Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jo Herrera

San Antonio

Summary

Experienced Medical Insurance Collector and Revenue Cycle Specialist with a strong background in claims processing, appeals, and team leadership. Proven ability to manage accounts efficiently, resolve complex billing issues, and reduce denials while improving cash flow. Detail-oriented and highly organized, with excellent time management and problem-solving skills. Able to work independently and collaboratively to support operational goals and ensure accurate, timely reimbursement.

Overview

27
27
years of professional experience

Work History

Medical Insurance Collections Specialist

Deer Oaks Mental Health Associates
San Antonio, TX
09.2022 - Current
  • Managed full revenue cycle processes from patient intake through final payment
  • Monitored accounts receivable and worked aging reports to ensure timely collections
  • Posted payments, adjustments, and reconciled patient accounts accurately
  • Reviewed Explanation of Benefits (EOBs) to identify and resolve payment discrepancies
  • Submitted, tracked, and followed up on insurance claims, including denials and appeals
  • Contacted insurance companies and patients to resolve outstanding balances and claims issues
  • Negotiated payment plans and resolved billing disputes in a professional manner
  • Collaborated with billing, clinical, and insurance teams to improve reimbursement efficiency
  • Ensured compliance with HIPAA regulations and payer guidelines
  • Maintained detailed records of collection activity and account status
  • Identified process improvements to reduce denials and increase revenue collection rates

Medical Insurance Collector

Consultants In Pain Medicine
San Antonio, TX
02.2022 - 09.2022
  • Contacted commercial and government payers (Medicare, Medicaid, private insurance) to resolve unpaid or denied claims
  • Reduced aged accounts receivable by aggressively following up on unpaid and denied claims
  • Increased reimbursement rates by resolving complex denials and identifying payer trends
  • Improved cash flow through timely claim resolution and accurate account reconciliation
  • Maintained high productivity while handling a large volume of insurance claims daily

Medical Insurance Collections Specialist

Deer Oaks Mental Health Associates
San Antonio, TX
10.2021 - 01.2022
  • Managed full revenue cycle processes from patient intake through final payment
  • Monitored accounts receivable and worked aging reports to ensure timely collections
  • Posted payments, adjustments, and reconciled patient accounts accurately
  • Reviewed Explanation of Benefits (EOBs) to identify and resolve payment discrepancies
  • Submitted, tracked, and followed up on insurance claims, including denials and appeals
  • Contacted insurance companies and patients to resolve outstanding balances and claims issues
  • Negotiated payment plans and resolved billing disputes in a professional manner
  • Collaborated with billing, clinical, and insurance teams to improve reimbursement efficiency
  • Ensured compliance with HIPAA regulations and payer guidelines
  • Maintained detailed records of collection activity and account status
  • Identified process improvements to reduce denials and increase revenue collection rates

Supervisor, Billing Operations Department

VisionWorks
San Antonio, TX
01.2021 - 10.2021
  • Supervised 9 associates: hiring, training, coaching, performance management.
  • Improved processes and workflows to reduce first-pass claim rejections.
  • Monitored plan-paid vs. expected amounts; prepared reports and escalated issues.
  • Audited plan/provider setups, partnered with MVC and contracting entities to re-file underpaid claims.
  • Ensured adherence to training programs and maintained documentation.

Supervisor, Revenue Cycle Management Dept.

Deer Oaks Mental Health Associates
San Antonio, TX
10.2017 - 01.2021
  • Managed Medicare queues for Texas; rebilled claims, researched denials, and appealed when needed.
  • Developed policies to improve cash flow and reduce receivables.
  • Supervised collections team, authored SOPs, trained new hires, and participated in ERA/EFT enrollments and clearinghouse transition projects.
  • Conducted virtual team meetings and coordinated interdepartmental efforts.

Medical Insurance Collector

Diabetes & Glandular Disease Clinic
San Antonio, TX
06.2016 - 10.2017
  • Managed outstanding balances and worked delinquent accounts
  • Contacted insurance companies and patients regarding unpaid claims
  • Negotiated payment plans and resolved billing disputes
  • Reviewed Explanation of Benefits (EOBs) to determine payment discrepancies
  • Maintained accurate records of collection activities
  • Assisted with account reconciliation and write-offs

Patient Service Representative

Baptist M&S Imaging
San Antonio, TX
10.2015 - 05.2016
  • Delivered exceptional front-office support by managing patient check-in, scheduling, and insurance verification
  • Ensured accurate patient registration and documentation within EMR systems
  • Improved workflow efficiency by coordinating patient intake, records management, and billing support
  • Maintained compliance with HIPAA and healthcare regulations while handling sensitive patient information
  • Provided high-quality customer service in a fast-paced medical imaging environment

Care Coordinator

Carenet Healthcare Solutions
San Antonio, TX
10.2014 - 12.2014
  • Delivered high-quality patient support by managing inbound healthcare inquiries and coordinating care services
  • Improved patient experience by educating members on insurance benefits, claims, and care options
  • Ensured timely access to care through efficient scheduling, referrals, and triage coordination
  • Maintained accuracy in patient records and documentation while adhering to HIPAA standards
  • Collaborated with cross-functional healthcare teams to resolve issues and improve outcomes

Office Manager

A & A Concepts LLC
San Antonio, TX
09.2011 - 03.2013
  • Streamlined office operations, improving efficiency across billing, scheduling, and order management
  • Managed accounts payable/receivable and processed payroll using QuickBooks, ensuring accuracy and timely payments
  • Maintained detailed financial records and supported revenue tracking and reporting
  • Strengthened vendor and customer relationships through clear communication and timely issue resolution
  • Coordinated logistics, orders, and deliveries to support smooth daily operations
  • Supported business growth by optimizing administrative processes and reducing operational delays

Starts Coordinator

Fieldstone Homes Texas, LLC
San Antonio, TX
07.2007 - 03.2010
  • Coordinated pre-construction processes to ensure timely and accurate home starts
  • Improved workflow efficiency by tracking documentation, permits, and project readiness
  • Collaborated cross-functionally with sales and construction teams to prevent delays
  • Maintained accurate data and reporting for construction timelines and project status
  • Proactively identified and resolved issues impacting start dates and operational efficiency

Escrow Coordinator / Starts Coordinator

KB Homes
San Antonio, TX
09.2001 - 10.2006
  • Managed escrow transactions from contract to closing, ensuring accurate and timely homebuyer closings
  • Collaborated with lenders, title companies, and sales teams to streamline the closing process
  • Maintained detailed transaction records and monitored timelines to prevent delays
  • Resolved discrepancies in contracts, financing, and documentation to support smooth closings
  • Delivered excellent customer service by guiding buyers through the escrow and closing process

Client Service Representative / Referrals Technician

Laboratory Corporation of America
San Antonio, TX
10.1998 - 11.2001
  • Delivered high-quality client support by managing healthcare inquiries and coordinating lab services
  • Improved turnaround times by resolving issues related to test orders, billing, and specimen tracking
  • Maintained accuracy in data entry and documentation within multiple systems
  • Collaborated with cross-functional teams to ensure timely and efficient service delivery
  • Provided exceptional customer service while handling sensitive healthcare information

Education

Bachelors - Healthcare Management

College For Healthcare Professions
San Antonio, TX
12-2027

AAS - Health and Medical Administrative Services

College for Healthcare Professions
San Antonio, TX
03-2016

Certificate - Medical Coding & Billing

College for Healthcare Professions
San Antonio, TX
06-2015

Program - Real Estate

Champions School of Real Estate
San Antonio, TX
04-2006

Skills

  • Billing & coding expertise (ICD-10, CPT)
  • Claims submission, processing, and follow-up
  • Insurance verification and prior authorization
  • Denial management, appeals, and resolution
  • Accounts receivable (A/R) management and collections
  • Knowledge of government (Medicare/Medicaid) and commercial payer billing and reimbursement processes
  • EMR/PM systems: Allscripts, Ability, Payerpath, MOMS, Centricity
  • Accounts payable (A/P) and receivable (A/R) processes
  • Insurance eligibility verification and benefits analysis
  • Strong time management, follow-up, and attention to detail
  • SOP development, staff training, and coaching

Timeline

Medical Insurance Collections Specialist

Deer Oaks Mental Health Associates
09.2022 - Current

Medical Insurance Collector

Consultants In Pain Medicine
02.2022 - 09.2022

Medical Insurance Collections Specialist

Deer Oaks Mental Health Associates
10.2021 - 01.2022

Supervisor, Billing Operations Department

VisionWorks
01.2021 - 10.2021

Supervisor, Revenue Cycle Management Dept.

Deer Oaks Mental Health Associates
10.2017 - 01.2021

Medical Insurance Collector

Diabetes & Glandular Disease Clinic
06.2016 - 10.2017

Patient Service Representative

Baptist M&S Imaging
10.2015 - 05.2016

Care Coordinator

Carenet Healthcare Solutions
10.2014 - 12.2014

Office Manager

A & A Concepts LLC
09.2011 - 03.2013

Starts Coordinator

Fieldstone Homes Texas, LLC
07.2007 - 03.2010

Escrow Coordinator / Starts Coordinator

KB Homes
09.2001 - 10.2006

Client Service Representative / Referrals Technician

Laboratory Corporation of America
10.1998 - 11.2001

AAS - Health and Medical Administrative Services

College for Healthcare Professions

Certificate - Medical Coding & Billing

College for Healthcare Professions

Program - Real Estate

Champions School of Real Estate

Bachelors - Healthcare Management

College For Healthcare Professions