Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Kaitlyn Klein

Fountain,CO

Summary

Supportive Team Lead with 3+ years of experience, adept at mentoring teams and driving strategic initiatives to enhance operational efficiency. Demonstrates strong leadership, problem-solving, and data analysis skills, with a proven ability to streamline processes and achieve high client satisfaction. Passionate about leveraging organizational skills and effective communication to innovate and improve healthcare services.

Overview

7
7
years of professional experience

Work History

Intake Team Lead

LifeStance Health, Inc
08.2023 - Current
  • Established open and professional relationships with team members to achieve quick resolutions for various issues.
  • Collaborate with the manager and other departments to identify opportunities for improving conversion rates.
  • Perform routine quality evaluations, offering both encouraging feedback and constructive criticism to enrich both employee and patient interactions.
  • Generated daily, weekly & monthly metric reports, for 30 agents ensuring data-driven, decision-making and operational success.
  • Foster the development of new team members through thorough assessments, ensuring precision in scheduled Initial Appointments (IAs), and providing tailored coaching as needed.
  • Allocate 10-20% of time to managing inbound phone inquiries, addressing customer questions, and ensuring a positive customer experience, particularly during peak times, to maintain service level standards.

Intake Coordinator

LifeStance Health, Inc
04.2021 - 08.2023
  • Quickly learn and adapt to the intake department’s processes and technology, including Electronic Health Record (EHR) systems, appointment scheduling tools, and contact center systems.
  • Enhanced office productivity by handling high volume of callers per day (60-70).
  • Documented patient medical information, case histories, and insurance details to facilitate smooth appointments and intake processing.
  • Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
  • Supported office staff and operational requirements with administrative tasks.

Server

The Golden Bee
07.2017 - 12.2021
  • Followed health and safety protocols crucial for maintaining safe and sanitary environments for customers and staff.
  • Consistently upsold menu items, contributing to approximately 10% increase in average ticket size over 4 years.
  • Provided training and support to new staff, promoting cooperative and efficient team culture.
  • Facilitated seamless communication between front-of-house and kitchen staff, optimizing service efficiency and guest satisfaction.

Patient Access Registrar

UCHealth Memorial Hospital
12.2020 - 08.2021
  • Obtained patient's insurance information and determined eligibility for benefits for specific services rendered.
  • Secured patient information and confidential medical records in compliance with HIPAA privacy rule standards to protect patient's privacy.
  • Utilized knowledge of electronic medical record systems and medical terminology to perform diverse data entry tasks.
  • Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.

Education

A.A.S Radiology Technologist -

Pikes Peak Community College
Colorado Springs, CO
01.2021

B.A. Counseling Psychology - undefined

Delaware Valley University
Doylestown, PA
05.2014

Skills

  • Leadership
  • Problem-solving
  • Organizational skills
  • Communication
  • Data analysis
  • Performance monitoring
  • Schedule Management
  • Complaint resolution
  • Quality Control

References

  • Rebecca Nannarone, VNA Hospice, Nannaronerebecca@aol.com, 908-670-2852
  • Neil Correll, Venterra Real Estate, Neil@Neilcorrell.com, 586-899-2738

Timeline

Intake Team Lead

LifeStance Health, Inc
08.2023 - Current

Intake Coordinator

LifeStance Health, Inc
04.2021 - 08.2023

Patient Access Registrar

UCHealth Memorial Hospital
12.2020 - 08.2021

Server

The Golden Bee
07.2017 - 12.2021

B.A. Counseling Psychology - undefined

Delaware Valley University

A.A.S Radiology Technologist -

Pikes Peak Community College
Kaitlyn Klein