Karen Lorde

Created newsletters to share company updates and events.

• Took detailed notes in meetings and disseminated information afterward.
• Prepared invoices and drafted memos for executives.
• Created spreadsheets using Excel software programs including formulas, macros and pivot tables.
• Organized and maintained executive calendars, scheduled meetings, conferences, travel arrangements, and appointments.
• Facilitated communications by forwarding emails, transferring calls and filing documents.
• Filtered important calls and spam calls to help executives prioritize specific clients and expedite daily operations.
• Greeted visitors upon their arrival; directed them to the appropriate destination or person; provided general information about the organization when necessary.
• Reviewed and processed expense reports and invoices for accuracy and completeness.
• Assisted in preparing marketing materials such as brochures and flyers for distribution at trade shows and other events.
• Ordered catering or restaurant delivery to offer food and beverages to meeting and conference attendees.
• Ordered office supplies as needed while monitoring inventory levels to ensure adequate stock is available at all times.
• Managed and tracked expenses to meet company budget requirements.
• Handled confidential information with discretion and integrity.
• Followed proper accounting and bookkeeping procedures to support audits.
• Achieved cost-savings by developing functional solutions to problems.

• Maintained a secure database of patient information, including diagnoses, treatments, insurance information, and other health data.
• Prepared release forms for transferring confidential medical records between providers.
• Conducted audits of medical charts to identify deficiencies in documentation or coding accuracy.
• Enhanced electronic records management systems to meet new needs and forecasted demands.
• Performed quality control checks to ensure accuracy of data entry into electronic health record system.
• Reviewed medical records for accuracy and completeness, ensuring compliance with HIPAA regulations.
• Collaborated with clinicians on improving documentation practices to ensure accurate coding of services rendered.
• Took part in meetings and committees to discuss such topics as electronic health records and communicate best ways to improve workflows.
• Retrieved medical records upon request from patients or authorized personnel.
• Assisted physicians in understanding the requirements for proper documentation within the EHR system.
• Reviewed medical records for completeness, accuracy, and compliance with regulations.
• Met needs of physicians and other treating team members with timely retrievals of patient medical records.
• Resolved discrepancies between paper-based documents and electronic health records systems.
• Collaborated closely with team members to achieve project objectives and meet deadlines.
• Identified needs of customers promptly and efficiently.

• Facilitated smooth communication between staff and senior management through diligent message delivery.
• Welcomed visitors and customers by greeting and answering or directing inquiries.
• Displayed professional standards at reception desk to impress visitors.
• Prepared welcome kits for all new hires that included their ID badges and other relevant materials.
• Handled administrative tasks including filing documents, photocopying, scanning documents.
• Greeted customers, answered general questions and directed to appropriate locations.
• Communicated effectively with internal teams about upcoming visitors or changes in schedules.
• Answered multi-line telephone with polite tone of voice to provide general information and answer inquiries.
• Provided support in coordinating events such as conferences, meetings or seminars.
• Processed mail and packages received at the front desk.
• Managed office cleaning and sanitizing to comply with infection control protocols.
• Updated visitor log book daily with new entries of visitors who have signed in and out of the building.
• Investigated and analyzed client complaints to identify and resolve issues.
• Maintained office supply inventory and placed orders to meet demand.
• Monitored security cameras located at the entrance doors.
• Received parcels, routed mail and opened packages for staff.
• Sorted invoices for accounting department by date stamping and filing by vendor code.
• Maintained client accounts by obtaining, recording and updating personal and financial information.

• Implemented process improvements to enhance efficiency and effectiveness of the referral coordination system.
• Worked closely with billing departments to ensure accurate coding and billing for referred services.
• Recruited, hired and trained new medical and facility staff.
• Created new strategies for improving customer service standards within the organization.
• Prepared and distributed referral reports to healthcare management, highlighting performance metrics and patient outcomes.
• Communicated regularly with patients regarding their care plans following a referral.
• Maintained confidentiality of patient information in compliance with HIPAA regulations.
• Resolved conflicts between referring physicians and receiving providers.
• Resolved issues arising during the referral process, including insurance denials and appointment scheduling conflicts.
• Assisted in training new employees on the organization's policies for making referrals.
• Maintained awareness of government regulations, health insurance changes and financing options.
• Educated patients on the referral process, including expected timelines and preparation for specialist visits.
• Reviewed referral details and expectations with providers and patients and requested new referrals when necessary.
• Created reports on referral activity and outcomes.
• Participated in training and professional development opportunities to stay current with best practices in referral coordination.
• Conducted follow-up with patients and healthcare providers to ensure satisfaction and address any concerns post-referral.

• Worked closely with accounting department staff on reconciliation efforts related to receivables.
• Reviewed and processed customer invoices for accuracy.
• Answered customer questions to maintain high satisfaction levels.
• Trained new team members on company policies and accounting systems to keep team operations productive and efficient.
• Maintained records of all customer transactions and payments.
• Assessed billing statements for correct diagnostic codes and identified problems with coding.
• Expedited payments by verifying accuracy and currency of vendor information.
• Applied payments from customers to proper accounts, checking information to verify accuracy.
• Managed customer account setup process including creating new accounts as needed.
• Participated in conference calls with professionals to discuss incident tracker issues.
• Executed solutions for internal process issues to streamline operations.
• Investigated past due invoices and delinquent accounts to generate revenues and reduce number of unpaid and outstanding accounts.
• Managed all payments processing, invoicing and collections tasks.
• Provided support during internal and external audits related to billing processes.
• Researched and resolved billing issues with customers.

• Assisted in the maintenance of patient accounts to ensure accuracy of information including demographic, insurance and financial data.
• Processed payments accurately and efficiently in a timely manner.
• Accepted and processed customer payments and applied toward account balances.
• Received payments and posted amounts to customer accounts.
• Contacted customers with delinquent accounts to solicit payment.
• Maintained accurate records of all financial transactions.
• Handled credit card processing activities such as refunds, disputes, and chargebacks in accordance with applicable regulations.
• Answered incoming calls from patients regarding billing inquiries and resolved customer service issues.
• Provided exceptional customer service by addressing patient concerns promptly and professionally.
• Conducted follow-up on outstanding insurance claims and worked with other departments to resolve payment issues.
• Ensured HIPAA compliance when handling confidential patient information.
• Verified eligibility for patients prior to appointment scheduling.
• Performed cash reconciliations for patient accounts ensuring accuracy of records.
• Contacted insurance companies to check status of claim payments.
• Investigated billing discrepancies and implemented effective solutions to resolve concerns and prevent future problems.
• Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.