Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

LISAMARIE SANCHEZ

Albuquerque

Summary

Dynamic Chief Client Advocate at Begum and Cowen Law Office, skilled in legal research and client communication. Successfully enhanced client satisfaction through empathetic support and effective case management. Proven ability to build strong relationships and resolve conflicts, ensuring compliance with HIPAA regulations while maintaining data confidentiality.

Overview

14
14
years of professional experience

Work History

CHIEF CLIENT ADVOCATE

BEGUM AND COWEN LAW OFFICE
Albuquerque
01.2025 - Current
  • Assisted clients with case documentation and legal processes.
  • Communicated updates to clients regarding their cases and next steps.
  • Organized case files and maintained accurate client records.
  • Collaborated with legal teams to prepare for client meetings.
  • Conducted research on legal issues relevant to client cases.
  • Provided empathetic support to clients during challenging situations.
  • Scheduled appointments and managed calendars for attorneys.
  • Facilitated communication between clients and court personnel effectively.
  • Provided customer service to clients by responding to inquiries and resolving complaints.
  • Offered insight on available wellness programs and services available to patients.
  • Developed customized solutions for individual customer needs.
  • Managed high volumes of incoming calls from customers in a professional manner.
  • Performed quality assurance checks on processes related to client accounts.
  • Support clients in maintaining stability in personal life and achieving positive outcomes.
  • Developed relationships with community referral sources.
  • Drafted individual reports and maintained case files in alignment with company policies and privacy guidelines.
  • Encouraged and motivated clients to set, plan and reach personal and professional goals.
  • Worked closely with patients to fill out paperwork and obtain necessary information in form of referrals and authorization overrides.
  • Maintained a thorough understanding of all products, services and programs offered by the organization.
  • Compiled weekly summaries detailing key metrics such as total number of calls received or resolved cases.
  • Cultivated pleasant and safe office atmosphere, bolstering approval and satisfaction from personnel, guests and residents.
  • Cultivated trusting rapport with clients to build sustainable connections.
  • Collaborates with team members and other personnel to promote client success.
  • Drafted letters, emails, memos and other correspondence regarding client matters.
  • Created detailed reports outlining customer interactions, account changes and other related data.
  • Coordinated meetings between clients and internal teams as necessary.
  • Updated customer profiles in database systems based on recent interactions or changes.
  • Maintained confidential patient documentation to prevent data compromise and comply with HIPAA regulations.
  • Answered questions and responded to inquiries to deliver high level of service to patients.

NEW MEXICO MEDICAID

NEW MEXICO HCA
Albuquerque
01.2023 - 08.2024
  • Completed day-to-day duties accurately and efficiently.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Identified needs of customers promptly and efficiently.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Worked with cross-functional teams to achieve goals.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.
  • Maintained updated knowledge through continuing education and advanced training.
  • Recognized by management for providing exceptional customer service.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.

Patient Care Coordinator

UNM Hospital
Albuquerque
08.2011 - 12.2022
  • Coordinated patient appointments and managed scheduling for healthcare providers.
  • Assisted patients with intake forms and insurance verification processes.
  • Communicated effectively with medical professionals regarding patient needs and concerns.
  • Maintained accurate patient records using electronic health record systems.
  • Provided education to patients about treatment options and healthcare services available.
  • Collaborated with interdisciplinary teams to ensure comprehensive patient care plans.
  • Updated and organized patient files to ensure compliance with regulatory standards.
  • Addressed patient inquiries promptly, fostering a supportive environment for care.
  • Scheduled appointments for patients and coordinated follow-up visits as needed.
  • Maintained accurate records of all patient care activities using electronic health record systems.
  • Ensured that all necessary documentation was completed accurately and submitted in a timely manner.
  • Processed patient intake information and updated medical records prior to treatment.
  • Provided administrative support for patient care staff.
  • Communicated with patients to ensure quality of care and develop care plans.
  • Coordinated patient care services with the medical team to ensure quality and timely delivery of care.
  • Provided ongoing communication with patients, families, and other healthcare providers regarding treatment plans and progress.
  • Demonstrated flexibility during changes to patient care practice.
  • Responded promptly to any emergency situations that arose within the facility.
  • Followed up with discharged patients after they left the facility to ensure they were receiving adequate post-care support.
  • Assured regulatory compliance and professionalism across patient service.
  • Completed insurance verifications and claim forms for patient intake and processing.
  • Developed treatment plans based on individualized assessment of each patient's needs.
  • Provided emotional support and counseling to patients during difficult times.

Education

CERTFIED MEDICAL ASSISTANT - MEDICAL

Pima Medical Institute
Albuquerque, NM
04-2005

Skills

  • Case documentation
  • Legal research
  • Client communication
  • HIPAA compliance
  • Customer service
  • Conflict resolution
  • Problem solving
  • Time management
  • Team collaboration
  • Appointment scheduling
  • Outcome planning
  • Treatment plan assistance
  • Data accuracy
  • Client relationship building
  • Paperwork assistance
  • Treatment plan reviews
  • Decision making aptitude
  • Telephone etiquette
  • Exceptional communication
  • Time management expertise
  • Strong organization
  • Teamwork
  • Client intakes
  • Case management
  • Data confidentiality
  • Case file management
  • Performance tracking
  • Behavioral disorders
  • CPR/AED
  • Safety and risk assessments
  • Patient relationship management
  • Confidentiality practices
  • Intervention strategies
  • Team building
  • Documentation skills
  • Maintain records
  • Data entry software
  • Written communication

Languages

SPANISH
Limited

Timeline

CHIEF CLIENT ADVOCATE

BEGUM AND COWEN LAW OFFICE
01.2025 - Current

NEW MEXICO MEDICAID

NEW MEXICO HCA
01.2023 - 08.2024

Patient Care Coordinator

UNM Hospital
08.2011 - 12.2022

CERTFIED MEDICAL ASSISTANT - MEDICAL

Pima Medical Institute

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