Kevin Konrad
Oshkosh,WI
Summary
"Certified Revenue Cycle Representative (CRCR) and U.S. Army Veteran with extensive experience in Release of Information (ROI), HIPAA-compliant documentation, and patient advocacy. Expert in managing the secure disclosure of Protected Health Information (PHI) across complex healthcare ecosystems, including NGSConnex and ForwardHealth. Proven track record of maintaining 100% compliance with federal regulations while leveraging Aurora workflow automation to process sensitive record requests in high-stakes, remote-ready environments."
Overview
24
24
years of professional experience
Work History
Patient Financial Advocate
Advocate Aurora Health
Oshkosh, WI
10.2024 - Current
- ROI & Disclosure Management: Facilitate the end-to-end Release of Information (ROI) process, securing and validating patient authorizations for Medicaid/Medicare in strict accordance with HIPAA and HITECH regulations.
- PHI Security & Transmission: Manage the secure exchange of Protected Health Information (PHI) via ForwardHealth and NGSConnex portals, ensuring document integrity and 100% compliance with federal disclosure standards.
- System Navigation & Technical Proficiency: Expertly navigate complex EHR workflows and revenue cycle platforms to retrieve, index, and audit medical/financial records for eligibility verification.
- Operational Compliance: Maintain 100% adherence to Symplr compliance standards and federal regulations, consistently meeting departmental 'Turnaround Time' (TAT) goals for record processing.
- Complex Problem Solving: Synthesize diverse clinical and financial data to resolve billing inquiries, acting as a primary liaison between patients, providers, and state agencies.
- Remote Communication: Orchestrate high-volume omnichannel communications via Genesys Cloud, maintaining a professional and secure virtual environment for sensitive data handling.
- Evaluated patient eligibility for Medicaid and other government assistance programs, ensuring all viable funding options were explored before resorting to out-of-pocket payments.
Associate Banker/Teller
BMO Financial Group
Oshkosh, WI
05.2023 - 10.2024
- Operational Excellence: Processed high-volume financial transactions using TPT (Touch Point Teller) with zero discrepancies over a 12-month period.
- Risk Mitigation: Minimized bank liability by identifying fraudulent activity and ensuring compliance with strict banking/lending laws and audit standards.
- Client Retention: Resolved complex financial inquiries and strengthened loyalty through proactive product education and cross-selling.
- Managed daily banking operations, ensuring accurate transaction processing and customer service excellence.
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Balanced teller drawers and ATM cash.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
- Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Boosted branch revenue with diligent cross-selling of various banking products and services.
- Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.
- Collaborated with team members to achieve sales targets and maintain high-quality customer service standards.
- Fostered a positive work environment by actively contributing to team meetings sharing ideas on improving operational efficiency.
- Educated customers on features and benefits of banking products and services.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Maintained friendly and professional customer interactions.
- Counted, verified and handled bank deposits and armored car transactions.
- Educated customers on online banking and mobile banking applications.
- Assisted customers with banking needs and inquiries.
- Referred customers to other banking departments for specialized services.
- Monitored and verified suspicious activity on customer accounts.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Established rapport with new clients to increase satisfaction and loyalty.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Processed customer transactions accurately and efficiently, ensuring high levels of service satisfaction.
- Managed cash drawer, conducted daily balancing to maintain financial integrity.
- Assisted customers with account inquiries and product offerings, fostering client relationships.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
Home Health Aide
All Care Home Care
Oshkosh, WI
05.2020 - 10.2023
- Clinical Care: Provided comprehensive in-home care, ensuring strict adherence to physician-led care plans.
- Advocacy: Monitored health status and reported critical changes to medical teams to facilitate early interventions.
- Provided personal care services, including bathing, grooming, and dressing for clients.
- Assisted clients with mobility and daily living activities to enhance independence.
- Developed and maintained trusting relationships with clients to promote emotional well-being.
- Coordinated transportation for clients to medical appointments and social engagements as needed.
- Helped patients maintain personal hygiene through bathing, grooming, and toileting assistance when necessary for dignity preservation.
- Maintained a clean and safe home environment for patients, reducing falls and accidents.
- Assisted clients with daily living activities, enhancing their independence and quality of life.
- Performed laundry, grocery shopping and other light housekeeping duties as instructed by client.
- Performed light housekeeping duties including laundry linen changes sweeping vacuuming and mopping ensuring a clean and organized living space for patients.
- Improved patient well-being by providing compassionate and attentive personal care.
- Assisted with meal planning and preparation according to dietary restrictions, meeting nutritional needs while adhering to personal preferences.
- Completed entries in log books, journals, and care plans to accurately document and report patient progress.
- Provided mobility assistance such as walking and regular exercising.
- Traveled to clients' homes to complete healthcare services and promote continuity of care.
- Assisted disabled clients to support independence and well-being.
- Provided transportation and appointments management.
- Encouraged patients to participate in safe physical activity to help boost mood and improve overall wellness.
- Promptly responded to emergency situations such as falls or medical crises providing immediate care and contacting appropriate personnel when necessary.
- Provided emotional support to patients and families during difficult times, promoting a positive atmosphere conducive to healing.
Shift Leader
Walgreens Boots Alliance
Oshkosh WI
12.2020 - 05.2023
- Leadership: Directed daily operations and staff coordination for a team of 6 to optimize store workflow.
- Accountability: Managed cash handling, register reconciliation, and payroll support with 100% accuracy.
- Pharmacy Support: Provided critical assistance to pharmacy operations, ensuring regulatory compliance and service quality.
Entrepreneur/Small Business Owner
Buzy Beez Cleaning Services
Oshkosh WI
01.2011 - 08.2018
- Operations: Managed all business aspects, including client account management, chemical safety compliance, and team scheduling.
- Developed operational workflows to enhance efficiency in service delivery.
- Implemented quality control measures to maintain service excellence and consistency.
- Streamlined scheduling processes to optimize resource allocation and reduce downtime.
- Managed client relationships to foster loyalty and drive repeat business growth.
- Oversaw inventory management, ensuring availability of cleaning supplies while minimizing costs.
- Established performance metrics to evaluate team productivity and service effectiveness.
- Determined business plan, mission statement, and vision.
Military Policeman
Army Military Police
Fort Leonward, MO
01.2002 - 08.2005
- Coordinated team operations under high-pressure environments, maintaining strict adherence to security protocols and resource management. (Honorably Discharged).
- Strategic Leadership: Trained in consumer behavior, retail marketing, and advanced inventory management strategies.
- Operational Management: Studied human resources, employee coaching, and financial profit/loss (P&L) analysis.
- Customer Experience: Focused on service excellence and resolving complex client inquiries to drive business loyalty.
- Enforced regulations to maintain law and order in diverse environments.
- Conducted patrols to deter criminal activity and ensure public safety.
- Investigated offenses, gathering evidence and documenting findings for reports.
- Responded to incidents, providing first aid and coordinating emergency services.
Education
Certification - Retail Supervisor Managment
Penn Foster
Online03.2024
High School Diploma -
Oshkosh North High
Oshkosh WI06.1998
Skills
Core Competencies
- Release of Information (ROI)
- HIPAA & HITECH Compliance
- PHI Disclosure Management
- Medical Record Integrity
- Revenue Cycle Management (RCM)
- Legal Authorization Verification
- Secure Document Transmission
- EHR/EMR Workflow (Epic/Cerner)
- Quality Assurance Auditing
- High-Volume Remote Operations
Timeline
Patient Financial Advocate
Advocate Aurora Health
10.2024 - Current
Associate Banker/Teller
BMO Financial Group
05.2023 - 10.2024
Shift Leader
Walgreens Boots Alliance
12.2020 - 05.2023
Home Health Aide
All Care Home Care
05.2020 - 10.2023
Entrepreneur/Small Business Owner
Buzy Beez Cleaning Services
01.2011 - 08.2018
Military Policeman
Army Military Police
01.2002 - 08.2005
Certification - Retail Supervisor Managment
Penn Foster
High School Diploma -
Oshkosh North High