Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Keri Richards

Ventura,CA

Summary

Capable Patient Representative dedicated to providing superior support for patients in need of reliable information regarding insurance coverage, finance options and documentation requirements. Well-versed in scheduling and database management functions for streamlined communication and reduced correspondence backlogs. Excels at identifying client needs and concerns to improve engagement strategies and overall service.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Treatment Coordinator

Prime Dental Group
01.2023 - Current
  • Collected various forms of payment that include cash, credit card, check, insurance, and financing options.
  • Maintained detailed records of patient treatments, ensuring accurate billing and efficient followups.
  • Increased case acceptance through presentation of financial arrangements clearly to patients, enabling informed decisions about payment options and timelines.
  • Researched billing issues, scheduled appointments, sent out prescriptions, and verified insurance coverage.
  • Implemented comprehensive tracking systems to monitor progress towards practice goals related to production and collection targets.
  • Collaborated with insurance companies to secure coverage for necessary treatments.

Lead Receptionist

Amazing Lash Studio
10.2021 - 01.2023
  • Trained new receptionists on company policies, software systems, and best practices for exceptional client service delivery.
  • Effectively managed multiple phone lines including transferring calls appropriately or taking detailed messages when needed.
  • Supported management with accurate data entry, report generation, and record-keeping tasks to ensure smooth daily operations
  • Resolved client issues promptly and professionally, fostering positive relationships and promoting loyalty for the business.

Lead Sales Associate

CosmoProf Beauty Supply
10.2019 - 05.2021
  • Handled cash register operations and customer transactions to process payments.
  • Provided exceptional customer service to foster client loyalty and satisfaction.
  • Resolved customer issues promptly, ensuring satisfaction and loyalty.
  • Performed inventory control procedures to manage stock.
  • Trained, coached, and mentored new sales associates for maximum performance.

Education

Associate of Science - Communication Sciences And Disorders

Ventura College
Ventura, CA
08.2024

High School Diploma -

Ventura High School
Ventura, CA
01.2018

Skills

  • Proficient in Care Credit
  • Appointment Scheduling
  • HIPAA Compliance
  • Office Administration
  • Knowledge of insurance
  • Financial Counseling
  • Insurance Verification
  • Patient documentation
  • Medical Terminology
  • Mandated Reporter

Certification

  • Basic Life Support BLS - expires 02/2026
  • CPR - expires 02/2026

Timeline

Treatment Coordinator

Prime Dental Group
01.2023 - Current

Lead Receptionist

Amazing Lash Studio
10.2021 - 01.2023

Lead Sales Associate

CosmoProf Beauty Supply
10.2019 - 05.2021

Associate of Science - Communication Sciences And Disorders

Ventura College

High School Diploma -

Ventura High School
Keri Richards