Kathy Morales
Summary
Professional with experience in patient benefits coordination. Expertise in navigating healthcare systems, managing patient accounts, and ensuring optimal benefits utilization. Strong focus on team collaboration and achieving results. Reliable and adaptable, with skills in communication, problem-solving, and patient advocacy.
Overview
24
24
years of professional experience
Work History
Patient Benefits Coordinator
Southern California Orthopedic Institute
04.2023 - Current
- Handle administrative tasks efficiently, data entry and comprehensive reporting.
- Collaborate with medical staff, leads and managers providing timely updates and support.
- Uphold strict confidentiality standards, ensuring the integrity and privacy of all patient information.
- Understanding of HIPAA regulations.
- Deliver outstanding customer service when having to work with patients over the phone to provide any information regarding billing fees at check in.
- complete tasks and persistent when facing with difficult situations, committed to achieving results.
Call Center Mentor
Southern California Orthopedic Institute
01.2019 - 2023
- Handle incoming and outgoing phone calls
- Work both English and Spanish phone call lines
- Book for over 40 Doctors out of the multiple locations
- Book appointments for both private and workers compensation insurances
- Listen to patients concerns to provide appointment based on patient's needs.
- Deescalate situations involving dissatisfied customers, offering patient assistance and support
- New workers compensation appointments- build referrals and cases
- Update patients' information as needed based on insurance changes
Customer Service Trainer
Bed Bath & Beyond
01.2005 - 01.2019
- Provide world-class customer service
- Attend and resolve customers issues in person and online return in a timely manner
- Create and ship customer online orders
- Conduct hiring orientation and cashier training
- Provide Product knowledge classes to department sales floor associates
- Responsible for Bridal & Gift registry department – help couples scan for items to create a fully furnished Home.
- Back to College/ Pack & Hold program- help all new and returning College students make the most of small dorm living space.
Sales Associate
Robinsons May
01.2002 - 01.2004
- Performed cashier duties
- Responsible for soliciting credit – help customers open credit, meet credit goals per shift.
- Conduct safety inspections throughout the building to ensure customer and employee safety & prevent store liability.
- Supervised inventory of company merchandise
- Guess clothing Brand specialist- Guess merchandiser and representative
Education
High School Diploma -
John Marshall High School
CA01-2000
Skills
- Bilingual- English and Spanish spoken
- Strong empathy
- Organization skills
- Time management
- Data entry
- Insurance verification
- HIPAA compliance
- Fast learner
- Team Player
- Customer service
- Decision-making
Timeline
Patient Benefits Coordinator
Southern California Orthopedic Institute
04.2023 - Current
Call Center Mentor
Southern California Orthopedic Institute
01.2019 - 2023
Customer Service Trainer
Bed Bath & Beyond
01.2005 - 01.2019
Sales Associate
Robinsons May
01.2002 - 01.2004
High School Diploma -
John Marshall High School
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