Karla Herrera
Tampa,USA
Summary
Dedicated and growth-driven Orthodontic Assistant who joined Imagine with no prior orthodontic experience and successfully learned all clinical processes from the ground up through the Imagine way of training and patient care. In a short period of time, developed strong clinical knowledge, adaptability, and leadership skills while consistently taking initiative to support team and operational success. Successfully assumed responsibility for aligner case submission and tracking, cross-trained in the Treatment Coordinator role, and provided coverage whenever needed to ensure seamless office operations. Recognized for maintaining high patient satisfaction through quality care, strong communication, and low emergency visit rates. Passionate about helping others, supporting team development, and eager to travel to additional office locations whenever assistance is needed.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Orthodontic Assistant
Imagine Orthodontic Studio
Temple Terrace, FL
07.2025 - Current
- Support fellow team members during challenging appointments by providing guidance, troubleshooting, and hands-on clinical assistance.
- Maintained organization and oversight of aligner cases, ensuring accurate submission and follow-through throughout treatment stages.
- Assist in a wide range of orthodontic procedures, demonstrating strong clinical knowledge and adaptability across appointment types
- Documented appointment details thoroughly and consistently, supporting clear communication and treatment tracking across the clinical team.
- Helped minimize emergency appointments by reinforcing proper appliance care, patient education, and proactive clinical monitoring.
Patient Treatment Coordinator
Modern Day Smiles
Tampa, FL
03.2023 - 06.2024
- Updated practice management software with current appointment schedules, patient information, and billing details.
- Managed patient records by updating information and ensuring confidentiality.
- Assisted dentists in coordinating treatment plans for high volume office of over 30 patients daily.
- Corresponded with insurance companies to check claims.
- Assisted patients in understanding treatment options and financial responsibilities.
- Developed educational materials to improve patient comprehension of procedures.
- Trained new staff on patient management protocols and office best practices.
Licensed Insurance Sales Agent
Global Insurance & Planning Advisors
Tampa, FL
05.2022 - 03.2023
- Interacted with 100+ clients a day to obtain sales.
- Streamlined policy renewal processes for improved efficiency and client retention rates.
- Spent ample time with each customer - verbally reviewing and explaining documents for client comprehension.
- Met my daily goal of 13 sales a day .
- Managed existing accounts with a high level of professionalism, addressing any concerns or changes in coverage as needed
Education
Associate of Science -
Miami Dade College
Miami, FL01-2018
Skills
- Attention to Detail
- Clinical Accuracy & Precision
- Quality-Focused Clinical Practice
- Bilingual
- Quick Learner
- Adaptability
- Compassionate Patient Care
Certification
- First Aid/CPR Certified
LANGUAGES
Fluent Spanish
English
Timeline
Orthodontic Assistant
Imagine Orthodontic Studio
07.2025 - Current
Patient Treatment Coordinator
Modern Day Smiles
03.2023 - 06.2024
Licensed Insurance Sales Agent
Global Insurance & Planning Advisors
05.2022 - 03.2023
Associate of Science -
Miami Dade College