Erin Saenz
San Antonio,TX
Summary
Seasoned professional at IMS Legal Strategies with extensive experience in case management and critical thinking. Proven track record in maintaining records and conducting efficient data entry, leading to enhanced client satisfaction. Achieved notable improvements in process efficiency through strong research skills and a solution-oriented approach. Aiming to leverage this expertise to drive operational excellence and client-focused outcomes.
Overview
17
17
years of professional experience
Work History
Intake Specialist
IMS Legal Strategies
San Antonio, TX
01.2024 - Current
- Maintained confidential patient documentation to ensure compliance with HIPAA regulations.
- Utilized case management systems to track client cases from intake to completion.
- Developed and refined intake procedures to improve efficiency and client satisfaction.
- Coordinated intake processes, ensuring collection and processing of all required documentation.
- Maintained accurate records in company databases, documenting essential client data.
- Ensured clinical records met agency standards through meticulous paperwork management.
- Collaborated with cross-functional teams to achieve organizational goals efficiently.
- Prioritized tasks effectively to support accomplishment of service objectives.
Intake Supervisor
IMS Legal Strategies
San Antonio, TX
01.2020 - 01.2024
- Coordinated with other supervisors, combining group efforts to achieve goals.
- Implemented departmental policies and standards in conjunction with management to streamline internal processes.
- Conducted regular audits of documentation related to the intake process in order to ensure accuracy.
- Interpreted and explained work procedures and policies to brief the staff.
- Researched and prepared reports required by management or governmental agencies.
- Coordinated resources across multiple departments in order to facilitate smooth transitions from one step of the intake process to another.
- Participated in ongoing training and professional development related to intake procedures and client care.
- Supported the development and implementation of policies and procedures to enhance service delivery and client care.
- Developed and implemented new systems for tracking patient information more accurately.
- Created policies and procedures related to intake processes in order to streamline operations.
- Advised management on best practices for increasing customer satisfaction during the intake process.
- Delegated work to staff, setting priorities, and goals.
- Monitored performance metrics related to the intake process in order to identify areas for improvement.
- Developed work schedules according to budgets and workloads, covering priority tasks.
- Reviewed reports on employee attendance, productivity, and effectiveness to evaluate performance.
- Provided leadership, insight, and mentoring to newly hired employees to supply knowledge of various company programs.
- Recommended solutions related to staffing issues, and proposed procedural changes to managers.
- Developed training materials for new staff members on proper intake procedures.
- Analyzed data trends in order to make recommendations regarding changes or improvements in the process.
- Trained employees on best practices and protocols, while managing teams to maintain optimal productivity.
- Recruited, interviewed, and selected employees to fill vacant roles.
- Conducted initial risk assessments to identify any immediate concerns or needs for intervention.
- Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
Administrative Assistant
IMS Legal Strategies
San Antonio, TX
09.2016 - 01.2019
- Sorted and distributed incoming faxes, letters, and emails for office communication.
- Conducted research and compiled statistical reports to synthesize information.
- Coordinated meetings, managing room reservations, catering, and technical setup.
- Managed correspondence by handling incoming and outgoing mail and packages.
- Maintained up-to-date contact lists based on employee status changes.
- Provided administrative support to the executive team by scheduling meetings.
- Organized and maintained filing systems for efficient document retrieval.
- Greeted visitors, answered inquiries, and directed them appropriately.
Patient Coordinator
Promotion Physical Therapy
San Antoino, TX
02.2013 - 07.2014
- Coordinated follow-up care for discharged patients and monitored progress towards recovery goals.
- Facilitated communication between patients, families and healthcare providers.
- Answered incoming calls from patients, providers, and insurance companies in a courteous manner.
- Managed medical records by filing documents into appropriate folders according to established protocols.
- Coordinated patient appointments and maintained appointment schedule.
- Reviewed patient accounts on a regular basis to ensure accuracy of billing data.
- Verified documentation methodically to avoid critical errors impacting care delivery and payments for services.
Patient Registrar
Methodist Hospital
San Antonio, TX
01.2008 - 04.2009
- Greeted patients upon arrival at facility, collected required documents, and verified demographic information against existing records.
- Processed all required paperwork and forms related to the registration process and ensured that patient data was entered accurately into the system.
- Maintained up-to-date knowledge of third party payer requirements for reimbursement purposes.
- Managed daily cash deposits for payments received from various sources such as insurance companies or individuals.
- Ensured compliance with HIPAA regulations by maintaining confidentiality of patient health information.
- Interviewed patients to complete case histories and intake forms.
Education
Certificate of Completion - Paralegal
Texas Careers
San Antonio, TX05-2005
Associate of Applied Science - Social Work
San Antonio College
San Antonio, TXSkills
- Data entry
- Records maintenance
- Case management
- Research and analysis
- Critical thinking skills
- Supervisory experience
- Proofreading
- Systems analysis
- Software testing
- Employee evaluations
- Strategic planning
Timeline
Intake Specialist
IMS Legal Strategies
01.2024 - Current
Intake Supervisor
IMS Legal Strategies
01.2020 - 01.2024
Administrative Assistant
IMS Legal Strategies
09.2016 - 01.2019
Patient Coordinator
Promotion Physical Therapy
02.2013 - 07.2014
Patient Registrar
Methodist Hospital
01.2008 - 04.2009
Certificate of Completion - Paralegal
Texas Careers
Associate of Applied Science - Social Work
San Antonio College
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