Esmeralda Ortega

Check in patients, verify insurances, answer phone calls, schedule appointments, help customers with questions, send immunization's record via fax or email if a customer request it.

Enter the vaccines that have been administered into the ASIIS portal, which is the Arizona State Immunization Information System, and update the patients' information, such as home address, phone number, and health insurance.

Also, check the inventory list every week to see what we need to run the clinc, such as medical, office, and cleaning supplies and place the orders for whatever we need.

• Completed data entry tasks with accuracy and efficiency.
• Organized, sorted, and checked input data against original documents.
• Sorted documents and maintained organized filing process.
• Communicated with supervisors and colleagues to process data quickly and resolve discrepancies.

• Handled customer inquiries and suggestions courteously and professionally.
• Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
• Answered constant flow of customer calls with minimal wait times.
• Answered customer telephone calls promptly to avoid on-hold wait times.

• Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
• Completed and filed returns with tax departments at local, state, and federal levels.
• Maintained complete records of client tax returns and supporting documentation in secured areas.
• Assessed client tax situations to determine best filing options.