Jennifer Ortiz
Lampasas,TX
Overview
9
9
years of professional experience
Work History
Office Administrator
The Advocaci Group PLLC
Dallas, Texas
04.2021 - 05.2025
- Coordinated and managed daily administrative operations of the office.
- Organized and maintained filing systems, including electronic databases and records.
- Coordinated meetings, conferences and travel arrangements for staff members.
- Developed strong relationships with referral sources through excellent customer service skills.
- Reviewed referral sources for appropriateness prior to admission into program.
- Assessed patient needs through review of medical records and interviews with patients and their families.
- Conducted initial intake interview to obtain client information, including biographical data, medical history, presenting problem, legal status, and other pertinent information.
- Scheduled appointments for clients as needed for outside services such as counseling or medical care.
- Issued, gathered and inspected intake forms to confirm correct signatures and information.
- Verified insurance eligibility, benefits, and patient liabilities for defined services.
- Assisted non-English speaking clients with communication issues.
- Translated a variety of documents from English to Spanish, including legal contracts and medical records.
- Reviewed source documents prior to translation to ensure clarity and understanding of the content.
Family Advocate
Sage Care Therapy Services
Dallas, Texas
06.2017 - 02.2019
- Cultivated strong relationships with clients by providing ongoing support through regular check-ins or phone calls.
- Assisted families with completing paperwork required by various government programs or services.
- Conducted home visits and kept in contact with families by phone in accordance with agency policies.
- Delivered translation services to clients.
- Assisted non-English speaking clients with communication issues.
Scheduler
American Visiting Doctors
Addison, Texas
02.2016 - 05.2017
- Answered incoming calls in a professional manner and directed them to the appropriate personnel.
- Facilitated communication between patients, physicians, and other healthcare professionals.
- Transcribed doctor's orders into the electronic health record system.
- Ensured HIPAA compliance was maintained throughout the practice by following protocols.
- Responded to inquiries from patients regarding billing, scheduling and appointment changes.
- Monitored patient messages sent via email or phone message system and responded accordingly.
- Managed physician calendar, scheduling patient appointments and procedures.
- Provided administrative support to medical staff, including data entry and document preparation.
Education
Some College (No Degree) - Medical Office
Concorde Career College
Dallas, TX03-2015
High School Diploma -
Bryan Adams HS
Dallas, TX05-2014
References
Available upon request.
Timeline
Office Administrator
The Advocaci Group PLLC
04.2021 - 05.2025
Family Advocate
Sage Care Therapy Services
06.2017 - 02.2019
Scheduler
American Visiting Doctors
02.2016 - 05.2017
Some College (No Degree) - Medical Office
Concorde Career College
High School Diploma -
Bryan Adams HS
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