Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
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Karlee Upegui

New York,NY

Summary

Bilingual and detail-oriented medical associate with experience in clinical support, patient care, and office coordination. Skilled in diagnostic testing, surgical assistance, and insurance processing. Seeking a full-time healthcare role where I can contribute to patient satisfaction and efficient clinical operations.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Ophthalmic Technician / Scribe / Office Coordinator

Cohen Eye Institute
Ridgewood, NY
07.2022 - Current
  • Assisted ophthalmologists during exams and minor surgical procedures.
  • Conducted preliminary eye exams including visual acuity, IOP measurements, and retinal imaging.
  • Maintained accurate and HIPAA-compliant patient records.
  • Managed patient scheduling, insurance verification, and billing tasks.
  • Trained and supervised new clinical and administrative staff.
  • Addressed patient concerns, enhancing service and satisfaction.
  • Oversaw office operations: managed supplies, coordinated meetings, organized records/invoices.
  • Scheduled office maintenance and repairs; coordinated with vendors and submitted work orders.
  • Conducted comprehensive patient assessments, including visual acuity and intraocular pressure measurements.
  • Maintained and calibrated ophthalmic equipment to ensure optimal performance and accuracy.
  • Triaged phone calls from patients and outside contacts and handled in order of importance.
  • Increased clinic efficiency by cross-training in administrative tasks, providing versatile support to team.
  • Assisted in onboarding new employees, providing training on office protocols.
  • Developed and maintained filing systems, improving document retrieval efficiency.
  • Led office organization initiatives, contributing to an improved workspace environment.
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
  • Coordinated scheduling and logistics for meetings, optimizing resource allocation and time management.
  • Coordinated scheduling for appointments, meetings, and events to optimize time management.
  • Conducted comprehensive patient ocular assessments using advanced diagnostic equipment.
  • Educated patients on pre- and post-operative care protocols for eye surgeries.
  • Operating specialized equipment such as Optical Coherence Tomography (OCT), fundus photography, and visual field analyzers.
  • Performing contact lens evaluations and fittings.

Medical Receptionist

CTS Medical
New York, NY
05.2021 - 06.2022
  • - Handled patient check-in/check-out and billing transactions.
  • - Managed a multi-line phone system and updated medical records.
  • - Verified insurance coverage and supported Spanish-speaking patients.
  • - Maintained HIPAA compliance across all administrative tasks.

Professional Waitress

Imperial Hall
New York, NY
10.2018 - 12.2020
  • - Delivered high-quality customer service in a fast-paced environment.
  • - Trained new waitstaff and supported daily floor operations.
  • - Assisted with cash handling and end-of-day closing procedures.

Customer Service Cashier

Satori Burgers
New York, NY
06.2018 - 10.2018
  • - Processed high-volume transactions with accuracy.
  • - Managed inventory and provided excellent customer service.

Education

High School Diploma -

William Cullen Bryant High School
Queens, NY

LaGuardia Community College
Long Island City, NY

Skills

  • Bilingual: Fluent in English & Spanish
  • Ophthalmic Equipment Operation
  • Diagnostic Testing (Visual Acuity, Intraocular Pressure, Retinal Imaging)
  • Surgical Assistance & Instrument Sterilization
  • Insurance Verification & Billing
  • HIPAA Compliance & Patient Record Management
  • Microsoft Word, Excel, Outlook, EHR Systems
  • Strong Verbal & Written Communication
  • Time Management & Organization
  • Patient Education & Advocacy
  • Team Collaboration
  • Adaptability & Professionalism

Languages

English
Full Professional
Spanish
Full Professional

Certification

  • - HIPAA Privacy & Security
  • - OSHA: Bloodborne Pathogens & Hazard Communication
  • - Ethics & Code of Conduct
  • - Surgical Assistance & Medication Administration
  • - Certified Nasopharyngeal Swabber (CNP)
  • - COVID-19 Biosafety Precautions
  • - Antibodies Technician (DBS)
  • - Risk & Management in the Clinical Laboratory

Timeline

Ophthalmic Technician / Scribe / Office Coordinator

Cohen Eye Institute
07.2022 - Current

Medical Receptionist

CTS Medical
05.2021 - 06.2022

Professional Waitress

Imperial Hall
10.2018 - 12.2020

Customer Service Cashier

Satori Burgers
06.2018 - 10.2018

High School Diploma -

William Cullen Bryant High School

LaGuardia Community College