Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Kim Ward

Overton,TX

Summary

Dedicated Intake Coordinator with comprehensive expertise in orchestrating client intake processes and ensuring adherence to HIPAA regulations

Overview

17
17
years of professional experience

Work History

Intake Coordinator

Valenz Health
Overton, TX
09.2024 - Current
  • Collaborated with multidisciplinary team members to ensure quality care is provided to all clients.
  • Communicated effectively with supervisors regarding current caseloads and resource availability.
  • Delegated work to staff, setting priorities and goals.
  • Developed and maintained intake procedures to enhance efficiency and client satisfaction.
  • Maintained accurate records of client intakes in electronic database system.
  • inbound/ outbound phone calls
  • creating cases and insuring to input all correct data of members and facilities.

Intake Coordinator

Zelis Healthcare
Orlando, FL
02.2022 - 09.2024
  • Maintained accurate records of client intakes in electronic database system.
  • Communicated effectively with supervisors regarding current caseloads and resource availability.
  • Participated in ongoing training and professional development related to intake procedures and client care.
  • Managed confidential client data in compliance with HIPAA and other relevant regulations.
  • Maintained accurate and up-to-date records of client interactions and services provided.
  • Utilized case management systems to track client cases from intake through to completion.
  • Coordinated the intake process, ensuring all required documentation was collected and processed.
  • Developed and maintained intake procedures to enhance efficiency and client satisfaction.
  • inbound/ outbound calls to members, clients, facilities and doctors offices

Intake Specialist

Quick Visit
Nashville, TN
07.2020 - 02.2022
  • Scheduled appointments for clients as needed for outside services such as counseling or medical care.
  • Conducted initial intake interview to obtain client information, including biographical data, medical history, presenting problem, legal status, and other pertinent information.
  • Maintained accurate records of all client interactions according to agency policies and procedures.
  • Provided referrals to appropriate resources within the community when necessary.
  • Coordinated schedules and appointments, sending out reminders regarding appointment dates.
  • Processed paperwork, obtained billing forms and secured confidential information.
  • Issued, gathered and inspected intake forms to confirm correct signatures and information.
  • Maintained positive attitude and effectively de-escalated clients during crisis situations.
  • Answered and logged incoming inquiries via phone, fax and email.
  • Scheduled appointments for patient consultations, tests and procedures.
  • Made outbound calls to providers to obtain information necessary to create or update authorization.
  • Updated patient information on computer system to maintain billing accuracy.
  • Maintained clinical records and required paperwork in compliance with agency standards.
  • Verified insurance eligibility, benefits, and patient liabilities for defined services.
  • Coordinated the intake process, ensuring all required documentation was collected and processed.
  • Managed confidential client data in compliance with HIPAA and other relevant regulations.
  • Developed and maintained intake procedures to enhance efficiency and client satisfaction.

Insurance Verification Specialist

Allergy Partners
Tyler, TX
10.2008 - 07.2020
  • Developed a working knowledge of insurance plans, including Medicare and Medicaid regulations and requirements.
  • Provided timely follow up with payers regarding payment status of claims.
  • Evaluated policies and procedures related to Insurance Verification activities.
  • Reviewed medical records to ensure accuracy of required information needed for pre-authorization requests.
  • Verified patient eligibility for insurance coverage by contacting insurance carriers and obtaining the necessary authorization numbers.
  • Maintained accurate documentation on all pre-authorization requests, denials and appeals.
  • Maintained confidentiality of patient information in accordance with HIPAA regulations.
  • Analyzed complex health plan contracts to determine benefit coverage levels for services rendered.
  • Responded promptly to customer inquiries regarding their benefits and eligibility status.
  • Interpreted Explanation of Benefits statements from various insurers and communicated relevant information with other departments as needed.
  • Called insurance companies to ascertain pertinent information regarding policies and payment benefits for patients.
  • Verified that patients had proper insurance coverage prior to procedures or appointment scheduling.
  • Updated patient and insurance data and input changes into company computer system.
  • Monitored and tracked the status of pending insurance verifications and authorizations.
  • Contacted patients to confirm demographic information and communicate financial responsibilities.
  • Contacted patients to arrange payment arrangements for deductible and out-of-pocket liability.
  • Communicated with insurance carrier, patient and third party or employer to verify patient insurance benefits.
  • Verified patient insurance coverage, benefits, and eligibility for services across multiple insurance platforms.
  • Educated patients on their insurance benefits and coverage limitations.
  • Retained strong medical terminology understanding in effort to better comprehend procedures.
  • Determined estimated self-pay portion by calculating charges, co-insurance and deductibles.
  • Assisted in training new staff on insurance verification procedures and best practices.
  • Updated patient accounts with insurance verification information to ensure accurate billing.
  • Utilized electronic medical records (EMR) systems for documenting verification processes.
  • Conducted follow-ups with insurance companies to expedite verification processes.
  • Navigated through multiple online systems to obtain documentation.
  • Responded to patient inquiries regarding insurance coverage and billing issues.

  • Maintained up-to-date knowledge of insurance policies, including Medicare and Medicaid.

Education

High School Diploma -

Cross Roads High School
Malakoff
05-1996

Skills

  • Client intake procedures
  • HIPAA compliance
  • Electronic record management
  • Case management systems
  • Data entry accuracy
  • Insurance verification
  • Appointment scheduling
  • Effective communication
  • Multidisciplinary collaboration
  • Problem solving
  • Attention to detail
  • Customer service

References

References available upon request.

Timeline

Intake Coordinator

Valenz Health
09.2024 - Current

Intake Coordinator

Zelis Healthcare
02.2022 - 09.2024

Intake Specialist

Quick Visit
07.2020 - 02.2022

Insurance Verification Specialist

Allergy Partners
10.2008 - 07.2020

High School Diploma -

Cross Roads High School

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