Karen Rojas Marquez

• Perform daily accounting support functions including invoicing, payment tracking, and accounts receivable collections
• Reconcile financial records and maintain accurate, up-to-date accounting data using QuickBooks
• Process payroll and ensure compliance with applicable regulations and reporting requirements
• Monitored and tracked company expenses; maintained detailed Excel spreadsheets for timely bill payments and budget management
• Prepared and generated profit and loss reports to facilitate financial analysis and informed decision-making
• Assisted with audit preparation by organizing financial documentation and reports for compliance and review
• Manage and process EDD claims, workers’ compensation reports, and insurance renewals with strong attention to compliance requirements
• Maintain OSHA logs and ensure proper documentation aligned with regulatory standards
• Provide administrative and clerical support including data entry, recordkeeping, and document management
• Communicate with clients and vendors regarding invoices, payments, and account status in a professional manner
• Coordinate with field staff to verify job completion and ensure accurate and timely billing
• Maintain organized filing systems for financial and administrative records
• Support business licensing processes, including city license applications and renewals

• Assisted in insurance verification and claims processing for patient accounts.
• Maintained accurate patient records using dental practice management software.
• Managed patient scheduling and appointment coordination for pediatric dental services.
• Facilitated communication between dentists, staff, and parents regarding treatment plans.
• Organized office operations to ensure a smooth workflow during busy hours.
• Handled incoming inquiries and provided information about services offered.
• Supported billing processes by preparing invoices and tracking payments received.
• Scheduled patient follow-up visits for dentists or hygienists based on treatment plans provided by doctors.
• Created a welcoming atmosphere for all visitors in the reception area by providing excellent customer service.
• Provided administrative support to dentists and hygienists, including scheduling appointments, coordinating referrals and ordering supplies.
• Assisted with accounts receivable tasks such as posting payments, sending out bills and following up on overdue accounts.
• Performed data entry duties to ensure accuracy of patient information in the computer database.
• Maintained accurate financial records related to insurance claims and billing processes.
• Reviewed medical histories of patients prior to appointment dates.
• Coordinated with other health care professionals in order to facilitate efficient patient care delivery process.
• Processed insurance claims forms timely and accurately according to company policy.
• Managed daily operations of the office including opening, closing duties, filing paperwork and managing incoming, outgoing mail.
• Answered phone calls promptly and directed them to appropriate staff members or departments when necessary.

• Verify insurance eligibility and pre-authorize benefitsHeavy calendar scheduling, ensure appointments are confirmed, answer phones and provide excellent customer service.
• Verify insurance eligibility and pre-authorize benefits
• Organize internal database, ensure all clients documents are up to date
• Coordinate with internal staff to ensure timelines are met on the daily
• Experience with claim reports, arrange supporting documents for insurance claims. Inform
  patients of financial treatment plan options
• Prepare and mail billing statements, insurance collections, and collect payments
• Proficient in MS Excel including PivotTables, VLOOKUP, INDEX/MATCH, Power Point, Outlook
  and Data tables

• Proficient with heavy calendar management, coordinate with internal staff to ensure deadlines
  are met
• Experience Inventory management, verify insurance eligibility, and collect payments
• Set appointments, answer phones, and provide excellent customer service
• Utilize MS office, Excel, PowerPoint, and Outlook
• Ensure front office is presentable, greet clients and resolve any customer service issues
• Handled billing inquiries and processed payments with attention to detail.
• Performed data entry into computer systems to maintain accurate records of customer information.
• Resolved any customer complaints or issues in a timely fashion following established protocols.

Escorted patients to exam rooms. Obtained dental x-rays using traditional and digital methods

• Positioned patients for treatment and prepared necessary equipment for procedures
• Passed instruments, suctioned fluids, and mixed materials for impressions. Produced opposing
  models, study casts, and impressions.
• Provide excellent customer service, coordinate appointments with staff
• Instructed patients on dental hygiene and provided education to prepare them for oral surgery
• Assisted dentists in permanent and temporary restorative procedures
• Stocked and prepared exam and treatment rooms, setting up required instruments, tools, and
  equipment
• Took patients blood pressure, pulse, and temperature and recorded measurements in patients
  charts
• Educated patients on oral hygiene practices and post-treatment care instructions.