Jaclyn Lucy

• Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
• Directed phone inquiries, answered customer questions, and scheduled appointments.
• Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
• Responded to inquiries from callers seeking information.
• Reviewed and updated customer information in database for accuracy.

Completed patient check-in processes by verifying insurance and submitting forms to nursing team.

• Completed intake assessment forms and filed clients' charts.
• Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
• Answered phone calls and provided new clients with required paperwork to initiate service.
• Explained eligibility requirements, application details, payment methods, and applicants' legal rights during intake assessment.
• Maintained accurate and up-to-date client records.

• Sought and obtained community opportunities for cultural and recreational participation and safely transported residents to and from locations.
• Coordinated, planned, developed and implemented activities designed to enrich lives of assisted living residents.
• Conducted clinical observations in classroom and during activities, noting emotional, and behavioral health.
• Prepared rooms, equipment and supplies and maintained clean activity area to foster welcoming environment and maximize participation.
• Contributed to resident care planning by participating in assessment, developing service plan goals and maintaining progress notes.
• Maintained and ordered supplies for activities.
• Encouraged, supported and assisted residents with activities and documented activity attendance and degree of involvement.
• Assigned work to staff, set schedules, and motivated strong performance in key areas.
• Partnered across departments to run smooth, professional events and activities.