Katrina Kita (Katie)
Green Bay,WI
Summary
Healthcare operations professional with experience in medical records, patient service, and business office support. Handles insurance verification, payment posting, and collections follow-up. Provides patient financial counseling through organized workflows and clear communication.
Overview
9
9
years of professional experience
Work History
Business Office Coordinator/ Financial Counselor
Willow Creek Behavioral Health
06.2026 - Current
- Created clear process for sharing patient financial information and explaining patient responsibility in easy-to-understand terms.
- Facilitated patient payment plan setups, improving access to financial solutions for outstanding balances.
- Implemented clear billing explanation process that helped patients understand patient responsibility amounts.
- Increased patient agreement to payment plans through consistent financial counseling and follow-up.
- Set up tracking process for Medicaid sign-ups and kept records updated for account follow-up.
- Established Medicaid tracking system that kept account updates current and accurate.
- Verified insurance, posted payments, helped resolve claim issues, reviewed costs with patients, and handled mail and other office duties.
- Checked insurance coverage and benefits for behavioral health patients, maintained confidential records under HIPAA guidelines, and prepared reports, correspondence, and office documents.
- Processed billing payments and account adjustments while supporting business office operations and daily workflow.
- Coordinated communications from patients and insurers, ensuring seamless information flow for insurance verification, payment posting, claim follow-up, and cost reviews.
- Communicated with patients, families, and insurers regarding account questions and billing concerns.
- Reviewed office procedures and recommended process improvements to leadership.
- Supported management with financial reports, financial statements, research, information requests, and administrative tasks.
- Maintained compliance with federal, state, and local regulations, policies, and procedures.
- Restructured business office and organized daily workflow for smoother, more efficient operations.
- Created streamlined office structure that improved workflow and patient financial communication.
- Cultivated a collaborative team environment that enhanced patient service and promoted mutual respect.
- Attended continuing education to strengthen performance and keep office practices current.
- Supported front office operations with payment processing, account adjustments, compliance oversight, and administrative coordination.
- Built supportive office culture that strengthened team coordination and patient experience.
Business Office Coordinator/ Financial Coordinator
Sierra Dental Care
01.2024 - 01.2026
- Coordinated daily business office operations, ensuring administrative support team met operational needs.
- Supported office and financial operations by streamlining office processes and building more efficient workflows.
- Improved patient collections by arranging payment plans for patients with overdue balances and facilitating treatment acceptance through payment options.
- Handled calls, texts, emails, and faxes while verifying insurance, posting payments, resolving claim issues, submitting referrals and prescriptions, requesting records, presenting treatment plans, reviewing costs with patients, managing in-house savings plan, receiving mail, and completing other office duties.
- Maintained patient billing records, account updates, and confidential documentation.
- Processed invoices, payments, and billing records with accurate documentation.
- Monitored inventory of office supplies to ensure availability for daily operations. and ordered materials for business functions.
- Assisted staff with insurance forms, billing questions, and paperwork.
- Reconciled account records and corrected data entry errors.
- Developed procedures for handling company funds and assets, enhancing financial management practices.
- Answered customer inquiries regarding billing issues and payment arrangements.
- Conducted research on past due accounts to determine collection action needed.
- Prepared month-end journal entries related to general ledger activities.
- Processed payments using cash, check, credit card, or money order.
- Reviewed account histories for accuracy and completeness prior to closing out accounts.
Business Assistant
Dental Care of Bellevue
01.2021 - 01.2024
- Managed patient scheduling and recall for Bellevue dental care appointments.
- Processed insurance claims and verified patient benefits, ensuring accurate billing for dental visits.
- Coordinated billing tasks and followed up on outstanding patient accounts, improving collections and financial accuracy.
- Checked in and out patients, filled schedule, and rescheduled appointments to optimize front desk operations.
- Maintained accurate patient records and updated front office files.
- Communicated with patients about appointments, paperwork, and office policies.
- Answered phones and routed patient questions to proper dental staff.
- Managed company files and records systematically.
- Provided administrative support to all departments within the company.
Patient Service Representative
Aurora BayCare Medical Center
01.2018 - 01.2021
- Assisted with registration in Hospital Core Department and cross-trained at various registration desks. Gained experience in Mammogram, Lab/Radiology, Pre-Surgical, and Emergency Room registration. Managed registration processes in Emergency Room, navigating high-pressure situations effectively.
- Registered patients in Aurora BayCare Medical Center admission systems
- Verified insurance coverage and demographic details for patient records
- Scheduled appointments using medical center calendars and provider templates
Education
Bachelor of Science Degree - Healthcare Management
UWGB (University of Wisconsin Green Bay)
Green Bay, WI08-2024
Skills
- Medicaid billing
- Claims processing
- Payment posting
- Financial counseling
- Account reconciliation
- Credit and collections
- Debt recovery strategies
- Financial administration
- Office operations
- Administrative multitasking
- Workflow management
- Workflow oversight
- Operational efficiency
- Process improvement
- Process optimization
- Calendar management
- Team collaboration and building
- Patient engagement and relationship building
- Conflict resolution
- Training support
- Multitasking
- Administrative multitasking
- Multitasking
Communication
I can communicate with everyone; I am patient and levelheaded. Even if I do not speak their language, I find ways to communicate with them. I am dedicated to making all communication concise and easy to understand for everyone.
Leadership
I have been in multiple leadership roles at multiple healthcare related facilities, and I have also been the Front-End Manager of a grocery store. I have been the assistant manager of the UW Health department at a medical record releasing company. I have been on the hiring committee and have been involved in the training at Aurora BayCare Medical Center. I have been in a leadership role/ manager role at two different dental offices.
Timeline
Business Office Coordinator/ Financial Counselor
Willow Creek Behavioral Health
06.2026 - Current
Business Office Coordinator/ Financial Coordinator
Sierra Dental Care
01.2024 - 01.2026
Business Assistant
Dental Care of Bellevue
01.2021 - 01.2024
Patient Service Representative
Aurora BayCare Medical Center
01.2018 - 01.2021
Bachelor of Science Degree - Healthcare Management
UWGB (University of Wisconsin Green Bay)