Jiali (Alisa) Pan
San Gabriel,California
Summary
A passionate and highly motivated person who has strong verbal communication. Has about four years of customer service experience while working as a medical receptionist in the clinic and boba store as a manager which improves interpersonal communication skills. Seeking a position that could encourage to learn new skills and knowledge.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Hygiene Coordinator
La Jolla Dental Image
11.2023 - 05.2024
- Enhanced office efficiency by coordinating and prioritizing hygiene tasks for a team of dental hygienists.
- Improved patient satisfaction by implementing a streamlined appointment scheduling process.
- Reduced wait times for appointments through efficient management of the hygiene schedule.
- Increased patient retention with exceptional customer service and prompt follow-up communication.
- Optimized recall system processes, leading to higher appointment conformations among existing patients who had not returned for dental cleaning in approximately six months.
- Managed approximately 40 incoming calls and emails per day from patients.
- Collaborated with dental professionals to develop individualized treatment plans for patients, optimizing their oral health outcomes.
- Validated patient insurance information.
- Ensured accurate treatment records by diligently updating and maintaining patient files.
- Maintained accurate medical and dental records by documenting important patient data in Dentrix.
- Promoted our services by distributing letters and emails.
- Utilized data analysis to track hygiene metrics, prepare detailed reports for management, and develop strategies for continuous improvement in sanitation practices.
- Tracked key performance metrics to identify areas for improvement in the hygiene department's productivity and effectiveness.
Medical Receptionist
Urgent Care Medical Center: Wang Mary MD.
10.2020 - 10.2021
- Enhanced patient satisfaction by consistently providing friendly and efficient service at the front desk.
- Coordinated patient scheduling, check-in, check-out, and billing payments.
- Managed a high volume of incoming calls, addressing inquiries, and providing exceptional customer service to patients.
- Facilitated smooth office operations by managing multi-line phone systems and directing calls to appropriate staff members.
- Assisted with insurance verification tasks, expediting the billing process for both patients and providers.
- Coordinated patient referrals, ensuring accurate and timely communication between patients, healthcare providers, and referral destinations.
- Checked patient insurance, demographics, and health history to keep information current.
- Helped patients complete necessary medical forms and documentation.
- Coordinated appointment reminders for patients via phone calls or email notifications, reducing no-show rates.
- Improved office efficiency by organizing and maintaining accurate patient files and records.
- Organized paperwork such as charts and reports for office and patient needs.
- Maintained strict confidentiality for patient information, adhering to HIPAA regulations and medical office policies.
- Handled financial transactions related to copayments or self-pay fees while adhering to company policies regarding payment collection.
- Remained aware of provider schedules and scope of practice on an evolving basis to organize and schedule appropriate care.
- Maintained a well-stocked reception area, creating a welcoming atmosphere for patients upon arrival.
- Provided vital support during peak hours by efficiently handling walk-ins, check-ins, and appointment scheduling duties.
- Performed various administrative tasks by filing, copying, and faxing documents.
- Received and routed laboratory results to correct clinical staff members.
- Assisted physicians and nursing personnel with injections, phlebotomy, and other patient care procedures.
Manager
The VI Tea
09.2018 - 03.2020
- Recruited, trained, and mentored employees, improving staff performance and fostering a positive work environment.
- Delivered exceptional customer service by resolving complaints, addressing inquiries, and ensuring a high level of customer satisfaction, resulting in positive feedback and repeat business.
- Managed inventory, including ordering supplies, conducting stock checks, and ensuring adequate stock levels.
- Maintained the highest standards of product quality and cleanliness, adhering to health and safety regulations and local health codes.
- Recorded orders and collaborated with team members to efficiently prepare and serve food and beverages.
- Prepared a variety of drinks and beverages according to store recipes and customer preferences.
Front Desk Medical Receptionist
Agape Eye Associates
01.2018 - 10.2018
- Assisted in the examination and treatment of patients by preparing them for eye exams, taking medical histories, and measuring visual acuity.
- Performed preliminary tests and procedures, including visual field tests, tonometry, and retinal imaging, to assist optometrists in diagnosing and treating eye conditions.
- Supported optometrists during eye exams and minor procedures, including providing instruments and preparing patients.
- Managed patient appointments, including scheduling, rescheduling, and confirming visits, to optimize clinic operations and minimize wait times.
- Provided exceptional customer service by addressing patient inquiries, resolving concerns, and creating a welcoming environment in the clinic.
- Assisted with various administrative tasks, including answering phones, managing patient flow, and handling correspondence.
- Ensured proper functioning and cleanliness of optometric equipment, performing routine maintenance and coordinating repairs as needed.
Education
Bachelor of Science - Clinical Psychology
University of California, San Diego
La Jolla06.2024
Skills
- HIPAA Compliance
- Patient Communication
- Office Administration
- Patient Scheduling
- Insurance Verification
- Front Desk Operations
- Telephone Etiquette
- Medical Terminology
- Payment Collection
- Referral Verification
- Proficient in Aprima, Dentrix, Microsoft
Certification
- Certified in Adult and Pediatric First Aid/CPR/AED
- Life Insurance License for PFA (Pacific Financial Associates)
Languages
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
English
Full Professional
Timeline
Hygiene Coordinator
La Jolla Dental Image
11.2023 - 05.2024
Medical Receptionist
Urgent Care Medical Center: Wang Mary MD.
10.2020 - 10.2021
Manager
The VI Tea
09.2018 - 03.2020
Front Desk Medical Receptionist
Agape Eye Associates
01.2018 - 10.2018
Bachelor of Science - Clinical Psychology
University of California, San Diego
- Certified in Adult and Pediatric First Aid/CPR/AED
- Life Insurance License for PFA (Pacific Financial Associates)
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