Professional with significant experience in patient services, ready to enhance patient experience. Skilled in managing patient interactions, scheduling, financial, and administrative tasks. Strong focus on teamwork and adaptability ensures consistent and reliable support. Known for excellent communication skills, empathy, and problem-solving abilities.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Tax Preparer and Book Keeper
H&H Tax Service
10.2024 - Current
Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
Analyzed financial records to verify accuracy of tax returns.
Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
Increased client satisfaction by providing accurate and timely tax preparation services.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Ensured accurate financial records through diligent bookkeeping and reconciliation practices.
Performed clerical, accounting, and bookkeeping duties to process participation fees and reconcile cash receipts daily.
Maintained accurate financial records through diligent bookkeeping practices, enabling informed decision-making regarding business operations.
Used QuickBooks to manage bookkeeping and payroll.
Transplant Financial Coordinator 1
Baylor Scott & White Medical Center
12.2020 - Current
Meets with patient's in person and over the phone to discuss their insurance benefits in detail as well as make them aware what they may be liable for Out of Pocket for Transplant.
Provides patient with different resources like assistance programs and fundraising organizations to assist with Out of Pocket costs for Transplant surgery and Immunosuppressant medications.
Teaches transplant finance education classes in group setting.
Verifies transplant coverage and other medical benefits and acquires necessary referrals and authorizations. Obtains medical records to forward to insurance companies for denial status in EPIC checklist, Transplant Tab and Referral shell.
Determines approval of patient evaluation and notifies TXSW team (Nursing Staff, Scheduling etc.) regarding financial approval. Ensures that denied evaluations are reviewed by Supervisor of the Transplant Finance Department.
Coordinates the internal and outpatient registration of transplant patients. Communicates with outside departments to ensure that evaluation related testing is properly registered in the system.
Maintains authorizations according to insurance guidelines for patients to be listed actively on UNOS waitlist. Verifies and maintains authorizations and benefits are up to date according to BSWH and Transplant Financial Department guidelines.
Responsible for managing the flow of information for patients assigned to them. This includes EPIC in basket messages, OnBase Faxes. Everyone is responsible for their work.
Responsible for communicating with outside departments regarding transplant registrations.
Assists the post-transplant coordinators to obtain urgent/emergent authorizations for patients.
Reviews Medicare Cost Report work ques and adjusts charges to the organ acquisition cost report.
Assists with training for new incoming employees on transplant financial Rev Rep and Coordinator duties.
PSS III Transplant Surgery Department
Baylor Scott & White Medical Center
10.2019 - 12.2020
Team Leader, responsible for new staff training
Responsible for check in and check out duties at the front desk
Greets and registered patients to ensure high quality, patient centered care
Verified demographic and insurance information to ensure the most accurate and up to date information was on file
Responsible for answering high volume phones, documenting patient calls, and routing urgent issues to the staff
Scheduling multidisciplinary transplant team evaluation appointments, scheduling surgeries, and patient testing
Obtaining referrals and authorizations for consults, new patients, and post-operative visits
Manage the Incoming and Outgoing referral workques
Assisted financial team with urgent authorizations for posttransplant testing, calling on benefits and financially clearing pre transplant referrals
PSS III Orthopedic Surgery Department
Baylor Scott & White Waco Hillcrest
05.2019 - 10.2020
Team leader, responsible for new staff training
Run scheduling reports and coordinate PSS staffing for multiple offices to ensure proper staffing
Responded to escalated staff and patient relations issues
Responsible for check in and check out duties at the front desk
Greets and registered patients to ensure high quality, patient centered care
Verified demographic and insurance information to ensure the most accurate and up to date information was on file
Manage outgoing and incoming referrals to ensure that all patients were scheduled timely and according to departmental guidelines
Monitoring and managing RECONDO
Collecting copayments and balances from patients on accounts
Generates daily payment reports and verifies cash drawer against report
Responsible for obtaining authorization for elective and emergent surgeries, physical therapy, and radiological testing
Answered high volume calls
Responsible to maintain multiple providers schedules
PSS I Orthopedic Surgery Department
Baylor Scott & White Waco Hillcrest
05.2017 - 04.2019
Responsible for check in and check out duties at the front desk
Greets and registered patients to ensure high quality, patient centered care
Verified demographic and insurance information to ensure the most accurate and up to date information was on file
Scheduled outgoing and incoming referrals to ensure that all patients were scheduled timely and according to departmental guidelines
Collecting copayments and balances from patients on accounts
Generates daily payment reports and verifies cash drawer against report
Answered high volume calls
Confirmed patient appointments and made necessary changes to accommodate the patient and physician schedules
Assisted with medical records duties as needed
Entered and processed external patient referrals according to department guidelines
Dietitians Assistant & Food Service Specialist
Baylor Scott & White Medical Center
09.2015 - 05.2017
As a Food Service Specialist, I was primarily responsible for running late trays to hospital patients
I also helped wherever I was needed such as on the food tray line, washing dishes, and backing up the cashiers whenever necessary
Helped to train new employees
In my role as a Dietitians Assistant I created meal plans following established dietary restrictions
I worked closely with the Registered Dietitians to ensure that all patient needs were addressed and met
I helped to monitor food preparation according to the BSWH policies
I was responsible for supervising a kitchen staff of 20+ employees in multiple roles
Responsible to deliver of baby formula and nourishment for tube fed patients
Handled incoming calls from patients and staff in the hospital
Education
Associates Degree -
Temple College
Temple, TX
01.2016
Diploma -
Rogers High School
Rogers, TX
01.2014
Skills
Eager learner with strong attention to detail
Extensive knowledge of BSWH System and of EPIC
Motivated to continue learning and excellence in patient care
Team Player
Staff training
Organization skills
Bookkeeping
Certification
Certified Transplant Financial Coordinator, 2021
Transplant Financial Coordinators Association- Member since 2020.
Assistant Manager/Income Tax Preparer at SGB Tax Pros Dba Jackson Hewitt Tax ServiceAssistant Manager/Income Tax Preparer at SGB Tax Pros Dba Jackson Hewitt Tax Service