Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

LISA MARTIN

Fort Collins,CO

Summary

Dedicated office administrator with extensive experience in medical settings. Specializes in streamlining patient scheduling and referral processes to enhance access to care. Known for fostering positive relationships with patients and colleagues, while maintaining compliance with HIPAA and medical standards.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Instructional Paraprofessional

Poudre School District
10.2024 - Current
  • Supported classroom instruction by assisting lead teachers with lesson implementation.
  • Facilitated small group activities to enhance student engagement and learning.
  • Monitored student progress and provided feedback to teachers on individual needs.
  • Coordinated clerical tasks, supported teachers, and delivered small group instruction to enhance classroom learning

Referral Coordinator

Integrative Wellness Services
07.2023 - 09.2024
  • Managed office of 8 mental health providers; facilitated client referrals; scheduled and confirmed appointments; verified insurance information; maintained client records through document uploading and scanning; responded promptly to patient requests
  • Remote
  • Coordinated patient referrals to ensure timely access to integrative wellness services.
  • Managed scheduling for appointments and follow-ups with healthcare providers.
  • Communicated effectively with patients regarding referral processes and appointment details.

Admin & Referral Coordinator

Journey Inward Counseling
05.2022 - 09.2023
  • Coordinated patient referrals to appropriate therapists and specialists.
  • Managed scheduling and follow-up for patient appointments and consultations.
  • Maintained accurate records in electronic health record systems.
  • Coordinated operations for 6 mental health providers; facilitated client referrals; scheduled appointments; verified insurance; collected co-pays; managed client records; scanned documents
  • Remote

Office Manager/Referral Coordinator

Parent-Child Interaction Center
01.2015 - 01.2020
  • Coordinated an office of 12+ mental health professionals and managed incoming calls and client referrals using a tracking system I created for timely assignment.
  • Coordinated daily office operations and maintained a productive work environment.
  • Managed scheduling for staff meetings and client appointments efficiently.

Education

AAS - Integrative Health Professions

Front Range Community College

High School Diploma -

Rocky Mountain High School
Fort Collins, CO

Skills

  • Medical terminology
  • HIPAA compliance
  • Patient privacy standards
  • Insurance verification
  • Data entry and typing
  • Scheduling and time management
  • Task prioritization
  • Verbal and written communication
  • Phone etiquette
  • Professional demeanor
  • Customer service

Certification

  • CPR certified, 04/25
  • Certified Health and Wellness Coach
  • Certified Yoga Instructor, 200 hour
  • Mental Health First Aid Certified

Timeline

Instructional Paraprofessional

Poudre School District
10.2024 - Current

Referral Coordinator

Integrative Wellness Services
07.2023 - 09.2024

Admin & Referral Coordinator

Journey Inward Counseling
05.2022 - 09.2023

Office Manager/Referral Coordinator

Parent-Child Interaction Center
01.2015 - 01.2020

AAS - Integrative Health Professions

Front Range Community College

High School Diploma -

Rocky Mountain High School
LISA MARTIN