Juana Chairez Ortiz
Boulder,CO
Summary
Driven by a results-focused approach, I leveraged my problem-solving and client advocacy skills at Clinica Family Health to enhance care coordination and case management. Excelling in multitasking and organization, I significantly improved client service delivery through innovative solutions and effective community resource integration, demonstrating a strong commitment to achieving client goals and organizational objectives. Knowledgeable Case Manager experienced in coordinating care for individuals, along with training our new hires, proactive and resourceful with strong knowledge of community resources. Strong communicator with passion for helping others. I am Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
Work History
Case Manager
Clinica Family Health
07.2021 - Current
- Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
- Conducted thorough assessments of clients'' situations, identifying issues, goals, and necessary interventions.
- Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
- Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.
- Enhanced communication between clients and providers through consistent follow-ups and progress updates.
- Advocated for client rights when interacting with external agencies or institutions, ensuring fair treatment at all times.
- Contributed to team discussions and case conferences actively, sharing insights and expertise with colleagues to optimize client support strategies.
- Coordinated services with other agencies, community-based organizations, and healthcare professionals to provide useful benefits to clients.
- Developed and implemented comprehensive case management plans to address client needs and goals.
- Assisted clients in navigating housing, legal services and public benefits to gain access to valuable resources.
- Supported with training for new members to our role
- Assist with meetings with other agencies for example CIP, Genesis, NFP monthly meetings
Office Technician / Office Technician Lead
Clinica Family Health
01.2019 - 07.2021
- · Providing good customer service to patients and help them feel welcomed as being the first face of the clinic when patients walk in to check in
- Checking eligibility for patients when scheduling appointments using Health First Colorado and Waystar
- Demonstrated adaptability in managing multiple tasks simultaneously while maintaining focus on achieving desired results efficiently under pressure situations or tight deadlines.
- Contributed to a positive work culture through active participation in team building activities fostering camaraderie among colleagues.
- Managed front desk operations, providing exceptional customer service to clients and visitors.
- Kept office environment tidy and well-organized through regular maintenance of common areas like break rooms or shared workspaces.
- Trained new employees on company policies, procedures, and software applications for seamless integration into the team.
- Checking in and helping scheduling appointments for patients
- Complete tasks assigned by the team on a daily basis
- During our hard times of COVID, I was also assigned to manage front triage, making sure our patients knew were they needed to go and sanitize.
- Faxing forms and completing data entry given to patients.
- Running 3- 4 providers on Telehealth days and virtual visits through LUMA.
- Taking co-payments from patients at there time of check-in/past due payments
Waitress
Doug's Day Dinner
08.2016 - 11.2017
- Handled high-pressure situations with composure, maintaining excellent service standards even during busy shifts.
- Exhibited strong multitasking abilities, balancing multiple tables and orders while delivering prompt service.
- Maintained clean and welcoming dining environment, ensuring a positive guest experience.
- Remained calm and poised when dealing with difficult customers or during busy shifts.
- Used cash registers and credit card machines to cash out customers.
- Supported teamwork atmosphere among staff members through clear communication and collaboration during shifts.
- Kept server areas clean and stocked to increase efficiency while working tables.
- Collaborated with team members to consistently provide efficient service during peak hours.
- Maintained customer satisfaction with timely table check-ins to assess food and beverage needs.
- Built rapport with regular customers through friendly interactions and attentiveness to their preferences.
- Demonstrated adaptability by quickly learning new menu items and incorporating them into knowledgeable recommendations for guests.
- Carried out complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs.
- In our slower days I would host the restaurant and serve at the same time
- Opened and Closed restaurant along with the registers making sure the right amount of money was always correct
- Trained new employees in the waiter and hosting area.
Cashier
Cuba Cuba Sandwicheria
03.2016 - 08.2016
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Helped customers complete purchases, locate items, and join reward programs.
- Assisted customers with returns, refunds and resolving transaction issues.
- Maintained a clean area in the registered and seating area for dining
- Closed and cleaned every shift
- Stocked up on all merchandise and food products in the front
Cashier
Qdoba
08.2015 - 03.2016
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Helped customers complete purchases, locate items, and join reward programs.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Restocked and organized merchandise in front lanes.
- Assisted customers with returns, refunds and resolving transaction issues.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Stocked, tagged and displayed merchandise as required.
- Run the line and serve peoples request
Education
Boulder High School
Boulder, CO05.2017
Skills
- Problem-Solving
- Case Management
- Case Documentation
- Organization and Multitasking
- Documentation And Reporting
- Positive Attitude
- Client Advocacy
- Care Coordination
- Community Resources
- Multitasking Abilities
- Client meetings
- Task Prioritization
Timeline
Case Manager
Clinica Family Health
07.2021 - Current
Office Technician / Office Technician Lead
Clinica Family Health
01.2019 - 07.2021
Waitress
Doug's Day Dinner
08.2016 - 11.2017
Cashier
Cuba Cuba Sandwicheria
03.2016 - 08.2016
Cashier
Qdoba
08.2015 - 03.2016
Boulder High School
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