Heidy Ochoa
Indio,CA
Summary
Compassionate Patient Access Specialist and EPIC Credentialed Trainer well-versed in performing diverse administrative functions for patient care with high degree of diplomacy and problem-solving acumen. Positive and upbeat team player with good communication and time management abilities. Demonstrated extreme attention to detail with accuracy of patient information.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Patient Access Specialist
PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST
Coachella , CA
2021.10 - Current
- Proactively advocate for patients and the use of their preferred pronouns and gender throughout their entire visit with PPPSW
- Perform financial counseling and price transparency with every patient every time to assure every patient that economical hardships will not prevent them from being seen as a patient in the clinic
- Verified demographics and insurance information to register patients in computer system
- Organized and maintained records by updating and obtaining both personal and financial information from patients
- Applied HIPAA privacy and security regulations while handling patient information.
- Maintained schedule of class assignments to meet deadlines.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our affiliate and services.
- Maintained open communication with team members and higher leads, resulting in successful project outcomes.
- Worked collaboratively across departments and with various leaders to deliver comprehensive, effective training sessions.
- Developed and delivered Epic training materials to end-users in multiple departments.
- Helped create user documentation, including job aids and quick reference guides.
- Explained goals and expectations required of trainees.
- Facilitated classroom instruction utilizing a variety of teaching methods.
- Monitored, evaluated and recorded training activities or program effectiveness.
Bra Fit Expert
VICTORIA SECRET
Palm Desert , CA
2020.10 - 2021.10
- Built customer loyalty by engaging with and identifying product needs of customers
- Highlighted new products by creating displays to enhance brand awareness and amplify engagement
- Greeted customers to determine wants or needs
- Unboxed new merchandise and restocked shelves in appealing and organized arrangements to promote items
- Recommended merchandise to customers based on needs and preferences.
Beauty Consultant
TARGET
Palm Desert , CA
2019.10 - 2020.02
- Ability to communicate and build trusting relationships with guests and influence regimens
- Create an inviting environment for guests by ensuring the area is organized, in stock, and aesthetically pleasing
- Sold Actively by asking open-ended questions to ensure the customer feels heard and welcomed to ensure their needs are being met throughout their shopping experience
- Applied makeup to clientele to cover imperfections and create new looks
- Recommended treatment and styling products to customers to meet current needs or resolve specific concerns.
Assisted Ophthalmologist
DESERT EYE AND LASER PALM DESERT
Rancho Mirage , CA
2018.09 - 2019.05
- Assisted Ophthalmologist with patient care such as administering eye medication and special treatments
- Took in and examined patients
- Maintained and cleaned exam room and all medical equipment
- Handled Phone system and appointment calendar for all patients
- Supported various program activities, assisting with administrative tasks.
Education
HIGH SCHOOL DIPLOMA -
La Quinta High School
06.2019
Skills
- Bilingual (English and Spanish)
- Customer Service
- Problem-Solving
- Quality Assurance
- Multitasking and Organization
- Microsoft Office
- Gathering Information from Patients
- Caring and Empathetic
- Knowledge of Community Services and Programs
- Calm and Effective Under Pressure
- Orientation and Onboarding
- Class Scheduling
- Team Exercises
- Virtual Learning Management
- Role Playing
- Attention to Detail
- Public Speaking
- Coaching and Development
- Video Conferencing
- Curriculum Design
- Role Specific Training
- Materials Preparation
- Critical Thinking
- Classroom Experience
Accomplishments
- became an EPIC Credentialed Trainer in 2023
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Certification
- EPIC Credentialed Trainer
Timeline
Patient Access Specialist
PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST
2021.10 - Current
Bra Fit Expert
VICTORIA SECRET
2020.10 - 2021.10
Beauty Consultant
TARGET
2019.10 - 2020.02
Assisted Ophthalmologist
DESERT EYE AND LASER PALM DESERT
2018.09 - 2019.05
HIGH SCHOOL DIPLOMA -
La Quinta High School
- EPIC Credentialed Trainer
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