Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Katiana Percy

Winter Garden

Summary

Detail-oriented Referral Coordinator with a track record of managing patient referrals and appointments efficiently. Skilled in streamlining workflows to enhance patient-centric service and improve referral processing times.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Referral Coordinator

OptumHealth
Winter Garden
08.2023 - 08.2025
  • Coordinated patient referrals to specialists within the OptumHealth network.
  • Managed appointment scheduling for patients and providers efficiently.
  • Communicated with healthcare providers to ensure timely referral processing.
  • Maintained accurate patient records using electronic health record systems.
  • Assisted patients in understanding referral procedures and next steps.
  • Collaborated with clinical staff to streamline referral workflows and minimize delays.
  • Monitored referral status and followed up on outstanding requests regularly.
  • Scheduled patients according to availability, urgency and insurance authorization guidelines.
  • Prioritized referrals according to urgency and adhered to appropriate referral deadlines.
  • Reviewed demographic, clinical and insurance information before sending to referred specialists.
  • Answered questions and resolved concerns raised by both patients and specialists.

Clinical Scheduler

Cardiovascular Interventions
Orlando
03.2022 - 07.2023
  • Scheduled patient appointments using electronic health record systems.
  • Coordinated communication between patients and healthcare providers.
  • Resolved scheduling conflicts efficiently with minimal disruption.
  • Maintained accurate patient records and appointment logs consistently.
  • Developed strategies for improving office efficiency through better utilization of resources.
  • Worked closely with clinical staff members to provide efficient service delivery throughout the organization.
  • Generated reminder letters and calls for upcoming appointments as well as follow-up calls after visit completion.
  • Coordinated patient appointments and scheduling of medical tests, treatments, and procedures.
  • Processed cancellations and rescheduling requests promptly while maintaining high customer satisfaction levels.
  • Responded to inquiries regarding appointment availability and provided accurate information about services offered.

Claim Specialist II

Florida Department of Economic Opportunity
Orlando
03.2020 - 06.2023
  • Reviewed and processed claims for unemployment benefits efficiently.
  • Communicated with claimants to clarify documentation and resolve issues.
  • Maintained accurate records of claims and correspondence in the system.
  • Resolved claims by approving or denying documentation, calculating benefits due and determining compensation settlement.
  • Maintained detailed records of all claim activities including notes about conversations with claimants or representatives.
  • Conducted interviews with involved claims parties and witnesses to gather detailed information and arrange investigations.
  • Documented specific claims by completing and recording forms, reports and logs.

Clinical Support Specialist

AdventHealth Orlando
Orlando
11.2018 - 03.2020
  • Provided patient support by answering inquiries and addressing concerns promptly.
  • Coordinated communication between patients and medical staff to ensure clarity.
  • Managed appointment scheduling to optimize clinic workflow and patient access.
  • Maintained accurate electronic health records using hospital management systems.
  • Educated patients on treatment plans, medications, and follow-up procedures effectively.
  • Maintained accurate documentation of patient visits and treatments.
  • Answered phones promptly in a professional manner while providing excellent customer service.
  • Performed administrative duties such as scheduling appointments, verifying insurance coverage, and updating medical records.

Insurance Verification Specialist

Aetna Mental Health
Orlando
07.2016 - 11.2018
  • Verified insurance coverage for patient services and procedures.
  • Communicated with insurance providers to confirm eligibility and benefits.
  • Managed patient information in electronic health record systems.
  • Updated patient and insurance data and input changes into company computer system.
  • Communicated with insurance carrier, patient and third party or employer to verify patient insurance benefits.
  • Entered data in EMR database to record payer, authorization requirements and coverage limitations.

Education

Some College (No Degree) - Healthcare Management

Valencia College
Orlando, FL

Skills

  • Patient scheduling
  • Referral management
  • Electronic health records
  • Healthcare communication
  • Data accuracy
  • Customer relationship management

Languages

English
Native/ Bilingual

Certification

  • Healthcare Navigator

Timeline

Referral Coordinator

OptumHealth
08.2023 - 08.2025

Clinical Scheduler

Cardiovascular Interventions
03.2022 - 07.2023

Claim Specialist II

Florida Department of Economic Opportunity
03.2020 - 06.2023

Clinical Support Specialist

AdventHealth Orlando
11.2018 - 03.2020

Insurance Verification Specialist

Aetna Mental Health
07.2016 - 11.2018

Some College (No Degree) - Healthcare Management

Valencia College

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