Joann Ross Sánchez
Sanford,NC
Summary
Professional with strong background in case management, prepared to make significant impact. Proven ability to collaborate with teams and adapt to changing needs. Skilled in client assessment, resource coordination, and crisis intervention. Reliable and results-focused, with commitment to achieving positive outcomes.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Medical Office Assistant
Health And Human Services
08.2017 - Current
- Interview clients face to face in either English or Spanish.
- Provide Nutritional and Breastfeeding counseling.
- Measure height and weight for mothers, newborns and children
- Performs labs such as Hemoglobin and Led level.
- Access client information, Crossroads, NC Health, Aetna, Epic(UNC/DUKE/WAKEMED) and records data entry.
- Collaborated effectively with interdisciplinary teams to optimize patient care plans based on individual needs and preferences.
- Improved office organization and accessibility by developing a user-friendly filing system for physical and digital patient records.
- Enhanced patient care with timely and accurate data entry or a medical history and lab results.
- Conducted patient intake interviews, recording and documenting relevant information.
- Received and routed laboratory results to correct clinical staff members.
- Supported administrative tasks such as ordering supplies, inventory management, and filing medical documents for streamlined office workflow.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Contributed to a positive work environment by maintaining organized files and facilitating clear communication between staff members.
- Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling.
- Placed new supply orders, managed inventory and restocked clerical spaces.
- Updated patient information and insurance details for accurate electronic medical records.
- Registered patients and completed associated paperwork for accurate records.
- Managed the efficient flow of medical records by confirming accuracy, scanning documents into EHR system, and securely storing physical copies.
- Enhanced office productivity by assisting in training new hires on software systems, office procedures, and best practices.
- Maintained strict compliance with HIPAA regulations, ensuring confidentiality of sensitive patient information.
WIC Program Coordinator
Health And Human Services
11.2016 - 08.2017
- Registered clients for services and handled incoming calls about program services.
- Screened clients for eligibility and insurance determination based on NC Fast, Federal and State rules and regulations.
- Scheduled appointments and referrals to other agencies and updated client files.
- Issued vouchers and made final eligibility determination for WIC program.
- Provided education, regarding vouchers and recertification process.
- Crossroads Data Entry and eligibility verification in NC Tracks system.
- Provided technical support to staff with necessary resources to carry out duties successfully.
- Kept program-related data accurate, up-to-date and easily accessible for accessibility.
- Established strategic partnerships with external organizations, expanding program reach and impact.
- Developed and maintained relationships with external partners to facilitate program operations.
- Coordinated cross-functional teams to ensure timely completion of program deliverables, maintaining project schedules and meeting objectives.
- Monitored programming schedules, conformance to guidelines and quality.
- Maintained detailed records of program activities and participant data, ensuring compliance with internal policies and external regulations.
Clinical Case Manager
NeoMed Center, Inc. - Gurabo Center
11.2005 - 12.2014
- Coordinated initial interview and eligibility for admission to the program.
- Participated in community outreach for detection and prevention of HIV/AIDS.
- Develop, coordinated and maintained relationships with community agencies.
- Handled patient referrals to our in-house program or other community or government agencies.
- Conducted audits of records for the continued clinical care.
- Assisted the clinical providers by the coordination of supplementary services.
- Audited in Quality and Chair for Patient Center Medical Home (PCMH.)
- Established processes and put them into practice to maximize federal funds 330.
- Supervised that the establish processes will be carried out correctly.
- Completed psychosocial evaluations and needs assessments.
- Assisted with outreach and engagement services to engage clients and maintain working relationships.
- Collaborated with insurance providers to secure coverage for necessary medical services, reducing financial burdens for patients and their families.
- Participated in interdisciplinary care conferences to discuss patient care plans and referrals.
- Facilitated family meetings to discuss patient care plans.
- Updated treatment plans on monthly basis with latest intervention strategies and progress notes.
- Enhanced care coordination for patients with complex medical needs through effective communication and collaboration with multidisciplinary teams.
- Complied with applicable program research and evaluation procedures.
- Provided evidence-based therapeutic interventions and crisis management to clients to lessen negative on physical, mental and emotional wellbeing.
- Reduced hospital readmission rates by conducting thorough patient assessments and providing appropriate resources and support for post-discharge care.
- Maintained detailed records of patient progress, documentation of services and case notes.
- Conducted in-home visits to provide supportive services.
- Provided crisis intervention and risk assessments.
- Identified care needs of individual patients and coordinated responses based on physician advice, insurance limitations, and procedural costs.
- Provided education on health and nutrition for patients to maintain healthy habits and wellbeing.
- Participated in psychiatric consultation, supervision, program meetings and in-service trainings.
- Utilized evidence-based practices to inform decision-making processes and optimize case management outcomes for diverse patient populations.
- Assessed individual barriers to optimal health outcomes such as socioeconomic factors or access limitations, working diligently to address these challenges through tailored interventions.
- Improved patient outcomes by developing and implementing comprehensive case management plans.
- Conducted regular follow-ups with patients to monitor progress, adjust treatment plans as needed, and provide ongoing support.
- Supported individuals with mental health disorders by developing personalized treatment plans and connecting them to appropriate community resources.
- Maintained up-to-date knowledge of relevant policies, procedures, regulations, guidelines related to clinical case management practice, ensuring compliance across all professional activities.
Education
Master Business Administration - Administration of Health Organizations
Columbia Central University
02.2024
Bachelor of Arts - Social Work
InterAmerican University, Metropolitan Campus
01.2003
Skills
- Bilingual (English/Spanish)
- Customer Service Oriented
- Care Ware System
- Office Administration
- Computer Skills
- Microsoft Office Proficient
- Record Management (Proclaim, Successehs, Crossroads, NC Tracks, NC Health Connex, Epic (UNC/DUKE/WAKEMED) and Centricity System)
- Problem-Solving
- Office Management
- Data Entry Software
- HIPAA Regulations
- Computer skills
- HIPAA regulations
- Multitasking and organization
- Problem-solving
Certification
- Preventive Counseling License, # 4473-A-091, 5695856, May 2010
- Training Program for Oral quick Advance (HIV1/2), March-2010
Training
- Preventive Counseling
- Transtheoretical model of behavior change
- Management support groups and case management preventive
- Assertive Communication
- Update Conference on AIDS / HIV, Hepatitis and Apparel
- Strategy outreach and case management
- Counseling Basics Treatments applied to models
- Fundamentals of Applied Counseling Addictive Disorders
- Implementation of Ethical Standards, Legal and Professional
- Recommendations on routine HIV testing in health care scenario
- Identification and management of substance use in the HIV population
- HIV Basics
- Crossroad Training
- NC Health Connex Training
- Bloodborne Pathogen
- Breastfeeding Course
Languages
Spanish
Native or Bilingual
Timeline
Medical Office Assistant
Health And Human Services
08.2017 - Current
WIC Program Coordinator
Health And Human Services
11.2016 - 08.2017
Clinical Case Manager
NeoMed Center, Inc. - Gurabo Center
11.2005 - 12.2014
Bachelor of Arts - Social Work
InterAmerican University, Metropolitan Campus
Master Business Administration - Administration of Health Organizations
Columbia Central University
Similar Profiles
Beth Nicole Douglas PerrineBeth Nicole Douglas Perrine
Office Senior Advisor, Office of Civil Rights at U.S. Department of Health and Human Services, Health Resources and Services AdministrationOffice Senior Advisor, Office of Civil Rights at U.S. Department of Health and Human Services, Health Resources and Services Administration
Monica "Shonda" GosnellMonica "Shonda" Gosnell
Senior Grants Management Specialist (Policy Advisor) at Health Resources and Services Administration (HRSA), Health and Human Services, 8262 Cypress Trace BlvdSenior Grants Management Specialist (Policy Advisor) at Health Resources and Services Administration (HRSA), Health and Human Services, 8262 Cypress Trace Blvd
Elma VasquezElma Vasquez
Program Administrative Assistant II at Medical & Social Services Division, Access & Eligibility Services Texas Health and Human Services CommissionProgram Administrative Assistant II at Medical & Social Services Division, Access & Eligibility Services Texas Health and Human Services Commission
HEATHER LIVINGSTONHEATHER LIVINGSTON
Medical Support Assistant/Purchased Referred Care Technician at Department of Health and Human Services/Indian Health ServicesMedical Support Assistant/Purchased Referred Care Technician at Department of Health and Human Services/Indian Health Services
Miracle CleggMiracle Clegg
NA at Childcare NetworkNA at Childcare Network