Jory Stevenson
Lee's Summit
Summary
Dedicated Patient Access Representative with expertise in financial assessments and insurance verification. Known for exceptional emotional intelligence, effectively coordinating patient resources to enhance client satisfaction.
Overview
10
10
years of professional experience
Work History
Patient Access Representative
HCA Healthcare Inc.
Kansas City
09.2021 - Current
- Conducted financial assessments for clients to identify needs and goals.
- Used software systems such as Meditech, WPS, Availity, Cohere, Mosaic, Onesource and many more when assisting patients with insurance and healthcare needs.
- Worked directly with physician, outpatient and inpatient services, assisting in getting authorizations, CPT codes, ICD-10, and proper orders for patient services.
- Collaborated with healthcare providers to coordinate patient financial resources.
- Maintained accurate client records using electronic health record systems.
- Provided emotional support to clients during stressful financial situations.
- Communicated complex financial concepts in simple terms for client understanding.
- Liaised between physician, patient and insurance carrier to verify that each party had necessary information.
- Managed multiple cases simultaneously while ensuring all deadlines were met according to established policies.
- Assisted patients without healthcare coverage to find resources, services and assistance needed.
- Reviewed and verified financial data to determine program eligibility.
- Interviewed patients and families, answering questions regarding financial process during such sessions.
Patient Registration Representative
HCA Healthcare Inc.
Kansas City
09.2021 - Current
- Greeted patients and visitors, creating a welcoming environment at the healthcare facility.
- Collected patient information, ensuring accuracy in registration and insurance documentation.
- Assisted patients with forms, guiding them through the registration process smoothly.
- Coordinated with medical staff to streamline patient flow and improve service efficiency.
- Maintained confidentiality of patient records in compliance with healthcare regulations.
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- Handled incoming faxes related to admissions, discharges, transfers, pre-certifications, authorizations.
- Assisted with scheduling appointments, verifying benefits and authorizations for procedures.
- Entered patient data into electronic medical record system accurately and efficiently.
- Answered general questions about hospital policies and services provided.
- Registered patients using proper data entry procedures and fully compliant ICD-10 and CPT codes.
- Resolved discrepancies between billing systems and patient accounts quickly and accurately.
- Provided support to the clinical staff with registration issues or concerns.
- Processed payments for services rendered in a timely manner.
- Performed quality assurance checks on all registrations to ensure accuracy of data entry.
- Prepared patients for departure by coordinating discharge plans and paperwork.
- Monitored daily reports for accuracy of data entered into system by other team members.
- Followed up on outstanding balances due from insurance companies or patients.
- Managed high volume of incoming calls while maintaining professional demeanor.
- Communicated with patients with compassion while keeping medical information private.
Case Manager
Omni Advocacy Services
Claycomo
03.2020 - 09.2021
- Coordinated care plans with multidisciplinary teams for client support.
- Conducted assessments to identify client needs and resources.
- Managed case documentation using electronic health records systems.
- Facilitated communication between clients and service providers.
- Developed and implemented intervention strategies tailored to clients' situations.
- Monitored client progress and adjusted care plans accordingly.
- Educated clients on available community resources and services.
- Provided crisis intervention support during urgent situations.
- Provided case management services including intake, assessment, crisis intervention, advocacy, referral and monitoring of families.
- Maintained accurate case records and documentation according to agency guidelines.
- Facilitated communication between clients, families, caregivers, social services and other agencies to ensure client needs were met.
- Developed trusting relationships with social services, health care providers and governmental agencies.
- Developed individualized care plans with input from clients and their families.
- Provided referrals to appropriate health care providers or other community resources.
- Adhered to ethical principles and standards to protect clients' confidential information.
- Compiled reports on cases and submitted them to supervisors as required.
- Maintained logs and electronic client records following department and agency policies for effective monitoring.
- Provided hands-on and proactive leadership to community services staff.
Receptionist Administrator
H&r Block
Grandview
05.2019 - 02.2020
- Greeted clients and managed front desk operations efficiently.
- Scheduled appointments and coordinated client meetings for tax consultations.
- Answered phone calls and provided accurate information to clients promptly.
- Maintained organized filing systems for client records and documentation.
- Assisted in processing client tax forms and ensured compliance with regulations.
- Managed office supplies inventory and coordinated reordering as needed.
- Maintained reception area cleanliness and tidiness.
- Handled diverse needs for clients in-person, by phone or through email.
- Responded promptly to emails from customers and other departments within the organization.
- Received parcels, routed mail and opened packages for staff.
Customer Financial Services Representative
Spectrum
Kansas City
01.2016 - 05.2019
- Assisted customers with billing inquiries and account management issues.
- Processed payments and refunds accurately using financial software systems.
- Provided feedback to management on recurring customer issues for process improvement.
- Trained new representatives on customer service protocols and financial systems usage.
- Performed data entry tasks related to customer accounts and transactions.
- Resolved customer complaints in a timely manner.
- Helped customers to bring accounts into good standing by implementing payment plans.
- Monitored account activity for potential fraud or suspicious activity.
- Assisted customers with inquiries regarding their accounts and transactions.
- Identified opportunities for cross-selling additional products and services that would benefit customers' financial needs.
- Educated customers about products and services offered by the financial institution.
- Processed orders and tracked shipments efficiently.
- Utilized CRM software to document interactions effectively.
- Handled returns and exchanges in accordance with policies.
- Provided excellent customer service to resolve customer complaints in a timely manner.
Education
High School Diploma -
Ruskin High School
Kansas City, MO05-2014
Bachelor of Science - Psychology
Missouri Southern State University
Joplin, MOSkills
- Financial assessment
- Insurance verification
- Electronic health records
- Authorization management
- Medical coding
- Customer service
- Interdepartmental communication
- Patient advocacy
- Emotional intelligence
- CPT and ICD-codes
- Software systems: OneNote, Excel, Microsoft, Meditech, Mosaic, Onesource, Availity, WPS, Cohere, Powerpoint (additional systems used inquire if there are any specific questions)
- Detail orientation
- Resource coordination
- Problem solving
- Time management
- Conflict resolution
- Case documentation
- Multitasking and organization
- Insurance billing
- Appointment scheduling
- Verbal and written communication
- HIPAA compliance
Accomplishments
- Ethics and Compliance Colleague Award 2022
- Raise the Bar Award 2023
Affiliations
- Reading and writing
- Organizing
- Knitting
- Researching new topics
References
References available upon request.
Timeline
Patient Access Representative
HCA Healthcare Inc.
09.2021 - Current
Patient Registration Representative
HCA Healthcare Inc.
09.2021 - Current
Case Manager
Omni Advocacy Services
03.2020 - 09.2021
Receptionist Administrator
H&r Block
05.2019 - 02.2020
Customer Financial Services Representative
Spectrum
01.2016 - 05.2019
High School Diploma -
Ruskin High School
Bachelor of Science - Psychology
Missouri Southern State University