Julie Soto
Bastrop,TX
Summary
A seasoned healthcare professional with 21 years of experience in clinical management and leadership. Currently overseeing operations for three clinics, with responsibilities that include creating and managing clinical staff schedules, handling shift changes, and ensuring provider needs are met. Proven expertise in optimizing clinic workflows, managing inventory and ordering systems, and developing EMR templates to enhance operational efficiency. Skilled in collaborating with leadership teams to implement new projects and initiatives, while effectively facilitating staff meetings to ensure smooth communication and team alignment. Passionate about continuous growth and dedicated to further developing leadership skills to elevate clinic performance and staff development.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Lead Certified Medical Assistant
Ascension Medical Group
Austin, TX
10.2023 - Current
- As the Lead CMA at AMG Westlake, I oversee a variety of clinical and administrative responsibilities to ensure smooth operations within the Express Care department, which serves acute patients
- My key duties include:
- Point of Care Testing: Performing tests directly at the point of care, providing timely results for patient assessment
- Blood Draws & Spinning Blood Work: Collecting blood samples, preparing specimens, and processing blood work to assist with diagnoses
- Urine Collection & Vital Signs: Gathering urine samples and obtaining vital signs to support patient evaluations
- Triage: Assessing and prioritizing patients to ensure those with the most urgent needs receive immediate attention
- In addition to clinical tasks, I assist the Clinic Manager with scheduling for clinical staff, ensuring appropriate coverage and workflow
- I am also responsible for ordering medical supplies, medications, and vaccines for the clinic, carefully tracking PAR (Periodic Automatic Replenishment) levels to maintain stock
- As part of my leadership role, I train new hires and provide ongoing support for the clinical team
- I also assist both clinical staff and providers with the Electronic Medical Record (EMR) system, ensuring efficient documentation and patient care workflows
Patient Service Representative
Ally Medical Emergency Room
Bastrop, TX
10.2022 - Current
- In my current role at Ally Medical Emergency Room, I am responsible for various administrative duties that ensure an efficient and organized patient experience
- My key responsibilities include:
- Patient Check-In and Check-Out: I assist patients with the check-in and check-out process, ensuring a smooth and welcoming experience
- Insurance Verification: I verify insurance information to ensure that patients are covered and assist with any necessary updates
- Copay Collection: I collect ER copays from patients, handling payments efficiently while maintaining professionalism
- Chart Audits: I conduct chart audits to ensure patient records are accurate and complete
- Administrative Support: My role includes shredding sensitive documents, creating patient packets, and performing other critical administrative tasks to maintain privacy and streamline patient care
Medical Assistant
WellMed/UnitedHealthcare
Austin, TX
10.2022 - 10.2023
- As part of the WellMed PSU Team/UHC, we provide Wellness Preventative Screenings for all patients enrolled in Medicare United Health Care Advantage Plans
- Our team travels across the Austin area and rural communities, delivering essential screenings and health assessments to ensure that patients maintain their well-being and prevent future health complications
- Patient Care and Support: We focus on delivering patient-centered care by assessing individual health needs and ensuring screenings are performed in a timely manner
- Data Collection and Monitoring: We obtain important vitals (such as blood pressure, heart rate, etc.) and perform blood work to monitor the patient's current health status
- Collaboration with Nurse Practitioners: Medical Assistants (MAs) work directly with Nurse Practitioners to provide comprehensive care, ensuring all findings and recommendations are addressed
- Traveling Across Diverse Locations: We visit patients in both urban and rural areas, ensuring that Medicare beneficiaries have access to essential preventative services, regardless of location
Senior Medical Assistant
Austin Regional Clinic
Bastrop, TX
06.2006 - 09.2022
- With 16 years of experience at Austin Regional Clinic, I have had the opportunity to work in a variety of departments, including Family Practice, Pediatrics, Podiatry, and General Surgery
- Throughout my career, I have gained extensive hands-on experience in floating to numerous specialty departments, which has broadened my skill set and allowed me to adapt quickly to different medical environments
- Hardworking and Dedicated: Always committed to providing high-quality care and patient service
- Dependable and Enthusiastic: I take pride in being a reliable team member, always eager to contribute and support my colleagues
- Fast Learner: I am quick to adapt to new processes, technologies, and medical practices, ensuring I stay current in a fast-paced healthcare setting
- Team-Oriented and Leadership Skills: I excel in both team roles and leadership positions, working collaboratively with peers and guiding others when needed
- Commitment to Growth: I am continuously striving to enhance my skills and knowledge to better serve patients and support the clinic's mission
Medical Assistant
Thomas M Daniel, MD Internal Medicine Private Practice
Austin, TX
12.2004 - 06.2006
- I began my career at an Internal Medicine Private Practice by working in medical records, where I was responsible for prepping patient charts for the next day, filing and purging charts, and managing medical records requests from insurance companies, attorney offices, and other healthcare providers
- This foundational role gave me a deep understanding of the importance of organized medical documentation
- As I advanced in my career, I transitioned into a Medical Assistant role, where I:
- Roomed patients for consultations and procedures
- Administered injections, performed EKGs, and assisted with minor procedures
- Handled refill requests, managed patient call backs, and ensured patients were well taken care of during their visit
- I later took on responsibilities at the front desk, where I:
- Checked in and out patients, ensuring smooth patient flow
- Scheduled appointments, providing efficient service for both patients and doctors
- Managed petty cash and handled various prior authorizations to ensure insurance coverage for procedures
Education
Certificate - Medical Assistant
Allied Health Careers
Austin, TX12.2004
High school diploma or GED -
Austin Community College District
Austin, TX05.2004
Skills
- Consistent Dependability
- Insurance Eligibility Verification
- Patient Vital Monitoring
- Analytical Problem-Solving
- Administrative Proficiency
- Collaborative Team Management
- Comprehensive Wound Treatment
- Proficient in Administering Injections
- Blood Collection Expertise
- Patient Scheduling Management
- Patient monitoring
- Effective Time Management
- EHR Management Expertise
- Health Information Organization
- Professional Phone Communication
- HIPAA Compliance Knowledge
- Healthcare Administration Experience
- Effective Team Collaboration
- Medical Office Management
- Emergency Care Proficiency
- Diagnostic Imaging Expertise
- Orthopedic Splinting
- Assisted in various procedures
- Versatile Problem-Solving Skills
- Healthcare Terminology
- Holistic Patient Support
- Efficient Cast Removal Techniques
- EMR systems
- Catheterization
- Triage
- Service Excellence
- Anatomy knowledge
- Critical Review of Documentation
- Staff training and development
- Stress management techniques
- Team Leadership
- Clinical leadership
- Critical thinking
- Professionalism and ethics
- First aid and CPR certification
Certification
- Certified Medical Assistant
- BLS Certification
Personal Information
Authorized To Work: US for any employer
Accomplishments
- Perfect Attendance Award
- 15 Years of Service Award
References
References available upon request.
Timeline
Lead Certified Medical Assistant
Ascension Medical Group
10.2023 - Current
Patient Service Representative
Ally Medical Emergency Room
10.2022 - Current
Medical Assistant
WellMed/UnitedHealthcare
10.2022 - 10.2023
Senior Medical Assistant
Austin Regional Clinic
06.2006 - 09.2022
Medical Assistant
Thomas M Daniel, MD Internal Medicine Private Practice
12.2004 - 06.2006
Certificate - Medical Assistant
Allied Health Careers
High school diploma or GED -
Austin Community College District
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