Lacey Shepherd
Apache Junction,USA
Summary
Skilled Medical Records Director with background in maintaining comprehensive patient records, implementing record keeping processes and ensuring compliance with legal and ethical requirements. Strengths include superior organization, knowledge of medical terminologies and proficiency in electronic health records management systems. Previous roles have demonstrated significant impact by improving process efficiency, enhancing data accuracy and streamlining information retrieval.
Overview
19
19
years of professional experience
Work History
Medical Records Director
Sandridge Post Acute
Mesa, AZ
09.2024 - Current
- Reviewed medical records for accuracy, completeness and compliance with applicable laws and regulations.
- Evaluated patient care documentation to ensure accuracy of data entry into electronic health record system.
- Conducted audits of medical records to identify areas needing improvement or corrective action.
- Collaborated with physicians, nurses and other healthcare professionals to improve quality of patient care documentation.
- Ensured timely release of information in accordance with federal and state laws, accreditation standards, organizational policy and other regulatory requirements.
- Developed, implemented and maintained medical records policies and procedures.
- Assisted in the development of coding guidelines for clinical services provided by healthcare providers.
- Provided education on HIPAA regulations related to access and disclosure of protected health information.
- Resolved complex issues related to medical record retrieval requests from external sources such as attorneys, insurance companies or government agencies.
- Maintained accurate inventory control systems for all paper-based medical records.
- Analyzed data from various sources including physician orders, laboratory results, radiology reports, to ensure complete documentation within patient's chart.
- Identified opportunities for improvement in processes related to medical records management.
- Oversaw daily operations ensuring compliance with established departmental policies, procedures, standards.
- Enforced state and federal legal requirements governing confidentiality and legal issues pertaining to health information.
- Established and upheld procedures for medical records collection, coding and filing.
- Maintained record of authorized information taken from charts.
- Returned incomplete records and charts to appropriate personnel for correction.
- Managed well-organized system of closed and open medical records with ready availability to interdisciplinary personnel.
- Reviewed discharges and other records on nursing units for compliance with procedures.
- Facilitated ongoing record review and reported results to quality improvement committee.
- Collected, checked and filed resident charts and personnel records.
- Communicated with patients with compassion while keeping medical information private.
- Explained policies, procedures and services to patients.
- Maintained records management system to process personnel information and produce reports.
Health Information Manager (H.I.M.)
Sunrise View Retirement villa post acute & rehabilitation center
Everett, WA
11.2023 - 05.2024
- Prepared statistical reports summarizing medical records operations for senior management review.
- Educated staff on best practices related to the use of EHR systems and other health information technology tools.
- Resolved discrepancies between coded data elements by researching clinical documentation within the medical record.
- Participated in interdisciplinary teams focused on improving quality outcomes through better documentation practices.
- Analyzed data from multiple sources to develop reports that tracked performance indicators such as length of stay or readmission rates.
- Identified opportunities for process improvements related to the storage, retrieval and maintenance of health information documents.
- Coordinated the release of confidential patient information according to applicable laws and regulations.
- Served as a resource for coding staff regarding complex coding scenarios.
- Maintained up-to-date knowledge about changes in federal regulations governing the collection and use of protected health information.
- Responded promptly to requests from clinicians regarding access to patient's medical history or test results.
- Analyzed and interpreted health information data to identify trends and areas for improvement.
- Created, maintained and updated patient medical records in accordance with HIPAA regulations.
- Developed and enforced departmental policies and procedures related to the management of health information.
- Reviewed patient charts for accuracy of diagnosis codes prior to submission to insurance companies.
- Conducted audits of medical records to ensure proper billing processes were followed.
- Assisted in the design of a new electronic health record system implementation plan.
- Worked with physicians and nurses to find methods to improve quality of patient health documents and records.
- Took part in meetings and committees to discuss such topics as electronic health records and communicate best ways to improve workflows.
- Streamlined day-to-day office processes to meet long-term goals.
Central Supply Coordinator
Sunrise View Retirement Villa & Rehab Center
Everett, WA
05.2023 - 03.2024
- Assisted with purchasing supplies and equipment to ensure adequate inventory levels were maintained.
- Developed policies and procedures to improve operational efficiency within the department.
- Conducted regular audits to ensure compliance with established standards and protocols.
- Ensured that medical staff had access to necessary supplies in a timely manner.
- Tracked orders from vendors, processed invoices, and verified accuracy of shipments received.
- Coordinated delivery schedules for incoming goods, including hazardous materials.
- Managed special projects related to ordering, stocking or disposing of medical supplies.
- Provided training on proper handling and storage of medical supplies to new employees.
- Monitored stock levels through periodic physical inventories and communicated results to management team as needed.
- Created reports documenting departmental activities such as spending trends, order status updates and product usage analysis.
- Investigated any discrepancies between actual stock levels versus what was recorded in the system.
- Prepared purchase orders for requested items based on established guidelines.
- Established relationships with suppliers to negotiate pricing discounts when possible.
- Reviewed vendor contracts periodically to ensure they are up-to-date and still meeting organizational needs.
- Worked closely with other departments to coordinate supply distribution during emergencies.
- Participated in meetings with procurement personnel regarding upcoming purchases or changes in inventory requirements.
- Directed receiving and storage of incoming supplies.
- Determined appropriate budget levels and tracked expenditures.
- Purchased, coordinated, and distributed materials necessary for maintenance functions and used by area personnel.
- Maintained accurate records and provided traceability of documentation by applying required inventory management accounting and control systems.
- Planned, organized and monitored the daily operations of the Central Supply Department.
- Maintained accurate inventory records for all items in the Central Supply Department.
Credentialing and Compliance Coordinator
Sunrise view convalescent center and retirement villa
Everett, WA
04.2023 - 12.2023
- As part of the HR Department, I would post job ads, call applicants and set up interviews, run background checks, I-9 reports, and call their references.
- I would assign onboarding dates for new employees and run the orientation and go through all the paperwork with them.
- Reviewed and evaluated existing policies, procedures, and documents to ensure compliance with applicable laws and regulations.
- Collaborated with internal teams to develop strategies for achieving compliance objectives.
- Assisted in developing internal training programs related to regulatory compliance matters.
- Drafted written reports summarizing audit findings and recommended corrective actions.
- Maintained records of all communications with relevant government agencies.
- Tracked progress of corrective action plans following audit recommendations.
- Completed internal and external audits according to established procedures.
- Created and managed training classes to educate new hires and existing employees about compliance concerns.
- Maintained compliance standards for all contract deliverables.
- Investigated reported and identified compliance issues against accepted standards.
- Maintained detailed database of compliance data, activities and actions taken.
- Issued clear warnings to violators, outlining infractions, penalties and remediation steps.
- Collected and reviewed data to identify potential compliance issues requiring further review.
- Reviewed records in cases of potential liability and determined compliance actions.
- Followed up with licensees to verify adherence to requirements.
- Evaluated applications and associated documentation to determine eligibility.
- Tested applicants with oral, written or practical tests, depending on licensing requirements.
- Recruited, hired, and oversaw team of personnel maintaining compliance.
Staff Development Manager
Quail Park of Lynnwood
Lynnwood, WA
07.2022 - 04.2023
- I did all the scheduling for the wellness department and make sure they are current on all their training and licenses to continue working here at quail park of over 70 employees
- I did all the interviews and screened all resume of applicants, ran background checks and kept track of job postings
- My weeks on call I would work remotely from home a week a month as well
- Developed and implemented staff training programs to ensure organizational goals are met.
- Conducted regular assessments of staff performance and provided feedback to improve job performance.
- Created and maintained records of all employee training activities, including attendance and assessment results.
- Organized workshops, seminars, conferences, and other learning events for employees.
- Collaborated with senior management to identify areas of improvement in the organization's operations.
- Developed policies related to employee education and professional development.
- Analyzed existing HR processes to identify gaps that need improvement or elimination.
- Identified potential areas of focus when developing new training materials.
- Assisted with onboarding new employees by conducting orientation and company-wide or job-specific training.
- Oversaw training courses and promotional paths for professionals and leaders.
- Managed training calendar for entire fiscal year, including setting course plans, training spaces and department rotations.
Housekeeping Manager
Quail Park of Lynnwood
Lynnwood, WA
09.2020 - 03.2023
- Developed and implemented housekeeping policies and procedures to ensure efficient operations.
- Supervised, trained, evaluated and scheduled staff of 20 housekeepers daily.
- Performed quality control inspections for guest rooms and public areas.
- Resolved customer complaints in a timely manner.
- Ensured compliance with safety regulations and health codes.
- Maintained accurate records of supplies and equipment inventory.
- Conducted regular meetings with housekeeping staff to discuss performance issues.
- Ordered cleaning supplies, linens, chemicals, amenities. as needed.
- Implemented cost-saving measures to reduce operating expenses.
- Established cleaning standards for all departments within the hotel property.
- Monitored employees' work hours to ensure proper staffing levels were maintained at all times.
- Analyzed reports on room occupancy rates, guest feedbacks and other relevant data to identify potential problems or areas of improvement.
- Identified opportunities for process improvements in order to increase efficiency and productivity of housekeeping services.
- Assisted in budget preparation related to labor costs, materials and supplies expenses..
- Provided support during special events such as conferences or conventions when necessary.
- Created training programs for new hires including orientation sessions on hotel policies and procedures.
- Reviewed existing contracts with vendors supplying linen, uniforms, chemicals, amenities.
- Collaborated with other departments on various projects as needed.
- Coordinated maintenance activities with outside contractors as required.
- Investigated incidents involving guests or employees that occurred within the hotel premises.
- Supervised and supported housekeeping personnel to maximize quality of service and performance.
- Assigned tasks for completion, inspected work and resolved housekeeping complaints promptly.
- Created schedules, shift reports and other business documentation to coordinate housekeeping needs.
- Placed housekeeping staff on specific shifts and room blocks based on abilities and daily requirements.
- Collaborated with front desk to respond promptly to guest requests and promote positive experience.
- Delegated tasks for completion, performed inspections and resolved housekeeping complaints promptly.
- Submitted repair requests to maintenance team to reduce operating costs and improve energy-saving strategy.
- Trained, coached and mentored staff on best practices and protocols to secure smooth new program adoption.
- Established hands-on, proactive management style to facilitate improvements to workflow and room turnover.
- Reviewed employee performance and devised improvement plan to achieve goals.
- Controlled full-cycle household cleaning services, including business development and client relations.
- Exceeded quality service goals by managing team productivity and workflow to implement continuous improvement.
- Liaised with vendors to obtain best pricing for housekeeping supplies and guest toiletries.
- Inventoried incoming supplies and placed items in stock for use by personnel.
- Verified each completed room against standard plans to maintain consistency.
- Practiced safe work habits and wore protective safety equipment.
- Prepared work schedules for associates to promote proper staffing levels.
- Stocked room attendant carts with supplies to keep carts organized and clean.
- Sustained safety protocols to support proper and cost-effective equipment and material usage.
- Communicated guest service scores to drive improvement and higher guest satisfaction.
- Sanitized and cleaned sinks, mirrors, toilets and showers.
- Delegated work to staff, setting priorities and goals.
- Communicated with maintenance team on damages to repair.
- Assessed daily workloads, scheduled, and planned daily assignments and oversaw numerous projects.
- Swept and damp-mopped private stairways and hallways.
- Explained goals and expectations required of trainees.
- Mixed water and detergents or acids to prepare cleaning solutions.
- Polished furniture and room accessories to keep all areas bright and fresh.
- Recruited and hired workers, in addition to supervising and monitoring daily performance.
- Reported damage or theft of hotel property to management.
- Prepared rooms for meetings and arranged decorations, media equipment and furniture for social or business functions.
- Monitored cleanliness of lobby, swimming pool and other common areas.
Environmental Technician
Providence Medical Center
Everett, WA
07.2020 - 09.2020
- I cleaned rooms of patients and empty rooms that have been discharged!
- I'm good with mixing chemicals and I'm fast at getting things done!
- So much so someone always needs my help on another floor because I get my work done so quickly
- Performed extensive field sampling and analysis of soil, water, air, hazardous materials and other related environmental media.
Dietary Cook
Bothell Health Care
Bothell, WA
05.2020 - 06.2020
- Preparing meals for the residents
- Prepared meals for patients according to dietary requirements and restrictions.
- Organized food items, supplies and equipment needed for meal preparation.
- Garnished dishes as instructed by the Chef or Sous Chef.
- Maintained cleanliness of kitchen area throughout shift.
- Followed all safety regulations when handling food and kitchen utensils.
- Provided guidance on menu planning and nutrition education to customers.
- Checked quality of ingredients prior to use in recipes.
- Monitored stock levels of food items, supplies and equipment used in meal preparation.
- Carried out recipe modifications requested by customers or dietitians.
- Ensured proper storage of prepared foods at appropriate temperatures.
- Kept up-to-date records of all dietary menus and recipes used.
- Adhered to established sanitation procedures while preparing meals.
- Adjusted seasoning, garnishes, portion sizes as necessary for special diets.
- Inspected cooking surfaces and equipment to ensure they are clean and sanitary.
- Communicated effectively with other staff members regarding dietary needs and requests.
- Performed basic maintenance duties such as cleaning tables, sweeping floors.
- Cooked and served food and meals in accordance with planned menus, diet plans, recipes, portions and temperature control procedures.
- Properly stored food and handled all inventorying.
- Changed and sanitized cutting boards, benches and surfaces to avoid cross-contamination.
- Monitored food temperatures to maintain food safety.
- Maintained clean and orderly appearance throughout kitchen and dining area.
Relief Manager
Public Storage
Edmonds, WA
04.2020 - 05.2020
- Renting storage units and sell merchandise
- Provided guidance and support to staff members in all departments while relieving senior managers.
- Developed strategies to ensure all customer service operations were running smoothly and efficiently.
- Conducted regular meetings with department heads to review performance, discuss issues, and provide feedback.
- Performed daily inspections of the facility to identify any potential safety concerns or operational problems.
- Responded quickly and effectively to customer complaints and inquiries.
- Maintained accurate records of inventory levels for all departments within the facility.
- Ensured compliance with company policies and procedures as well as local regulations regarding health and safety.
- Managed day-to-day operations in accordance with established budgets and timelines.
- Investigated incidents involving customers or staff members in order to determine root causes.
Housekeeping Manager
Crystal springs apartments
Everett, WA
09.2012 - 03.2020
- Developed and implemented housekeeping policies and procedures to ensure efficient operations.
- Supervised, trained, evaluated and scheduled staff of 20 housekeepers daily.
- Performed quality control inspections for guest rooms and public areas.
- Resolved customer complaints in a timely manner.
- Ensured compliance with safety regulations and health codes.
- Maintained accurate records of supplies and equipment inventory.
- Conducted regular meetings with housekeeping staff to discuss performance issues.
- Ordered cleaning supplies, linens, chemicals, amenities. as needed.
- Implemented cost-saving measures to reduce operating expenses.
- Established cleaning standards for all departments within the hotel property.
- Monitored employees' work hours to ensure proper staffing levels were maintained at all times.
- Provided support during special events such as conferences or conventions when necessary.
- Created training programs for new hires including orientation sessions on hotel policies and procedures.
- Assisted in developing marketing strategies aimed at increasing revenue from housekeeping services.
- Collaborated with other departments on various projects as needed.
- Reviewed existing contracts with vendors supplying linen, uniforms, chemicals, amenities.
- Investigated incidents involving guests or employees that occurred within the hotel premises.
- Supervised and supported housekeeping personnel to maximize quality of service and performance.
- Assigned tasks for completion, inspected work and resolved housekeeping complaints promptly.
- Created schedules, shift reports and other business documentation to coordinate housekeeping needs.
- Placed housekeeping staff on specific shifts and room blocks based on abilities and daily requirements.
- Collaborated with front desk to respond promptly to guest requests and promote positive experience.
- Delegated tasks for completion, performed inspections and resolved housekeeping complaints promptly.
- Submitted repair requests to maintenance team to reduce operating costs and improve energy-saving strategy.
- Trained, coached and mentored staff on best practices and protocols to secure smooth new program adoption.
- Established hands-on, proactive management style to facilitate improvements to workflow and room turnover.
- Reviewed employee performance and devised improvement plan to achieve goals.
- Inventoried incoming supplies and placed items in stock for use by personnel.
- Verified each completed room against standard plans to maintain consistency.
- Practiced safe work habits and wore protective safety equipment.
- Prepared work schedules for associates to promote proper staffing levels.
- Sustained safety protocols to support proper and cost-effective equipment and material usage.
- Sanitized and cleaned sinks, mirrors, toilets and showers.
- Delegated work to staff, setting priorities and goals.
- Communicated with maintenance team on damages to repair.
Yard waste cleaner
Doody first
Kirkland, WA
06.2011 - 08.2011
- I would drive a company truck to peoples homes and clean up their back yards after their pets
- Transported trash bags to designated disposal areas.
- Mixed chemicals for use in cleaning processes according to safety instructions provided by manufacturer labels.
- Sanitized frequented areas and equipment using approved supplies.
Assistant Manager
Dominos
Bellevue, WA
04.2006 - 09.2008
- I delivered pizzas to people's homes and I also worked behind the counter making pizzas and answering phones plus putting orders into the computer
- Assisted in the development of operational strategies to ensure efficient and productive operations.
- Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
- Coordinated with other departments to ensure smooth flow of operations.
- Developed a system for tracking inventory and ordering supplies as needed.
- Ensured compliance with safety regulations and company policies.
- Monitored employee attendance records, timekeeping, and payroll information.
- Managed customer service inquiries and complaints in a timely manner.
- Resolved conflicts between team members in an effective manner.
- Maintained up-to-date knowledge of company products and services.
- Organized training sessions for new hires to familiarize them with the workplace environment.
- Communicated regularly with customers to gain insights into their needs.
- Supervised daily operations including scheduling shifts, assigning duties.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Delegated work to staff, setting priorities and goals.
- Recruited and trained new employees to meet job requirements.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Reviewed completed work to verify consistency, quality, and conformance.
- Assigned work and monitored performance of project personnel.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Interviewed prospective employees and provided input to HR on hiring decisions.
Dishwasher
Norwegian Cruise Line
Honolulu, HI
09.2005 - 12.2005
- I washed dishes in the kitchen
- Scrubbed and sanitized dishes, pots, pans, utensils, and other kitchen equipment.
- Operated industrial dishwashers to clean plates, glasses, silverware, and cooking utensils.
- Loaded dirty dishes into the dishwasher racks and unloaded clean dishes from the washer onto carts or shelves.
- Stocked service areas with clean plates, bowls, cups, and other items as needed.
- Cleaned food preparation areas such as countertops, cupboards, appliances exteriors, walls floors and sinks.
- Removed garbage and trash to designated disposal areas in accordance with health regulations.
- Disposed of glassware that had been broken or chipped according to safety procedures.
- Checked temperatures of dishwashing machines to ensure proper functioning.
- Maintained adequate levels of cleaning supplies for washing dishes.
- Swept and mopped floors in the kitchen area at regular intervals throughout shift.
- Organized trays with cutlery prior to serving meals to customers.
- Followed all safety guidelines while handling sharp objects like knives or forks.
- Sanitized surfaces after each use following standard sanitation practices.
- Ensured that workstations were kept neat and tidy throughout the shift.
- Replenished soap dispensers with detergent when necessary.
- Scrubbed pots, pans and trays by hand or cleaned using industrial washing machine.
- Kept dishware, glasses and utensils ready for customer needs by quickly scraping, washing and restacking items.
- Loaded and unloaded dishwashers, washing by hand large pots or items used on continuous basis.
- Sanitized counters and wiped down surfaces following food preparation to prevent cross-contamination from raw meats.
- Maintained assigned areas to keep organized and clean by mopping floor.
- Backed up kitchen team members during heavy work periods to maximize team coverage.
- Replaced clean utensils in storage bins for easy access.
- Restocked main kitchen areas with items from shelves, coolers, and freezers.
- Removed built-up waste and potential contaminants from waste receptacles, machinery, and cooking equipment.
- Maintained cleanliness and sanitation of dishes, utensils, and kitchen equipment.
- Managed dish area organization and cleanliness.
Education
Certificate - HCA
Cornerstone
Everett, WA12-2022
Certificate - Veterinary Assistant
Pima Medical Institute
Seattle, WA12-2010
High School Diploma -
Cascades Job Corps Center
Sedro-Woolley, WA12-2004
Certificate of Technical Studies - Culinary Arts
Cascades Job Corps Center
Sedro--Woolley, WA12-2004
Associate of Science - Paralegal Studies
Penn Foster College
Scottsdale, AZCareer Diploma - Administrative Assistant
Penn Foster College
Scottsdale, AZCertificate of Technical Studies - Medical Billing And Coding
Penn Foster College
Scottsdale, AZSkills
- Quality Assessment
- Records analysis
- Performance improvement mechanisms
- Privacy regulations
- Clinical Documentation
- HIPAA knowledge
- Records Management
- Records administration
- Health Information Systems
- Patient records handling
- Processing techniques
- Documentation Management
- Strict confidentiality
Timeline
Medical Records Director
Sandridge Post Acute
09.2024 - Current
Health Information Manager (H.I.M.)
Sunrise View Retirement villa post acute & rehabilitation center
11.2023 - 05.2024
Central Supply Coordinator
Sunrise View Retirement Villa & Rehab Center
05.2023 - 03.2024
Credentialing and Compliance Coordinator
Sunrise view convalescent center and retirement villa
04.2023 - 12.2023
Staff Development Manager
Quail Park of Lynnwood
07.2022 - 04.2023
Housekeeping Manager
Quail Park of Lynnwood
09.2020 - 03.2023
Environmental Technician
Providence Medical Center
07.2020 - 09.2020
Dietary Cook
Bothell Health Care
05.2020 - 06.2020
Relief Manager
Public Storage
04.2020 - 05.2020
Housekeeping Manager
Crystal springs apartments
09.2012 - 03.2020
Yard waste cleaner
Doody first
06.2011 - 08.2011
Assistant Manager
Dominos
04.2006 - 09.2008
Dishwasher
Norwegian Cruise Line
09.2005 - 12.2005
Certificate - HCA
Cornerstone
Certificate - Veterinary Assistant
Pima Medical Institute
High School Diploma -
Cascades Job Corps Center
Certificate of Technical Studies - Culinary Arts
Cascades Job Corps Center
Associate of Science - Paralegal Studies
Penn Foster College
Career Diploma - Administrative Assistant
Penn Foster College
Certificate of Technical Studies - Medical Billing And Coding
Penn Foster College
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