Katie Sorensen
Clearfield,UT
Summary
Well-rounded professional possessing excellent clerical and team support abilities. Skilled in scheduling meetings and appointments and organizing office operations. Punctual professional committed to satisfying customer needs and meeting office demands.
Overview
7
7
years of professional experience
Work History
Patient Service Representative
Tanner Clinic
Layton, Utah
11.2024 - Current
- Updated reference materials with Medicare, Medicaid and third-party payer requirements, guidelines, policies and list of accepted insurance plans.
- Gathered and verified patient and insurance with accuracy and efficiency.
- Collected and processed co-pays at the time of services while maintaining confidentiality.
- Generated fee slips with precise physician information and ensured all necessary legal documents were signed.
- Answered telephones, screened calls, took messages, and directed inquiries to the appropriate party.
- Entered patient information into the EHR (Electronic Health Records) system accurately and securely.
- Assisted patients with appointments, including providing scheduling information and instructions.
- Escorted patients to physician offices and assisted with mobility when needed, including wheelchair use.
- Maintained a safe, secure and well-organized work environment.
- Work flexible hours which includes workin in urgent care hours, and whatever hours needed for patients and office needs.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Manager /Assistant Store Director
Sol SPA
LAYTON, UTAH
02.2018 - 10.2024
- Resolved customer complaints and issues promptly, maintaining a positive brand image.
- Monitored budgets and expenditures to ensure cost-effectiveness while maintaining quality standards.
- Enhanced team morale and retention through recognition programs and career development opportunities.
- Managed annual budgeting and forecasting, optimizing resource allocation.
- Processed membership payments and resolved customer inquires promptly.
- Planned and executed special events, driving customer engagement and revenue growth.
- Conducted performance evaluations, providing feedback and coaching for team development.
- Managed inventory levels to meet demand without overstocking, reducing waste.
- Analyzed market trends and competitor activity to inform business strategy.
- Facilitated team meetings and workshops to foster collaboration and share best practices.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
Education
High School Diploma -
Davis High
Kaysville, UT06-2003
Skills
- Appointment confirmation
- Front desk supervision
- Insurance verifying
- System updates
- Document filing
- Check-in coordination
- Conflict resolution
- Patient follow-up
- Customer service
- Workflow optimization
- Office administration
- Eligibility determination
- Appointment scheduling
- Verbal and written communication
- Phone etiquette
- HIPAA compliance
- Bookkeeping support
- Data protection
- Typing 40 wpm
Timeline
Patient Service Representative
Tanner Clinic
11.2024 - Current
Manager /Assistant Store Director
Sol SPA
02.2018 - 10.2024
High School Diploma -
Davis High
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