Emalee Liptrot
The Dalles,OR
Summary
Dynamic professional with a robust background in administrative and tax-related roles, notably at the IRS. Excelled in patient care coordination at Adventist Health Columbia Gorge, enhancing patient satisfaction through meticulous record-keeping and empathetic communication. Skilled in data entry and project management, achieving over 60 WPM typing speed with perfect accuracy. Demonstrates exceptional organizational skills and a commitment to efficiency.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Patient Care Coordinator
Adventist Health Columbia Gorge
The Dalles, Oregon
09.2024 - Current
- Addressed and resolved patient concerns and complaints in a timely and empathetic manner.
- Completed insurance verifications and claim forms for patient intake and processing.
- Maintained comprehensive patient records, ensuring accuracy and confidentiality.
- Obtained informed consent and payment documentation from patients and filed in system.
- Performed administrative duties such as filing paperwork, answering phones, and scheduling appointments.
- Compiled and maintained medical charts and reports in complex digital databases.
- Ensured that all necessary documentation was completed accurately and submitted in a timely manner.
- Managed patient appointments, ensuring efficient scheduling and rescheduling as necessary.
- Provided administrative support for patient care staff.
- Maintained accurate records of all patient care activities using electronic health record systems.
- Received and routed care team messages and documents to appropriate staff.
- Processed patient intake information and updated medical records prior to treatment.
- Reported medical care to the appropriate parties.
Supervisory Clerk
Internal Revenue Service
Ogden, US
08.2023 - 07.2024
- Scheduled meetings and coordinated materials to be distributed to attendees.
- Monitored and directed work of lower-level clerks.
- Supported office clerical functions using word processing and other software, email and office machines.
- Organized and maintained filing systems for confidential documents.
- Troubleshot office equipment, computer hardware and software issues.
- Organized physical files on an ongoing basis to ensure efficient retrieval times.
- Collaborated with team members to complete tasks efficiently and meet deadlines.
- Coordinated office activities to streamline operations and promote compliance with organizational policies.
- Created memos, letters, emails, reports, presentations as requested by management.
- Led team meetings and one-on-one coaching sessions to continuously improve performance.
- Implemented quality control measures to uphold company standards.
- Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training.
- Facilitated team meetings and workshops to foster collaboration and share best practices.
- Assigned work and monitored performance of project personnel.
- Resolved conflicts between employees by providing guidance on company policies and procedures.
- Created monthly reports for senior management summarizing operational performance metrics.
Tax Examiner
IRS
Ogden, US
04.2022 - 08.2023
- Evaluated taxpayer accounts based on notices prior to dispatch to prevent issuing.
- Performed detailed examinations of accounts leading to the stopping of notices through comprehensive use of IDRS, Control D, and OLNR.
- Experienced in applying various IDRS command codes like BMFOLI, BMFOLT, ENMOD, TRDBV, PIFTF, PIFTD and INTST.
- Executed credit transfers and adjustments as required to resolve notices.
- Assigns own work at the start of each shift.
- Conducted research on relevant tax law changes and updates to ensure accurate filing.
- Addressed process improvements for department with professionals and implemented changes accordingly.
- Maintained detailed records of all audit activities conducted within assigned area.
- Identified discrepancies between reported income and expenses, as well as any other irregularities.
- Collaborated with colleagues to provide guidance on complex issues related to taxes.
- Applied tax accounting principles to prepare and review tax returns and reports for parent corporation and subsidiaries and committed to timely and accurate compliance.
- Compiled data from multiple sources for use in audits or investigations.
- Researched accounts with reported discrepancies.
- Adjusted business accounts.
Data Entry Clerk
IRS
Ogden, US
02.2021 - 04.2022
- Transcribes and key-verifies a wide variety of taxpayer-prepared tax returns, related schedules, and documents.
- Consistently achieved typing speeds of over 60 WPM with perfect accuracy.
- Managed IMF and BMF documents.
- Utilized IRM and other authorized sources for data entry in program assignments.
- Utilized the ISRP system to process Forms 1040, 1120 series, and 5227 along with Form 941.
- Addressed and resolved instances of missing, incorrect, and illegible data.
- Demonstrated extensive familiarity with various correction techniques to execute data capture.
- Conducted OJI and Trainer sessions for IMF and BMF training courses.
- Guided students in advancing their knowledge of ISRP system.
- Generated detailed progress reports for officials by tracking student performance.
- Maintained confidentiality of sensitive information entered into the system.
- Transferred data from hard copies to digital databases, organizing information in new formats.
Education
College in Business Management -
Davis Applied Technology College
Kaysville, UT05.2022
Skills
- Transcription
- Tax Experience
- Data Entry
- Clerical Experience
- Administrative Experience
- Payroll
- Financial Report Writing
- Accounting
- Microsoft
- Insurance verification
- Organizational skills
- Appointment scheduling
- Billing statement processing
- Patient registration
- Project management
Certification
- Word Associate, 05/01/22
- Outlook Associate, 05/01/22
Personal Information
Work Permit: Authorized to work in the US for any employer
Timeline
Patient Care Coordinator
Adventist Health Columbia Gorge
09.2024 - Current
Supervisory Clerk
Internal Revenue Service
08.2023 - 07.2024
Tax Examiner
IRS
04.2022 - 08.2023
Data Entry Clerk
IRS
02.2021 - 04.2022
- Word Associate, 05/01/22
- Outlook Associate, 05/01/22
College in Business Management -
Davis Applied Technology College
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