Knowledgeable Engagement Specialist and team lead with over 10 years of experience bringing planning and problem-solving abilities. Focused on maximizing resource utilization to support scalable operations. Organized and systematic with natural relationship-building and leadership talents. Take-charge professional delivering executive support and team leadership to business operations. Dependable and detail-oriented to manage multiple tasks and priorities. Broad experience includes office management, accounting, accounts receivable, invoicing, dispatching, database management, vendor negotiations and contract management. Recognized for exemplary customer service and team collaboration.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Engagement Specialist
Carenet
San Antonio, TX
10.2021 - Current
Collaborated with clients to maintain relationships and provide customers with thorough support and guidance
Maintained updated knowledge through continuing education and advanced training.
Recognized by management for providing exceptional customer service.
Performed call shadowing and training for team development
Completed leadership university training for development
Identified needs of customers promptly and efficiently.
Collaborate with others to discuss new opportunities.
Create reports summarizing key performance metrics related to customer engagement activities.
Build and deepen productive relationships with prospective to drive sustained growth
Speak with members to understand goals and recommend solutions to fit specific needs
Conduct research to answer questions and handle issues using multiple systems and resources
Comply with HIPPA to protect members private information.
Conferred with other managers to identify trends or key group interests or concerns.
Analyzed customer feedback to identify opportunities for improvement in service delivery.
Analyzed customer engagement data to identify areas of improvement within existing programs.
Maintained professionality and efficiency while working closely with leadership.
Assisted with customer requests and answered questions to improve satisfaction.
Prioritized and organized tasks to efficiently accomplish service goals.
Assessed team performance against established goals and objectives.
Evaluated needs of departments and delegated tasks to optimize overall production.
Facilitated collaboration between departments to ensure successful project completion.
Established clear roles, responsibilities, expectations, timelines, and resources for team projects.
Maintained positive working relationship with fellow staff and management.
Case Specialist
QTC Medical Group
San Antonio, TX
07.2020 - 05.2021
Determined appropriate examinations, tests and specialists required for each case
Confirmed consultative reports and diagnostic test results
Scheduled follow-up and rescheduled appointments for examinees
Performed routine data entry or document management
Performed general office duties, answering phones, taking dictation completing case decisions
Contacted medical facilities or departments to schedule patients for tests or admission
Worked closely with applicants to help with the process to determine eligibility and verify accuracy and integrity of compensation application supporting information & documents.
Stocked counters with forms, film and license supplies to maintain inventory levels.
Maintained detailed records of all case activities using appropriate software systems.
Researched information related to policies, procedures, laws, as necessary.
Reviewed and processed case files for accuracy and completeness.
Monitored progress of cases by obtaining regular updates from clients, providers, and other relevant parties.
Assigned caseloads based on program guidelines and individual needs.
Advised clients on available resources within the community that could benefit them.
Facilitated communication between the client and other involved agencies or organizations.
Identified potential gaps in services provided to clients and developed strategies for improvement.
Participated in professional development opportunities related to case management practices.
Worked with cross-functional teams to achieve goals.
Understood and followed oral and written directions.
Identified needs of customers promptly and efficiently.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Certified Medical Assistant
Live Oak Allergy & Asthma Clinic
San Antonio, TX
02.2018 - 12.2019
Performed routine laboratory tests and sample analyses
Prioritized work, developing efficient workflow and managing employees to achieve operational goals
Performed general office duties, such as answering telephones, taking dictation, or completing insurance forms
Kept financial records or perform other bookkeeping duties, such as handling credit or collections or mailing monthly statements to patients
Cleaned and sterilized instruments and dispose of contaminated supplies
Operated x-ray, electrocardiogram (EKG), or other equipment to administer routine diagnostic tests
Set up medical laboratory equipment
Interviewed patients to obtain medical information and measure their vital signs, weight, and height
Authorized drug refills and provide prescription information to pharmacies
Explained treatment procedures, medications, physicians' instructions to patients
Prepared treatment rooms for patient examinations, keeping the rooms neat and clean
Recorded inventory and order medical, lab, or office supplies or equipment
Prepared and administered medications as directed by a physician
Helped physicians examine and treat patients, handing them instruments or materials or performing such tasks as giving injections or removing sutures
Contacted medical facilities or departments to schedule patients for tests or admission
Recorded patient medical history, vital statistics, or information such as test results in medical records
Collected forms, copied insurance cards and coordinated patient information for billing and insurance processing.
Maintained cleanliness in examination rooms by stocking supplies and disposing of used materials properly.
Explained treatment procedures and physicians' instructions.
Changed dressings on wounds to prevent infection and check for healing.
Measured vital signs and took medical histories to prepare patients for examination.
Assessed, documented and monitored vital signs for patients within outpatient setting.
Scheduled appointments for patients via phone and in person.
Conducted insurance verification and pre-certification and pre-authorization functions.
Documented notes during patient visits.
Answered phones, scheduled appointments, greeted patients and ordered supplies.
Supported administrative staff by processing payments.
Administered medications under physician's supervision.
Educated patients about medications, procedures and physician's instructions.
Participated in team meetings to improve workflows and contribute to improving patient population outcomes.
Oversaw patient registration, insurance verification, form completion and appointment scheduling to maintain operational efficiency.
Processed payments from patients accurately using cash registers or computerized systems.
Labeled and completed lab requisitions using ICD and CPT coding.
Ordered medical supplies from approved vendors based on predetermined budget parameters.
Responded to patient callbacks and phone-in prescription refill requests.
Interviewed patients to verify information, record medical history and confirm purpose of visit.
Performed clerical tasks such as transcribing dictation from physicians or coding patient information into electronic databases.
Conducted routine laboratory tests and sample analyses to monitor diseases.
Ensured that all equipment was functioning correctly prior to use during patient examinations or treatments.
Administered rapid tests for COVID and strep to help clinical staff assess conditions.
Assisted back office patient processes to reduce office wait times.
Obtained insurance authorizations for prescribed medications or treatments for patients in need of financial assistance programs.
Administered injections under the direction of a physician or nurse practitioner.
Provided support to patients by helping them fill out forms and answering their questions about health care services.
Contributed to office operations by triaging patients by severity of medical complaint.
Collected, labeled and stored laboratory specimens properly prior to testing.
Maintained accurate records of patient visits including diagnosis information, treatment notes, prescriptions.
Secured patient information and maintained patient confidence by completing and safeguarding medical records.
Completed basic physical assessments of clinic patients to provide optimal care.
Assisted physicians and nurses with patient exams, including taking vital signs, preparing exam rooms, and updating medical records.
Conducted patient interviews to gather health history, vital signs and information about current medical issues.
Conducted diagnostic tests such as EKGs or hearing screenings in accordance with established protocols.
Maintained inventory, vaccination and product expiration logs to record updated documentation for tracking purposes.
Prepared treatment rooms for patients by cleaning surfaces and restocking supplies.
Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
Contacted medical facilities to schedule patients for admission.
Verified appointment times with patients, preparing charts, pre-admission and consent forms.
Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
Cleaned and maintained medical equipment following procedures and standards.
Answered patient calls promptly and directed inquiries to the appropriate department when needed.
Assisted in minor surgical procedures such as suturing lacerations or removing stitches under the direction of a physician.
Managed inventory of medical supplies ensuring adequate stock levels were maintained at all times.
Processed orders for medical supplies and lab equipment.
Incorporated outside records into charts and EHR.
Assisted with diagnostic testing by collecting and packaging biological specimens for internal and laboratory analysis.
Performed administrative duties such as scheduling appointments, answering phones, and filing paperwork.
Educated patients on preventive care topics such as diet and exercise habits or medication compliance.
Administered injections, immunizations, medications, wound dressings and other treatments according to physician instructions.
Monitored lab results for accuracy and alerted physicians immediately if any abnormalities were detected.
Followed principles of asepsis and infection control to meet patient safety guidelines.
Kept facility stocked with necessary supplies, equipment and instruments.
Positioned patients properly during examination or treatment for comfort and safety.
Prepared specimens for laboratory testing and performed routine laboratory tests.
Provided support to physicians during consultations by recording patient histories accurately and documenting treatment plans accordingly.
Performed preliminary physical tests to accurately record results in patient history summary.
Collected urine samples from patients for drug screens or pregnancy tests when necessary.
Prepared treatment rooms for patient examinations.
Maintained updated knowledge through continuing education and advanced training.
Completed day-to-day duties accurately and efficiently.
Certified Medical Assistant
Blue Diamond Med Spa
01.2016 - 02.2018
Professional conduct (HIPPA, Joint commission standards)
Human anatomy/physiology
Electronic claims submission
Medical billing clearing house
Managed patient/client accounts
Electronic health records (HER), Schedule appointments for patients
Promotions & Sales for weight loss, health, and cosmetic procedures
Administering hormonal therapy injections such as Testosterone and HCG
Completed lab forms
Performed general office duties, such as answering telephones, taking dictation, or completing insurance forms
Stocked instruments and order equipment & supplies
Disposed of hazardous contaminated supplies properly
Operated x-ray, electrocardiogram (EKG), or other equipment to administer routine diagnostic tests
Interviewed patients to obtain medical information and measure their vital signs, weight, and height
Authorized drug refills and provide prescription information to pharmacies
Explained treatment procedures, medications, diets, or physicians' instructions to patients
Prepare treatment rooms for patient examinations, keeping the rooms neat and clean
Recorded inventory and order medical, lab, or office supplies or equipment
Prepared and administer medications & supplements as directed by a physician
Set up patient follow up calls & appointments
Contacted medical facilities or departments to schedule patients for tests or admission
Recorded patients medical history, vital statistics, or information such as test results in medical records
Performed inbody composition testing
Marketing
Developed and implemented performance improvement strategies and plans to promote continuous improvement
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
Worked flexible hours; night, weekend, and holiday shifts
Monitored company inventory to keep stock levels and databases updated
Used coordination and planning skills to achieve results according to schedule
Participated in team-building activities to enhance working relationships.
Collected forms, copied insurance cards and coordinated patient information for billing and insurance processing.
Explained treatment procedures and physicians' instructions.
Changed dressings on wounds to prevent infection and check for healing.
Measured vital signs and took medical histories to prepare patients for examination.
Assessed, documented and monitored vital signs for patients within outpatient setting.
Scheduled appointments for patients via phone and in person.
Conducted insurance verification and pre-certification and pre-authorization functions.
Documented notes during patient visits.
Answered phones, scheduled appointments, greeted patients and ordered supplies.
Supported administrative staff by processing payments.
Educated patients about medications, procedures and physician's instructions.
Participated in team meetings to improve workflows and contribute to improving patient population outcomes.
Oversaw patient registration, insurance verification, form completion and appointment scheduling to maintain operational efficiency.
Processed payments from patients accurately using cash registers or computerized systems.
Ordered medical supplies from approved vendors based on predetermined budget parameters.
Responded to patient callbacks and phone-in prescription refill requests.
Interviewed patients to verify information, record medical history and confirm purpose of visit.
Performed clerical tasks such as transcribing dictation from physicians or coding patient information into electronic databases.
Recognized by management for providing exceptional customer service.
Prioritized and organized tasks to efficiently accomplish service goals.