Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Lisa Mongold

Lisa Mongold

Summary

Accomplished Certified Medical Administrative Assistant at James Madison University, enhancing operational efficiency and patient satisfaction. Experienced in records management and customer relations, Skilled in Microsoft Office and adept at mentoring teams, my contributions have fostered a positive work environment. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy and confidentiality.

Overview

37
37
years of professional experience
1
1
Certification

Work History

Certified Medical Administrative Assistant

James Madison University
08.2013 - Current

My duties include:

  • Scheduling appointments/maintaining the provider's schedule as needed
  • Greeting incoming customers/students/parents
  • Providing information pertaining to University Health Center services/programs
  • Coordinating with other departments on campus
  • Answering and directing incoming telephone calls
  • Gathering demographic information
  • Entering confidential information into Electronic Health Record (Medicat)
  • Completing the Check-in and Check-out process for students during their visit
  • Posting/Inputting Charges
  • Collecting/Processing payments
  • Maintaining cash drawer/safe
  • Reconciling end of day payment reports
  • Opening/Closing the office according to Front Office guidelines
  • Covering at the Health Information Desk as needed
  • Complete daily transmittal deposit reports when the Medical Office Manager is out of the office
  • Assisted with maintaining the employee schedule when the Medical Office Manager is out of the office
  • Complying with JMU Investment policies/procedures
  • Training/Mentoring Student Volunteers
  • I have also served on the search committee for interviewing potential employees and student volunteers.

Co-Owner - Business Manager

Mongold Family Photography
05.2016 - Current

My duties include:

  • Photographer's Assistant/Second shooter for weddings and large events
  • Maintain business license/permits/taxes/insurance
  • Record keeping/Accounts payable & receivable
  • Inventory control
  • Printing and fulfilling photo orders
  • Maintain and create contracts/invoices/order forms
  • Maintain and update website
  • Create content for social media accounts
  • Wedding and event planning/fundraising
  • Maintain a database of vendors that we've worked with at special events

Legal Assistant/Medical Records Team Leader/HIPAA Compliance Officer

Hess Orthopedic Center
04.2005 - 04.2013

My duties included:

  • Assisting patients in obtaining/requesting their medical records
  • Answering and directing incoming telephone calls
  • Providing requested records to insurance carriers, attorneys and other health care providers according to HIPAA rules and regulations
  • Assisting patients with their FMLA or disability paperwork
  • Scheduling appointments/meetings and blocking provider's schedule as needed
  • Organizing legal meetings/depositions for providers when requested by attorneys
  • Organizing charts and medical information for providers when called to court for medical testimony
  • Creating contracts, invoices and collecting payment for legal services provided by our physicians such as depositions, expert testimony or expert medical opinions
  • Proofreading reports prior to being released
  • Posting charges and payments in computer system (Health Data System)
  • Processing subpoenas
  • Purging and maintaining confidential health records based on HIPAA and VA Medical Society regulations
  • Scanning, reviewing and saving records into electronic format
  • Preparing and mailing correspondence letters as requested by staff and physicians
  • Processing outgoing mail/packages and distributing incoming mail/packages
  • Maintaining office supply inventory and ordering necessary supplies as needed
  • I was trained to fill in for the front desk staff as needed. This position involved registering new and current patients, patient check in/out, scheduling appointments, operating a switchboard, verifying demographic/insurance information and collecting/posting co-payments.
  • I also helped with collections, workers compensation and insurance claims as needed.
  • As Medical Records Team Leader I was responsible for training, assigning tasks, monitoring and evaluating student volunteers as well as 2 full time employees.
  • I co-developed the guidelines and procedures manual for the medical records department.
  • I was entrusted to manage the medical records department in my supervisor's absence.

Production Worker

Hartz Broadway, Inc.
06.1990 - 04.2005

I was responsible for counting, measuring, matching stripes, patterns and colors; checking the quality of material on garment pieces prior to assembling, and maintaining a clean, safe work area.

Customer Service Manager

Zayre Department Store
02.1989 - 06.1990

I was hired as a cashier but quickly moved to the Customer Service Desk where I assisted customers with refunds/exchanges and set up layaways for customers. I was promoted to Customer Service Manager where I was responsible for approving large amount checks and credit cards, assigning cashiers to specific duties and scheduling their breaks. I was also responsible for checking to see that all money was deposited in the safe at the end of the day. When the new company purchased the store, I was asked to work on a “change over team” to restructure the store. (This was a temporary position.)

Certified Nursing Assistant

Oak Lea Nursing Home
11.1987 - 02.1989
  • Provided high-quality personal care services such as bathing, grooming, dressing, and feeding to ensure patient dignity.
  • Assisted patients with daily living activities for enhanced comfort and wellbeing.
  • Checked patient vitals
  • Maintained a clean, safe environment by sanitizing surfaces, changing linens, and disposing of waste properly.
  • At the end of each shift all resident's activities had to be charted and reported to the next shift.

Education

Certificate - Healthcare Office Manager

U.S. Career Institute
Fort Collins, CO
09.2023

Certificate - Wedding And Event Planning

U.S. Career Institute
Fort Collins, CO
11.2023

Certificate - Electronic Medical Records Specialist

U.S. Career Institute
Fort Collins, CO
06.2023

Certificate - Medical Administrative Assistant Class

Career Step
Lehi, UT
11.2014

Certificate - Management of Medical Records Class

Medical Society of VA
Richmond, VA
2009

Certificate - Introduction To Computers

Massanutten Technical Center
Harrisonburg, VA
1993

High School Diploma -

Broadway High School
Broadway, VA
1989

Certificate - Certified Nursing Assistant

Massanutten Technical Center
Harrisonburg, VA
1987

Skills

  • Small business operations
  • Customer Relations
  • Policy and procedure implementation
  • Records management
  • Database administration
  • Spreadsheets/reports
  • Scheduling meetings/appointments
  • Administration support
  • Document preparation/proofreading
  • People Soft Student Administration
  • Operating Multi-line phone/switchboard
  • Invoicing and inventory control
  • Accounts payable/receivable
  • Microsoft Office (Word, Excel, PowerPoint, Outlook & Teams)

Certification

  • Medical Office Administrator Certified (MOAC) sponsored by Management and Strategy Institute
  • Lean Six Sigma in Healthcare Certified (LSSHC) sponsored by Management and Strategy Institute
  • Lean Six Sigma White Belt Certified (LSSWB) sponsored by Management and Strategy Institute
  • Business Management Essentials Certified (BMEC) sponsored by Management and Strategy Institute
  • Certified Wedding Day Timeline Genius sponsored by The Bridal Society
  • Certified Medical Administrative Assistant (CMAA) sponsored by the National Healthcareer Association
  • Certified Electronic Health Records Specialist (CEHRS), sponsored by the National Healthcareer Association

Timeline

Co-Owner - Business Manager

Mongold Family Photography
05.2016 - Current

Certified Medical Administrative Assistant

James Madison University
08.2013 - Current

Legal Assistant/Medical Records Team Leader/HIPAA Compliance Officer

Hess Orthopedic Center
04.2005 - 04.2013

Production Worker

Hartz Broadway, Inc.
06.1990 - 04.2005

Customer Service Manager

Zayre Department Store
02.1989 - 06.1990

Certified Nursing Assistant

Oak Lea Nursing Home
11.1987 - 02.1989

Certificate - Healthcare Office Manager

U.S. Career Institute

Certificate - Wedding And Event Planning

U.S. Career Institute

Certificate - Electronic Medical Records Specialist

U.S. Career Institute

Certificate - Medical Administrative Assistant Class

Career Step

Certificate - Management of Medical Records Class

Medical Society of VA

Certificate - Introduction To Computers

Massanutten Technical Center

High School Diploma -

Broadway High School

Certificate - Certified Nursing Assistant

Massanutten Technical Center
Lisa Mongold