Kathleen Leo

• Primary check-out PSR. Assists patients to schedule follow-up appointments with their provider(s), nurse visits and lab draws. Prints patient care summaries, confirm previously scheduled, answers patient questions related to their continuity of care.
• Answers phone calls and direct patients to triage as appropriate, schedules and reschedules appointments, provide information to patients as appropriate using excellent communication skills and phone demeanor.
• Intake Coordinator for Strafford Street location. Educates patients about intake process, process intake paperwork, builds charts, schedules patients, maintains database for new patients, works with behavioral health and MAT providers to schedule new patient phone screens for those services.
• Check in duties when necessary.

• Provides administrative support to physical and occupational therapists.

• Manages patient information and medical records accurately and efficiently, utilizing electronic health record systems, including WebPT and Meditech.

• Collects and verifies insurance information for new patients is current and active, via provider online portals, IVR systems and live customer service representatives. Obtains copays, coinsurance, deductible and OOP amounts and accruals, eligibility details and authorization requirements.

• Identifies, request and tracks insurance prior authorizations via insurance company provider portals, fax, and phone to ensure insurance reimbursement.

• Created and maintains Excel tracking spreadsheet for patient insurance authorizations.

• Point person for insurance inquiries from patients and providers.

• Schedules new and follow-up patient appointments, obtains information and registers patient demographics and insurance information into EMR. Maintains cancellations and waitlist for all therapists.

• Prepares charts for new patient evaluations and makes confirmation calls for the next day.

• Reconciles copays and gym membership payment receipts and creates deposit slips for previous day each morning.

• Receives fax referrals and makes calls to new patients to register and schedule for initial evaluations.

• General office duties, fax, copy, scan, mail sorting.

• Maintains an extremely high level of patient care and service, the highest respect for patent confidentiality in accordance with HIPPA guidelines, and a true passion for healthcare office administration.

• Extensive phone work, documenting calls in EMR and forwarding them to appropriate team/provider
• Check-in & out
• Place insurance referrals for specialty care
• Monitor and work through administrative work queues, prioritizing and forwarding patient portal messages to providers and clinical teams
• Chart maintenance and updating
• Schedule and reschedule patient appointments
• Face-to-face interaction with patients from pediatrics to senior care age groups
• Worked 10+ hours of overtime each week for prolonged period when office was short-staffed
• Took on extra responsibilities as needed
• Established rapport and relationships with patients and external partners to cross-train and support medical staff
• Reviewed medical charts and served as liaison between patient, doctor and hospital
• Cross-trained to support other medical staff with emphasis on establishing patient rapport and developing relationships with external partners
• Worked with patients to schedule tests and procedures