Loretta Yates
Morristown,TN
Work Preference
Summary
Dedicated health care professional with extensive experience in billing processes and team management. Proven track record of streamlining workflows to enhance efficiency, improve patient satisfaction, and mentor junior staff, ensuring high standards in billing accuracy and compliance.
Overview
28
28
years of professional experience
Work History
Commercial Insurance Team Lead
Synergy Billing, LLC
Holly Hill, FL
06.2022 - 08.2026
- Led daily operations for billing processes totaling around $135,000 per month for commercial plans.
- Streamlined workflow to enhance efficiency in billing tasks.
- Implemented best practices for data management in billing systems.
- Analyzed billing discrepancies and resolved issues promptly.
- Facilitated communication between departments to ensure accuracy in billing processes.
- Provided leadership and guidance to team members, ensuring that tasks were completed on time and to a high standard.
- Developed strategies to increase team productivity and improve customer service levels.
- Monitored team progress and enforced deadlines.
- Assisted the manager in setting achievable goals for the team while monitoring progress towards them.
- Ensured compliance with company policies and procedures throughout the team.
- Coordinated training sessions for new staff on billing procedures.
- Trained new staff in relevant processes and procedures.
- Delegated daily tasks to team members to optimize group productivity.
- Delegated tasks appropriately according to individual skill sets.
- Mentored junior team members to improve skills and productivity.
- Supervised team meetings to discuss project updates and challenges.
- Resolved escalated customer complaints or queries promptly and efficiently.
- Supported the manager in developing plans for future projects, initiatives and objectives.
- Collaborated with management team to implement new work procedures or policies.
- Offered training and support to keep team members motivated and working toward objectives.
Commercial Insurance Biller
Cherokee Health Systems
Morristown, TN
01.2020 - 05.2022
- Processed billing statements for commercial insurance policies efficiently.
- Managed accounts receivable by tracking payments and outstanding invoices.
- Communicated with clients regarding payment terms and account inquiries.
- Assisted in training new staff on billing procedures and software use.
- Performed quality assurance checks on completed bills prior to submission.
- Conducted research into industry trends related to commercial insurance billing processes.
- Processed payments, refunds, cancellations, adjustments, and other transactions related to commercial insurance billing.
- Reviewed commercial insurance billing documents for accuracy and completeness.
- Provided assistance to colleagues in resolving complex billing problems.
- Prepared reports summarizing financial data such as outstanding balances and payment histories.
- Coordinated with external vendors regarding third-party billings associated with customer accounts.
- Reconciled differences between accounts receivable ledgers and general ledger totals.
- Developed training materials for staff members regarding proper invoice completion techniques.
- Resolved client inquiries regarding billing discrepancies or errors in a timely manner.
- Submitted insurance claims to appropriate companies for processing. to insurance companies.
- Monitored past due accounts and pursued collections on outstanding invoices.
- Performed insurance verification, pre-certification and pre-authorization.
No Response Medical Biller
Team Health
Alcoa, TN
09.2018 - 01.2020
- Contacted insurance providers to verify information and obtain billing authorization.
- Reviewed patient data for accuracy and compliance with insurance guidelines.
- Processed medical claims using advanced billing software and systems.
- Communicated with healthcare providers regarding claim discrepancies and resolutions.
- Collaborated with insurance companies to verify coverage and payment details.
- Submitted electronic claims to various insurance carriers.
- Submitted electronic claims to various insurance carriers for processing.
- Reviewed patient insurance information to ensure accuracy and completeness of submissions.
- Researched discrepancies between billed charges and payments received from insurers.
- Maintained up-to-date knowledge of healthcare regulations impacting billing practices.
- Applied HIPAA privacy and security regulations while managing patient information.
- Entered updates for patient demographics to ensure accurate records.
- Handled insurance denials through effective communication with carriers.
Durable Medical Equipment Biller
AeroCare USA
Morristown, TN
02.2016 - 09.2018
- Review medical records according to insurance guidelines to qualify patients for durable medical equipment.
- Work denials, aging claims
- Answer branches and patients billing questions
- Log prior authorizations for commercial insurance, confirm sales orders for nine locations in TN
- Processed medical billing claims using industry-standard software systems.
- Communicated with patients regarding billing inquiries and payment options.
- Verified insurance eligibility for patients by calling appropriate parties.
- Participated in training sessions related to new policies and procedures as well as updates on existing ones.
- Performed daily follow-up on outstanding claims to ensure prompt payment from payers.
Office Manager, RidgeGate OBGYN
OBGYN Affiliates-Lone Tree
Lone Tree, CO
05.2010 - 09.2011
- Oversaw daily clinic operations to ensure effective workflow across all departments.
- Implemented office policies to enhance workflow and productivity.
- Trained new staff on office procedures and best practices.
- Maintained medical records in compliance with privacy regulations.
- Facilitated communication between healthcare providers and patients effectively.
- Organized office supplies and equipment to ensure operational readiness.
- Maintained filing system for records, correspondence and other documents.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Managed office inventory and placed new supply orders.
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Supervised staff members, organized schedules and delegated tasks.
- Reviewed files and records to obtain information and respond to requests.
- Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
- Handled scheduling and managed timely and effective allocation of resources and calendars.
- Managed office budget to handle inventory, postage and vendor services.
- Managed 11 staff members, including 4 physicians and 1 physician assistant.
- Conducted monthly meetings to align staff and physicians on operational goals.
- Submitted payroll through Paychex/QuickBooks and handled monthly and quarterly 401k contributions.
- Oversaw collections at time of service and coordinated month-end allocations with accounting firm.
- Facilitated job postings, hiring processes, and corrective actions for staff management.
- Collaborated with billing company to resolve insurance denials efficiently.
- Processed payments, managed past due accounts, and issued payroll checks in QuickBooks.
- Provided training to new hires on office policies and procedures.
- Developed and implemented office policies and procedures.
- Managed, scheduled and coordinated office functions and activities for employees.
- Created spreadsheets in Excel to track data such as vacation requests, sick days .
- Implemented and maintained company protocols to facilitate smooth daily activities.
- Provided administrative support to management team including preparing reports and presentations.
- Organized company events including holiday parties, team building activities .
- Ensured compliance with applicable laws regarding employment practices.
- Reviewed contracts for accuracy prior to signing off on behalf of the company.
- Automated office operations for managing client correspondence, payment schedules and data communications.
Financial Coordinator
Fort Worth Fertility
Fort Worth, TX
05.2009 - 04.2010
- Responsible for insurance verifications for new patients, schedule appointments
- Responsible for meeting with all patients to discuss global pricing packages, verify and discuss all insurance benefits with patients.
- File all claims, work accounts receivable, complete aging accounts, process daily deposits.
- Manage patient accounts, review monthly finance charges, add monthly billing charges, set up payment plans, answer all billing related questions
Physician Practice Specialist III, Meridian Medical Group South
Presbyterian Hospital
Charlotte, NC
08.2008 - 04.2009
- Responsible for the processes involved with patient check in/check out in a busy physician practice setting.
- Accountable for total patient management for 7 Dr's
- Maintain organization and accuracy with the practice's medical records system.
- Answer a 4 line phone system
Coding Specialist- Supervisor, University Medical Group
Greenville Hospital System
Greenville, SC
05.2008 - 05.2008
- Functioned as supervisor for coding department.
- Responsible for working claim denials in order to reduce days in accounts receivable
- Responsible for keying charges for a thirteen physicians in the realm of 4 areas of women's medicine, GYN, Maternal Fetal Medicine, Urogynocology, and Infertility.
Sterilization Assistant
Dr. Roy Strickland, D.D.S.
Greenville, SC
08.2003 - 07.2004
- Responsible for the sterilization of exam rooms and instruments
- Responsible to total patient management, schedule appts, medical records
Pharmacy Technician
Wal-Mart Pharmacy
Rogersville, TN
06.1999 - 06.2003
- Input prescriptions from physicians, order supplies, stock OTC area and medications
- Count medications, run cash register, file claims to insurance, process refunds
- Build displays and end caps, zone, set modulars
Bank Teller
Bank One
Lavallette, WV
05.1998 - 05.1999
- Process deposits
- Balance ATM
- Cash checks, complete money orders, answer phone calls
Education
Prestonsburg, KY -
Prestonsburg Community College
Prestonsburg, KY01-1996
Hazard, KY -
Hazard Community College
Hazard, KY01-1996
Eastern, KY -
Allen Central High School
Eastern, KY01-1995
Skills
- GE Centricity
- Nextgen
- Medisoft
- Practice Admin Systems
- Medical Mime
- Kronos (payroll)
- Paychex
- ADP
- IDX
- Brightree
- Quickbooks
- Maternal Fetal Medicine
- Infertility
- GYN
- OBGYN
- Behavioral Health
- Primary Care Medicine
- General Surgery
Community Outreach
- Volunteered at M.A.T.S.
- Attended the Avenue Church: Santa day community outreach
- Thanksgiving outreach
- Grocery and gas giveaways
Timeline
Commercial Insurance Team Lead
Synergy Billing, LLC
06.2022 - 08.2026
Commercial Insurance Biller
Cherokee Health Systems
01.2020 - 05.2022
No Response Medical Biller
Team Health
09.2018 - 01.2020
Durable Medical Equipment Biller
AeroCare USA
02.2016 - 09.2018
Office Manager, RidgeGate OBGYN
OBGYN Affiliates-Lone Tree
05.2010 - 09.2011
Financial Coordinator
Fort Worth Fertility
05.2009 - 04.2010
Physician Practice Specialist III, Meridian Medical Group South
Presbyterian Hospital
08.2008 - 04.2009
Coding Specialist- Supervisor, University Medical Group
Greenville Hospital System
05.2008 - 05.2008
Sterilization Assistant
Dr. Roy Strickland, D.D.S.
08.2003 - 07.2004
Pharmacy Technician
Wal-Mart Pharmacy
06.1999 - 06.2003
Bank Teller
Bank One
05.1998 - 05.1999
Prestonsburg, KY -
Prestonsburg Community College
Hazard, KY -
Hazard Community College
Eastern, KY -
Allen Central High School