Dedicated Practice & Surgical Assistant with excellent experience and knowledge of the medical insurance industry as well as a wide array of medical office functions. Maintains professional appearance and demeanor while expertly completing assigned tasks with focus on quality. Dependable and quick-learning team player with effective written and verbal communication skills as well as general and managerial organization skills.
Overview
30
30
years of professional experience
Work History
Office assistant II / Surgical Scheduler
Boston Hand to Shoulder
Newton, MA
02.2019 - Current
Check-in patients
Verify registration information
Scan insurance cards
Take copayment / Balances
Chart prep
Send faxes and Emails
Scan documents into EPIC
Answer phones
Schedule appointments (post-op, NP, Follow-up, FX care)
Scheduling surgical procedures with NWH and HWH OSC
Obtain W/C approvals and fees to schedule surgical procedures
Entering post -surgical data into EPIC
Scheduling surgical equipment
Complete surgical confirmation calls
Send surgical email requests for therapy appointments
Send surgical Emails to patients
Check the referral work queue and schedule appointments as needed
Check Televox (Automated call reminder) report and cancel out any patients that canceled through the Televox report
Call for authorizations of radiology testing and surgical procedures
Send messages to Physician assistants via EPIC system.
Team Lead Member
Tufts Health Plan Medicare Preferred
Watertown, MA
02.2016 - 06.2018
Perform weekly side by side coaching sessions with reps to provide timely feedback to representatives
Respond professionally and promptly to phone inquiries while maintaining the required performance service standards
Answer incoming phone calls from members and adheres to department customer service expectations
Ensures issues are accurately and completely resolved by using available resources, including Tufts Health Plan’s information systems and internal contacts in other supporting departments
Ask probing questions and take the opportunity to educate member and providers to avoid unnecessary repeat calls and delays
Provide clear and accurate documentation to ensure problem resolution
Respond to inquiries from other key departments in a timely manner
Adheres to assigned schedules to ensure appropriate phone coverage
Serve as a key contributor at department meetings and occasionally lead team meetings
Mentor new staff
Work on special projects as required
Adheres to Tufts Health Plan’s Corporate Compliance policy
Serves as covering supervisor in supervisor’s absence and seeks solutions to high queue volume, staffing needs and problem resolution
Responds to escalated calls that require intervention
Coaches staff in resolving complex member and provider issues
Present creative suggestions for improving morale, department processes, and workflows to management team
Serves as an expert with regard to member and claim knowledge and Tufts Health Plan systems
Customer Relations Supervisor
Tufts Health Plan Medicare Preferred
Watertown, MA
04.2012 - 02.2016
Provide call coaching, constructive feedback and direction to staff to ensure consistent customer service
Work with staffing operations to identify opportunities to improve efficiency and the attainment of SLA’s
Develop policies, procedures and guidelines to support consistent delivery of service
Work with Team Leads to ensure reliable coverage and adequate oversight
Ensure a positive, collaborative working environment for the team
Hire, discipline and do annual performance evaluations for all staff
Creatively solve complex member issues as efficiently as possible by leveraging available systems, researching and reaching out to partner departments as needed
Provide updates/documentation to clarify difficult or complex issues
Interacts and forms contacts with other THP staff, particularly with key departments to identify opportunities and develop processes to improve member satisfaction and administrative efficiency
Team Lead Member/Provider
Tufts Health Plan Medicare Preferred
Watertown, MA
05.2007 - 04.2012
Researched and resolved escalated calls from members, billing offices, or providers.
Worked with internal partner-departments to resolve enrollment, premium billing and claims issues.
Worked as a liaison between the members/providers and Tufts Health Plan Medicare Preferred.
Educated providers on the most up-to-date billing guidelines and proper workflows.
Printed out stats daily and passed them around to the reps.
Meet with reps through call coaching to discuss their strong areas as well as areas they need to improve upon.
Ran the morning reports and entered exceptions when necessary.
Skilled reps as needed when call volume is high.
Keep the reps updated with the most up-to-date workflows, systems, policies and procedures.
Assisted with writing and delivering yearly reviews.
Assisted with writing and delivering corrective actions, verbal and written.
Customer Relations Rep/ Help Desk
Tufts Health Plan Medicare Preferred
Watertown, MA
04.2005 - 04.2007
Provide accurate and thorough explanation of Tufts Health Plan Medicare Preferred benefits, eligibility and enrollment policies to members.
Responsible for Customer inquiries and facilitating in problem resolution
Act as member advocate by meeting or exceeding customer expectations
Provide accurate and thorough interpretation of claims issues to billing offices and providers
Educate reps on how to research and obtain the THPMP benefits, policies and procedures
Assist with submitting requests for escalated pharmacy issues as well as make changes to update member’s record.
Worked on complaints filed through CMS.
Assist with processing reimbursements to members.
Assisted with educating reps on the inconsistency with auto deduction with SSA.
Provider Advocate
Tufts Associated Health Plan
Watertown, MA
09.2001 - 08.2004
Researched and resolved escalated claim issues with billing and physician offices
Reviewed complex billing issues and handled escalated calls from billing offices
Worked with internal partner-departments to resolve claim processing issues
Worked as a liaison between Tufts Health Plan and billing/physician offices
Assisted the call center staff when call volume was high
Medical Secretary/Office manager
George Dickstein, MD, PC
Waltham, MA
06.1996 - 02.2001
Answered phones, kept an organized log of messages, and scheduled patient appointments/ procedures
Trained new employees with office protocol
Ensured patient charts were accurate to Dr. Dickstein’s instruction
Ordered office supplies and equipment
Maintained all up to date patient demographic, billing, and insurance information
Interacted with Dr. Dickstein to discuss scheduling issues, company billing, payroll, insurance, and banking services
Processed referrals and pre-certification approvals for procedures with the appropriate insurance company
Education
Associate of Science - Medical Administrative Office Program
Aquinas College
Newton, MA
Skills
Customer service
Communication
Time management & Organization
Adaptability & Flexibility
Technical/Hard Skills (Excel, Word, EPIC)
Team Player
Timeline
Office assistant II / Surgical Scheduler
Boston Hand to Shoulder
02.2019 - Current
Team Lead Member
Tufts Health Plan Medicare Preferred
02.2016 - 06.2018
Customer Relations Supervisor
Tufts Health Plan Medicare Preferred
04.2012 - 02.2016
Team Lead Member/Provider
Tufts Health Plan Medicare Preferred
05.2007 - 04.2012
Customer Relations Rep/ Help Desk
Tufts Health Plan Medicare Preferred
04.2005 - 04.2007
Provider Advocate
Tufts Associated Health Plan
09.2001 - 08.2004
Medical Secretary/Office manager
George Dickstein, MD, PC
06.1996 - 02.2001
Associate of Science - Medical Administrative Office Program