Hali Sanford

• Manage Calendar and scheduling for Financial Advisor
• Manage the day-to-day operations of a branch office, ensuring compliance with all applicable laws and regulations
• Oversee the development and implementation of policies and procedures to ensure efficient and effective operations
• Ensure that customer service standards are met and exceeded
• Develop and maintain relationships with clients, providing them with exceptional service
• Manage client accounts, including opening new accounts, processing transactions, and resolving any issues or complaints
• Prepare reports and analyze data to identify trends and opportunities for improvement
• Coordinate activities between departments to ensure smooth operations
• Maintain accurate records and filing systems
• Provide guidance and support to team members as needed
• Participate in meetings and other events to stay up-to-date on industry developments

• Schedule procedural and surgical procedures, which includes procedures in the cardiac catheterization laboratory and interventional radiology.
• Assures that all of the appropriate clinical and insurance coding information is collected for the schedule.
• Receives requests to schedule procedures from physician offices and schedules the procedure according to established guidelines.
• Provides accurate information so that all departments may view daily, and maintains open communication with hospital departments and physician offices regarding schedule changes.
• Overseeing the scheduling activity of other surgical or procedural schedulers. The lead scheduler will assist the director or Clinical Supervisor in the evaluation of other schedulers.
• Answers the phones in a professional and courteous manner
• Completes post-procedure data entry in a timely and accurate manner
• Completes bi-monthly statistical reports per established timeline and format
• Posts procedural charges on a daily basis per established guidelines
• Completes daily surgical and procedural schedules, distributing as appropriate
• Produces and distributes daily surgical log
• Completes departmental filing
• Sorts and distributes incoming and outgoing mail
• Orders office supplies
• Posts the daily surgery schedule on the staff’s assignment board
• Assures appropriate coordination with other hospital departments when special surgical needs occur
• Publishes an accurate daily call list and forwards to staffing department

• Supporting the Sales Operation roles
• Order Management from entry to invoice stage
• Processing Sales Rep commissions each month
• Accurately maintaining knowledge of products and configurations
• Communicating with customers and sales team
• Managing trade-show inventory
• Submitting Purchase Orders for stock forecast and replenishment
• Generating sales reports for the Dental division

• Responsible for leading, training and planning the billing operations and personnel.

• Receive, record, organize, and distribute all orders for 500+ locations for Billing and

· Replenishment of product.

• Verifying Insurance, HCPC codes, Diagnosis Codes, as well as patients benefits.

• Responsible for running weekly, monthly, and yearly income reports.

• Assist Sales Representatives and Clinic Personal in resolving order and invoice disputes.

• Supply Patient Agreement forms for all clinics.

• Responsible for keeping up with all clinics Inventory to ensure PAR levels are accurate.

• Cross reference Invoices with Patient Records to ensure accuracy