Heather Montgomery
Otway
Summary
Detail-oriented Patient Access Representative skilled in efficient patient management and case coordination. Proven ability to handle confidential information and maintain accurate records, ensuring seamless appointment scheduling and insurance verification.
Overview
4
4
years of professional experience
Work History
Patient Access Representative
Valley View Heatlh Center
Waverly
12.2023 - Current
- Managed patient check-in and check-out processes efficiently.
- Verified patient insurance information and eligibility accurately.
- Scheduled appointments for various medical services seamlessly.
- Coordinated with healthcare providers to ensure smooth workflow.
- Maintained accurate patient records in electronic health systems.
- Handled confidential patient information with care and professionalism.
Case Manager
Pike County Community Action
Piketon
07.2022 - 12.2023
- Coordinated client assessments to identify needs and create service plans.
- Managed caseloads by maintaining accurate client records and documentation.
- Developed individualized care plans based on client goals and available resources.
- Conducted follow-up meetings to monitor progress and adjust plans as needed.
- Provided case management services including intake, assessment, crisis intervention, advocacy, referral and monitoring of families.
Education
Associate of Science - Office Administration
Shawnee State University
Portsmouth, Ohio, OHSkills
- Insurance verification
- Appointment scheduling
- Electronic health records
- Patient confidentiality
- Workflow coordination
- Customer relationship management
References
References available upon request.
Timeline
Patient Access Representative
Valley View Heatlh Center
12.2023 - Current
Case Manager
Pike County Community Action
07.2022 - 12.2023
Associate of Science - Office Administration
Shawnee State University