KATHLEEN LI'O
Colorado Springs
Summary
Medical assistant with over 20 years of experience in patient care and medical office management. Proven ability to enhance patient satisfaction through effective communication and critical thinking. Committed to maintaining compliance with regulatory standards while fostering trust and rapport with patients. Demonstrates dedication to achieving optimal health outcomes for all patients.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Medical Assistant
UCHealth Surgical Clinic
Colorado Springs
01.2025 - Current
- Assists healthcare providers with patient examinations and procedures.
- Measure vital signs and took medical histories to prepare patients for examination.
- Collected and recorded patient vital signs and medical histories for accurate assessments.
- Prepare examination rooms and ensured necessary supplies were stocked.
- Keep examination rooms clean, stocked with necessary supplies and prepared for incoming patients.
- Maintain electronic health records for accurate documentation of patient care.
- Adheres to HIPAA regulations regarding safeguarding confidential patient information at all times.
- Relayed messages from patients to physicians regarding concerns, condition updates, or refill requests to support timely treatment.
- Document notes during patient visits.
- Answer phones, scheduled appointments and managed patient flow while greeting visitors in a professional manner.
- Maintained accurate medical records through efficient filing, charting, transcription, and data entry into electronic health record system.
- Help with minor procedures
- Contact pharmacies to inform of prior authorizations
- Assist with pre-operative preparation of patients including providing instruction about post-operative care plans.
- works with bariatric, trauma, and general surgeons
Practice Manager
Peak Vista Community Health Centers
Fountain
09.2023 - 09.2024
- Managed daily operations across multiple health center sites, enhancing service delivery and operational efficiency.
- Oversaw staff scheduling, ensuring optimal coverage to meet patient care needs across all departments.
- Implemented policies that enhanced patient care and improved operational performance.
- Developed strategies aimed at improving patient satisfaction and service delivery metrics.
- Coordinated comprehensive training programs for new hires and ongoing staff education.
- Facilitated communication between healthcare providers and administrative teams, streamlining processes to improve collaboration and patient outcomes.
- Monitored compliance with regulatory standards, ensuring adherence to internal protocols.
- Resolved escalated customer service issues promptly while maintaining professionalism.
MA Supervisor
Peak Vista Community Health Centers
Fountain
04.2022 - 09.2023
- Oversaw daily clinical operations in medical office, ensuring smooth workflow and adherence to protocols.
- Administered yearly competencies for medical assistants.
- Performed monthly reviews for medical assistants to ensure compliance.
- Trained staff, externs, and new employees.
- Conducted interviews for medical assistant candidates.
- Managed attendance tracking, timecard approvals, and PTO requests to maintain staffing levels and operational efficiency.
- Coordinated meetings, created agendas, and facilitated unit huddles to enhance communication and team alignment.
- Managed vaccine program support and inventory for VFC and private stock.
Lead Medical Assistant
Peak Vista Community Health Centers
Fountain
11.2017 - 04.2022
- Assigned clinical duties in medical office setting
- Assisted RN in administering Flu/COVID clinic and charting patient data to ensure accurate record-keeping
- Provided direct support for patient care when staff shortages occur or when needed
- Assisted Director with patient advocacy issues and keep focus on customer service and patient satisfaction
- Conducted interviews for Medical Assistants, evaluating candidates to strengthen team quality
- Trained new staff and precept externs
- Conducted yearly MA competencies
- Participated in MA reviews
- Scheduled and facilitated MA meetings, developing agendas and documenting minutes for effective communication
- Provided vaccine program support and inventory management for both VFC and private stock
- Monitored expiration dates and monitor medical supply levels to confirm sufficient stock, promptly placing replenishment orders before depletion
- Ran monthly referrals and monitor that monthly percentage has been met
- Monitored COVID test results task box and make sure the patient is notified of results in a timely manner
- Assisted in PT project for "No Show" policy as well as Colorectal screening
- Assisted Director, Provider, or any staff when a task needs to be addressed immediately
Medical Assistant
Peak Vista Community Health Centers
Fountain
08.2014 - 11.2017
- Perform EKGs, blood draws, strep tests, UA testing, and pregnancy tests.
- Administered medications and vaccines according to provider orders, contributing to patient treatment plans.
- Coordinated with provider to room and prepare patients for examinations, ensuring readiness for optimal care.
- Prepared treatment rooms for patients by cleaning surfaces and restocking supplies
- Utilize EHR to enter and retrieve patient information
- Scan patient records or results and close referrals
- Scrub provider schedule for next day and make sure all that is needed for appointment is available for provider
- Supported provider in DME ordering and home health paperwork, facilitating timely patient care.
- Scheduled appointments for patients via phone and in person.
- Answer multi-line phones, operated fax, and copy machine
- Sorted incoming faxes into designated provider inboxes for efficient processing.
Medical Assistant
Sutter Health - Dr. Kenneth Maybury
San Francisco
05.2008 - 05.2009
- Roomed and prepped patients for examination by obtaining medical history, chief complaints, and vital signs.
- Administered testosterone and B12 injections under physician supervision in clinical settings.
- Triaged patients by severity of medical complaint, enhancing patient flow and prioritizing care needs.
- Coordinated with pharmacies to submit and refill patients' prescriptions, facilitating timely access to medications.
- Scheduled appointments for patients via phone and in person
- Worked front office, checking in patients, and verifying insurance
- Prepared treatment rooms for patients, ensuring cleanliness and availability of necessary supplies.
- Prepared patient charts for daily appointments and organized paper records in filing system.
- Answered multi-lined phones and operated fax and copy machines
Emergency Room Technician
Kaiser Permanente
South San Francisco
02.2005 - 05.2007
- Assisted with CPR and airway clearing procedures during emergencies.
- Obtained and recorded patients' vital signs, collected medical specimens, and ensured accurate patient chart updates.
- Responded to cardiac monitor alarms and other codes requiring immediate response.
- Monitored patients' condition and reported changes in status or acuity to nurses.
- Monitored patients for signs of distress or decompensation, promptly alerting staff to emergency situations.
- Coordinated with nurses to assess and prepare patients for tests and medical procedures.
- Perform EKG's, answered multi-lined phones, triaged and register patient upon arrival
- Safely transferred patients to wheelchair or stretchers for transportation to other departments.
- Took blood pressure measurements and reported to nurse or physician if above or below normal levels.
- Applied and educated patients on orthopedic devices like crutch walking.
- Assisted with fitting patients for casts, crutches, and other medical devices.
- Supported physician during minor procedures by assisting with wound care and debridement techniques.
- Assist RN with sterile and non-sterile dressing changes
- Stocked and replenished patient care areas with appropriate supplies.
- Restocked supplies kept in patient rooms to maintain optimal levels.
Medical Assistant - Surgery Department
Kaiser Permanente
South San Francisco
01.2003 - 02.2005
- Maintained and set up patient rooms
- Roomed and prepped patient for proper examination
- Obtained medical history, chief complaints, and vital signs.
- Assisted doctors with minor surgical procedures to ensure smooth operations and patient comfort
- Performed suture and staple removal to ensure proper wound care.
- Cleaned and dressed wounds to promote healing and prevent infection
- Cleaned and dried surgical instruments, and prepped and packaged surgical sets to be sent to central sterilization
- Utilized patient chart to accurately enter and retrieve vital patient information
- Answered multi-lined phones, took messages, scheduled appointments for patients
- Worked with general, vascular, bariatric, thoracic, and plastic surgeons as well as ENT and Urology
Medical Assistant - Surgery Department
Kaiser Permanente
Hayward
05.2002 - 01.2003
- Roomed and prepped patients for examinations, ensuring readiness for optimal care
- Obtained medical history, chief complaints and vital signs.
- Assisted Dr.'s with minor surgical procedures
- Removed sutures and staples from surgical sites in accordance with physician guidelines
- Cleaned and dressed wounds, promoting healing and patient comfort
- Cleaned, dried, and packaged surgical instruments for central sterilization, maintaining compliance with safety standards
- Worked with general, vascular, bariatric, thoracic, and plastic surgeons.
- Worked as surgery scheduler for operating room
- Maintained and set up patient rooms
- Utilize patient chart to enter or retrieve any patient information
- Answered multi-lined phones, took messages, scheduled appointments for patients
Medical Assistant - Orthopedics
Kaiser Permanente
South San Francisco
10.2001 - 01.2003
- Prepared and organized patient rooms to ensure a welcoming and efficient environment for examinations
- Obtained medical history, chief complaints and vital signs.
- Roomed and prepped patient for proper examination
- Applied splints and casts as directed by the doctor.
- Instructed patients on proper crutch use for mobility.
- Prepped and transported patient to radiology for diagnostics
- Contacted pharmacies to submit and refill patients' prescriptions.
- Scheduled appointments for patients via phone and in person.
- Answered multi-lined phones, take messages, schedule appointments for patients
- Utilize patient chart to enter or retrieve any patient information
- Cleaned, dried, and packaged surgical instruments, ensuring compliance with sterilization protocols for patient safety
- Worked with podiatrist and assisted with toenail removals
Medical Assistant - Surgery Department
Kaiser Permanente
Hayward
06.1998 - 10.2001
- Fulfilled equivalent roles under the same management in 2002-2003
- Assisted healthcare providers with patient examinations and procedures.
- Managed patient intake, scheduling, and follow-up appointments efficiently.
- Administered medications and vaccinations according to established protocols.
Medical Assistant
Seton Medical Center - Dr. Tony Wong
Daly City
06.1997 - 06.1998
- Interviewed patients to gather medical history, chief complaints, and vital signs, facilitating accurate diagnosis and treatment.
- Roomed and prepped patients for proper examination
- Educated patients on medications, procedures, and physician's instructions, enhancing understanding and adherence to treatment plans.
- Registered patient and verified insurance upon arrival for appointment
- Scheduled patient appointments via phone and in person, ensuring efficient use of provider time.
- Prepared and updated patient charts to streamline the check-in process and enhance workflow efficiency.
- Prepared exam rooms by cleaning and organizing equipment and supplies for patient visits.
- Contacted pharmacies to submit and refill patients' prescriptions.
- Answered phone lines, took messages, and operated fax and copy machines
- Sorted and filed documents into patient charts to maintain accurate and up-to-date records.
Education
Certificate - Medical Assistant
Bryman College
San Francisco, CA09-1997
High School Diploma -
Vallejo High School
Vallejo, CA06-1992
Some College - Nursing
Pikes Peak Community College
Colorado Springs, COSkills
- Venipuncture and phlebotomy
- Specimen collection and processing
- Vital signs monitoring
- Wound care and irrigation
- Medication and Vaccine Administration
- Patient scheduling
- Electronic health records
- HIPAA compliance
- First Aid/CPR
- Inventory management
- Understands medical procedures
Certification
- NHA - Certified Clinical Medical Assistant (CCMA), 2014-Present
- American Heart Association - CPR/BLS Certified, 1997-Present
Timeline
Medical Assistant
UCHealth Surgical Clinic
01.2025 - Current
Practice Manager
Peak Vista Community Health Centers
09.2023 - 09.2024
MA Supervisor
Peak Vista Community Health Centers
04.2022 - 09.2023
Lead Medical Assistant
Peak Vista Community Health Centers
11.2017 - 04.2022
Medical Assistant
Peak Vista Community Health Centers
08.2014 - 11.2017
Medical Assistant
Sutter Health - Dr. Kenneth Maybury
05.2008 - 05.2009
Emergency Room Technician
Kaiser Permanente
02.2005 - 05.2007
Medical Assistant - Surgery Department
Kaiser Permanente
01.2003 - 02.2005
Medical Assistant - Surgery Department
Kaiser Permanente
05.2002 - 01.2003
Medical Assistant - Orthopedics
Kaiser Permanente
10.2001 - 01.2003
Medical Assistant - Surgery Department
Kaiser Permanente
06.1998 - 10.2001
Medical Assistant
Seton Medical Center - Dr. Tony Wong
06.1997 - 06.1998
Certificate - Medical Assistant
Bryman College
High School Diploma -
Vallejo High School
Some College - Nursing
Pikes Peak Community College