Summary
Overview
Work History
Education
Skills
Timeline
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TRISTAN MCFARLAND

Insurance Verification Specialist

Summary

Professional with strong foundation in verification processes, ensuring accuracy and compliance. Skilled in data analysis, problem-solving, and quality assurance. Reliable team collaborator, adaptable to changing needs, and focused on achieving results. Prepared to bring precision, integrity, and effective communication to role.

Overview

10
10
years of professional experience
1
1
year of post-secondary education

Work History

Surgery Verification Specialist

Urology Clinics Of North Texas
04.2023 - Current
  • Conducted thorough verification of documents and data to ensure compliance with regulatory standards, significantly reducing errors in processing.
  • Utilized advanced data management systems to track and manage verification processes, enhancing operational efficiency across multiple projects.
  • Collaborated with cross-functional teams to streamline workflow and improve communication around verification procedures, leading to faster turnaround times for client requests.
  • Developed and maintained detailed reports on verification outcomes, enabling informed decision-making and timely identification of discrepancies.
  • Managed high-volume insurance verifications within pressured timeframes for productive medical operations.
  • Posted payments to accounts and maintained records.
  • Answered telephone calls to offer office information, answer questions, and direct calls to staff.
  • Assured timely verification of insurance benefits prior to patient procedures or appointments.
  • Achieved insurance pre-authorizations to enable timely patient procedures.
  • Made contact with insurance carriers to discuss policies and individual patient benefits.
  • Updated patient records with accurate, current insurance policy information.
  • Complied with HIPAA guidelines and regulations for confidential patient data.

Insurance Verification Specialist II

Huron
04.2020 - 11.2022
  • Company Overview: Contracted with Baylor Scott & White
  • Provide patients, physicians, and internal hospital personnel with information regarding insurance benefit information.
  • Ensure timely verification of insurance benefits and financial clearance when applicable for patient accounts that are scheduled and/or unscheduled.
  • Also maintains excellent customer service skills and phone etiquette with patients, physician office and facility staff; verifies insurance eligibility and benefits; and ensures all notifications and authorizations are completed within the required timeframes.
  • Obtains appropriate referrals and completes appropriate payer forms.
  • Contracted with Baylor Scott & White
  • Maintained up-to-date knowledge of insurance policies and changes, aiding in accurate verification.
  • Achieved insurance pre-authorizations to enable timely patient procedures.

Sales Associate

Bloomingdale's
06.2019 - 10.2020
  • Company Overview: Dallas
  • Connect with the customer, welcome and engage with genuine warmth and interest.
  • Develop a personal clientele that drives business and achieves clientele goals.
  • Utilize selling technology to meet the needs of the customer.
  • Inform every customer of the Loyalist program benefits and offer to redeem rewards.
  • Also sell the Bloomingdale's Loyalist Charge Card as the best way to shop at Bloomingdale's.
  • Actively maintain the appearance of the selling floor: meet merchandise and service standards by helping to straighten merchandise, fill in stock as needed, and clean up fitting rooms and wrap stands.
  • Built relationships with customers to encourage repeat business.
  • Maintained up-to-date knowledge of store sales, payment policies and security standards.
  • Managed efficient cash register operations.

Insurance Verification Specialist II

Baylor Scott & White
11.2018 - 04.2020
  • Provide patients, physicians, and internal hospital personnel with information regarding insurance benefit information.
  • Ensure timely verification of insurance benefits and financial clearance when applicable for patient accounts that are scheduled and/or unscheduled.
  • Also maintains excellent customer service skills and phone etiquette with patients, physician office and facility staff; verifies insurance eligibility and benefits; and ensures all notifications and authorizations are completed within the required timeframes.
  • Obtains appropriate referrals and completes appropriate payer forms.

Seasonal Sales Associate

Tory Burch
11.2018 - 01.2019
  • Company Overview: North Park
  • Built and maintain new and existing customer relationships.
  • Achieved personal sales and metric goals.
  • Accurately process all POS transactions and capture of customer information and assist when necessary, with operational and back of house activities.
  • Assist in maintaining store presentation standards.
  • Contribute to maintaining all brand and operating standards to support brand consistency.
  • Collaborated with management to develop promotional strategies that increased foot traffic and boosted seasonal sales through effective merchandising initiatives.
  • Conducted regular inventory audits to identify discrepancies, minimize shrinkage, and maintain accurate stock levels of high-demand items.
  • Provided positive first impressions to welcome existing, new, and potential customers.

Physician Office Representative II

Baylor Scott & White
04.2015 - 11.2018
  • Assists with patient registration and accepts payments for Physician/Clinic Services.
  • Schedules, confirms, and verifies patient appointments and insurance verification.
  • Receives and directs phone calls, patients, and other visitors.

Education

Some College (No Degree) - Biology Major

Mountain View College
01.2004 - 01.2005

Skills

  • Microsoft Word

  • Conduit Office

  • Quick Books

  • Microsoft Excel

  • Microsoft Power Point

  • Epic

  • Centricity Ontrac

  • Bookkeeping Software

  • NexGen

  • MedAct

  • Allscripts

Timeline

Surgery Verification Specialist

Urology Clinics Of North Texas
04.2023 - Current

Insurance Verification Specialist II

Huron
04.2020 - 11.2022

Sales Associate

Bloomingdale's
06.2019 - 10.2020

Insurance Verification Specialist II

Baylor Scott & White
11.2018 - 04.2020

Seasonal Sales Associate

Tory Burch
11.2018 - 01.2019

Physician Office Representative II

Baylor Scott & White
04.2015 - 11.2018

Some College (No Degree) - Biology Major

Mountain View College
01.2004 - 01.2005
TRISTAN MCFARLANDInsurance Verification Specialist