Jenn Kaufmann

• MFOA in a dynamic, high-volume medical practice supporting 17 physicians.
• Schedule appointments using Athenahealth, and handle check-in/check-out processes.
• Greet patients and visitors in person and via telephone.
• Maintain accurate appointment schedules through provider notifications and proactive delay management.
• Ensure compliance with HIPAA regulations.
• Handle the collection of patient charges, along with outstanding balances.
• Upload updated paperwork into the system, ensuring accurate electronic chart records.
• Handle patient calls and messages, including callbacks.
• Prepare numerous physician charts for upcoming appointments.
• Oversee closing procedures involving daily batch reconciliation.

• Managed the calendar and email correspondence for the Director of Legacy and Gift Planning.
• Scheduled internal meetings and coordinated external appointments.
• Assisted in creating proposals, drafting presentations, processing invoices, and
coordinating travel.
• Led multiple projects, designing and implementing a comprehensive hard file and digitalization system for gift-planning donors.
• Managed multi-document mailings of reports, newsletters, postcards, incentives, and event materials.
• Oversaw the Legacy Society encompassing over 400 donors establishing legacies with Children's Health.
• Ensured accuracy of contributions and communication history.
• Performed reviews of partner donations, resulting in heightened accuracy and increased funds raised.

• Supported the Executive Director and team in marketing campaigns aimed at raising $3.5 to $5 million annually for healthcare services in the DFW area.
• Directed financial operations for multiple high-profile events over the year, securing
accurate and punctual reporting, and reconciliation.
• Managed event organization, auction planning, and fiscal reporting tasks.
• Managed donation processing, document preparation, and multi-database oversight.
• Drafted correspondence, managed mail sorting and routing, and answered multi-line phone systems.
• Built positive relationships with vendors, donors, and families, while streamlining office operations.