Dynamic Patient Access Lead at Medix Infusion with a proven track record in team leadership and workflow optimization. Expert in documentation and insurance verification, I drive exceptional patient experiences while enhancing service quality. Recognized for developing training programs that elevate team performance and improve patient satisfaction.
Overview
26
26
years of professional experience
Work History
Patient Access Lead
Medix Infusion
Addison
04.2025 - Current
Empower and encourage team members to deliver exceptional customer experiences through knowledge, friendly service with a caring approach
Monitor and track team performance to achieve department, team and company goals, including service levels, quality, patient service retention and satisfaction.
Conduct and perform random and scheduled audits with call monitoring to ensure adherence to processes.
Assist and support Managers and Directors in team meetings, including notetaking, agenda items and topic discussions.
Develop and support Managers and Directors with creating training outlines and competency evaluations for staff
Identify and recognize inefficiencies and suggest improvements for the team and company.
Prepare and develop training materials in an organized manner, both in writing and video formats.
Conduct and lead individual and department-wide training sessions.
Document with accuracy in EMR promptly when information is received and to ensure appropriate turn around and response.
Communicate and provide timely updates on referral status to patients, providers, team members and other departments as appropriate.
Complete and manage assigned projects before or in assigned timeframe.
Participate in all departmental, company and in-services meetings as requested.
Maintain a general understanding of all specialties in the other Patient Services Teams.
Demonstrate professional, courteous and compassionate behavior.
Subject Expert on the company’s new program platform and provide training to other and new team members.
Patient Access
Paragon Healthcare (Elevance Healthcare)
Plano
11.2022 - Current
Responsible for delivering exceptional service to patients, providers, and team members including open channels of communication, prompt response to inquiries and requests, and timely, accurate follow-up of missing documentation.
Effectively communicate and escalate issues to the appropriate team members for patient-centric resolutions.
Maintains daily tasking work queue, quality assurance, and established productivity procurement of needed clinical documentation by collaborating with the Patient Access team members and clinical teams.
Verifies patient specific insurance benefits & documents accurately in patient charts including drug coverage, cost share, and access/provider options according to program specific Standard Operating Procedures.
Reviews patient accounts to determine copay assistance eligibility. Proactively provide enrollment to manufacturer copay cards and financial grant programs through education, obtaining forms, and submission when eligible.
Aid with reimburse requests, including insurance benefit verification, prior authorization, denials and appeals, and other reimbursement issues.
Identifies any restrictions and details on how to expedite patient access.
Performs research and analysis of patient account issues and strives to resolve problems timely and accurately.
Provides leadership duties to include team report analysis and reporting, email escalation, authorization LOA’s or exceptions, team member training, and resource development.
Patient Access
Medix Infusion
Addison
07.2024 - 04.2025
Responsible for delivering exceptional service to patients, providers, and team members including open channels of communication, prompt response to inquiries and requests, and timely, accurate follow-up of missing documentation from referral source and insurance plans.
Effectively communicate and escalate issues to the appropriate team members, leaders and managers for patient-centric resolutions.
Maintains daily tasking work queues while ensuring quality assurance of data entry and PHI protocols are maintained
Verifies patient specific insurance benefits & documents accurately in patient charts including drug coverage, cost share, and access/provider options according to program specific Standard Operating Procedures.
Reviews patient accounts to determine copay assistance eligibility and proactively provide enrollment to manufacturer copay cards and financial grant programs through education, obtaining forms, and submission when eligible.
Aid the billing department with reimbursement requests, including insurance benefit verification, prior authorization, denials and appeals, and other reimbursement issues.
Identifies any restrictions and details on how to expedite patient access.
Performs research and analysis of patient account issues and strives to resolve problems timely and accurately.
Process pharmacy benefit claims and determine report reimbursement for profitability and acceptance
Collaborate with other team members to ensure timely referral turn around for patient continuity of care
Patient Authorization and Referral Representative
Providence Infusion and Pharmacy Services
Washington
03.2021 - 11.2022
Verify insurance benefits and eligibility on all new referrals and existing patients for medications and home infusion services
Assist in evaluation of documentation to determine if patient meets criteria for coverage of therapy
Create cost disclosure/advance beneficiary notices for Medicare patients
Obtain PCP referral request and follow-up
Obtain initial pre-authorizations and continuation of care authorizations for specialty medications, antibiotics, hydration, TPN and ENT infusions to include home infusion nursing as required by insurance plans
Follow all existing long term infusion patients and maintain up to date authorizations
Communicate with ordering physician’s office when clinical updates are needed to assure authorization approval
Submit Authorization Appeals
Communicate authorization details to patients
Research claim denials and provide updated coding and clinical documents for appeals
Review and assure proper reimbursement, authorization, coding, scheduling, and filling of infusion medications
Gather necessary information to assure accuracy and completeness of forms and reports.
Create and present power point presentation of job aides to help streamline process in daily workflow.
Participate in presenting and leading weekly departmental meetings
Patient Service Representative
Cascade Rehabilitation
Mukilteo
07.2020 - 03.2021
Perform all front desk responsibilities in a fast-paced rehabilitation clinic.
Collect copay, coinsurance and any bad debt payments, reconcile cash drawers daily, and maintain petty cash.
Process referral and authorizations according to insurance guidelines to include insurance verification.
Perform insurance eligibility checks and add insurance plans into system to resubmit claims.
Maintain strict confidentiality according to Cascade Rehabilitation policies and HIPAA privacy and security standards.
Accurately document all inquiries for medical, legal, and statistical purposes.
Act quickly and responsibly using sound judgment when problem solving and setting priorities.
Demonstrate effective teamwork, working together efficiently and effectively toward a common goal for patient and employee satisfaction.
Schedule various patient appointments, procedures at various procedure suites in the area.
Answer 50+ inbound calls per day; of inquiries from clients, patients, and partners regarding payments, claim details, edits and services, insurance plans on file.
Perform insurance eligibility checks and add insurance plans.
Verify prior authorizations are in place prior to scheduling procedures.
Review pre surgery checklist questionnaire with patient at time of scheduling and assure all pre-op medications, lab work and testing are ordered and mailed to the patient.
Create and process new outgoing referrals.
Process and schedule new incoming referrals.
Responsible for maintaining assigned physician’s schedule for existing and new patients and urgent needs.
Verification with insurance plans for active coverage, authorized referrals, and prior authorizations.
Super user of electronic medical record (MRN) Cerner.
Answer 40+ inbound calls per day; of inquiries from clients, patients, and partners regarding payments, claim details, edits and services, insurance plans on file.
Perform insurance eligibility checks and add insurance plans into system to resubmit claims.
Process return mail by outbound calls to patients to obtain new addresses and soft claims for balance due on account.
Maintain strict confidentiality according to Evergreen Healthcare/Hospital policies and HIPAA privacy and security standards.
Accurately document all inquiries for medical, legal, and statistical purposes.
Act quickly and responsibly using sound judgment when problem solving and setting priorities.
Demonstrate effective teamwork, work together efficiently and effectively toward a common goal for patient and employee satisfaction.
Verification with insurance plans for active coverage, authorized referrals, and prior authorizations.
Accept payments from patients for their outstanding accounts.
Collection account payment process and reporting to collection agency.
Accurately entered patient and third-party payments.
Evergreen Health Line
Patient Care Coordinator/ Data Entry-Pharmacy Technician
US BioServices
Frisco
09.2011 - 09.2016
Managed medication work queue for upcoming prescription refills for specialty medications.
Assured valid entry of prescription.
Flagged issues needing correction and routed them to pharmacist for review.
Accurate and timely data entry of patient’s information.
Collaborated with different departments to achieve safe and accurate medication shipment.
Submitted and verified accuracy of prior authorizations of specialty medications and nursing services.
Assisted patients in connecting with financial assistance programs.
Accurately enter 75+ prescriptions per shift.
Managed insurance verification work queues, consisting of 150 or more patients per shift.
Pharmacy Technician/Cashier
Wal-Mart
Plano
12.2010 - 10.2013
Properly filled, packed, and stored medication for patient pick-up.
Communicated with insurance and physician offices by fax, portal, email, and phone.
Updated patient demographics, prescriptions, and insurance information accurately and quickly.
Prepared out of date or re-call medications to manufacturers in a timely manner to meet deadlines.
Assisted patients with adherence to drug therapies, information changes, specific disease states, social challengers, and prescription complications.
Performed and completed duties assigned in a timely manner.
Learned and efficiently performed new policies, workflows, processes, and system updates.
Verified accuracy of insurance benefits and pre-authorizations.
Accounting Reconciliation Mail Clerk & Assistant Store Manager
Walgreens
Danville
11.1999 - 10.2010
Reconciled cash, check, credit, and debit card transactions for over 300 store locations.
Worked on account receivables and account payable.
Oversaw the timely and accurate processing of daily bank deposits, ACH wire transfers of insurance payments.
Prepared daily and monthly complex reports for full compliance with company and government requirements.
Distributed mail to office employees.
Collaborated with Loss Prevention department to investigate bank discrepancies to reveal any mishandled funds.
Reconcile bank statements for each location monthly.
Performed cash management and deposits.
I interviewed, hired, terminated, and performed corrective training of all employees.
Maintained cleanliness, organization, and security of the store and employees.
Verified safe and cashier balances.
Assisted in new employee orientation.
Coached employees that needed corrective action.
Assisted with opening and closing the store.
Education
High School Diploma -
North Vermillion Jr. /Sr. High School
Cayuga, IN
05.1987
Skills
Documentation expertise
Customer relationship management
Financial assistance coordination
Team leadership
Project management
Workflow optimization
Problem solving
Training & Development
Payroll
Accounting
Cash management
Accounting Software
Pharmacy Benefit Managing Software
Medicare/Medicaid
Team building
Data entry
Customer service
Microsoft Office applications
Medical coding and billing
Effective communication
Good Telephone Etiquette
Organization and time management
Medical terminology
Account reconciliations
Critical thinking
Payment and investigation escalations
Patient access management
Insurance verification
Authorization processing
Electronic medical records
Attention to detail
Dependable and responsible
Appeals processing
Pre-authorization coordination
HIPAA compliance
Appeals process proficiency
Accomplishments
Medix Infusion 2025 President Award Recipient, 2024-2025 I maintained referral turnaround time of 3-5 days, maintained provider a patient satisfaction rating of over 95%, I developed training documents, developed training process for advancements and improvements to streamline the referral turnaround times and I was selected to be a subject expert for the company’s new program platform and to provide the training to the other and new team members.