Skilled Intake Specialist proficient in patient scheduling and care coordination. Collaborated with clinical teams to optimize appointment workflows and conducted thorough patient assessments to gather essential information. Committed to delivering empathetic support and efficient service to patients during challenging times.
Overview
16
16
years of professional experience
Work History
CAP Intake Specialist
LifeStance Health
01.2021 - 09.2026
Coordinated patient scheduling across 27 Texas locations with psychiatrists and therapists. Entered patient information into the Advance MD system, distributed new patient portal invitations, and forms. Managed over 100 calls weekly, collaborated with office staff to resolve patient issues, and ensured timely medication refills. Maintained a Master Intake sheet for accurate scheduling while providing support to patients during challenging times.
Scheduled patients across U.S. locations based on referrals from contracted affiliates. Matched necessary services based on diagnosis and coordinated initial follow-up appointments. Created new patient charts in Salesforce and AMD. Utilized ABLE website to align patients with psychiatrists and therapists while ensuring call quality exceeded 75% on the Observe AI system to capture all necessary patient information.
Managed patient intake processes to ensure accurate data entry and documentation.
Performed initial assessments to collect essential patient information for care coordination. to gather critical information for care coordination.
Collaborated with clinical teams to schedule appointments and streamline workflows.
Package Handler
FedEx
01.2019 - 01.2021
Processed, handled, and preloaded outbound shipments of 1000 daily.
Executed timely package dispatches to meet customer shipment deadlines.
Scanned packages and sorted outbound conveyor belts so each item moved to the correct destination.
Scanned and sorted packages by destination and service type using a handheld scanner.
Supported quality control by reducing package damage and using proper handling methods.
Resolved mislabeled boxes and barcode errors in collaboration with the IT team to improve accuracy.
Checked incoming packages for damage and followed proper handling procedures.
Sorted and organized packages to facilitate efficient processing and distribution.
Macy's Dockers/Levi's MSS/Associate, Macy's Backstage, Macy's Signing Team and Merchandiser
01.2011 - 01.2019
In charge of Levis/Dockers' stock putting out size and styles. Assisting customers with finding correct style and size. Organizing and cleaning the pad each day to maintain the selling of product. Setting up fixtures and outpost for Sales and Events. Ringing up customers assisting with order and needs. In charge of markup and markdowns. In charge of setting sales for products in the home area. Scanning products for markdowns and making sure correct signs were placed on fixtures for sales. Assisted in putting out merchandise all through the stores on truck days to ensure product was properly out on floor and ready to be sold.
Education
Bachelors Degree - Criminal Justice
Strayer University
01-2020
Certificate - Medical Assistant
Everest Institute
01-2007
Skills
Salesforce
AMD
AMD EHR
Patient scheduling
Care coordination
Intake assessment
Appointment scheduling
Workflow Optimization
Microsoft Office
NICE Phone System
Time Management
Problem solving
Conflict resolution
Customer service
Empathetic communication
Communication skills
Personal Information
Title: Intake Specialist
Timeline
CAP Intake Specialist
LifeStance Health
01.2021 - 09.2026
Package Handler
FedEx
01.2019 - 01.2021
Macy's Dockers/Levi's MSS/Associate, Macy's Backstage, Macy's Signing Team and Merchandiser