Professional intake specialist with strong track record in client assessment and engagement. Proven ability to enhance intake processes, fostering positive client experiences and streamlining operations. Renowned for collaborative spirit and adaptability in dynamic environments.
Overview
9
9
years of professional experience
Work History
Intake Specialist
Banner Behavioral Health Hospital
12.2023 - 10.2025
Conducted comprehensive patient intake assessments to determine mental health needs and eligibility for services.
Coordinated scheduling of appointments, ensuring timely access to care for new patients.
Maintained accurate electronic health records, enhancing data integrity and compliance with regulations.
Collaborated with multidisciplinary teams to develop individualized treatment plans based on patient evaluations.
Completed intake assessment forms and filed clients' charts.
Medical Records Specialist
One Medical
05.2020 - 12.2023
Access and prepare medical records as required for patients, authorized representatives, internal staff, and external organizations.
Stay up-to-date with medical records and health information release regulations to ensure accurate processing.
Troubleshoots prior authorization submissions and prescription processing with health care providers utilizing phone or online resources
Monitor outstanding balances and take appropriate actions to ensure clients pay as billed.
Assess submitted medical claims to verify accuracy, completeness, and compliance with insurance policies.
Analyzing Medical Records. Examine patient records and treatment details to determine medical necessity and coverage eligibility.
Data Entry Client Support Coordinator
Apogee Mental Health Services
01.2018 - 04.2020
Coordinated data entry processes to ensure accurate and timely information management.
Implemented quality control measures to enhance data accuracy and integrity.
Streamlined data processing workflows, reducing turnaround times for project completion.
Collaborated with cross-functional teams to support organizational data initiatives.
Monitored system performance, identifying and resolving discrepancies in real-time.
Behavioral Health Technician
Human Services Campus
05.2016 - 10.2018
Identify and triage clients whom are experiencing/exhibiting signs or symptoms related to mental health
Collecting and interpreting information in order to connect to appropriate services on Campus or within the community
Perform clinical reconnections and work closely with the HSC's Behavioral Health Coordinator (BHC) in regards to housing opportunities and clinical contact
Monitoring clients progress and liaising with mental health/health professionals to adjust treatment plans
Maintaining detailed notes for all clients within the HMIS database