Katie Lulek
Summary
Experienced Financial Assistance Caseworker at BayCare with a strong background in effective communication and patient advocacy. Proven ability to build trusted relationships with leadership, patients, team members, providers, and community partners to enhance access to quality healthcare. Recognized for a collaborative approach and unwavering commitment to excellence.
Overview
22
22
years of professional experience
Work History
Financial Assistance Caseworker
BayCare
02.2004 - Current
- Identify uninsured patients and conduct thorough assessments to determine patients eligibility for financial assistance including, Hospital Charity, County, Medicaid and Social Security Disability.
- Submit applications on their behalf for the appropriate programs as well as make referrals.
- Monitor case progress for timely completion and compliance with application deadlines.
- Establish trusting relationships with patients and their family members, fostering open communication and rapport building.
- Review patient's medical records for appropriate referrals.
- Acting as a liaison between the patient, physicians, nurses, case management, admitting and outside agencies to make sure all their healthcare needs are met to facilitate a safe discharge.
Financial Assistance Coordinator
BayCare
07.2017 - 06.2020
- Scheduled and conducted phone and team Interviews for potential candidates.
- Trained and mentored new team members as they transitioned into their roles, providing guidance on best practices and procedures.
- Managed scheduling for team members and completed Kronos for payroll.
- Provided counseling and coaching to team members.
- Covered shifts as needed
- Prepared and conducted monthly team meetings and weekly length of stay calls.
- Made Onsite visits to West Region Hospitals to support team members and address any needs or concerns.
- Reviewed and made adjustments on high dollar Hospital Charity accounts
- Worked reports and spreadsheets to keep BayCare's non profit status.
- Ordered supplies and business cards
- Provided and kept team members updated on policy changes, process improvements and individual goals.
- Presented the Financial Assistance Department to other departments within BayCare to foster relationships and educate them on the various programs.
Healthy Families Social Worker
BayCare
01.2003 - 01.2004
- Interviewed patients and families to assess situations, limitations and issues and implement services to address needs.
- Updated patient's medical chart with accurate and compliant psychosocial assessment.
- Educated families on available community resources, connecting them with essential services such as housing assistance, Healthy Families, Healthy Start, WIC, financial aid, and healthcare providers.
- Increased patient engagement in treatment plans by building trusting relationships through empathetic listening and consistent support.
- Collaborated with the medical team to address patient's social-emotional needs, working closely with nurses and doctors to secure a safe discharge for both mom and newborn.
- Make abuse reports to DCF for any known or suspected child abuse, neglect or abandonment.
Education
Bachelor of Arts - Social Work
University of South Florida
Tampa, FL12-2001
Skills
- Patient information confidentiality
- Highly effective communication
- Problem-solving
- Multitasking
- Teamwork and collaboration
- Attention to detail
- Problem-solving abilities
- Task prioritization
- Proficient in Excel, Word, EDM, Soarian, EMR and Cerner
Activities and Training
Completed Aspiring Leader program for BayCare
Participated in the planning of Journey to Excellance
Timeline
Financial Assistance Coordinator
BayCare
07.2017 - 06.2020
Financial Assistance Caseworker
BayCare
02.2004 - Current
Healthy Families Social Worker
BayCare
01.2003 - 01.2004
Bachelor of Arts - Social Work
University of South Florida
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