Lourdes Ortiz

• Responsible for the on-boarding process of CDPAP Personal Assistant applicants ensure all new CDPAP employees are onboard within DOH rules and regulations and company policies and procedures
• Manage, assist and translate with document/application completion for PA via phone, in-person, and maintain communications throughout the onboarding process with clients and PA
• Process all employment applications and collect necessary documents to facilitate employment
• Work closely and cooperate with Intake and CDPAP coordination department to ensure the seamless onboarding process
• Ensure all interdepartmental and company conversations, as they pertain to onboarding of all Personal Assistants, are communicated daily via Sales Force and Outlook.
• Monitor PA Onboarding by utilizing Sales Force and adhere to follow-ups based on SOC dates
• Send all approvals of Personal Assistant that are in compliance and are ready to begin working to the CDPAP HR Dept. for activation

PA Sign up Specialist Success - Managed a caseload of up to 125 cases and activating an average of 60-70 Pas per month

• Responsible for the on-boarding process of HHA/PCA and CDPAP applicants, including recruitment, interviews and the verifying of work history and references
• Enter and create profiles accurately in HHA Exchange and all verified compliant documents
• Utilize HCS for background check (CHRC) and or schedule fingerprint appointments
• Complete all new hire files for orientation according to Federal, State and agency guidelines
• Verify HCR checks, I-9 protocol, exclusion verifications and E-verify
• Assisted RN instructor with orientation training modules and tests
• Assist with periodic file audits

• Pre-screen, test and interview HHA and PCA’s applying for positions
• Review applications and verify all documents required by agency’s policies and procedures
• Enter Aides profile accurately in HHA Exchange with all demographics and compliance
• Verify HCR checks, I-9 protocol, exclusion verifications and E-verify
• Complete all new hire files for orientation and conduct weekly orientation training
• Utilized HCS for background check and or schedule fingerprint appointments
• Maintain confidentiality regarding all aspects of patients and/or employee information in compliance with HIPPAA rules

• Answered and managed incoming calls professionally
• Received and processing DME orders through phone, e-mail, fax requests from referral sources
• Obtain all patient intake information and enter orders accurately and efficiently in Medical Wizard software
• Maintained working relationship with referral sources
• Discretion in handling and communicating sensitive information
• Contact patients to schedule delivery and/or pick up medical equipment
• Follow up with patients to conduct company surveys