Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Margeni Trochez

Houston,TX

Summary

Experienced Bilingual Patient Access Representative with over 10 years of experience in patient scheduling, insurance verification, and front-office management. Skilled at handling high-volume environments with a focus on customer service, empathy, and problem-solving. Proficient in EMR systems (Epic, Cerner, eClinicalWorks) and insurance verification for Medicaid, Medicare, and private insurance. Known for delivering exceptional patient experiences, coordinating seamless referrals, and leading efficient clinic operations.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Transportation Dispatcher

Freelace
03.2023 - Current
  • Developed strong relationships with clients through proactive communication and problem-solving support.
  • Collaborated with drivers to address any issues or concerns, fostering positive working relationships.
  • Handled incoming calls and emails from customers regarding issues with deliveries.
  • Maintained accurate records of dispatch activities, contributing to data-driven decision-making processes.

Back Office Nurse

Cypress Obgyn
02.2022 - 06.2022
  • Supervised front and back office staff, overseeing scheduling, daily operations, and staff performance to ensure smooth clinic workflows.
  • Resolved patient concerns in a timely and effective manner, ensuring that all issues were addressed while maintaining a positive clinic environment.
  • Managed patient check-ins/check-outs, triage, and appointment scheduling for all providers, ensuring that patient appointments were aligned with doctor availability.
  • Verified insurance eligibility for Medicaid, Medicare, and private insurance by calling insurance providers directly and using secure login portals.
  • Bilingual communication: Acted as the primary point of contact for Spanish-speaking patients, ensuring they understood their insurance coverage, appointments, and procedures.
  • Trained and supervised a team of 10+ front and back office staff, ensuring excellent customer service and adherence to clinic protocols.
  • Utilized EMR systems (Epic, Cerner, eClinicalWorks) to document patient interactions, manage appointments, and ensure HIPAA compliance.

Senior Patient Service Representative

UT Physicians Womens Center
07.2018 - 06.2021
  • Actively listened to patient needs and addressed concerns with empathy, ensuring that all issues were resolved in a timely and professional manner.
  • Verified insurance eligibility for patients, ensuring that coverage information was accurate for scheduling and treatment approvals.
  • Coordinated referrals for specialists, ensuring seamless communication with insurance providers and patient access.
  • Provided bilingual support to Spanish-speaking patients, clearly explaining insurance details and appointment scheduling to ensure full understanding.
  • Managed appointments for multiple providers, ensuring proper scheduling and coordination across different medical departments.
  • Assisted patients with complex questions, providing patient advocacy and support throughout their healthcare experience.
  • Maintained strict confidentiality of patient information in compliance with HIPAA regulations.

Administrative Assistant Front and Back Office

Cypress Obyn
05.2009 - 07.2017

Front Office Receptionist:

• Patient check in and out

• Coordinating with specialists for referrals when the insurance companies required it

• Answering multiline phone system

• Filing the medical notes in the patients charts according to HIPPA laws

• Verification of all insurances included but not limited to Medicaid, Medicare and Private insurance. Supervisor role - completing staff schedule and daily financial closing

• Trained all new staff members according to the clinic's rules and regulations • Maintenance of inventory

Back Office Administrative Assistant

• Triage patients

• MFM Referral Coordinator

Back Office Administrative Assistant• Triage patient Ability to set and assist with procedures in house (permanent sterilization, CRYO, LLETZ, annual checks, removal of bartholin glands)• Help administer both pregnancy and gynecology exams
• Test patient as a part of diagnosis under the supervision of a physician• Proficient in the legal aspects of operating an OB/GYN clinic. Excellent communication, and presentations skills. Also provide premium care and customer service.• Strong organizational skills in a fast pace facility. Manage and train large groups of employees. Experience with coordination meeting. Coordinate employees schedule and assign job duties. Check and order inventory for medical supplies. Communicate with various medical vendors to present different equipment to physician for a daily use.• Responsible for receiving approval for medical and calling in prescriptions for patients. Experience with EMR Clinical.

Education

Reagan High School
Houston, TX
05-2001

Skills

  • Vital signs monitoring
  • Bilingual (Spanish/English)
  • Insurance Verification (Medicaid, Medicare, Private Insurance)
  • EMR Systems (Epic, Cerner, eClinicalWorks)
  • Patient Scheduling & Coordination
  • Medical Records Management
  • Problem-Solving & Conflict Resolution
  • Staff Supervision & Training
  • Medical Terminology
  • Multi-line Phone Systems
  • Medical Office Administration

Certification

  • HIPAA Compliance Training
  • CPR Certification
  • Customer Service Training
  • Insurance Verification Training

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Transportation Dispatcher

Freelace
03.2023 - Current

Back Office Nurse

Cypress Obgyn
02.2022 - 06.2022

Senior Patient Service Representative

UT Physicians Womens Center
07.2018 - 06.2021

Administrative Assistant Front and Back Office

Cypress Obyn
05.2009 - 07.2017

Reagan High School
Margeni Trochez