Jeanette Luna
Dallas
Summary
Experienced intake supervisor skilled in patient advocacy, data analysis, and healthcare compliance. Proven ability to streamline intake processes, improve efficiency, and foster teamwork across departments.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Intake Supervisor
Landmark Healthcare
Irving
10.2025 - 06.2026
- Supervised intake processes for new patient registrations and data collection.
- Coordinated communication between healthcare providers and patients during intake.
- Trained staff on intake procedures and data entry systems Waystar and CareTend.
- Reviewed patient documentation for completeness and accuracy prior to intake.
- Monitored compliance with healthcare regulations during patient admissions.
- Managed scheduling of patient appointments in electronic health record system.
- Collaborated with interdisciplinary teams to streamline intake workflows and improve efficiency.
- Coordinated with external agencies to ensure continuity of care for clients.
- Collaborated with other departments to develop strategies for improving overall efficiency of the intake process.
- Analyzed data trends in order to make recommendations regarding changes or improvements in the process.
- Monitored performance metrics related to the intake process in order to identify areas for improvement.
- Consulted with managers to resolve problems relating to employee performance, office equipment and work schedules.
Patient Financial Advisor
Ut Southwestern Medical Center
Dallas
11.2017 - 10.2025
- Assisted patients in understanding financial responsibilities and insurance coverage options.
- Counselled patients on potential financial liabilities and payment requirements.
- Created various settlement options to assist patients and development payment plans.
- Negotiated payment plans with delinquent payers in order to reduce overall bad debt expenses incurred by the organization.
- Evaluated patients for unique needs and assistance options.
- Conducted eligibility screenings for patients for eligibility for state, local and federal assistance programs.
- Provided guidance to patients regarding insurance coverage, verified insurance through Avality, TMHP, VA TriWest, and United Healthcare.
- Collaborated with clinical staff to resolve patient billing inquiries and concerns.
- Organized timely and accurate referrals to help patients obtain health care services and access available resources.
- Prepared detailed reports outlining collection efforts, aging analysis and insurance trends.
- Worked closely with other departments within the organization to resolve discrepancies between billing systems and other software platforms utilized by the practice.
Patient Financial Counselor
Texas Health Presbyterian Hospital Dallas
Dallas
10.2015 - 11.2017
- Assisted patients with financial counseling regarding insurance coverage, estimated cost and payment options.
- Resolved patient inquiries about payment plans and outstanding balances efficiently.
- Coordinated with insurance providers to facilitate claims processing for patients.
- Prepare, submit, and track prior authorization requests using insurance portals and Electronic Health Records (EHR) systems.
- Act as the main point of contact for insurance agents, physicians, and patients regarding pending or denied authorizations.
- Research and resolve authorizations-related claim denials by filing appeals or resubmitting requested data.
- Initiated application processes to add patients to assistance programs at bedside and followed through until completion.
Education
Bachelor of Science - Health Administration
Western Governors University
Salt Lake City, UT12-2027
Skills
- Patient intake coordination
- Healthcare compliance
- Electronic health records
- Patient advocacy
- Healthcare data management
- Data analysis
- Data analysis and modeling
- Report preparation
- Scheduling and calendar management
- Policy implementation
- Team development
- Leadership and change management
- Performance management
- Teamwork and collaboration
- Interpersonal communication
- Microsoft office
- Self motivation
Certification
- Certified Community Health Worker, Texas Department of State Health Services, August 2024
- Certified Healthcare Access Associate, CHAA - National Association of Healthcare Access Management - NAHAM, 2017
Timeline
Intake Supervisor
Landmark Healthcare
10.2025 - 06.2026
Patient Financial Advisor
Ut Southwestern Medical Center
11.2017 - 10.2025
Patient Financial Counselor
Texas Health Presbyterian Hospital Dallas
10.2015 - 11.2017
Bachelor of Science - Health Administration
Western Governors University