Lisa Peters
Poland,OH
Summary
Energetic and results-oriented professional with a proven track record in healthcare and accounting. Excelled in policy development and clinical improvement initiatives, enhancing patient access and satisfaction. Skilled in direct patient care and active listening. Proficient in financial management, demonstrating exceptional consultation abilities and leadership in employee development.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Practice Coordinator
Dr. Thomas G. Peters, LLC
04.2020 - Current
- Oversaw accounting, budgeting, and financial reporting.
- Boosted staff morale by offering constructive feedback and specific direction.
- Consulted with healthcare professionals on business decisions.
- Provided outstanding support to office manager and billing staff which helped improve process flow and boosted efficiency.
- Created and implemented organizational policies and procedures.
- Assessed processes and procedures, maintaining compliance with OSHA, HIPAA regulations, benefits administration, and general liability
- Developed and implemented strategies to improve patient access, satisfaction and care quality.
- Designed and introduced leadership development, coaching and team management model, resulting in promotion of employees into increased levels of responsibility and practice efficiency
- Kept check on inventory levels and handled ordering
Accounting Associate
William G. Barth & Associates
12.2016 - 04.2020
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Completed bi-weekly payroll for large client company and their employees.
- Directed gathering of required documentation and files for account audits and financial statements
- Prepared, evaluated and summarized account data in detailed financial reports, seeing said reports through to their final draft for CPA approval
- Addressed and resolved complex and unexpected variances.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
Patient Care Coordinator
Sharon Regional Health System
11.2015 - 11.2016
- Facilitated psychiatric inpatient intake process and delivered mental health assessment and diagnosis of patients ranging from 5 years old on the children's unit to 80+ years old on the adult unit
- Provided acute patient care while working closely with the inpatient care team of psychiatrists, nurses, fellow social workers, and utilization review personnel to develop a supportive treatment plan
- Completed clinically sound, compliant, and thorough documentation of inpatient treatment processes via the hospital database
- Delivered evidence-based treatment utilizing CBT as the primary therapy modality for both individual and group sessions during admission
- Conducted family meetings to provide a biopsychosocial framework for the patient history, setting of goals and expectations, assessment of the family's understanding of the issues at stake, and to review treatment strategies and clinical progress
- Connected psychiatric patients with community resources and outpatient services to enable a smooth discharge
- Handled discharge of acute patients making appropriate referrals and completing necessary paperwork within the hospital database
- Completed hospital and department trainings to assure clinical care standards were met
Recovery Support Specialist
Buffalo Centre For The Treatment Of Eating Disorders
08.2014 - 10.2014
- Applied evidence-based interventions aimed to assess and meet each patient's psychological and practical needs through individual and group therapy, patient education, and advocacy
- Tracked client participation in treatment services to tailor specific interventions that facilitated peer support and connection to sustain recovery
- Assessed individuals' needs and planned recovery programs to achieve personalized goals
- Maintained client confidentiality and adhered to HIPAA guidelines.
- Guided clients in effective therapeutic exercises integrated from Cognitive Behavior Therapy and Dialectical Behavior Therapy (DBT)
- Supported Kitchen staff for partial inpatient program by creating mealtimes that honored the sensitivity and pervasive nature of eating disorder recovery
- Worked collaboratively with social workers to address patient needs and operationalize treatment goals
Mental Health Counselor
Horizon Health Services
05.2013 - 04.2014
- Completed one-on-one counseling with broad range of clients suffering from various diseases and issues
- Used advanced counseling skills and evidence-based practices to establish goals and treatment plans with patients
- Documented psychiatric services and responses to treatment in patient case files
- Trained in diagnosing Axis I and Axis II disorders as well as co-occurring substance use disorders, and examining effects of socioeconomic status and housing issues on mental health
- Documented clients' progress to keep detailed notes on each client's treatment progress and changes in mental health status
- Provided comprehensive case management services, created treatment plans, and connected clients and families to appropriate resources
- Consulted with other staff members regarding treatment plans as deemed appropriate by team leader
- Attended trainings to participate in regular supervision and continued education to maintain professional competence and ethical standards
Education
Master of Science - Mental Health Counseling
SUNY At Buffalo
Buffalo, NY05-2013
Bachelor of Arts - Psychology
Duquesne University
Pittsburgh, PA05-2011
Skills
- Direct mental health patient care at all levels
- Consultation with staff and treatment teams
- Dynamic background in both healthcare and accounting
- Overseeing employee operations and development
- Managing files and records
- Payroll administration
- Clinical improvement initiatives
- Policy development
Certification
Licensed Professional Counselor (applied for/eligible)
NBCC - NCE Passed
Timeline
Practice Coordinator
Dr. Thomas G. Peters, LLC
04.2020 - Current
Accounting Associate
William G. Barth & Associates
12.2016 - 04.2020
Patient Care Coordinator
Sharon Regional Health System
11.2015 - 11.2016
Recovery Support Specialist
Buffalo Centre For The Treatment Of Eating Disorders
08.2014 - 10.2014
Mental Health Counselor
Horizon Health Services
05.2013 - 04.2014
Master of Science - Mental Health Counseling
SUNY At Buffalo
Bachelor of Arts - Psychology
Duquesne University
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