Kathleen Simon

• Assists Nurse Coordinators to supports seamless onboarding and navigation of all newly referred patients from point of referral through initial consultation, ensuring timely scheduling, effective coordination and an optimal patient experience:
• Monitors the Epic work queues for new patient referrals regularly, communicates findings to Nurse Coordinator and promptly initiates onboarding processes.
• Tracks and enters new external referrals into Epic.
• Makes new patient contacts to confirm schedule, determine patient access to technology and offer MyChart registration.
• Compiles all medical documentation for review by Nurse Coordinators
• Executes request for confirmation of diagnosis in accordance with established Yale Medicine pathology policy
• Coordinates the scheduling of initial consultations and any required pre-visit testing as directed by Nurse Coordinator and/or providers
• Ensures all patient medical record information, results from various screening and diagnostic tests (e.g., pathology, radiology, surgical reports, etc
• Managed a high volume of inbound calls while maintaining accuracy in appointment scheduling and patient record updates.
• Performs general clerical functions and other duties as to ensure accurate, prompt, effective and timely flow of communication and an optimal experience for patients.

. Worked closely with patients, physicians and nurse professionals within the clinic setting and was responsible for accurately managing and making decisions related to sequencing of complex procedures, physician appointments, infusion/chemotherapy and other multifaceted services. Communicates directly with the patient and/or the physician office to ensure instructions, preparations or laboratory test requirements prior to the procedure/appointment have been met. Coordinates multiple patient appointments and manages patient and insurance demographics.

• Greeted and assisted patients with check-in procedures.

• Supported office staff and operational requirements with administrative tasks.
• Answered phone calls and messages for 3-physician medical oncology office, scheduling appointments, and handling patient inquiries.
• Managed master calendar and scheduled appointments for providers based on optimal patient loads and clinician availability,
• Maintained office supplies inventory by checking stock, anticipating department needs, and placing and expediting orders.

• Answered phone calls and messages for 26-physician cardiothoracic and vascular medical facility, scheduling appointments, and handling patient inquiries.
• Assisted in the onboarding process for new staff members, providing necessary training and guidance to ensure a smooth transition into the office environment.
• Coordinated continuing education sessions for physicians, tracking attendance records, and reporting credits as needed for license renewals.
• Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling.
• Processed medical insurance claims and payments.
• Assisted with medical coding and billing tasks.
• Managed office bookkeeping with insurance billing and patient payments.

Managed 1 doctor office vascular surgeon office. Scheduled patient appointments, coordinated diagnostic testing, and scheduled surgery.

Submitted claims and posted payments.

Managed office calendar.