Juan Gonzalez
Katy,TX
Summary
Proven expertise in client intake and records management, honed at Strategic Litigation Partners, showcases my ability to streamline processes and enhance client satisfaction. Skilled in both group instruction and meticulous data entry, I excel in environments requiring attention to detail and a proactive approach to problem-solving. My background also demonstrates a commitment to maintaining confidentiality and improving operational efficiency.
An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking entry-level opportunities to enhance abilities while contributing to company growth.
Adaptable professional with a quick-learning ability and a talent for adjusting to new environments. Skilled in rapidly acquiring new knowledge and applying it effectively.
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Hardworking employee with customer service, multitasking, and time management abilities.
Overview
5
5
years of professional experience
Work History
Intake Specialist
Strategic Litigation Partners
Katy, TX
12.2022 - Current
- Managed confidential client data in compliance with HIPAA and other relevant regulations.
- Maintained confidential patient documentation to prevent data compromise and comply with HIPAA regulations.
- Monitored client progress and updated case files accordingly.
- Issued, gathered and inspected intake forms to confirm correct signatures and information.
- Coordinated schedules and appointments, sending out reminders regarding appointment dates.
- Developed and maintained intake procedures to enhance efficiency and client satisfaction.
- Coordinated the intake process, ensuring all required documentation was collected and processed.
- Made outbound calls to providers to obtain information necessary to create or update authorization.
- Maintained accurate records and documented client data in company databases.
- Addressed and resolved client concerns or complaints related to the intake process.
- Answered and logged incoming inquiries via phone, fax and email.
- Conducted initial intake interview to obtain client information, including biographical data, medical history, presenting problem, legal status, and other pertinent information.
- Answered incoming calls in a professional manner, responding to inquiries or transferring them as appropriate.
- Assisted with training new employees on proper intake procedures.
- Transmitted medical records and other correspondence by mail, e-mail, or fax.
Ranch Laborer /Restaurant Waiter
Rancho Tio Moya (Superior Energy)
Raymondville, TX
11.2019 - 09.2022
- Organized tools, supplies, and equipment needed for specific jobs according to instructions provided by supervisor.
- Worked with team members to ensure efficient workflow throughout the day.
- Completed variety of physical labor tasks.
- Assisted with basic maintenance tasks such as sweeping, mopping, painting, and cleaning.
- Completed routine maintenance and repair.
- Completed day-to-day duties accurately and efficiently.
- Communicated with hosts, bussers and kitchen staff to prepare for and serve customers.
- Delivered food from kitchen, fulfilling additional requests to maximize guest satisfaction.
- Rolled silverware and set up food stations and dining areas to prepare for next shift or large parties.
- Checked on guests during meals to ensure satisfaction with each course.
- Performed opening and closing duties such as setting up the dining area, restocking supplies and checking equipment for proper functioning at the start of shifts.
- Satisfied customers by topping off drinks and offering condiments, napkins and other items.
- Arranged place settings with clean tablecloths, napkins and tableware to prepare for incoming guests.
- Cleared dishes between courses, refilled drinks as necessary and served any requested condiments or accompaniments.
- Stocked server areas with supplies before, during and after shifts.
- Maintained cleanliness throughout the dining area during shift; wiped down tables after each seating period.
Education
Bachelor of Science - Criminal Justice
University of Texas At Rio Grande Valley
Edinburg, TX05-2019
Certificate of Legal Assistance -
Texas Southmost College
Brownsville, TX05-2015
Skills
- Client intake
- Eligibility review
- Application assessments
- Group and individual instruction
- Follow-up skills
- Records management
- Data entry
Languages
Spanish
Professional
References
References available upon request.
Timeline
Intake Specialist
Strategic Litigation Partners
12.2022 - Current
Ranch Laborer /Restaurant Waiter
Rancho Tio Moya (Superior Energy)
11.2019 - 09.2022
Bachelor of Science - Criminal Justice
University of Texas At Rio Grande Valley
Certificate of Legal Assistance -
Texas Southmost College
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