Summary
Overview
Work History
Skills
Languages
Languages
Timeline
Generic

Margarita Lerma

Victoria,TX

Summary

Front Office Coordinator with extensive experience in modern computer systems and office management. Proven ability to multitask and build lasting client relationships through exceptional customer service. Committed to integrity and hard work, with a strong work ethic and adaptability. Demonstrates exceptional interpersonal skills and quickly masters new tasks with minimal supervision.

Overview

6
6
years of professional experience

Work History

Front Office Coordinator

Texas Interventional Pain and Spine
Victoria, TX
04.2023 - Current
  • Managed distribution of incoming mail, courier services, faxes, and photocopying requests.
  • Processed customer payments using cash registers and point-of-sale terminals according to company policies.
  • Organized and updated patient records, including medical histories and filing systems.
  • Answered patient calls, providing information on office services and handling inquiries professionally.
  • Scheduled appointments for physicians and specialists based on availability and urgency.
  • Conducted new patient intake, managing sign-ins for returning patients and notifying physicians of arrivals.
  • Performed data entry for referrals into electronic health record systems ensuring accuracy.
  • Created daily reports summarizing patient visits for practice manager review.

Doctor's Assistant

Vision Source
Victoria, TX
05.2021 - 04.2023
  • Used intake and screening instruments to conduct assessment of needs and to obtain complete medical history.
  • Adhered to strict HIPAA guidelines to protect patient privacy.
  • Supervised the set-up and that maintenance of office exam rooms along with executing opening and closing office processes and procedure.
  • Administer, maintain and update system data functions within the organizations main software system.
  • Perform administrative, clerical and customer service procedures including 50 daily incoming and 20 outgoing phones calls, department collaboration and record management.
  • Managed and maintained office scheduling software, appointments and client relations while sustaining office cleanliness and organization of company resources.
  • Managed and controlled the processing of payments for office visits, co-pays, and medical equipment.
  • Operated medical technical equipment including the retinal camera, auto-refractor, and tonometer.
  • Coordinated patient processing by dilating patient's eyes in preparation for doctor visit.
  • Confirmed valid insurance policy information for patient insurance benefits.
  • Conducted pre work-up testing for the patients which include AR, NCT and OPTOMAP, which are tools to help determine prescriptions strength needed for the customers.
  • Demonstrate and aid in proper use of visual products sold to patients to include glasses, cleaning solutions and contact lenses.

Housekeeping & Laundry Aid

Twin Pines Nursing & Rehab Center
Victoria, TX
04.2019 - 05.2021
  • Disinfected and mopped bathrooms to keep facilities sanitary and clean.
  • Cleaned and stocked guest rooms by replacing used towels and linens, vacuuming floors, making beds and restocking bathroom items.
  • Vacuumed rugs and carpeted areas in offices, lobbies and corridors.
  • Used chemicals by following safety protocols and procedures to avoid burns and injuries.
  • Hand-dusted and wiped down office furniture, fixtures and window sills to keep areas clean and comfortable.
  • Maintained clean and comfortable environments in commercial buildings by vacuuming, cleaning windows and dusting.
  • Dusted picture frames and wall hangings with cloth.
  • Slid beds, sofas and other furniture aside to wipe down baseboards and remove dust and dirt from hard-to-reach areas.
  • Verified cleanliness and organization of storage areas and carts.
  • Engaged with guests on room requirements and amenities to promote overall satisfaction.
  • Responded to requests from patrons for linens and toiletries.
  • Kept building entryway glass clean and polished for professional presentation.
  • Documented and reported necessary facility and building repairs observed.
  • Categorized laundry received by clients based on fabric type.

Skills

  • Bilingual: Spanish
  • Insurance verification
  • Call routing
  • Shift coverage
  • Cash handling
  • Team leadership
  • Store operations
  • Record management
  • Appointment scheduling
  • Payment processing

Languages

  • Spanish
  • English

Languages

Spanish
Professional

Timeline

Front Office Coordinator

Texas Interventional Pain and Spine
04.2023 - Current

Doctor's Assistant

Vision Source
05.2021 - 04.2023

Housekeeping & Laundry Aid

Twin Pines Nursing & Rehab Center
04.2019 - 05.2021
Margarita Lerma