Lorie Hallman
Coaling
Summary
Compassionate Intake Coordinator known for high productivity and efficient task completion. Specialize in patient communication, data entry accuracy, and workflow management. Excel in empathy, active listening, and problem-solving to ensure patient needs are met with care and professionalism.
Overview
19
19
years of professional experience
1999
1999
years of post-secondary education
Work History
Intake Coordinator
Druid City Vital Care
Northport
01.2025 - Current
- Submit incoming injectable and infusible medication prescriptions into Vital Systems database and Care Tends.
- Answer incoming phone calls.
- Collaborate with team members to streamline intake workflows.
- Maintain accurate records of patient information and interactions.
- Communicate with healthcare providers regarding patient needs and referrals.
- Assist patients in completing necessary documentation and insurance forms.
- Ensure compliance with regulatory requirements during intake procedures.
- Maintain accurate records of client intakes in electronic database system.
- Adhere to confidentiality guidelines when handling sensitive information about clients.
- Provide information and resources to individuals, families, and groups seeking assistance.
- Participate in ongoing training and professional development related to intake procedures and client care.
- Monitor incoming faxes and emails and distribute them to the appropriate parties.
Invoice Specialist
Ervin Cable Construction
06.2021 - 12.2024
- Tracked vendor invoicing to obtain missing paperwork and complete prompt payments.
- Prepared monthly and deliverable-based invoicing.
- Maintained strict confidentiality when handling sensitive financial information, adhering to data protection regulations.
- Worked with multiple departments to check proper billing information.
- Used data entry skills to accurately document and input statements.
- Ensured timely payments by monitoring accounts payable status and maintaining accurate records.
- Contributed to successful audit outcomes by providing well-organized documentation and clear explanations of invoice processes.
- Demonstrated expertise in various industry-specific billing practices, adapting efficiently to client requirements.
- Investigated and incorporated improved strategies to capture billing data and efficiently process invoices.
- Conducted thorough invoice audits, identifying errors and rectifying discrepancies to maintain accurate financial records.
- Collaborated with cross-functional teams to develop innovative invoicing solutions, resulting in reduced costs and improved accuracy.
- Streamlined invoice approval process, reducing manual intervention and speeding up payment cycles.
- Researched and resolved billing discrepancies to enable accurate billing.
- Responded to customer concerns and questions on daily basis.
- Reconciled accounts receivable to general ledger.
Occupational Medicine Coordinator/ Supervisor
Middle Creek Medical Center
04.2010 - 06.2021
- Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
- Enhanced operational workflows by maintaining well-organized documentation systems and updating records accurately as needed.
- Gathered and organized materials to support operations.
- Enhanced customer satisfaction by responding promptly to inquiries and addressing concerns professionally.
- Developed comprehensive training materials for new staff, leading to quicker onboarding and higher initial productivity levels.
- Managed vendor relationships to secure best quality of services and products for organizational needs.
- Streamlined administrative processes, allowing for more efficient use of resources and better support for project teams.
- Increased client satisfaction by facilitating clear and consistent communication between project teams and stakeholders.
- Prioritized and managed multiple projects simultaneously, ensuring all met their deadlines and objectives without compromising quality.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
- Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Organized spaces, materials and catering support for internal and client-focused meetings.
- Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
- Improved office operations by automating client correspondence, record tracking and data communications.
- Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
- Monitored front areas so that questions could be promptly addressed.
- Managed project timelines for successful completion, ensuring milestones were met and deadlines were adhered to.
- Collaborated with department heads to develop strategic plans aligning with overall company objectives, fostering a unified approach toward shared goals.
- Assisted in recruitment efforts by coordinating interviews and managing onboarding activities for new hires.
Receptionist and Scheduling
Alabama Neurology and Sleep Medicine
03.2007 - 04.2010
- Greeted incoming visitors and clients professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, scheduled appointments and tests, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct office staff
- Kept reception area clean and neat to give visitors positive first impression.
- Handled cash transactions and maintained sales and payments records accurately.
- Responded to inquiries from callers seeking information.
- Answered central telephone system and directed calls accordingly.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
- Corresponded with clients through email, telephone, or postal mail.
- Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
- Handled sensitive information with discretion while maintaining strict confidentiality standards.
- Cultivated positive relationships with clients through professional demeanor and excellent interpersonal skills.
Education
High School Diploma -
Brookwood High School
Brookwood, ALSome College (No Degree) - Business
Shelton State Community College
Tuscaloosa, ALSkills
- Invoice processing
- Confidentiality handling
- General ledger maintenance
- Customer service
- Problem-solving
- Multitasking and organization
- Attention to detail
- Team collaboration
- Verbal and written communication
- Decision-making
- Public engagement
- Relationship building
- Interdepartmental collaboration
- Multitasking capacity
- Record keeping
- Data entry
Skills
- Data entry proficiency
- Client relationship management
- Invoice generation
- Financial reporting
- Research and due diligence
- Data research
- Phone Etiquette
- Data entry proficiency
- Client relationship management
- Invoice generation
- Financial reporting
- Research and due diligence
- Data research
- Phone Etiquette
Timeline
Intake Coordinator
Druid City Vital Care
01.2025 - Current
Invoice Specialist
Ervin Cable Construction
06.2021 - 12.2024
Occupational Medicine Coordinator/ Supervisor
Middle Creek Medical Center
04.2010 - 06.2021
Receptionist and Scheduling
Alabama Neurology and Sleep Medicine
03.2007 - 04.2010
High School Diploma -
Brookwood High School
Some College (No Degree) - Business
Shelton State Community College