Katie O'Leslie

• Took copayments and compiled daily financial records.
• Balanced deposits and credit card payments each day.
• Applied administrative knowledge and courtesy to explain procedures and services to patients.
• Assisted patients in filling out check-in and payment paperwork.
• Provided exceptional customer service to patients, answering questions and addressing concerns.
• Built and maintained positive working relationships with patients and staff.
• Verified insurance eligibility and coverage for patients.
• Handled customer service inquiries in person, via telephone and through email.
• Managed patient registration process, confirming data accuracy and completeness.
• Stayed calm under pressure to and successfully dealt with difficult situations.
• Followed document protocols to safeguard confidentiality of patient records.
• Answered incoming calls
• Greeted and assisted patients with check-in procedures.
• Provided excellent customer service to patients and medical staff.
• Responded to inquiries by directing calls to appropriate personnel.
• Offered simple, clear explanations to help clients and families understand office policies and procedures.
• Processed payments using cash and credit cards, maintaining accurate records of transactions.
• Delivered support to medical staff in completion of patient paperwork.

Riverside Family Medicine - Eastside (April 2023 - Current)

• Scheduled appointments with specialists on behalf of patients.
• Maintained accurate records on in-progress and completed referrals, ensuring full data integrity throughout process.
• Called insurance companies to get precertification and other benefits information on behalf of patients.
• Assisted with completion of referral forms and verified data accuracy and completion
• Developed and maintained strong working relationship with referral sources to streamline processing.
• Responded to patient inquiries to offer timely updates regarding referral status.
• Facilitated referrals to other healthcare providers and resources to bridge service gaps.
• Monitored referrals to foster timely completion and followed up with physicians to facilitate.
• Processed referral requests from patients, doctors and other health care professionals.
• Discussed medical histories with patients in effort to provide most effective medical advice.
• Collaborated with office manager to maintain daily operations.
• Communicated with patients, ensuring that medical information was kept private.
• Created customized care plans, working with hospital staff and families to assess and meet individual needs.
• Established and maintained effective communication with staff, physicians and community organizations to promote high quality patient care.
• Scheduled radiology scans, managed pre-certifications and verified insurance coverage, and communicated with patients regarding details.
• Manage one provider's schedule to ensure patients are scheduled correctly
• Manage incoming faxes and ensure they get to the provider and scanned to the appropriate referral, or placed in the patient's chart.
• Answer phone calls from patients and other offices.
• Work with variety of vendors to build relationships for continued patient care.
• Cross trained to cover check-in and check-out when needed.
• Collect copays

Unit Secretary Med-Surg (November 2021 - November 2023)

• Processed lab paperwork and requests according to physicians' orders.
• Supported office staff and operational requirements with administrative tasks.
• Maintained current and accurate medical records for patients.
• Provided information for patient admissions and discharges to foster timely processing.
• Managed incoming calls and directed to appropriate department.
• Enhanced office productivity by handling high volume of callers per day.
• Maintained rapport with physicians, nurse,s and other healthcare personnel.
• Maintained patient confidentiality in line with HIPAA regulations.
• Monitored inventory levels and advised management of need for replenishment.
• Performed various administrative tasks by filing, copying and faxing documents.
• Organized and maintained patient chart filing system to promote quick data finding for staff.
• Prepared and processed patient transfer requests.
• Greeted visitors and initiated triage processes for clients to streamline patient flow.
• Greeted and interacted with patients to provide information, answer questions.
• Verify patients on the floor that were on telemetry to cardiac floor.
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Bon Secours Hematology & Oncology (May 2016 - February 2023)

• Assisted patients in filling out check-out and payment paperwork.
• Applied administrative knowledge and courtesy to explain procedures and services to patients.
• Used Epic to schedule appointments.
• Took copayments and compiled daily financial records.
• Stayed calm under pressure to and successfully dealt with difficult situations.
• Recommended service improvements to minimize recurring patient issues and complaints.
• Worked with patients to ascertain issues and make referrals to appropriate specialists.
• Facilitated communication between patients and various departments and staff.
• Provided excellent customer service to patients and medical staff.
• Answered incoming calls, scheduled appointments and filed medical records.
• Responded to inquiries by directing calls to appropriate personnel.
• Engaged with patients to provide critical information regarding radiology scans and outpatient surgeries.
• Trained new staff on filing, phone etiquette and other office duties.
• Managed 3 providers' schedules ensuring patients were scheduled in correct time slots
• Assisted doctor in the room with minor procedures and exams
• Worked incoming referrals to gynecology oncologist to ensure patients were scheduled in a timely manner.
• Prepped charts in Epic for gynecology oncologist
• Communicated efficiently with patients via Epic patient portal.

Vascular Surgery Associates (June 2012 - May 2016)

• Provided excellent customer service to patients and medical staff.
• Organized patient records and database to facilitate information storage and retrieval.
• Engaged with patients to provide critical information.
• Facilitated communication between patients and various departments and staff.
• Verified patient insurance eligibility and entered patient information into system.
• Resolved customer complaints using established follow-up procedures.
• Compiled and maintained patient medical records to keep information complete and up-to-date.
• Answered incoming calls, scheduled appointments and filed medical records.
• Processed payments using cash and credit cards, maintaining accurate records of transactions.
• Greeted and assisted patients with check-in procedures.
• Managed 2 providers' schedules
• Assisted ultrasound tech with ultrasounds when needed
• Faxed medical records to different specialty offices

Bon Secours Health Information Management (April 2009 - June 2012)

• Applied administrative knowledge and courtesy to explain procedures and services to patients.
• Assisted patients in filling out records release and payment paperwork.
• Provided exceptional customer service to patients, answering questions and addressing concerns.
• Built and maintained positive working relationships with patients and staff.
• Handled customer service inquiries in person, via telephone and through email.
• Filed and maintained patient records in accordance with HIPAA regulations.
• Stayed calm under pressure to and successfully dealt with difficult situations.
• Resolved customer complaints using established follow-up procedures.
• Trained new staff on filing, phone etiquette and other office duties.
• Engaged with patients to provide critical information.
• Processed payments using cash and credit cards, maintaining accurate records of transactions.
• Delivered support to medical staff in completion of patient paperwork.
• Organized patient records and database to facilitate information storage and retrieval.