LISA SHEFF
Lakeport,CA
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
22
22
years of professional experience
Work History
Medical Records Specialist
Sutter Health visiting nurses home health care
03.2014 - 01.2024
- Provide assistance with development of operations procedures, related to patient protected health information HIPAA, and electronic medical record systems
- Skilled written and verbal communication, accuracy regarding scanning, and data entry, of all attachments to patient / electronic medical record, completion of medical record chart audit and discharge prepared for billing
- Provide daily weekly and monthly administrative reports to management, and clinicians, act as administrative assistant to clinicians in the field sending and receiving information via fax, phone, email per their needs
- Establish and maintain collaborative working relations with clerical, clinical, management staff, patients, physicians, referral sources, and insurance billers, in accordance with California State, Federal regulations
- Consistently providing administrative and clerical support to clinicians and all management staff including other branch locations Santa Rosa, Marin, Modesto, Sacramento, and others due to re-organization of staffing
- Cross trained for and performed in the job of VNA Scheduler and performed scheduling job as needed
- Managed Tele Health Systems support from inventory of electronic equipment to scheduling set up in patient home, and the retrieval of equipment
- Record keeping, correspondence w/ TeleHealth support technicians and clinicians, and patients using these devices
Warranty Administrator / Accounting
Unicars Honda
10.2004 - 11.2010
- Daily A/R - Data entry audit up to 50 warranty repair orders for reimbursement, reconciliation for warranty A/R G/L - for parts and service
- Created various productivity logs including excel reports analyzing cost/labor/advertising for Service Department Manager & Owner
- Reported & tracked fed-ex replaced parts to Honda Corporation
- CSR duties - Called customers upon vehicle purchase for satisfaction survey & ordered accessories parts or vendor service; set appointment for installation on all sold vehicles
- Set up parts retail displays, maintained organized customer area
- Daily posting & balancing of transaction journal for sales service parts cash registers, count & balance debit credit cash for night deposit, alternate as a cashier daily
- A/P set up vendor accts, review current vendor billed accts, process 1099, check run, deposits payments, and reconciliation - A/P G/L
- Platinum Award Recipient for Warranty Administration
Assistant Beverage Mgr. / Bartender
Elks Lodge
10.2001 - 03.2003
- Event planning, managing staff, invoicing bar-service & catering, collection of final payment for events, ordering securing maintaining liquor inventory
- Accounting for bar registers, balance/cash/debit/credit for lodge events, bartending serving members and booked outside parties
Education
Cabrillo College
Aptos, CACollege of the Desert
Palm Desert, CASkills
- Accounts Payable
- Accounts Receivable
- Electronic File & Recordkeeping
- Beverage Management
- Bartender
- Cocktail Server
- Event Management
- Cashier
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- 10 Key
- Typing 45 wpm
- EPIC
- Records organization
- Telephone etiquette
- Release of information
- Medical records auditing
- Medical record security
- Patient confidentiality
- Health information systems
- Office administration
Timeline
Medical Records Specialist
Sutter Health visiting nurses home health care
03.2014 - 01.2024
Warranty Administrator / Accounting
Unicars Honda
10.2004 - 11.2010
Assistant Beverage Mgr. / Bartender
Elks Lodge
10.2001 - 03.2003
College of the Desert
Cabrillo College
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