Jessica Lucia
Breckenridge,CO
Summary
I consider myself to be a caring, friendly, communicative, and hardworking team player. I have a strong work ethic with more than 20 years, Executive Assistant / Office Management experience in various roles. I am goal driven, organized and able to prioritize tasks and manage deadlines. I have a professional demeanor and handle conflict with mature attitude.
Overview
10
10
years of professional experience
Work History
Dental Assistant
BRECKENRIDGE FAMILY DENTAL
04.2022 - Current
- Scheduled appointments for new and existing patients, factoring in provider availability and scheduling loads
- Entered patient data into computer system, adhering to strict privacy laws and maintaining high level of accuracy
- Verified patient insurance eligibility and benefits.
- Increased patient retention by building rapport through excellent communication skills and a friendly demeanor
- Collaborated with the dental team to develop customized treatment plans for individual patients
- Cleaned and sanitized dental tools and equipment, straightened treatment rooms, and restocked supplies to prep for next patient and to prevent cross-contamination and infection
- Provided chairside assistance during examinations, improving dentist efficiency and patient satisfaction
- Performed x-rays safely while adhering to radiation safety guidelines, ensuring high-quality diagnostic images for dentists'' evaluations.
- Prepared and arranged instruments, medications, and required materials for dental procedures.
- Successfully assisted dentist by performing four-handed dentistry and other chair-side duties.
- Documented patient dental health information, medical history, and vital signs for future reference.
- Explained treatment procedures and instructed patients on home care guidelines.
- Created dental impressions used for diagnostics, opposing models and study casts to make crowns, bridges, and other dental prosthetics.
- Maintained dental supply inventory by checking stock to determine inventory levels and placing and expediting orders for supplies.
Branch Office Administrator
EDWARD JONES
11.2021 - 03.2022
- Coordinated schedules and appointments for branch staff, optimizing time management processes.
- Maintained inventory levels of office supplies, minimizing costs while ensuring availability of necessary items.
- Provided exceptional customer service to both internal employees and external clients, promoting a welcoming atmosphere at the branch office.
- Composed professional business correspondence, emails, meetings notes and other documents.
- Consulted with customers to resolve basic issues or direct to correct staff member.
- Collaborated with management to develop branch goals, resulting in increased productivity and profitability.
- Maintained office supplies and equipment to support team productivity.
- Served as point of contact for service providers securing competitive pricing while maintaining quality standards.
- Streamlined office operations by implementing efficient filing systems and organizational tools.
- Oversaw daily operations at the branch office, ensuring smooth workflow processes were maintained.
- Enhanced customer satisfaction through quick response times and effective problem resolution.
- Oversaw opening and closing of branch and monitored wire transfers, deposits, rollovers etc.
- Managed maintenance of facility.
- Organized meetings for executives and coordinated availability of conference rooms for participants.
- Organized spaces, materials and catering support for internal and client-focused meetings.
Office Manager /Lead Dental Assistant
SUMMIT DENTAL GROUP
09.2019 - 10.2021
- Provided excellent customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Checking out patients after their procedure, invoicing, taking payment and issuing of receipts.
- Balancing 'end of day' from previous day in Open Dental.
- Balancing all cash, check and credit card payments.
- Sending out statements monthly.
- Maintained computer and physical filing systems.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Monitored accounts to proactively identify aging balances and insurance payment problems in need of attention
- Prepared timely office reports covering metrics such as expenses, patient loads and billing.
- Trained new assistants to meet job requirements.
- Maintained professional demeanor by staying calm when addressing unhappy or angry patients.
- Explained treatment procedures and instructed patients on home care guidelines.
- Escorted patients to exam rooms while making friendly conversation to prepare for cleanings and procedures.
- Created dental x-rays using traditional and digital methods to help dentists detect tooth decay, cavities and other issues needing to be treated.
- Produced opposing models, study casts and impressions to provide dentists with information on relationship between teeth, gums and dental arches
- Instructed and educated patients to prepare for oral surgery and other dental procedures
- Sanitized equipment cleaned treatment rooms and restocked supplies after each patient's treatment to maintain cleanliness and prepare for next patient.
- Gathered and reviewed patient records, data, and health history to share with dentists for quick and accurate patient assessments, diagnoses, and treatment.
- Entered patient data into dental records system and observed confidentiality rules to maintain patient privacy
- Took preliminary impressions of patient teeth to prepare for custom impressions and fabrication of permanent dental work
- Scheduled patient appointments and effectively handled cancellations and last-minute adjustments
- Responded to patient queries and concerns to resolve issues in accordance with company policies and procedures, healthcare regulations and dental board standards'
- Ensure OSHA measures were being adhered to, to safeguard health and well-being of patients and staff.
- Coordinated execution and improvement of daily dental office practices.
Front Office Receptionist
DILLON RIDGE FAMILY DENTAL
08.2018 - 05.2019
- Promptly answering phone lines and directing calls as needed
- Interacted with patients by phone, email, or in-person to provide information
- Opening of the office in the morning, logging onto computers, ensuring the office is clean and ready for patients.
- Welcoming patients, ensuring documentation and insurance information are valid and up to date.
- Scheduling appointments for all patients.
- Checking out patients after their procedure, invoicing, taking payment and issuing of receipts.
- Balancing 'end of day' from previous day in Open Dental.
- Balancing all cash, check and credit card payments.
- Sending out statements monthly.
- Checking dental insurance is valid for following days patients, either via the website or by calling the insurance company.
- Corresponding with other dental offices regarding mutual patients etc
- Maintain an elevated level of confidentiality always and complying with HIPPA.
- Prepare and send off any external mail, sort any incoming mail
- Managing packages delivered/to be sent off ie UPS, Fedex etc
- General cleaning of the office
Executive Assistant
ACTIS AFRICA LTD
11.2015 - 06.2017
- Reading, monitoring, and responding to public emails, routing to relevant parties.
- Answering routine and some complex inquiries by phone and email.
- Submitting Partner and Investment Principal's expenditure claims monthly
- Arrange local and international travel, including Visa submissions, flights transfers and accommodation as well as travel itineraries.
- Adhering to companies travel policies.
- Coordinate weekly team meetings, open conference call, take minutes if necessary.
- Prepare board papers in a timeous manner as needed for meetings.
- Coordinate all internal and external meetings, connect to video conference global offices if necessary
- Extensive diary management (Partner, two Investment Principals and one Associate)
- Loading invoices onto internal system 'Workflow' for payment.
- Manage team data base by scanning business cards to CRM.
- Prepare support for public events and speaking engagements by compiling relevant information.
- Occasional event planning for functions ie Determining attendees, equipment, staffing, catering location etc.
- Oversee some administrative functions for the office and help coordinate some requests from the Information Technology department.
- Organize and manage timelines for conferences and upcoming events.
- Maintain an elevated level of confidentiality always.
- Prepare and send off any external mail, sort any departmental incoming mail.
Practice Manager
Dr Deon Weyers - Plastic Surgeon
01.2014 - 10.2015
- Scheduling all meetings with reps.
- Managed daily practice operations to optimize appointment scheduling, patient records management and billing functions.
- Addressed patient concerns promptly and professionally, demonstrating empathy and problem-solving skills.
- Organizing catering for plastic surgeon/staff on theatre days
- Ordered all office supplies and kept check on inventory levels.
- Booking botox spa days for plastic surgeon, ensuring stock levels are up to date
- Filing and storage of patient records and information.
- Ensuring licensing and certification is up to date.
- Ensure theatre get their theatre lists in a timeous manner.
- Developed close working relationships with front office and back office staff.
- Assessed processes and procedures, complying with OSHA, and HIPAA regulations.
- Ensured compliance with healthcare regulations, maintaining up-to-date knowledge on industry standards and best practices.
- Increased patient satisfaction by streamlining appointment scheduling and implementing efficient check-in processes.
- Oversaw facility maintenance projects, ensuring a safe and comfortable environment for both patients and staff members.
- Coordinated with insurance providers to streamline the billing process and minimize any delays in reimbursement.
- Website maintenance and management.
- Discussed medical histories with patients in effort to provide most effective medical advice.
Skills
- Office Management
- Customer Relations
- Clear oral/written communication
- Administrative Support
- Organizational Skills
- Scheduling and calendar management
- Relationship Building
- Event Coordination
- Excellent multi-tasking ability
- Strong ability to work independently
Hobbies
I love anything creative, love to cook, bake, read and walk outdoors.
Timeline
Dental Assistant
BRECKENRIDGE FAMILY DENTAL
04.2022 - Current
Branch Office Administrator
EDWARD JONES
11.2021 - 03.2022
Office Manager /Lead Dental Assistant
SUMMIT DENTAL GROUP
09.2019 - 10.2021
Front Office Receptionist
DILLON RIDGE FAMILY DENTAL
08.2018 - 05.2019
Executive Assistant
ACTIS AFRICA LTD
11.2015 - 06.2017
Practice Manager
Dr Deon Weyers - Plastic Surgeon
01.2014 - 10.2015
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