Detail-oriented and organized business professional recognized for exceptional accuracy and the ability to manage multiple projects simultaneously. Expertise in customer service, reporting, data entry, and document management is poised for application in a dynamic role that fosters growth and development. Committed to contributing valuable skills while enhancing overall company and client success. Passionate about continuous learning and dedicated to driving results through effective collaboration and innovative solutions.
Overview
17
17
years of professional experience
Work History
Participant Experience Liaison
Welbe Health PACE Program
04.2025 - Current
Schedule initial assessments, shower appointments, make reminder calls, and prepare Welcome folders for newly enrolled Participants within the first two weeks of every month.
Greet all new participants and assist with navigating throughout the center, provide a warm hand-off to each discipline, ensure initial assessments are completed.
Increased rate of care plans completed from 22% to 97% by supporting Interdisciplinary team and management, ensuring completion of assessments.
Schedule and conduct center tours for all site transfers and applicants interested in enrolling with Welbe Health PACE.
Served as the primary point of contact, fostering strong relationships between internal teams and external partners.
Coordinated multiple projects simultaneously, ensuring timely completion and alignment with organizational objectives, including implementation of new Interdisciplinary teams and day center shifts.
Supported organizational growth through active participation in networking events, conferences, and professional associations.
Acted as the liaison between upper management and staff members, promoting positive working relationships built on trust.
Increased overall productivity by streamlining internal processes and introducing new tools for more efficient workflow management.
Aided in the development of training materials, contributing to the ongoing education of team members and improved performance outcomes.
Data Specialist, PACE
AltaMed Health Services Corporation
12.2012 - 04.2025
Preparing meeting agendas and acting as host or co-host during Medi-Cal Huddles, DHCS Monthly Meetings, and internal department meetings.
Providing client eligibility via telephone to outside offices, hospitals, SNFs, and pharmacies.
Creating, updating, and distributing monthly reports including DHCS 820/834 eligibility and payment reports, monthly census, Medi-Cal holds reports, assessment tracking tool, and other reports.
Creating presentations, slide shows and providing an overview about PACE Data Operations to managers, social workers, senior care advocates, and other departments.
Submit monthly enrollments, disenrollments and retro cases to the Department of Health Care Services.
Submit Medi-Cal Code 59 cases and Medi-Cal cases assigned to other health care plans to DHCS Contract Manager with manual enrollments and disenrollments file.
Create enrollment episodes, insert FYIs and important Flags in EPIC for PACE members. Terminate records as necessary.
Updating participant demographics, insurance, assigned medical provider, and center day schedule in PACECare and EPIC systems.
Terminate participant enrollment episode, removing alerts, insurance information, care team, location, care plans, creating post-mortem episode (if applicable) upon Participant death/disenrollment in EPIC.
Process site and PCP transfers in EPIC and PACECare Online
Assist with reaching out to DHCS Contract Manager to reinstate participants into our health plan after resolving any Medi-Cal issues.
Reviewing and processing Participant site/PCP transfers in PACE Systems.
Assisting participant case management teams, providers, and center managers with system questions, concerns, and changes to be made.
Clear all participant share of costs in the DHCS system.
Managed sensitive information responsibly, adhering to strict security protocols and maintaining confidentiality at all times.
Analyzed large volumes of raw data to identify trends, patterns, and insights that informed strategic planning initiatives.
Reviewed and updated client correspondence files and database information to maintain accurate records.
Managed documents by organizing forms, making photocopies, filing records, preparing correspondence, and creating reports.
Streamlined data management for improved decision-making, through effective organization and storage of complex datasets.
Improved data visualization for executive presentations, making complex data more accessible.
Developed and maintained efficient data storage systems, resulting in streamlined data retrieval.
Consistently met deadlines and delivered high-quality work, demonstrating a strong commitment to excellence in data management.
Receptionist, Administrative Support
AltaMed Health Services Corporation
12.2009 - 12.2012
Creating authorizations, scheduling routine and urgent specialty appointments for clients.
Communicating with outside offices to establish good rapport, retrieve reports.
Assisting and providing support for center managers, case management teams and other staff.
Order supplies, sign off on the supply order sheet, distribute supplies to all departments.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Answered phone promptly and directed incoming calls to correct offices.
Kept reception area clean and neat to give visitors positive first impression.
Resolved customer problems and complaints.
Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
Improved office organization with meticulous management of appointment scheduling and client databases.
Boosted team morale and efficiency, coordinating staff meetings and distributing relevant information.
Medical Records Clerk
AltaMed Health Services Corporation
09.2008 - 12.2009
Providing records to Participants, external specialty offices, hospitals and vendors appropriately and efficiently according to facility, state, and federal law.
Purging participant charts, ensuring relevant, accurate information is kept and properly identifying information to be archived.
Pulling charts taking them to the clinic in time for patient visits, up to 50 per day.
Assisting with record audits and scanning files into the electronic health records system after conversion from manual charting to electronic charting.
Streamlined medical records operations for increased efficiency by effectively managing phone calls, faxes, emails, and walk-in clients.
Ensured HIPAA compliance by adhering to strict confidentiality guidelines when handling sensitive patient information.
Assisted in training new Medical Records Clerks, sharing best practices for managing files efficiently while maintaining confidentiality.
Education
High School -
Downey High School
Downey, CA
06-2008
Skills
Proficient in written and spoken Spanish
Knowledge of medical diagnoses, terminology, and procedures
Computer literate- practiced in Microsoft systems including Word, Teams, Excel, Access, Outlook, PowerPoint as well as medical records systems EPIC, NextGen, PACECare Online, AthenaOne