Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
31
31
years of professional experience
Work History
Lead Treatment Coordinator
Jefferson dental and orthodontics
Oklahoma City, OK
10.2022 - 06.2024
Provided support to clinical staff with insurance verification and authorization processes.
Created customized treatment plans for patients based on individual needs.
Collaborated with payers such as Medicare and Medicaid or private insurers regarding coverage criteria.
Conducted financial counseling sessions for new and existing patients.
Provided education and resources to help patients understand their treatment options.
Ensured compliance with HIPAA regulations as well as other applicable laws.
Managed patient scheduling, appointment reminders, and follow-up calls.
Provided guidance to patients about their financial responsibility for services rendered.
Participated in meetings focused on improving customer service standards throughout the organization.
Performed administrative duties such as filing insurance claims forms or preparing reports.
Tracked patient progress and updated records accordingly.
Resolved any issues related to payment discrepancies or denials in a timely manner.
Worked closely with medical billing department to ensure accurate coding of all services provided.
Developed innovative strategies to improve efficiency in patient intake process.
Held interviews with patients to hear concerns, gather health history and understand objectives.
Made appointments, contacted patients for follow-ups, coordinated with insurance companies and handled billing issues.
Successfully achieved production goals set forth by corporate, increasing office's overall revenue.
Assisted dentist in helping patients determine optimal treatment options.
Coordinated payment with insurance companies and discussed dental benefits with patients.
Troubleshot and resolved complex customer service issues to enhance patient and family experience.
Received and routed care team messages and documents to appropriate staff.
Assured regulatory compliance and professionalism across patient service.
Provided administrative support for patient care staff.
Established strong work network by building professional relationships with physicians and fellow employees.
Coordinated patient referrals to specialists and other healthcare services.
Recruited, hired and trained new medical and facility staff.
Team Lead Health Services
Oklahoma City Clinic/GlobalHealth
Oklahoma City, OK
07.1993 - 04.2022
Conducted performance appraisals for team members, providing feedback and identifying areas of improvement.
Monitored team performance against targets, taking corrective action where necessary.
Assisted the manager in setting achievable goals for the team while monitoring progress towards them.
Delegated tasks appropriately according to individual skill sets.
Maintained accurate records of employee attendance and task completion times.
Supported the manager in developing plans for future projects, initiatives and objectives.
Collaborated with other departments to develop effective solutions that meet customer needs.
Identified opportunities for process improvements, implementing changes when required.
Held regular one-on-one coaching sessions with staff members to encourage personal development.
Motivated staff through positive reinforcement techniques.
Resolved escalated customer complaints or queries promptly and efficiently.
Ensured compliance with company policies and procedures throughout the team.
Trained new staff in relevant processes and procedures.
Delegated daily tasks to team members to optimize group productivity.
Promoted to leadership position in recognition of strong work ethic and provided exceptional customer service.
Motivated and empowered team members to build customer satisfaction and loyalty to support retention and growth.
Kept work areas clean, neat and free of safety hazards to maximize efficiency.
Maintained open lines of communication with senior management, reporting team progress and challenges.
Ensured compliance with legal and regulatory requirements in all team activities.
Facilitated team meetings to discuss targets, strategies, and address any issues.
Coordinated daily operations, ensuring team adherence to company policies and procedures.
Resolved customer complaints and issues promptly, ensuring high levels of satisfaction.
Communicated regularly with referring physicians, nurses, case managers, social workers, and other healthcare professionals regarding referral processes and requirements.
Coordinated with provider offices to ensure timely completion of referrals prior to scheduled appointments.
Provided support to referring physicians in obtaining pre-authorization for services as necessary.
Resolved escalated patient complaints relating to denied or delayed referrals promptly.
Created reports summarizing referral activity on a weekly basis for management review.
Monitored changes in payer policies related to referral processing and communicated those changes internally.
Identified potential problems with referrals before submitting them to insurers and worked with providers to resolve those issues quickly.
Processed incoming referral requests for medical services and submitted them to the appropriate insurance companies for authorization.
Developed strategies for improving efficiency within the department while maintaining high standards of customer service.
Tracked progress of each referral throughout its lifecycle from submission through authorization or denial notification.
Maintained detailed records of all patient referrals, including dates of submission, status updates, and any additional information required by insurance providers.
Collaborated with team members to ensure the accuracy of referral data entered into the system.
Educated patients on how their health plan works so they can make informed decisions about their care options.
Interpreted complex benefit plans accurately when determining whether requested services are covered under an individual's policy.
Verified insurance eligibility for referred services using online databases and contacted insurers directly when needed.
Researched and responded to inquiries from providers regarding pending or denied referrals in a timely manner.
Participated in staff meetings and provided feedback on ways to improve procedures related to referral processing.
Assisted patients in understanding their insurance coverage and answered questions about referrals, authorizations, and other related issues.
Reviewed all documentation associated with each referral request to ensure compliance with relevant regulations.
Gathered and verified insurance requirements to meet payer requirements.
Tracked referral request progress and resolved issues to maintain smooth processing.
Obtained PA for services such as diagnostic imaging.
Assisted patients by answering questions and providing information regarding referrals.
Aided clinical team to support administrative needs for clinical referrals.
Collected required signatures to initiate referral process.
Managed and obtained insurance authorizations for patient referrals from physicians.
Scheduled patients according to availability, urgency and insurance authorization guidelines.
Identified areas needing improvement within existing processes and developed strategies for improvement.
Collaborated with other departments to ensure successful transition from legacy systems to Epic software solutions.
Conducted training sessions for new Epic users, providing individual and group instruction as needed.
Actively participated in team meetings, providing input on ways to improve overall performance standards.