Jacqueline Kelly
Red Oak,TX
Summary
Accomplished marketing professional with demonstrated success developing and implementing strategic approaches to drive market growth and bottom-line profitability. Strong communicator with natural leadership talent and high energy. Impactful and successful manager talented in building teams and motivating personnel to new levels of performance.
Overview
24
24
years of professional experience
Work History
Referral Coordinator/Hybrid Program Coordinator I
Methodist Medical Group
Dallas, Texas
09.2022 - Current
- Process medical referral's for over 100 specialists offices within the DFW area
- Research providers to determine if they are in-network or out-of-network for the patient's health plan.
- Verify patient's insurance benefits and update any outdated information within the Epic system
- Contact physician offices to verify what insurances they accept and to help verify the physician availability for new patients
- Verify accuracy of physicians address and fax numbers
- Process each patients insurance through all major medical insurance companies via website or by phone
- Contact patients to update and enter any new or outdated information in the epic system
- This position also requires proper processing of denials and appeals.
- Review patient records and verify insurance eligibility.
- Provide support for administrative tasks related to medical referrals such as filing paperwork, scanning documents.
- Maintain databases of active referrals and tracked progress of each case until completion.
- Developed relationships with internal departments and external entities related to medical referrals.
- Advise referring physicians on changes made to insurance policies that may affect their ability to refer patients.
- Coordinated referrals with primary care physicians, specialists, and other healthcare providers.
- Process authorization requests from referring physicians in a timely manner.
Program Coordinator
Superior Health Plan
01.2021 - 11.2021
- Initiate authorization requests for output or input services in keeping with the prior authorization list
- Research claims inquiry specific to the department and responsibility
- Perform tasks necessary to promote member compliance such as verifying appointments, obtaining lab results
- Assess and monitor inpatient census
- Screen for eligibility and benefits
- Identify members without a PCP and refer to Member Services
- Screen members by priority for case management (CM) assessment
- Perform transition of care duties to include but not limited to, contact the member's attending physician, member or medical power of attorney, other medical providers (home health agencies, equipment vendors) for information pertaining to special needs
- Coordinate services with community based organizations
- Attend marketing and outreach meetings as directed to represent the plan
- Produces and mails routine CM letters and program educational material
- Data enter assessments and authorizations into the system.
Regional Marketing Director
DESOTO & LANCASTER NURSING & REHABILITATION
Desoto, Texas
01.2020 - 09.2021
- Responsibilities Planning all Marketing events, teaming with community senior centers and churches to bring seniors in to visit
- Attending local meetings and events
- Also, doing on-site assessments at hospitals, skilled nursing facilities and homes
- I also schedule and conduct tours To obtain a position with a strong and thriving company that utilizes the achievements, skills, strategic thinking, and leadership abilities that enable me to consistently exceed goals and expectations
- Authorized to work in the US for any employer
- Engaged with target audience through email campaigns aimed at increasing conversions.
- Developed strategies to drive website traffic through SEO optimization techniques.
- Provided training on marketing techniques to staff members in the region.
- Coordinated with internal teams such as sales and product development to support regional goals.
- Produced reports summarizing performance data of various marketing initiatives at regular intervals.
- Identified areas of improvement within existing processes related to regional marketing operations.
- Coordinated internal communications to ensure all staff are informed of marketing initiatives and their role in their success.
- Directed the customer relationship management (CRM) strategy, including segmentation, targeting, and personalization tactics.
- Managed annual marketing budget, ensuring optimal allocation of resources for maximum impact.
- Delivered marketing strategy updates to upper-level management.
- Planned and facilitated meetings to share marketing plans and explain future business goals.
Admissions Director
Southwest LTC
Desoto, Texas
10.2017 - 11.2019
- Market to LTAC and Acute Care Hospitals for patient referrals to our Skilled Nursing Facility
- Once referrals are received, I process all resident information to be admitted
- As well as scheduled transport once accepted
- I work directly with the Facility Executive Director and Director of Nursing
- My duties also include verifying potential residents' financial status in order to be approved by the business office for approval of admission
- Accomplishments Secured three physicians to work within our facility, which included a local hospital medical director
- Worked with this team of physicians to plan a process of recycling referrals from their local hospitals into our skilled nursing facility
- I have also kept our facility budget over by 9 residents or more for the last four months
- Finally, I have been able to accomplish a bedlock on medicaid beds while still having a Q-Mix that is at budget or over at all times with a solid potential resident waiting list intact
- Skills Used Interpersonal skills, time management, budgeting as well as superb customer care
- Transport once accepted
- I work directly with the Facility Executive Director and Director of Nursing
- My duties also include verifying potential residents' financial status in order to be approved by the business office for approval of admission
- Accomplishments Secured three physicians to work within our facility, which included a local hospital medical director
- Worked with this team of physicians to plan a process of recycling referrals from their local hospitals into our skilled nursing facility
- Kept our facility budget over by 6 residents or more for the last eight months Director of Business Development and Marketing
- Prepared monthly reports on marketing activities for senior management review.
- Monitored competition within the region to ensure competitive positioning of company's products or services.
- Developed and implemented marketing plans to support regional sales goals.
- Managed annual marketing budget, ensuring optimal allocation of resources for maximum impact.
- Reviewed application packages submitted by applicants to ensure completeness and accuracy.
- Oversaw the preparation of reports on admissions statistics for senior management.
Admissions & Marketing Director
Senior Care Centers
Dallas, Texas
03.2016 - 02.2017
- Responsible for Planning all Marketing events, teaming with community senior centers and churches to bring seniors in to visit
- Attending local meetings and events
- Conduct on-site assessments at hospitals, skilled nursing facilities and homes
- Schedule and conduct tours of the community to visitors and potential residents
- Function in a dual role as Marketing and Admissions
- Coordinate with the department heads to get all events, paperwork and new move-ins successfully completed
- Accomplishments I have taken the Assisted Living community from zero admits and tours, to two community events a week and at least two large community events per month
- These events have produced 30 new admits within the last 4 months
- Collaborate with Regional Marketing to restructure the pricing which has increased customer tours as well
- Met goals every month My goals as a hospital liaison is set at 15 per month, I have exceeded the goal every month by a minimum of two with the highest being 9
- Cover a territory that consists of 7 Hospitals while being responsible for assessment and referral follow though for all 108 Senior Care facilities
- Skills Used Customer Care skills Marketing and Networking are key skills that I have utilized in making successful tour conversions
- Also, my knowledge of the LTC skilled nursing and assisted living process has proven beneficial from an aging perspective
Admissions Director
Heritage Place
Mesquite, Texas
12.2013 - 02.2015
- Responsibilities Market to LTAC and Acute Care Hospitals for patient referrals to our Skilled Nursing Facility
- Once referrals are received, I process all resident information to be admitted
- As well as scheduled transport once accepted
- Work directly with the Facility Executive Director and Director of Nursing
- Duties also include verifying potential residents' financial status in order to be approved by the business office for approval of admission
- Accomplishments Secured three physicians to work within our facility, which included a local hospital medical director
- Worked with this team of physicians to plan a process of recycling referrals from their local hospitals into our skilled nursing facility
- Kept facility budget over by 9 residents or more for the last four months
- Accomplish a bedlock on medicaid beds while still having a Q-Mix that is at budget or over at all times with a solid potential resident waiting list intact
- Skills Used Interpersonal skills, time management, budgeting as well as superb customer care.
Admissions Coordinator
Williamsburg Village Healthcare Campus
Dallas, Texas
07.2010 - 02.2011
- Screens prospective residents on both the acute and community setting
- Performs on-site clinical and financial assessments to determine appropriateness of admission
- Works with residents/families on the front end of the admission process to ensure an efficient admission process
- Designs and develops marketing and promotional materials for the facility
- These shall include, but are not limited to: fliers, brochures, news releases, backgrounders, fact sheets, bios, newsletters and fundraising letters of solicitation
- Establishes relationships and maintains contact with reporters, advertising media representatives and primary and secondary resources in the healthcare field
- Establishes relationships and maintains contact with various clubs, organizations and Senior Citizens groups
- Recommends and implements initiatives that manage the target audience's perception of the Nursing Home
- Assist Social
Accounting Clerk
Baylor Tom Landry Fitness
Dallas, Texas
02.2000 - 04.2006
- Full cycle AP
- Code invoices and expense reports
- Cut and distributed checks
- Averaged processing 100 invoices a week
- Researched misapplied payments
- Managed manager meetings minutes
- Organized and attended audit committee meetings and compliance committee meetings
- Managed audits
- Created Board reports
- Account reconciliation
- Budget assumptions & development
- Balance General Ledger
- Managed offsite filing storage
- Developed procedures to improve accuracy of financial data entry processes.
- Provided support to the Accounts Payable department as needed.
- Reviewed vendor invoices for accuracy prior to payment processing.
- Reviewed banking activity regularly to identify any irregularities or unauthorized transactions.
- Prepared bank deposits by compiling data from cashiers.
- Ensured accurate recording of payroll related transactions such as employee benefits deductions, vacation payouts.
- Assisted with the preparation of month-end close activities including journal entries, reconciliations, accruals.
Education
Certification - Residential Loan Origination
Northlake College
Irving, TX06-2004
Diploma -
Dunbar High School
Fort Worth, TX05-1992
Skills
- Marketing
- Management
- Customer Relationship Management
- Microsoft Office
- Payroll
- Business Development
- Bookkeeping
- Public Awareness
- General Ledger Accounting
- General Ledger Reconciliation
- Account Reconciliation
- Balance Sheet Reconciliation
- Bank Reconciliation
- Accounting
- Event Marketing
- Pricing
- Event Planning
- Auditing
- Accounts Receivable
- Budgeting
- Accounts Payable
- Journal Entries
- Office Management
- Multi-line phone proficiency
- Accurate Documentation
- Appointment Scheduling
- Caseload Management
- Insurance Verification
- Insurance precertification processes
- Referral tracking
- Medical Terminology
- Medical terminology knowledge
- Lead Generation
- MS Office expertise
- HIPAA Regulations
- Organizational abilities
- Patient Scheduling
- Database Management
- Follow-up Coordination
- Healthcare Systems Understanding
- Critical Thinking
- Medical Condition Coding Software
- Decision-Making
- Outbound calls
- Scheduling Software
- Interdepartmental Functions Coordination
- Epic Systems
- Active Listening
- HIPAA Guidelines
- Professionalism
- Problem-solving aptitude
- Adaptability and Flexibility
- Acute and rehabilitative care
- Effective Communication
- Analytical Skills
- Patient Relations
- Relationship Building
- Reliability
- Process Improvement
- Profit & Loss
- Fundraising
- Communication skills
- Customer service
- Organizational skills
- Medical terminology
- Nursing
- Hospital experience
- Social work
- Epic
- Leadership
- Computer networking
- Windows
- Relationship management
- Interviewing
- Clerical experience
- Business development
- Computer skills
References
References available upon request.
Timeline
Referral Coordinator/Hybrid Program Coordinator I
Methodist Medical Group
09.2022 - Current
Program Coordinator
Superior Health Plan
01.2021 - 11.2021
Regional Marketing Director
DESOTO & LANCASTER NURSING & REHABILITATION
01.2020 - 09.2021
Admissions Director
Southwest LTC
10.2017 - 11.2019
Admissions & Marketing Director
Senior Care Centers
03.2016 - 02.2017
Admissions Director
Heritage Place
12.2013 - 02.2015
Admissions Coordinator
Williamsburg Village Healthcare Campus
07.2010 - 02.2011
Accounting Clerk
Baylor Tom Landry Fitness
02.2000 - 04.2006
Certification - Residential Loan Origination
Northlake College
Diploma -
Dunbar High School