Capable Patient Representative dedicated to providing superior support for patients in need of reliable information regarding insurance coverage, finance options and documentation requirements. Well-versed in scheduling and database management functions for streamlined communication and reduced correspondence backlogs. Excels at identifying client needs and concerns to improve engagement strategies and overall service.
Work History
Real Estate Agent
Signature Real Estate Group
Murrieta, CA
02.2022 - Current
Negotiated, facilitated, and managed real estate transactions.
Communicated with clients to understand property needs and preferences.
Marketed and sold property for clients by hosting open houses and advertising online and in print.
Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.
Presented purchase offers to sellers for consideration.
Reviewed property listings, interviewed potential clients, accompanied clients to properties and effectively communicated condition of sales.
Coordinated appointments to show tenants and buyers prospective homes.
Followed-up escrow process, coordinated contingency removal of property inspection and maintained timely closing of escrow.
Established positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
Reviewed and executed confidential documents, contracts and disclosures.
Wrote listings detailing and professionally highlighting property features to increase sales chances.
Volunteer
Temecula Preparatory School
08.2014 - 05.2018
Promoted student development and engagement by helping organize special activities.
Recruited new parent volunteers or organized workload to cover demand.
Developed and maintained accurate records of programs and services.
Monitored progress towards service plan goals.
Contributed time, suggestions and resources to support student organizations.
Cultivated and maintained relationships with community members to facilitate outreach activities.
Organized drives to gather classroom supplies or fundraise money.
Assisted with classes by helping teacher carry out lessons and maintain organized spaces.
Chaperoned class field trips to assist teacher and protect students.
Insurance Verification Specialist
Temecula Valley OB/GYN
Murrieta, CA
07.2014 - 12.2016
(951) 500-3496
Held following combined responsibilities
Assisted patients with insurance, billing, and medical record inquiries
Specialized in verifying insurance for various types of surgeries for a multiple physician practice
Experience with Medicare, TriWest, Aetna, BCBS, UHC, Medical, Tri Valley, Regal
Communication with surgery centers to schedule surgeries
Insurance billing for Regal and Tri Valley
Follow up for Regal and Tri Valley including appeals
Interfaced extensively with patients, staff personnel, and physicians
Scheduled additional tests and appointments with outside doctors.
Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
Monitored front areas so that questions could be promptly addressed.
Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
Office Manager
Health South
12.2002 - 03.2005
Provided excellent patient service for a busy outpatient Physical/Occupational Therapy center
Insurance verification for patients, explained coverage, and provided policy information
Answered multi line phones, took messages, and scheduled appointments for up to eight therapists
Check patients in and out with appropriate therapists
Performed general office support including filing medical records, data entry, ordering office and medical supplies for therapist and administrator
Collected and posted payments
Maintained sanitary, neatness, and safety conditions of rooms in compliance with mandatory regulations
Traveled to satellite offices as needed.
Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
Monitored front areas so that questions could be promptly addressed.
Medical Office Receptionist
Arthritis Consultants Of Tidewater
02.2000 - 11.2002
Checked patient insurance, demographic, and health history to keep information current.
Kept waiting room neat and organized by stacking magazines, removing trash, and cleaning glass.
Coordinated patient scheduling, check-in, check-out and payments for billing.
Managed master calendar and scheduled appointments for providers based on optimal patient loads and clinician availability.
Kept patients' appointments on schedule by informing provider of patient's arrival and any delays.
Helped patients complete necessary medical forms and documentation.
Invoiced patients accurately in line with charging guidelines.
Completed patient referrals to other medical specialists.
Reviewed and sent medical records to other physicians upon request.
Welcomed patients and visitors per day via telephone and in person.
Adhered to strict HIPAA guidelines to protect patient privacy.
Aided with prescription refill requests.
Pulled charts and prepared for nurse and doctor assessment.
Documented patient medical information, case histories, and insurance details to facilitate smooth appointments and payment processing.
Received, recorded and filed medical payments by check, cash, and credit card.
Transcribed phone messages and relayed to appropriate personnel.
Handled office inventory by ordering new supplies and scheduled equipment services and repairs.
Maintained current and accurate medical records for patients.
Organized paperwork such as charts and reports for office and patient needs.
Managed multi-line phone system and pleasantly greeted patients.
Filed and retrieved patient records for provider.
Receptionist
Cedarwood Chiropractic
10.1998 - 10.1999
Operated multi-line telephone system to answer and direct high volume of calls.
Collected and distributed messages to team members and managers to support open communication and high customer service.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Provided clerical support to company employees by copying, faxing, and filing documents.
Confirmed appointments, communicated with clients, and updated client records.
Customer Service
Sam's Club
04.1997 - 10.1998
Provided excellent customer service to members: Assisted customers with new memberships, returns, purchases, and
exchanges
Took inventory of high cost merchandise that was kept under lock and key.