Summary
Overview
Work History
Education
Skills
Certification
Life and Health Licente
Timeline
Generic
Kimberly Travis

Kimberly Travis

Willowbrook,IL

Summary

Professional with significant experience in patient services, ready to enhance patient experience. Skilled in managing patient interactions, scheduling, and administrative tasks. Strong focus on teamwork and adaptability ensures consistent and reliable support. Known for excellent communication skills, empathy, and problem-solving abilities.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Patient Services Representative/Electronic Medical Record Specialist

Hinsdale Pediatric Associates
07.2024 - Current
  • Assisted patients in filling out check-in and payment paperwork.
  • Provided exceptional customer service to build strong relationships with patients, leading to increased loyalty and return visits.
  • Assisted with billing inquiries and insurance verification, resulting in a smoother financial experience for patients.
  • Conducted pre-registration tasks including verifying insurance eligibility requirements were met before scheduled appointments.
  • Maintained patient confidentiality by adhering to HIPAA regulations and diligently updating records as needed.
  • Organized patient records and database to facilitate information storage and retrieval.
  • Provided excellent customer service to patients and medical staff.
  • Answered incoming calls, scheduled appointments and filed medical records.
  • Ensured compliance with HIPAA regulations to maintain confidentiality of sensitive patient information during all interactions.
  • Adapted quickly to changing demands within the healthcare environment, demonstrating flexibility and a strong commitment to quality patient care.
  • Processed medical records requests from outside providers according to facility, state, and federal law.
  • Scanned and uploaded medical records into electronic medical records system.
  • Obtained necessary signatures on information release forms to obtain medical and treatment records from other service providers.

Insurance Broker

Symmetry Financial Group
05.2019 - Current
    • Develop positive working relationships with clients
    • Explain the differences in policy specifics so clients can make informed decisions about their insurance situations and future needs
    • Approach clients via cold calling and direct mail to inquire about their insurance situations and future needs
    • Assist with obtaining underwriting approval with various carriers
    • Respond to clients' questions and complaints
    • Follow up with clients after initial meetings or conversation
    • Also work with IUL's, Medicare Supplements, Annuities, and Debt Solutions

Health Information Management

Aston Carter
11.2023 - 06.2024
    • Reviews and processes information requests from patients, insurance companies, physicians and other internal or external third party groups
    • Establishes the legitimacy of the requests by verifying that the requester has a right to access the information and ensuring the request is regulator compliant
    • May processes subpoenas, court orders, and routine requests for records – depending on complexity of the record on a daily basis which includes review and screening subpoenaed medical records for completeness
    • Utilizes EPIC ROI module to log in requests of a variety of request types
    • Generates and issues appropriate cover letters (e.g., rejection, password)
    • Answers telephone inquiries from patients, clinical staff, copy services, attorneys, and outside providers
    • Maintains an organized work environment, ensuring all paperwork is properly filed at all times, according to established policies and procedures
    • Filtered Request through Onbase
    • Performed quality control making sure that patient charts were accurately updated in Epic

Patient Scheduler/ Patient Registration/ Switchboard (Team Lead)

Duly Health and Care
12.2020 - 11.2023
  • Processing of inbound Contact Center interactions (phone, email, online requests (MyChart), hospital requests-Transition of CARE (TOC), faxes, etc.)
  • Escalation of clinical patient inquiries when necessary to appropriate physician site/department
  • Update patient information/demographics where necessary
  • Update Insurance information where necessary and verify eligibility
  • Follow HIPAA policy and procedures
  • Obtains registration information from patients for input into EPIC
  • Verifies and/or updates demographic and health plan information
  • Receive and relay internal and external calls and provides general information according to protocol
  • Maintain desk directories, on-call list, reference guides and other associated reference materials

Customer Account Executive (Specialist)/ Served as Team Lead

Comcast Cable
08.2007 - 04.2018
  • More than 10 years' successful experience in customer service and support with recognized strengths in account maintenance, problem-solving and trouble-shooting, sales staff support, and planning/implementing proactive procedures and systems to avoid problems in the first place
  • Maintained required Productivity Metrics while being able to multitask
  • Checked to ensure that appropriate changes were made to resolve Customers' problems
  • Kept records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
  • Referred unresolved customer grievances to designated departments for further investigation
  • Determined charges for services requested, collected deposits and payments, and arranged for billing
  • Successfully handled escalated calls in order to provide customer satisfaction
  • Schedule appointments for Technician visits
  • Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
  • Established team priorities, maintained schedules and monitored performance.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Enhanced team productivity by implementing efficient work processes and providing regular feedback.

Loan Processor, Administrative Assistant, Receptionist

Universal Financial Group
03.2005 - 04.2007
  • Company Overview: Bolingbrook, IL
  • Trained other staff members to perform work activities, such as using computer applications
  • Inventoried and ordered materials, supplies and services
  • Completed and mailed bills, contracts, policies, invoices and checks
  • Prepared meeting agendas, attended meetings and recorded and transcribed minutes
  • Made travel arrangements for office personnel
  • Operated office machines, such as photocopiers and scanners, facsimile machines, voice mail systems and personal computers
  • Took, screened and redirected incoming calls
  • Processed Loan Information and Collected customer data
  • Performed Background checks for newly hired loan officers
  • Opened, sorted and routed incoming mail, answered correspondence and prepared outgoing mail
  • Collected information for debt consolidation within home loan refinances
  • Communicated proficiently with customers and Bill collectors to provide quality service
  • Handled customer complaints
  • Schedule appointments for appraisers to visit customers homes and for customers to come into close loans
  • Bolingbrook, IL

Education

Some College (No Degree) - Political Science

Joliet Junior College
Joliet, IL

High School Diploma -

Bolingbrook High School
Bolingbrook
06-2006

Skills

  • Insurance verification
  • Patient registration
  • Appointment scheduling
  • Healthcare
  • HIPAA compliance
  • Customer service
  • Conflict resolution
  • Problem-solving
  • Multitasking and organization
  • Team leadership
  • Registration and admissions
  • Electronic health records
  • Phone and email etiquette
  • Data entry
  • Information collection
  • Training coordination
  • Quality assurance
  • EMR
  • Records maintenance

Certification

  • [State] Driver's License

Life and Health Licente

I've been licensed in Life in Health for 6 years.

Timeline

Patient Services Representative/Electronic Medical Record Specialist

Hinsdale Pediatric Associates
07.2024 - Current

Health Information Management

Aston Carter
11.2023 - 06.2024

Patient Scheduler/ Patient Registration/ Switchboard (Team Lead)

Duly Health and Care
12.2020 - 11.2023

Insurance Broker

Symmetry Financial Group
05.2019 - Current

Customer Account Executive (Specialist)/ Served as Team Lead

Comcast Cable
08.2007 - 04.2018

Loan Processor, Administrative Assistant, Receptionist

Universal Financial Group
03.2005 - 04.2007

Some College (No Degree) - Political Science

Joliet Junior College

High School Diploma -

Bolingbrook High School

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Kimberly Travis