Lauren N. Diaz
Waterbury,CT
Summary
Friendly Medical Receptionist offering excellent skills in patient relations and office management. Provides assistance to Internal Medicine, Surgical, and Orthopedic patients utilizing Epic Medical System software while complying with HIPAA guidelines. Appointment scheduling for over 900 patients weekly. Organized and accurate in managing patient flow. Professionally trained in front desk management and recordkeeping. Helps staff maintain office operations at optimal levels with great organizational and multitasking abilities. Skilled at typing correspondence and managing files.
Overview
15
15
years of professional experience
Work History
Clinical Receptionist II
Yale University
06.2024 - Current
- Schedules patient appointments and resolves scheduling conflicts
- Notifies patients of changes/cancellations and prioritizes urgency of appointments for rescheduling
- Receives patients and visitors
- Secures names and needs and directs accordingly
- Books diagnostic tests and specialized appointments for patients and ensures patients are provided with necessary paperwork and specialized instructions for procedures
- Establishes and maintains filing systems
- Maintains inventory of office supplies
- Performs additional functions incidental to office activities
- Enhanced patient experience by efficiently managing front desk operations and providing exceptional customer service.
- Strengthened relationships with returning patients through consistent friendly interactions that fostered trust and loyalty.
- Collaborated closely with fellow receptionists on shift changes or during busy periods to ensure smooth operations and patient satisfaction.
- Expedited check-in process by proactively preparing required forms and materials ahead of time.
Disbursement Specialist / Customer Service Liaison
Goff Law Group
06.2023 - 04.2024
- Managed phone lines and answer calls regarding the Intake of clients for injury and general related cases
- Attained all case information prior to Attorney’s approval
- Schedule appointments for new client sign ups
- Handled new client inquiries and assign them to the proper Attorney and Case Manager
- Responsible for the disbursement process of all client checks at the end of their case
- Scheduling of Attorney/Client meetings when their settlement check was ready to be picked up
- Confirming all outstanding balances before providers were paid for their services after a client’s case settles
- Met with clients regularly to discuss the firm’s performance and report back to upper management
Executive Assistant to Financial Advisor / Insurance Processing Coordinator
Barnum Financial Group
11.2021 - 06.2023
- Answer Phone Line in a professional way and manage messages
- Manage Financial Planner’s professional calendar – Build out Client Service Model
- Supervise Financial Planner’s e-mail correspondences
- Proactively manage internal platforms (SalesForce) and systems so Planner’s client information is up to date and accurate
- Partner with internal Marketing department for creating Planner’s marketing materials such as press releases, brochures, and client appreciation mailing
- Social Media Management to connect with clients on a daily, weekly, and monthly basis
- Business processing – Request illustrations, create and submit applications, manage new business flow, monitor and fix NIGOs
- Supporting goals and objectives to acquire new clients
- Act as direct liaison between Planner and clients
- Prepare files for meetings – MorningStar, Envestnet, e-service, etc…
Administrative Support Staff / Sales Rep
Calabro Cheese Corporation
10.2017 - 06.2021
- Responsible for answering main phone line and directing calls to the appropriate party
- Welcomed and directed all visitors
- Maintained security by following SQF sign in procedures for visitors
- Input sales orders into ERP System
- Sent sales confirmations to production staff
- Scheduled freight appointments for assigned customers
- Communicated with production and warehouse on product inventory levels
- Printed packing lists after the orders have been picked by the warehouse
- Provided data and reports to assist sales team
- Submitted of the Federal Milk Reporting monthly
Executive Assistant
Jared James Enterprises
03.2017 - 10.2017
- Screened calls for President/Owner
- Managed travel calendar
- Scheduled teleconferences for event coordination
- Professional correspondence
- Inventory supply management
- Distribution of incoming and outgoing mail
- Provided support to staff members as needed
- Invoice preparation for all event details
- Event tracking and coordination
Intake Specialist / Staff Trainer
Carter Mario Injury Lawyers
03.2010 - 03.2017
- Trained new employees on policies and procedures with regards to all intakes, front office procedures and operation of management software
- Managed phone lines and answer calls regarding the Intake of clients for injury and general related cases
- Attained all case information prior to Attorney’s approval
- Schedule appointments for new client sign ups
- Handled new client inquiries and assign them to the proper Attorney and Case Manager
- Maintained track of cases referred to outside Attorneys
- Ensured collection of all fees or costs owed to the firm
- Developed reputation as an efficient service provider with high levels of accuracy
Front Office Manager
Carter Mario Injury Lawyers
03.2010 - 03.2017
- Managed phone lines and customer calls and evaluations of proper need for legal services
- Handled and directed over 200+ calls daily
- Ensured professional and friendly service for guest at the front desk
- Directed and coordinated the activities of the front desk, conference areas and telephone areas
- Maintained communication with all Departments
- Maintained all inventory of supplies for the office
- Assisted in website maintenance of staff directory
- Resolved guest problems quickly, efficiently, and courteously
- Uphold firm’s commitment to hospitality
- Ensured delivery of all messages, packages, and mail in a timely and professional manner
- Performed various other duties as requested by Management
Education
Housatonic Community College - Business Administration
Housatonic Community College
Bridgeport, CT10.2024
High School Diploma - General Studies
Hamden High School
Hamden, CT06.2003
Skills
- Front Desk Operations
- HIPAA Compliance
- Patient check-in
- Patient confidentiality
- Office Administration
- Patient Scheduling
- Insurance Verification
- Appointment management
- Microsoft Office
- Medical Terminology
- HIPAA Guidelines
- Appointment Setting
- Typing and filing
- Patient callbacks
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
References
To Be Furnished Upon Request
Languages
English
Full Professional
Spanish
Limited Working
Timeline
Clinical Receptionist II
Yale University
06.2024 - Current
Disbursement Specialist / Customer Service Liaison
Goff Law Group
06.2023 - 04.2024
Executive Assistant to Financial Advisor / Insurance Processing Coordinator
Barnum Financial Group
11.2021 - 06.2023
Administrative Support Staff / Sales Rep
Calabro Cheese Corporation
10.2017 - 06.2021
Executive Assistant
Jared James Enterprises
03.2017 - 10.2017
Intake Specialist / Staff Trainer
Carter Mario Injury Lawyers
03.2010 - 03.2017
Front Office Manager
Carter Mario Injury Lawyers
03.2010 - 03.2017
High School Diploma - General Studies
Hamden High School
Housatonic Community College - Business Administration
Housatonic Community College
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