Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Work Availability
Timeline
Generic

Lupe Montoya

Patient Service Representative
Santa Clarita,CA

Summary

Patient Access Specialist streamlining registration, eligibility review, and authorization support and completing 101+ coverage checks per week for high-volume ambulatory care. Strengthens the patient access process by catching coverage issues early, correcting 31+ pre-visit registration or insurance issues per month, and keeping pre-visit work aligned with clinic needs. Communicates clearly with families and care teams to reduce delays before appointments.

Overview

1
1
Language
1
1
Certification
19
19
years of professional experience

Work History

Patient Service Representative

UCLA Pediatrics
11.2020 - Current
  • Perform high-volume patient registration, scheduling, and data entry in EPIC/CareConnect with exceptional accuracy.
  • Verify insurance eligibility, troubleshoot data inconsistencies, and support authorization workflows.
  • Collaborate with physicians, nurses, and administrative team to provide the best quality care.
  • Support pre-visit planning, quality review of records, and intake documentation compliance.
  • Provide compassionate family support while maintaining efficiency in a fast-paced pediatric environment.

Administrative Assistant II

UCLA Dermatology
01.2020 - 11.2020
  • Maintained complete and accurate documentation for patient records and insurance processing.
  • Verifying patient eligibility to ensure patient proper coverage.
  • Managed appointment scheduling, and copay collection, ensuring financial accuracy.

Administrative Assistant II

UCLA OB/GYN
06.2017 - 01.2020
  • Oversaw registration, referrals, and EHR accuracy, ensuring data readiness for high-volume clinic.
  • Addressed rejected authorizations and helped resolve patient appointment needs.
  • Maintained a consistent standard of care documentation in compliance with regulatory guidelines.

Surgical Scheduler / Front Office Supervisor

Valencia Gynecology Associates
01.2008 - 01.2017
  • Managed complex scheduling for surgeries and insurance pre-approvals.
  • Coordinated with payers and facilities to ensure timely claims processing and billing documentation.
  • Supervised front desk staff and standardized data entry and insurance verification processes.

Education

Bachelor of Science - Health Management

University of Phoenix
Phoenix, AZ
06-2026

Certificate - Billing & Coding

Charter College
Santa Clarita, CA
01-2008

Skills

Patient registration & scheduling (EPIC/CareConnect)

Insurance verification & authorization processing

Referral coordination

Copay collection

Patient financial counseling

Medical terminology & clinical workflow knowledge

Customer service & problem resolution

Document accuracy & high-volume data entry

Bilingual: English & Spanish

EHR documentation

Accomplishments

  • Documented and resolved insurance authorization and scheduling discrepancies by collaborating with patients, providers, and insurance carriers, resulting in timely patient care and improved clinic efficiency.
  • Supported daily clinical operations by maintaining accurate patient records, coordinating referrals, processing authorizations, and ensuring compliance with HIPAA and UCLA Health policies.
  • Achieved timely patient access by effectively coordinating appointment scheduling, referrals, and follow-up visits while collaborating with providers and multidisciplinary teams.

Certification

Certificate in Billing & Coding Charter College – Santa Clarita, CA (2008)

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Patient Service Representative

UCLA Pediatrics
11.2020 - Current

Administrative Assistant II

UCLA Dermatology
01.2020 - 11.2020

Administrative Assistant II

UCLA OB/GYN
06.2017 - 01.2020

Surgical Scheduler / Front Office Supervisor

Valencia Gynecology Associates
01.2008 - 01.2017

Certificate - Billing & Coding

Charter College

Bachelor of Science - Health Management

University of Phoenix
Lupe MontoyaPatient Service Representative