Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Katie Barrows

Dundee,OR

Summary

Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence.

Overview

20
20
years of professional experience

Work History

Office Manager

Eichenbaum Bateman Larkin CPAs, LLC
12.2021 - Current
  • Created, maintained and updated filing systems for paper and electronic documents.
  • Updated reports, managed accounts, and generated reports for company database.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Managed office operations while scheduling appointments for firm partners and CPAs.
  • Developed and maintained successful relationships with vendors, suppliers and contractors.
  • Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
  • Coordinated special projects including implementation of firm-wide move to a paperless office system.
  • Coached new hires on company processes while managing employees to achieve maximum production.
  • Reported to senior management on organizational performance and progress toward goals.
  • Assisted administrative team with completion of tax return assemblies, coordinated delivery of tax returns to clients.
  • Coordinated with firm clients to receive signed e-file authorization forms and e-filed client tax returns.
  • Maintained tracking systems for tax return progress throughout the process.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Responsible for running payroll for all employees on a monthly basis.
  • Responsible for accounts payable and filing of invoices and payment receipts.
  • Completed office onboarding procedures with new employees, initiating background checks, ensuring receipt of new-hire paperwork (I9 verification, W4, Direct Deposit forms).
  • Created client invoices and distributed to clients for payment.
  • Responsible for Accounts Receivable including, creating and distributing client invoices, receiving and applying payments to client accounts, communications with collections agency when needed.

Office Manager

Rogue Pediatric Therapies
08.2017 - 12.2021
  • Oversaw day-to-day office operations, including receiving and organizing correspondence and creating business letters and records.
  • Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
  • Coordinated office activities and operations to secure efficiency and compliance with company policies.
  • Elevated patient satisfaction ratings by resolving patient and case issues effectively. Implemented patient satisfaction surveys and presented results to staff in a positive way to encourage productive positive change to the patient experience and health growth for staff.
  • Reduced financial discrepancies by accurately managing bookkeeping documentation and reconciling accounts in QuickBooks Online while overseeing billing processes.
  • Wrote professional business correspondence to maintain strong line of communications.
  • Directed and oversaw office personnel activities.
  • Created online content for social media. Used social media to educate patients, recruit employees, and make company announcements.
  • Planned for majur business changes, including system conversions and office moves.
  • Distributed updates to staff to apprise departments and divisions of updated policies, objectives and developments.
  • Directed team of five administrative professionals and additional staff to meet team needs in a fast paced environment.
  • Responsible for running payroll for all employees on a bi-monthly basis.
  • Credentialed all new clinicians added to the clinc with insurance payors, tracked credentialing dates and was responsible for updating payors with updated information and completing the re-credentialing process.
  • Maintained communication and relationships with local referral sources and business contacts in the community.
  • Established positive moral-boosting activities in the clinic to encourage a positive workspace.
  • Responsible for accounts payable, formulated and sent out checks for payment, rent, utilities, business taxes, maintained active business licenses.
  • Interviewed all new staff, submitted background checks for new employees.
  • Completed all new-hire paperwork with new employees (I9, W4, Direct Deposit forms), provided new employees with company insurance forms, mandatory employee training.
  • Responsible for employee disciplinary action, coaching, performance plans, termination.
  • Assisted administrative staff with duties when needed.

Office Administrator

Spectrum Orthotics And Prosthetics
08.2016 - 08.2017
  • Interacted professionally with customers and inside personnel, answering questions and responding to phone and email inquiries.
  • Replenished office supplies, placing new orders for restocking to maintain inventory.
  • Implemented inventory tracking system in office in order to track inventory by QR code. Previously there was no inventory tracking system in place.
  • Managed office paperwork, including scanning documents and routing business correspondence.
  • Scheduled appointments, responsible for check-in, determining cost of products and services, collecting payment at time of appointment.
  • Collected insurance required documentation in order to submit claims to payors (including CMS, VA, Medicaid, Commercial).
  • Answered multi-line phone system, assisted patients with questions, scheduling, other requests.
  • Attended extra courses to begin training/working as a Certified Orthotic Fitter in addition to administrative role to serve a need in the office.
  • Assisted with orthotic fitting and patient casting for prosthetics.

Patient Access Specialist

Denver Health Medical Center
06.2015 - 06.2016
  • Secured patient information and confidential medical records in compliance with HIPAA privacy rule standards to protect patient's privacy.
  • Collected and entered patient demographic and insurance data into computer database to establish patient's medical record.
  • Received patient deductibles and co-pay amounts and discussed options to satisfy remainder of patient financial obligations.
  • Utilized knowledge of electronic medical record systems and medical terminology to perform diverse data entry tasks.
  • Obtained signatures from financial responsibility and treatment procedures from patients or guardians.
  • Prepared patient identification band and completed admissions papers.
  • Providing excellent customer service by promptly answering patient inquiries.
  • Stayed calm under pressure to and successfully dealt with difficult situations.
  • Resolved patient billing issues in line with established guidelines.

Office Administrator

University Of Colorado Anschutz Medical Campus
11.2014 - 06.2015
  • Secured patient information and confidential medical records in compliance with HIPAA privacy rule standards to protect patient's privacy.
  • Collected and entered patient demographic and insurance data into computer database to establish patient's medical record.
  • Interacted with customers by phone, email, or in-person to provide information.
  • Obtained necessary signatures for privacy laws and consent for treatment.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained electronic and paper filing systems for easy retrieval of information.
  • Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
  • Entered referrals for the Women's Health and Urogynecology clinic, contacted new referral patients and managed clinic schedule for four surgeons.
  • Created packets of patient paperwork and distributed on patient arrival.
  • Providing excellent customer service by promptly answering patient inquiries.

Customer Service Agent

Frontier Airlines
10.2003 - 11.2014
  • Assisted customers with ticket purchases, trip planning, pricing and scheduling.
  • Completed order transactions and generated travel documentation and detailed itineraries.
  • Greeted passengers and provided boarding instructions.
    Collected baggage charges and accepted baggage for check-in.
  • Utilized PA system to announce departures and changes to landings.
  • Protected passengers' baggage from loss, theft and damage through proper handling and oversight.
  • Processed reservations and issued travel and hotel vouchers.
    Trained and guided team members to offer every passenger top-notch service and support.
  • Greeted crew members, flight attendants and passengers in welcoming and friendly
    manner.
  • Delivered outstanding service, including interacting with customers, answering customer inquiries and handling customer complaints.
  • Responded politely to passenger complaints regarding ticketing, flight delays and baggage handling.
  • Delivered exceptional service to every customer through active engagement, effective listening and well-developed interpersonal skills.
  • Demonstrated excellent time management skills required for managing full flights of over 100 passengers while ensuring on-time departures.

Education

Bachelor of Science - Audiology And Speech Language Science

University of Northern Colorado
Greeley, CO
05.2010

Bachelor of Arts - German

University of Montana
Missoula, MT
05.2002

Skills

  • Microsoft Office
  • Written Communication
  • Customer Service Management
  • Accounts Payable and Receivable
  • Customer Relations
  • Office Supplies and Inventory
  • Client Correspondence
  • Policy Implementation
  • Policy and Procedure Modification
  • Organizational Skills
  • Billing and Invoicing
  • Administering Payroll

Certification

  • CNP - Certified Notary Public

Timeline

Office Manager

Eichenbaum Bateman Larkin CPAs, LLC
12.2021 - Current

Office Manager

Rogue Pediatric Therapies
08.2017 - 12.2021

Office Administrator

Spectrum Orthotics And Prosthetics
08.2016 - 08.2017

Patient Access Specialist

Denver Health Medical Center
06.2015 - 06.2016

Office Administrator

University Of Colorado Anschutz Medical Campus
11.2014 - 06.2015

Customer Service Agent

Frontier Airlines
10.2003 - 11.2014

Bachelor of Science - Audiology And Speech Language Science

University of Northern Colorado

Bachelor of Arts - German

University of Montana

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Katie Barrows