Julie Moreno

• Coordinated patient scheduling, balancing appointments, follow-ups, and provider availability for steady clinic flow.
• Verified insurance benefits, eligibility, and authorizations before visits to reduce billing issues.
• Managed patient records, updating charts and documentation within practice management systems.
• Communicated treatment plans, visit expectations, and care instructions to support patient understanding.
• Processed referrals, paperwork, and intake forms with strong attention to accuracy and compliance.
• Streamlined daily office workflows by coordinating clinical, billing, and administrative tasks.
• Balanced the daily ledger including patient billing and payments to ensure account balances were accurate and ready for the insurance department.

• Coordinated daily office operations, ensuring accurate filing, scheduling, and correspondence management.
• Managed incoming calls, routed inquiries, and resolved customer concerns with professionalism.
• Maintained confidential records, contracts, and compliance documents with strong attention to detail.
• Processed invoices, payments, and purchase orders while supporting accurate bookkeeping.
• Scheduled appointments, repairs, and service follow-ups for customers during the build process.
• Fielded customer concerns with maintenance or warranty issues after home completion and scheduled repairs with contractors.
• Maintained electronic and paper filing systems for easy retrieval of information.
• Increased customer satisfaction through professional handling of inquiries and prompt resolution of issues.

• Resolved customer inquiries regarding billing, charges, and payments.
• Maintained accurate and complete billing system and process.
• Handled escalated cases from customers regarding billing disputes professionally.
• Provided timely follow up on past due accounts using phone calls, emails or letters.
• Reviewed and posted daily payments.
• Generated requests for refund checks for overpayment.
• Utilized strong organizational skills to manage daily workflow for billing operations.
• Expertise in reconciling discrepancies between invoices, payments, credits and other documents.
• Utilized payment tracking system to ensure accurate billing and timely payments.
• Collaborated closely with internal teams such as sales, finance, and operations to resolve issues promptly.

• Created new client accounts. This includes reviewing and creating earnings, deductions, accrual policies, payroll schedules and employee profiles.
• Held numerous meetings with clients to discuss their needs within our payroll and HR systems.
• Communicated and worked with numerous other departments in order to complete client account set up.
• Used excel to import large amounts of information from client's system to Paycom.
• Time management, organizational skills and communication were an integral part of this position.
• Participated in ongoing training to enhance own job skills and knowledge.
• Met deadlines while maintaining high-quality deliverables.
• Troubleshot minor problems and reported larger technical issues.
• Skilled in using various software applications and programs including Microsoft Office and Adobe.
• Managed and coordinated multiple projects while ensuring timely completion.
• Responded quickly to meet customer needs and resolve problems.

• Performed bookkeeping duties, applying payments from insurance companies to patient accounts.
• Verified patient insurance benefits prior to treatment.
• Reviewed collection reports determining status of collections and amount of outstanding balances.
• Provided efficient and courteous service to customers at all times.
• Completed insurance or other claim forms and submitted visits to insurance companies.
• Transmitted correspondence and medical records by mail, e-mail and fax.
• Answered telephones and directed calls to appropriate staff.
• Demonstrated ability to manage multiple tasks while remaining adaptable and flexible.
• Obtained pre-authorizations and scheduled procedures for patients, such as advanced radiology, based on physician orders.
• Recruited staff members and oversaw training programs.
• Balanced end of day worksheets and made necessary deposits.

Graduated 3rd in my class.

Graduated Cum Laude