healthcare providers to determine eligibility for services.
  • Researched and resolved any discrepancies between provider documentation and insurance company requirements.
  • Prepared reports summarizing authorization trends, pending requests, denials.
  • Collaborated with internal departments such as billing office and patient access to ensure accuracy of information submitted for authorizations requests.
  • Updated spreadsheets and other document filing systems.

Medical Billing Clerk

Aids for Daily Living, Inc.
Rocklin, CA
01.2018 - 01.2021
  • Performed data entry of medical billing information into the company's computer system.
  • Reviewed patient accounts for accuracy and completeness, ensuring that all required fields have been entered correctly.
  • Processed electronic and paper claims to insurance companies in a timely manner.
  • Verified accuracy of charges prior to submitting them for payment processing.
  • Created new patient accounts in the database and updated existing ones as needed.
  • Worked closely with other departments within the organization to ensure proper coding of services rendered.
  • Submitted corrections when necessary due to inaccurate coding or incorrect information provided by healthcare providers.
  • Applied HIPAA privacy and security regulations while handling patient information.
  • Distributed or posted financial data to appropriate accounts and prepare simple reconciliations.
  • Accurately input procedure codes, diagnosis codes and patient information into billing software to generate up-to-date invoices.
  • Collected, posted and managed patient account payments.

Team Leader

Jack in the Box
Marysville, CA
01.2015 - 12.2017
  • Provided coaching and feedback on employee performance, encouraging professional development.
  • Monitored daily workflow to ensure adherence to established policies and procedures.
  • Maintained a positive work environment that promoted collaboration between team members.
  • Resolved customer complaints in an effective manner while maintaining a high level of customer service.
  • Kept work areas clean, neat and free of safety hazards to maximize efficiency.
  • Reviewed completed work to verify consistency, quality and conformance.

Education

Medical Billing And Coding

MTI College
Sacramento, CA
05.2018

Skills

  • Time Management
  • Medical Records Handling
  • Document Management
  • Typing 60 WPM
  • Data Entry
  • Customer Service
  • Bilingual abilities
  • Knowledge of HIPAA and other health care regulations
  • Knowledge of ICD10 codes/CPT codes
  • Supervisory experience
  • Maintaining a welcoming environment
  • Handling complaints or concerns professionally
  • Proficient in Outlook, Excel, Word, PowerPoint
  • Adapting in fast past environment
  • Understanding of insurance verification and authorization
  • Medical terminology
  • Clear verbal and written communication
  • Team motivation
  • Billing and coding knowledge

Timeline

Referral Specialist

Santa Barbara Neighborhood Clinics
01.2024 - Current

Medical Authorizations

Aids for Daily Living, Inc.
02.2021 - 12.2023

Medical Billing Clerk

Aids for Daily Living, Inc.
01.2018 - 01.2021

Team Leader

Jack in the Box
01.2015 - 12.2017

Medical Billing And Coding

MTI College
Diana Ortiz