Patient access representative with a track record of streamlining intake processes and fostering trust through exceptional customer service. Skilled in coordinating multi-departmental appointments to reduce wait times and ensure timely claim processing, significantly enhancing patient satisfaction.
Overview
9
9
years of professional experience
Work History
Patient Intake Representative and Office Lead
Dan L Duncan Comprehensive Cancer Center
Houston, TX
12.2023 - 10.2025
Improved patient satisfaction by streamlining intake processes and providing strong customer service.
Built strong patient relationships through clear communication, trust, and genuine empathy.
Supported communication between patients, healthcare providers, and insurance companies to help speed claim processing.
Coordinated appointment scheduling across multiple departments, reducing conflicts and patient wait times for specialty care.
Managed email correspondence to improve communication with patients and team members.
Trained new employees to support smoother onboarding and faster process adoption.
Used Epic software for accurate scheduling and timely upload of patient referrals to improve workflow.
Led office meetings for team and tracked productivity to identify process improvements.
Later added infusion to team, learned infusion scheduling, and trained team on process.
Intake/Referral specialist
Tulsa Sunshine Center Pediatrics
Broken Arrow, Oklahoma
03.2017 - 12.2023
Streamlined referral processing to support timely patient appointments.
Called insurance carriers to obtain precertification and benefits information, facilitating timely access to necessary treatments for patients.
Scheduled evaluations and followed up on cancellations or no-shows to support patient access.
Updated information across 3 systems, created new accounts, verified insurance, and ensured diagnosis aligned with therapy type for seamless patient care.
Requested yearly prescriptions by generating reports and exporting data to Excel for accurate medication management.
Ensured smooth front office functioning during staff shortages.
Education
DIPLOMA - general
GILFORD HIGH SCHOOL
Gilford, NH
Skills
Patient intake processes
Appointment scheduling
Insurance verification
Referral coordination
Patient record maintenance
Data management
Appointment management
Problem solving
Attention to detail
Patient communication
Additional information - Skills and abilities
Great communication and customer service skills.
Proficient computer literacy proven through work experience.
Highly critical thinker with effective researching skills.
Flexible team player who prospers in a fast-paced work environment.