Jaclin Heidel
US
Summary
Enthusiastic professional with extensive experience in clinical and business environments, focused on enhancing patient outcomes through innovative techniques and effective data management. Proficient in Microsoft Office, Epic EHR, and patient care, with a commitment to fostering supportive environments for patients and families. Skilled in advancing patient education and improving clinical operations to develop effective treatment plans. Background includes high-volume office support, exceptional clerical skills, and the ability to manage diverse tasks in fast-paced settings.
Overview
13
13
years of professional experience
Work History
Patient Access Representative
Charlotte Eye Ear Nose And Throat
Fort Mill, South Carolina
03.2025 - Current
- Coordinated patient flow and scheduled appointments for optimal service outcomes.
- Verified insurance information efficiently while greeting patients upon arrival.
- Clarified insurance benefits for patients through clear assistance, enhancing their understanding.
- Managed detailed check-in and check-out processes, ensuring accuracy in documentation.
- Processed payments and resolved billing inquiries during patient interactions, ensuring accuracy and patient satisfaction.
- Collaborated with clinical and front staff to understand team needs and bridge departmental gaps.
- Ensured effective communication among medical staff to streamline workflow operations.
- Addressed patient inquiries promptly, delivering accurate information professionally.
- Maintained confidentiality in electronic health records while ensuring data accuracy.
Ophthalmic Assistant - Pediatric
Charlotte Eye Ear Nose and Throat
Fort Mill, SC
02.2024 - 03.2025
- Conducted comprehensive eye exams, managed patient records, and assisted in surgical procedures. Enhanced patient care through precise data collection and analysis.
- Assisted pediatric ophthalmologists with procedures, enhancing patient outcomes and satisfaction.
- Communicated effectively with patients and parents to ensure comfort during exams.
- Offer compassionate support to patients, addressing concerns and explaining procedures. Maintain a calm, reassuring presence during examinations and treatments.
- Schedule surgeries for patients based on facility, insurance and procedure.
- Streamlined patient flow, minimizing wait times and maximizing daily appointments while consistently achieving clinic performance metrics and patient satisfaction goals.
- Work closely with ophthalmologists to provide top-notch patient care. Coordinate with team members to streamline clinic operations and improve efficiency.
- Maintain precise patient records, contributing to efficient and error-free documentation.
- Follow all HIPAA Guidelines in order to ensure no patient information at risk.
- Introduced new techniques for patient education, fostering better understanding of eye conditions.
- Contribute to the development of more effective treatment plans.
Ophthalmic Assistant - Retina
Charlotte Eye Ear Nose and Throat
Charlotte Metro Area
01.2023 - 02.2024
Ophthalmic Apprentice
Charlotte Eye Ear Nose and Throat Associates
Charlotte, NC
03.2022 - 09.2022
Inside Sales Administrator
Advanced Imaging Systems
Pineville, NC
03.2020 - 05.2022
- Managed customer needs and requirements to drive satisfaction and improve retention rates.
- Supported sales team by creating accurate quotes and proposals for clients.
- Assisted customers with supplies, consumables orders, and small hardware opportunities to streamline the purchasing process.
- Generated customer interest through targeted email and social media marketing campaigns.
- Maintained long-term partnerships with local businesses, school districts, and government offices to enhance collaboration.
- Collaborated with vendors to negotiate pricing and procure hardware services and consumables.
- Utilized Canva for effective brand management and visual content creation.
- Addressed customer queries and redirected them to appropriate resources.
Customer Service Manager
LeadVision
Charlotte, NC
10.2019 - 01.2020
- Led team of 5 in customer service and administrative department, enhancing service delivery
- Communicate with customers via phone, chat, and text
- Established customer accounts, verifying accuracy of team submissions to maintain service quality
- Ensured timely collection of payments for services, enhancing cash flow
- Collaborate with the Sales, Marketing and Business Development teams on new ways to expand the company and streamline our processes
- Facilitated communication with CEO, aligning departmental objectives with company goals
- Create manuals for all processes
- Sorted, received and distributed mail correspondence between departments and personnel
Receptionist, Administrative Assistant, Business Development Guru
Fred Caldwell Chevrolet
Clover, SC
03.2013 - 10.2019
- Maintained a clean and organized reception area to enhance visitor experience and reflect company professionalism.
- Greeted incoming customers in a professional manner and provided friendly, knowledgeable assistance.
- Corresponded with clients through email, telephone or postal mail.
- Processed and allocated mail correspondence to ensure timely communication within the company.
- Received and routed business correspondence to correct department or staff member.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate management instruction.
- Supported Chief Operating Officer with daily operational functions.
- Coordinated targeted marketing mailings to effectively engage new and existing customers.
- Collaborated with existing customers to enhance product and service purchases, ensuring prompt and professional resolution of inquiries.
Education
Ophthalmic Apprentice Training -
Charlotte Eye Ear Nose And Throat Associates
Charlotte, NC09.2022
Skills
- Patient care
- Epic EHR proficiency
- Medical terminology expertise
- HIPAA compliance
- Healthcare administration
- Health insurance knowledge
- Attention to detail
- Time management
- Organizational skills
- Workflow optimization
- Back office operations
- Customer service
- Client relations
- Verbal communication
- Written communication
- Adaptability
- Problem solving
- Critical thinking
- Conflict resolution
- Research skills
- Microsoft Office suite
- Google Workspace
- Team schedule management
Timeline
Patient Access Representative
Charlotte Eye Ear Nose And Throat
03.2025 - Current
Ophthalmic Assistant - Pediatric
Charlotte Eye Ear Nose and Throat
02.2024 - 03.2025
Ophthalmic Assistant - Retina
Charlotte Eye Ear Nose and Throat
01.2023 - 02.2024
Ophthalmic Apprentice
Charlotte Eye Ear Nose and Throat Associates
03.2022 - 09.2022
Inside Sales Administrator
Advanced Imaging Systems
03.2020 - 05.2022
Customer Service Manager
LeadVision
10.2019 - 01.2020
Receptionist, Administrative Assistant, Business Development Guru
Fred Caldwell Chevrolet
03.2013 - 10.2019
Ophthalmic Apprentice Training -
Charlotte Eye Ear Nose And Throat Associates