Summary
Overview
Work History
Education
Skills
Timeline
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Kayla Lee

Forney,TX

Summary

Accomplished Financial Manager with a proven track record at Texas Orthodontics, enhancing revenue collection and patient satisfaction through expert accounts receivable management and exceptional customer service. Skilled in HIPAA compliance and budgeting, my leadership significantly improved billing processes and fostered team collaboration.

Overview

17
17
years of professional experience

Work History

Financial Manager

Texas Orthodontics
08.2015 - Current
  • Maintained strict confidentiality of patient information while adhering to HIPAA regulations throughout all interactions and communications.
  • Coordinated with third-party payers to negotiate contracts, resulting in better reimbursement rates for services provided.
  • Streamlined the payment process for patients by implementing user-friendly online payment options.
  • Provided compassionate support to families facing financial hardships due to medical expenses, helping them identify resources for assistance.
  • Developed relationships with community organizations, establishing referral networks for financial assistance programs available to patients.
  • Increased efficiency in the billing department through regular audits, identifying errors, and providing training to staff members as needed.
  • Enhanced revenue collection with diligent follow-ups on outstanding balances and setting up payment plans for patients.
  • Collaborated with clinical teams to optimize patient care coordination and financial management.
  • Reduced claim denials, ensuring accuracy in insurance verification and pre-authorization processes.
  • Assisted patients in understanding their benefits and coverage, clarifying complex insurance terms, and providing guidance on out-of-pocket expenses.
  • Analyzed monthly reports to identify patterns in denials and areas for improvement in billing processes.
  • Expedited claims processing by accurately submitting electronic claims within established timeframes consistently.
  • Supported management in budgeting decisions by providing data analysis on patient collections trends and payer mix projections.
  • Updated patients'' financial records promptly after receiving payments or adjustments, ensuring timely reporting of account status changes.
  • Improved patient satisfaction by efficiently addressing and resolving billing-related inquiries.
  • Participated in cross-functional team meetings to discuss strategies for improving overall revenue cycle performance.
  • Assessed patients'' eligibility for financial assistance programs by conducting thorough reviews of their income and expenses, making appropriate recommendations based on individual circumstances.
  • Answered incoming calls, scheduled appointments and filed medical records.
  • Verified patient insurance eligibility and entered patient information into system.
  • Provided excellent customer service to patients and clinical staff.
  • Followed document protocols to safeguard confidentiality of patient records.
  • Greeted and assisted patients with check-in procedures.
  • Processed payments using cash and credit cards, maintaining accurate records of transactions.
  • Facilitated communication between patients and various departments and staff.
  • Engaged with patients to provide critical information.
  • Responded to inquiries by directing calls to appropriate personnel.
  • Applied administrative knowledge and courtesy to explain procedures and services to patients.
  • Trained new staff on filing, phone etiquette and other office duties.
  • Resolved customer complaints using established follow-up procedures.
  • Delivered support to clinical staff in completion of patient paperwork.
  • Provided excellent customer service to patients and clinical staff.
  • Contributed to the offices financial stability by maintaining accurate records of all transactions and reconciliations.
  • Helped address client complaints through timely corrective actions and appropriate referrals.
  • Worked with patients to ascertain issues and make referrals to appropriate specialists.
  • Offered simple, clear explanations to help clients and families understand ortho policies and procedures.
  • Organized patient records and database to facilitate information storage and retrieval.
  • Recommended service improvements to minimize recurring patient issues and complaints.
  • Designed and implemented marketing and branding collateral.
  • Helped with planning and hosting of marketing events.
  • Impacted community with marketing strategy and vision.
  • Created marketing materials.
  • Maintained supply inventory and filled supply orders.
  • Maintained accurate records, inventory and sales payments.
  • Maintained accurate financial records by regularly reconciling accounts receivable ledgers.
  • Ensured timely payments from clients through effective communication and proactive followups.
  • Verified discrepancies and resolved clients' billing issues
  • Implemented new collection strategies that led to the recovery of lost revenue.
  • Analyzed aging reports and provided recommendations for improving collections efforts.
  • Prepared bills receivable, invoices, and bank deposits.
  • Reconciled bank statements regularly, ensuring all transactions were accurately recorded and accounted for.

Front Desk

Monarch Dental
04.2014 - 05.2015
  • Enhanced patient experience by providing welcoming and efficient front desk service.
  • Recorded patients' health histories, documented current symptoms, and pulled up records from prior visits for dentists to view and evaluate.
  • Collaborated with dental staff to optimize appointment scheduling, maximizing productivity while minimizing patient wait times.
  • Provided exceptional customer service to patients, addressing inquiries and concerns with empathy and professionalism.
  • Continuously updated professional knowledge on dental codes and terminology-improving claim submission process.
  • Reduced no-shows by implementing reminder calls, resulting in increased daily appointments.
  • Maintained inventory of office supplies, anticipating needs and placing orders as necessary to prevent shortages or delays in treatment.
  • Streamlined appointment scheduling processes for improved office efficiency and reduced wait times.
  • Contributed to the practice's success by consistently meeting monthly revenue targets through effective scheduling and follow-up procedures.
  • Maintained patient confidentiality at all times, adhering to strict HIPAA guidelines and office policies.
  • Participated actively in team meetings-sharing best practices and suggestions for improvement.
  • Prepared patient x-rays and images for dentist review.
  • Educated patients by giving oral hygiene, plaque control, and postoperative instructions.
  • Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
  • Obtained payments from patients and scanned identification and insurance cards.

Front Desk

Vip Cleaners
01.2007 - 01.2013
  • Demonstrated adaptability by quickly learning new techniques and technologies related to laundry and dry cleaning processes.
  • Contributed to team efficiency by effectively communicating with coworkers and supervisors, ensuring seamless workflow between departments.
  • Played a vital role in upholding company reputation by resolving client complaints professionally, rectifying any errors or dissatisfaction promptly.
  • Enhanced customer satisfaction by consistently delivering clean and well-folded laundry items on time.
  • Delivered exceptional customer service when interacting with clients during drop-off and pick-up times, addressing any concerns or questions professionally.
  • Utilized industry-specific software for tracking orders and client information, ensuring accurate record-keeping and efficient order processing.
  • Promoted a positive work atmosphere by collaborating effectively with team members during busy periods or staff shortages.
  • Assisted in training new employees on company policies, laundry techniques, and equipment usage, fostering collaborative learning atmosphere.
  • Consistently achieved desired results in stain removal treatments using appropriate chemicals and pre-treatment methods based on fabric composition.
  • Expedited order processing by accurately tagging each garment with corresponding client information and special instructions.
  • Ensured optimal fabric care by selecting appropriate cleaning method for each garment based on its composition and care label instructions.
  • Assisted in maintaining inventory levels, ordering supplies as needed to avoid disruptions in daily operations.
  • Reduced garment damage rates by carefully inspecting items for stains or damages before processing.
  • Examined dried clothes to identify stains, tears and issues.
  • Used irons and iron boards to press clothing, folding and organizing garments.
  • Prepared wash solutions and added bleach, detergents and softeners to clean and maintain quality of garments.
  • Used POS system to collect payments from customers, providing invoice for proof of transaction.
  • Received and counted clothing items to provide fees and date of pick up for customers.
  • Kept track of customer laundry items by properly sorting, identifying and storing clothing.
  • Delivered superior customer service by responding to inquiries and complaints.

Education

No Degree - Nursing

Trinity Valley Community College
Terrell, TX

Registered Dental Assistant - Dental Assisting

East Texas Dental Assisting School
Rockwall, TX
03.2013

High School Diploma -

Forney High School
Forney, TX
05.2010

Skills

  • Highly detail-oriented
  • Exceptionally organized
  • Motivational Skills
  • Computer Skills
  • Teamwork and Collaboration
  • Work Planning and Prioritization
  • Good Judgment

Timeline

Financial Manager

Texas Orthodontics
08.2015 - Current

Front Desk

Monarch Dental
04.2014 - 05.2015

Front Desk

Vip Cleaners
01.2007 - 01.2013

No Degree - Nursing

Trinity Valley Community College

Registered Dental Assistant - Dental Assisting

East Texas Dental Assisting School

High School Diploma -

Forney High School

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Kayla Lee