Summary
Overview
Work History
Education
Skills
Timeline
Generic

JoAnna Carter

Berthoud,CO

Summary

Customer service representative with over 7 years of experience. The last 3 years as an Orthodontist Assistant. Proven history of handling high-pressure situations. Service-oriented resolution expert with experience providing troubleshooting and support for customers in the technology and financial services industries.

Overview

8
8
years of professional experience

Work History

Orthodontic Assistant

Patil Orthodontics
04.2023 - Current
  • Establish a trusting rapport with patients, ensuring that the Ultimate Patient Experience is delivered to every patient
  • Educate the patients on orthodontic care and use of remote monitoring
  • Assist in patient care including assisting in placing and removing orthodontic appliances, and taking full records to include panos, cephs, and 3-D scans
  • Maintain patients' charts and transcribe the doctor notes accurately
  • Perform laboratory procedures- 3D printing
  • Manage the remote monitoring dashboard
  • Keep chairs stocked and organized as well as clean, sterilize, and prepare the equipment.

Lead Orthodontic Assistant

Crane & Seager Orthodontics
02.2021 - 04.2023
  • Orthodontic adjustments - changing wires, centered and cut to length
  • Assisting with initial bondings and discussing OH and progress with patient and parents
  • Invisalign appointments - bonding attachments, update Rx's and adjust treatment per doctor's instructions
  • Maintain patients' charts and transcribe the doctors notes accurately
  • Taking impressions, pouring up impressions and making essix retainers
  • Sterilization
  • Delivering appliances and debonding and polishing teeth
  • Instructing doctors are where to go and when
  • Lead the morning meetings and monthly staff meetings
  • Keep chair stocked and organized as well as clean, sterilized, and prepare the equipment.

HR Coordinator

BH Management Services, LLC
12.2019 - 02.2021
  • HRIS data entry and employee file audit and maintenance; creates and analyzes reports for the HR functions
  • Including daily reports to other departments ensuring accurate employee status for status changes
  • Distributes incoming department mail and processes department invoices for payment; Invoice tracking and reconciliation of department credit card statements
  • Response to agency requests including unemployment, medical, garnishment and medical orders, and other agencies as needed
  • Making sure all Managers/ HRBP are aware of the new candidate's first-day arrival
  • Assist Recruiting team with candidate information including scheduling as needed.

Administrative Assistant/Receptionist

Dent Eliminators
07.2018 - 12.2019
  • Maintain calendar and set-up scheduled appointments
  • Perform other clerical receptionist duties such as greeted all clients and visitors, answering phones, filing, and coordinate with dealerships for pick up and deliveries
  • Work directly with bookkeeper /accountant to complete payroll, monthly statements, data entries, and payables/ receivables invoices
  • Receive payments and apply it to the right invoice
  • Order shop supplies/ parts for vehicle repairs and keep inventory stock
  • Work with insurance companies to get paid for supplements claims.

Billing/ Accounts Receivable Coordinator

Child Serve
05.2017 - 07.2018
  • Apply payments and adjustments for all bills
  • Review insurance payments to verify insurance companies are paying according to their fee schedules
  • Perform various collection actions including, contacting patients by phone, set up payment plans and send out monthly statements
  • Review and assist in appealing unpaid claims and help resolve payment discrepancies
  • Verify insurance eligibility and completes medical pre-authorizations.

Patient Account Specialist/ Receptionist

UnityPoint Health
02.2016 - 05.2017
  • Schedule appointment with patients
  • Maintaining patients files and orders and update insurance as needed
  • Answers inquiries by phone regarding past due accounts and insurance payments
  • Contacts responsible party to resolve account payment issues
  • Composes and types routine correspondence, memos, letters, etc.

Education

Associate of Arts -

DMACC
Ankeny, IA
2013

High School Diploma -

Ankeny High School
Ankeny, IA
2011

Skills

  • QuickBooks (1 year)
  • Microsoft Office (4 years)
  • 10 key pad (4 years)
  • Outlook (4 years)
  • Accounts Receivable (2 years)
  • Payroll (1 year)
  • Receptionist (4 years)
  • Data Entry (4 years)
  • CCC One (1 year)
  • Human Resources
  • Warehouse experience
  • Customer service

Timeline

Orthodontic Assistant

Patil Orthodontics
04.2023 - Current

Lead Orthodontic Assistant

Crane & Seager Orthodontics
02.2021 - 04.2023

HR Coordinator

BH Management Services, LLC
12.2019 - 02.2021

Administrative Assistant/Receptionist

Dent Eliminators
07.2018 - 12.2019

Billing/ Accounts Receivable Coordinator

Child Serve
05.2017 - 07.2018

Patient Account Specialist/ Receptionist

UnityPoint Health
02.2016 - 05.2017

Associate of Arts -

DMACC

High School Diploma -

Ankeny High School

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JoAnna Carter