Karen Escobar
San Diego,CA
Summary
Capable Patient Representative dedicated to providing superior support for patients in need of reliable information regarding insurance coverage, finance options and documentation requirements. Well-versed in scheduling and database management functions for streamlined communication and reduced correspondence backlogs. Excels at identifying client needs and concerns to improve engagement strategies and overall service.
Overview
13
13
years of professional experience
Work History
Patient Service Representative
Family Health Center Inc.
09.2018 - 11.2021
- Filed and maintained patient records in accordance with HIPAA regulations..
- Improved patient satisfaction by providing exceptional customer service during check-in and check-out processes.
- Entered patient demographic and insurance data into electronic medical record system.
- Built and maintained positive working relationships with patients and staff.
- Coordinated referrals efficiently between primary care providers and specialists, ensuring a seamless patient experience.
- Answered incoming calls, scheduled appointments and filed medical records.
Stock Lead
Burlington
06.2017 - 08.2018
- Contributed to positive workplace culture by demonstrating strong work ethic, adaptability, teamwork ability, professionalism under pressure situations.
- Maintained effective communication with sales staff regarding product availability, shipment arrivals, and merchandise-related inquiries.
- Trained new team members on company procedures, inventory management software, and best practices for stock handling.
- Oversaw workers preparing new merchandise for sales floor with store-specific tags and displays.
- Supervised stock crew associates in daily replenishment, storage management and merchandising.
Cash Oce / Retail Associate
DD's Discount
03.2016 - 05.2017
- Analyzed funds and prepared deposits, ensuring accuracy and including any necessary change order information
- Processed all sales transactions from the previous day promptly and accurately
- Greeted customers, responded to inquiries, and provided exceptional customer service to enhance engagement with merchandise
- Operated cash registers, managed financial transactions, and maintained accurate drawer balance
- Handled cash transactions accurately, maintaining balanced registers and reducing discrepancies during shift changes..
Sales Manager
Phone Ware Inc
08.2015 - 04.2017
- Collaborated with other members of the management team to identify trends, analyze performance data, and establish call center goals that align with business objectives
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures, and sales strategies.
- Provided guidance and assistance to representatives during challenging calls, helping them navigate difficult situations and achieve positive outcomes
- Increased sales revenue by developing and implementing effective sales strategies.
- Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
Patient Service Representative lead / Optometry Assistant / Medical Record
La Maestra Community Health Centers
02.2009 - 03.2013
- Warmly greet patients and ensure they have scheduled appointments
- Prepare and maintain patient charts, accurately updating patient information and medical history
- Verify insurance eligibility, including Medi-Cal and other funding sources, using online systems and collecting co-payments as required
- Contact insurance providers to verify eligibility and facilitate changes to the Primary Care Physician (PCP) if necessary
- Prepare patients for vision examinations, assisting in various tests and assessments using specialized ocular testing equipment to evaluate near and far acuity, depth perception, macula integrity, color perception, and visual field
- Support patients in selecting frames for glasses and provide assistance with adjustments and repairs as needed
- Participated in ongoing training programs related to HIPAA compliance, maintaining up-to-date knowledge on regulatory requirements.
- Processed medical records requests efficiently, safeguarding patient privacy while ensuring timely information access for healthcare providers.
- Took copayments and compiled daily financial records.
Education
Skills
- Communication Skills
- Critical thinking and problem solving
- Teamwork and Collaboration
- Creativity
- Excellent verbal and written communication skills
- Attention to Detail
- Multi-Line Telephone Systems
- Calm and Effective Under Pressure
- Punctual and Hardworking
- Training Coordination
- Multitasking and Organization
- Team Leadership
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Patient Service Representative
Family Health Center Inc.
09.2018 - 11.2021
Stock Lead
Burlington
06.2017 - 08.2018
Cash Oce / Retail Associate
DD's Discount
03.2016 - 05.2017
Sales Manager
Phone Ware Inc
08.2015 - 04.2017
Patient Service Representative lead / Optometry Assistant / Medical Record
La Maestra Community Health Centers
02.2009 - 03.2013