KAYLA DIANE POTTER

• Established and maintained accurate records encompassing client information, schedules, and financial transactions for efficient business operations
• Demonstrated a swift and effective approach to addressing and resolving customer complaints or concerns, enhancing overall client satisfaction
• Conducted regular reviews of operations and identified areas for improvement.
• Helped meet changing demands by recommending improvements to business systems or procedures.

• Provided mobility assistance such as walking and regular exercising.
• Assisted patients with dressing, grooming and feeding needs, helping to overcome, and adapt to mobility restrictions.
• Completed entries in log books, journals, and care plans to accurately document and report patient progress.
• Followed nutritional plans to prepare optimal meals for diabetic needs.
• Assisted clients with living independently through skill-building and mentoring in areas such as housekeeping adaptations and preparation of healthy meals.

• Ensured 100% HIPAA compliance across all patient interactions and documentation, contributing to zero data breach incidents during tenure
• Updated 200+ patient records weekly, ensuring 99% accuracy in data entry and timely transcription of practitioner notes within 24 hours.
• Processed and transmitted 150+ medical record requests and practitioner correspondences monthly, meeting all compliance and turnaround time standards.
• Prepared and reviewed 50+ patient charts daily ahead of appointments, improving provider readiness and reducing pre-visit delays by 35%.

• Maintain accurate and up-to-date records of patients/residents, including medical history, appointments, and treatment plans
• Managed scheduling for 50+ appointments per week and efficiently routed an average of 100+ internal messages daily, reducing booking errors by 30%.
• Provided personalized support to an average of 30+ patients/residents daily, achieving a 95% satisfaction rating in post-interaction surveys.
• Partnered with 10+ local organizations to connect patients/residents with housing, food, and healthcare services, increasing access to external support by 40%.

• Improved team efficiency by 25% by aligning project assignments with employee strengths, leading to a 30% increase in on-time project completion.
• Improved customer satisfaction scores by 18% through tailored product suggestions based on individual client needs.
• Volunteered for 10+ additional tasks during peak project periods, helping the team complete 95% of projects ahead of schedule.
• Resolved delivery and production issues with vendors, resulting in a 20% reduction in product defects and a 15% faster fulfillment rate over 6 months.

• Effectively managed Accounts Receivable and Accounts Payable responsibilities, ensuring accurate recording, tracking, and timely processing of financial transactions
• Handled invoicing, reconciliation, and communication with vendors and clients to maintain positive financial relationships
• Collaborated with vendors and clients to resolve discrepancies and implemented streamlined procedures for efficient financial transactions and payroll processing
• Achieved a significant reduction in accounts receivable aging by implementing a proactive follow-up system, resulting in a 20% decrease in outstanding balances within six months
• Successfully streamlined the payroll process by implementing new systems, which reduced errors and processing time by 15%, leading to increased overall operational efficiency

Educational Goal: Earn BA/BS After Earning AA/AS

• Member of The National Society of Leadership and Success

Completed the front office requirements for Medical Assisting, along with nursing program prerequisites.