Megan Reitz
Data Integrity
Williamson,NY
Summary
Diligent and organized Administrative Professional pursuing a Paralegal Studies certification and with 15+ years of experience in office management, client services, and document processing. Highly skilled in professional correspondence preparation, recordkeeping, and scheduling support within fast-paced environments. Capable of managing confidential information, coordinating case files, and supporting attorneys with research & administrative tasks.
Overview
17
17
years of professional experience
Work History
HIM Data Integrity Specialist
Rochester Regional Health
03.2021 - Current
- Work with various clinicians and other healthcare team members in correcting and educating on errors in the medical record.
- Monitors medical records in various stages of correction to ensure all corrections needed are made by the appropriate team members (Completion of Chart Correction Cases)
- Investigates and resolves data breaches, and any identity fraud cases, working closely with authorities and victims involved
- Ensured data accuracy by conducting regular audits of patient records and databases.
- Developed and implemented data integrity protocols to enhance information reliability across departments.
- Collaborated with IT teams to troubleshoot data discrepancies and streamline reporting processes.
- Trained staff on best practices for data entry and management to maintain compliance standards.
- Led initiatives to identify areas for process improvement within data collection methods.
- Analyzed data validation processes, recommending enhancements to increase operational efficiency.
- Fostered cross-departmental communication to ensure cohesive understanding of data integrity requirements.
- Developed comprehensive training materials, leading to increased staff proficiency in data management best practices.
- Conducted regular audits of datasets, identifying discrepancies and ensuring prompt resolution.
- Created custom reports for management, facilitating informed decision-making based on accurate information.
- Identified key performance metrics for ongoing monitoring of data integrity efforts and continuous improvement opportunities.
- Played an active role in the onboarding process of new employees and provided mentorship, ensuring a smooth transition into their respective roles within the data integrity team.
- Contributed significantly towards maintaining the confidentiality, integrity, and security of sensitive organizational data through robust privacy policies implementation.
- Performers review of imaged records for quality, legibility, and data integrity
- Created training materials per SOP to assist future hires
- Monitors duplicate records daily- reviews, analyzes and decide if duplicates need to be merged
- Utilize Chart Correction Tools in electronic medical record (EMR) to appropriately complete contact moves, note type changes, patient merge/unmerges, and note redactions.
- Act as resource for registration staff to answer questions and provide direction as needed
- Release of Information- Responsible for processing requests for information and maintaining confidentiality by adhering to state/federal laws and health system policies.
Clinical Trials Coordinator (Contract/Evenings/Weekends)
Sarah Cannon Research Institute
03.2023 - 02.2025
- Responsible for maintaining the financial system with financial data from the clinical trial agreements (contracts).
- Responsible for the building and loading of budget information and applying financial changes from contract amendments.
- Ensures the build provides the financials that must be performed in the clinic and serves as the inventory of procedures to be priced in the budget and contracting function of the organization.
- Works with the CTMS Analyst and Budget Analyst to ensure the structure design is consistent with the budget requirements along with the procedures.
- Adds clinical trial agreement financials to CTMS.
- Verify accuracy of CTMS schedules and contents compared to CTA financials.
- Work with internal team resources to support CTMS applications.
- Assist Revenue Integrity team with contract review for accuracy and creating invoices.
- Know and understand the organization’s work management processes and structures.
- Works directly with CTMS Analyst to validate proper interpretation of the budget allocation.
- Finalizes the build in the clinical trial management system with the clinical trial agreement.
- Review all proposed amendments to understand the impact to the clinical trial agreement. Adjust the schedule of events to capture any adjustments specified by budget amendments.
- Escalate all appropriate information to budgets, finance, or Research Operations management as deemed necessary.
- Process and triage incoming correspondence, exercising judgment with respect to urgency, confidentiality, and relative importance.
- Maintain and file electronic office records.
- Be a resource to internal groups for any financial rate related questions regarding the build within the Clinical Trial Management System.
- Work closely with Revenue Integrity to analyze/track gaps in revenue cycle through various reports.
- Assist with updating resource materials for current team members and those in training.
- Coordinated logistics for clinical trial activities, ensuring adherence to protocols and timelines.
- Facilitated communication between research teams and regulatory bodies, maintaining compliance with standards.
- Managed data collection and documentation, ensuring accuracy and integrity in trial records.
- Trained and mentored junior staff on clinical trial procedures and best practices.
- Streamlined operational workflows by implementing process improvements for trial management systems.
- Developed training materials for new hires, fostering a comprehensive understanding of clinical protocols.
- Facilitated timely resolution of protocol deviations by collaborating with relevant stakeholders and implementing corrective measures.
- Collaborated with other departments in the organization to integrate clinical data into broader research objectives.
- Developed comprehensive training materials for new staff members, increasing overall team proficiency.
- Complied with research protocols by providing ongoing quality control audits.
- Collected, evaluated, and modeled collected data.
Document Imaging Specialist
University of Rochester Medical Center
03.2019 - 03.2021
- Prepare, scan, index, and perform quality checks on documents prior to placement into the appropriate EMR.
- Created training materials per SOP to assist future hires.
- Help organize/maintain paper and electronic records.
- Use independent judgement, and when necessary, communicate with providers and office personnel for proper documentation and verification for placement into the EMR.
- Perform quality checks on scanned medical record documents for accuracy and error resolution prior to submission to EMR. Compare electronic documents to paper batches. Determine any corrections that are needed, including proper rearrangement, relocation of incorrectly filed documents and replacement of documents deemed of unacceptable quality.
- Maintain organized and efficient document flows by using excellent planning and multitasking skills.
- Collaborate across departments and levels of management to gain consensus on procedural documentation.
- Managed document imaging processes to ensure accurate digital records for patient information.
- Developed and maintained workflows for efficient scanning and indexing of medical documents.
- Trained staff on document management software, enhancing team capabilities and efficiency.
- Collaborated with departments to streamline imaging procedures, reducing processing time significantly.
- Ensured compliance with regulatory standards during document handling and storage processes.
- Implemented quality control measures to maintain accuracy in scanned documents and data entry.
- Managed multiple priorities effectively, ensuring all assigned tasks were completed accurately and on time.
- Maintained compliance with company policies and regulatory requirements while handling sensitive information.
- Safeguarded confidential information by adhering to strict data privacy guidelines during the imaging process.
- Optimized search capabilities within internal databases through consistent application of metadata tagging procedures during image capture processes.
- Safely operated tape drives, CDs and software.
- Increased productivity by performing routine maintenance on imaging equipment to ensure optimal performance.
- Elevated customer satisfaction levels by addressing inquiries related to document retrieval or access promptly and professionally.
- Facilitated communication between departments by sharing digitized documents as needed for various projects or requests.
- Streamlined workflow through the digitization and conversion of paper documents into electronic formats.
- Participated in departmental audits, demonstrating strong adherence to established protocols regarding document management processes and standards.
- Reduced processing time by accurately indexing, coding, and maintaining records in a timely manner.
- Collaborated with team members to complete high-volume scanning projects within tight deadlines.
- Received, organized, and prioritized documents for scanning purposes.
- Trained new employees on best practices for document scanning, indexing, and quality control procedures.
- Enhanced data security by ensuring proper storage and backup of important documents and files.
- Verified appropriateness of image quality against company standards.
- Performed quality assurance checks on scanned images, making necessary adjustments for clarity or accuracy as needed.
- Assisted project managers with special assignments involving data analysis or research tasks using digital archives as a resource base when required.
- Continuously improved personal knowledge and skills related to document imaging technologies through regular training opportunities and professional development.
- Assisted in troubleshooting technical issues related to document imaging software and hardware systems.
- Improved document organization by implementing an efficient filing system for easy retrieval and access.
- Labeled and shipped records to cold storage facilities as per personnel requests.
- Managed file archival and information retrievals.
- Provided assistance with inbound and outbound document processes, document sorting, logging, and work order creation.
- Identified areas of weakness and recommended or implemented process improvements.
- Worked with internal team members to remedy issues with preemptive solutions.
- Converted documents from one application to another.
- Maintained legally compliant, highly secure and user-friendly content to facilitate smooth use by internal and external stakeholders.
- Remained informed on current regulations, especially concerning research industry and document creation.
Rehab Coordinator
Monroe Wheelchair (Contract/Temp)
08.2018 - 03.2019
- Company Overview: Company sold
- Create new claims for durable medical and rehabilitation equipment.
- Verify insurance and durable medical equipment (DME) coverage via various insurance websites.
- Coordinate appointments with physical therapists and our sales technicians.
- Communicate with provider’s offices and physical therapists regarding required documentation needed to submit to insurance. Communicate revisions needed for each document.
- Coordinate delivery of DME once received and ready to be delivered.
- Explain plans of treatment and payment options. Collect any co-payments owed. Assist with setting patients up with payment plans/Care Credit.
- Assist with collecting all relevant information to re-submit to insurance for denials.
- Verified purchase orders with various manufacturers.
- Collaborate with company managers to maintain daily operations.
- Process and triage incoming correspondence, exercising judgment with respect to urgency, confidentiality, and relative importance.
- Maintain and file electronic office records.
- Company sold
- Managed scheduling of therapy sessions, optimizing resource allocation for effective service delivery.
- Coordinated with insurance companies to secure authorizations for services, maximizing coverage for patients in need of rehabilitation support.
- Collaborated closely with physical therapists, occupational therapists, and speech-language pathologists to deliver well-rounded care.
- Streamlined documentation processes, ensuring accurate record keeping and timely reporting to healthcare providers.
- Communicated with patients, ensuring that medical information was kept private.
Service Coordinator
Prolift, Inc
05.2017 - 08.2018
- Company Overview: Contract Position
- Coordinate and manage service appointments for fifteen service technicians.
- Enter invoice descriptions and parts and labor billed to invoices. Process and bill to customer.
- Regularly print reports on billing, overtime, training hours, and expenses to maintain financial parameters for the Service Department.
- Obtain Purchase Orders from customers to ensure proper billing.
- Create purchase orders for technicians to ensure proper billing.
- Consult with outside parties to resolve discrepancies and create effective solutions.
- Respond to customer requests for products and services.
- Liaise with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Process and triage incoming correspondence, exercising judgment with respect to urgency, confidentiality, and relative importance.
- Maintain and file electronic office records.
- Uphold customer satisfaction by designing accurate and detailed timeline for services and alerting clients of any changes.
- Created training materials per SOP to assist future hires.
- Maintain collection and proper storage of client records, electronic and paper.
- Scheduled meetings between sales & customers by coordinating availability and sending calendar invites with relevant details.
- Monitor office supplies levels and order as appropriate.
- Contract Position
- Coordinated service requests to ensure timely response and resolution for customer inquiries.
- Managed scheduling for service technicians, optimizing routes for efficiency and reduced travel time.
- Developed and maintained strong relationships with clients, enhancing overall customer satisfaction and retention.
- Implemented process improvements that streamlined communication between service teams and clients, increasing transparency.
- Conducted regular follow-ups with clients post-service to gather feedback and identify areas for improvement.
- Served as a primary point of contact for clients, addressing inquiries, providing updates, and ensuring overall satisfaction with services rendered.
- Managed a high volume of client requests, ensuring timely and effective service delivery.
- Maintained accurate records of all service activities, facilitating smooth communication between clients and technicians.
- Resolved customer complaints and issues to drive satisfaction and loyalty.
- Established strong relationships with clients through regular follow-ups, keeping them informed about progress updates regarding their services requested or concerns raised.
- Oversaw the scheduling and dispatching of technicians, maximizing efficiency and minimizing delays in service delivery.
- Enhanced customer satisfaction by efficiently addressing and resolving service issues.
- Coordinated and monitored service activities to confirm work met all requirements.
- Maintained accurate records and full compliance with government regulations and agency guidelines.
- Communicated with clients and service providers to provide updates on work progress.
- Managed and coordinated service teams to achieve successful completion of service projects.
- Improved service delivery timelines by monitoring performance and adjusting workflows accordingly.
- Addressed and resolved service-related issues, restoring client confidence and preventing potential loss of business.
- Streamlined communication between service departments, ensuring timely updates and reducing errors.
- Organized training sessions for staff, raising quality of customer service provided.
- Coordinated with external vendors to ensure timely availability of necessary parts, preventing delays in service completion.
- Facilitated team meetings to discuss performance metrics, leading to unified approach towards service goals.
- Liaised with finance department to ensure accurate billing and resolve any discrepancies, enhancing customer trust and satisfaction.
Medical Claims Specialist
Medical Resources Management (Office Closed)
05.2016 - 09.2017
- Company Overview: Office Closed
- Upload electronic claims and transmit to various carriers via Medent.
- Identify insurance payment sources and listed payers in proper sequence to establish chain of payment.
- Make appropriate corrections to claims and resubmit to payers.
- Work electronic errors through EMDEON and IHCFA sites.
- Create C-4’s, print paper claims, mail to appropriate payer. Transmit C-4 information to Worker’s Compensation Board.
- Answer incoming calls, assist patients with billing inquiries, take credit card payments via secure sites.
- Sort all outgoing and incoming mail, process all payments received via incoming mail.
- Work with various off-site facilities to obtain missing patient information needed to submit claims.
- Adjust patient accounts as needed, adjust off bad debt, verify insurance via carrier websites and update accounts, obtain guarantor information, adjust incorrect billing codes.
- Run reports to create patient statements. Run collections reports, upload delinquent accounts and send to collection agency. Maintain contact with collection agency to update settled accounts.
- Office Closed
- Analyzed medical claims for accuracy, ensuring compliance with industry regulations and company policies.
- Reviewed documentation to identify discrepancies, facilitating timely claim resolution and payment processing.
- Collaborated with healthcare providers to gather necessary information, enhancing claims submission efficiency.
- Skillfully navigated Medicare/Medicaid regulations in order to secure maximum reimbursement rates for qualifying services provided.
- Submitted electronic/paper claims documentation for timely filing.
- Conducted regular audits of processed claims to identify areas for improvement and potential fraud risks.
- Monitored outstanding accounts receivable balances for trends that could indicate payer issues or potential collection problems.
- Maintained knowledge of benefits claim processing, claims principles, medical terminology, and procedures and HIPAA regulations.
- Verified patient insurance coverage and benefits for medical claims.
- Monitored and updated claims status in claims processing system.
- Generated reports on medical claims processing activities and results.
- Responded to correspondence from insurance companies.
- Followed up on denied claims to verify timely patient payment and resolution.
- Identified and resolved discrepancies between patient information and claims data.
- Processed insurance payments and maintained accurate documentation of payments.
- Checked documentation for accuracy and validity on updated systems.
- Verified client information by analyzing existing evidence on file.
- Maintained strong knowledge of basic medical terminology to better understand services and procedures.
- Generated, posted and attached information to claim files.
- Posted payments to accounts and maintained records.
- Prepared insurance claim forms or related documents and reviewed for completeness.
Outpatient Access Specialist/New Patient Referral Coordinator
University of Rochester Medical Center
07.2012 - 05.2016
- Assisted with acquisition and relocation and merging of pain centers.
- Manage work queue for incoming/outgoing patient referrals quickly and efficiently.
- Schedule patients in a timely manner according to office policy.
- Process and triage incoming correspondence, exercising judgment with respect to urgency, confidentiality, and relative importance.
- Maintain and file electronic office records.
- Verify insurance coverage. Obtain prior authorizations/insurance referrals as required by individual payers/plans.
- Follow up with carriers for authorization requests.
- Coordinate testing and other services for patients after obtaining insurance authorizations.
- Work with healthcare providers to complete the required documentation for insurance authorizations.
- Attend local insurance conferences as assigned by the Billing Manager.
- Handle incoming calls, document in the patient EMR, and triage to appropriate personnel.
- Reach out to various provider offices and respectfully communicate requests/requirements from our providers on patient referrals.
- Release of Information- Responsible for processing requests for information and maintaining confidentiality by adhering to state/federal laws and health system policies.
- Created training materials per SOP to assist future hires.
- Maintain collection and proper storage of client records.
- Assist front end with patient check-in/check-out. Collect daily billing and reconcile at shift end.
- Scan patient documents into E-Record.
- Streamlined patient registration processes to enhance operational efficiency and reduce wait times.
- Coordinated insurance verification and authorization for outpatient services, ensuring compliance with organizational policies.
- Educated patients on appointment protocols and insurance requirements to promote understanding and adherence.
- Managed scheduling of outpatient appointments, optimizing provider availability and patient access.
- Collaborated with clinical staff to resolve patient inquiries regarding services, fostering effective communication channels.
- Developed training materials for new staff, improving onboarding processes and enhancing team performance.
- Reduced no-show rates by implementing appointment reminder systems via phone calls or text messages to patients.
- Maintained patient confidentiality in accordance with HIPAA regulations while managing sensitive information and documentation.
- Expedited the referral process by promptly obtaining necessary authorizations from insurance providers.
- Managed inventory of office supplies, ensuring availability of necessary materials for daily operations without interruption.
- Stayed up-to-date with relevant industry regulations and best practices through ongoing professional development, ensuring continued excellence in service delivery.
- Promoted a welcoming atmosphere for all patients, addressing concerns or questions with empathy and understanding.
- Enabled seamless transitions between appointments by effectively managing patient flow within the outpatient facility.
- Supported efficient clinic operations by assisting nursing staff in preparing examination rooms for patient visits.
- Educated new staff members on proper use of relevant software programs and office procedures, fostering a well-prepared team of outpatient access specialists.
- Contributed to a positive work environment through effective teamwork and collaboration with medical staff members.
- Ensured smooth operation of front office, managing phone lines, greeting patients, and handling inquiries with professionalism.
- Facilitated timely access to care by identifying available appointment slots and coordinating schedules among multiple healthcare providers.
- Streamlined registration processes for better patient experience and reduced wait times.
- Coordinated transportation arrangements for patients when necessary, collaborating with external providers to guarantee punctual arrivals at appointments.
- Resolved any billing discrepancies or issues, liaising with insurance companies as needed to ensure accurate invoicing.
- Assisted patients in understanding their financial responsibilities, providing clear explanations of billing procedures and payment options.
- Enhanced patient satisfaction by efficiently scheduling and confirming appointments for outpatient services.
- Stayed calm under pressure to and successfully dealt with difficult situations.
- Answered incoming calls, scheduled appointments and filed medical records.
- Verified patient insurance eligibility and entered patient information into system.
- Provided excellent customer service to patients and medical staff.
- Greeted and assisted patients with check-in procedures.
- Processed payments using cash and credit cards, maintaining accurate records of transactions.
- Facilitated communication between patients and various departments and staff.
- Engaged with patients to provide critical information.
- Applied administrative knowledge and courtesy to explain procedures and services to patients.
- Trained new staff on filing, phone etiquette and other office duties.
- Resolved customer complaints using established follow-up procedures.
- Coordinated new patient referrals, ensuring timely communication between departments and patients.
- Facilitated onboarding processes for new patients, providing essential information on services and resources.
- Developed training materials for staff on referral procedures and system usage to improve operational understanding.
- Coordinated with medical providers to obtain necessary documentation for accurate patient assessment and care planning.
- Served as a liaison between patients, healthcare providers, and insurance companies to resolve any discrepancies or issues related to referrals quickly and efficiently.
- Collaborated closely with other departments like billing or clinical staffs which resulted in smooth and efficient patient care processes.
- Managed a high volume of new patient referrals, prioritizing urgent cases and maintaining organized records.
- Scheduled appointments with specialists on behalf of clients.
- Monitored referrals to foster timely completion and followed up with physicians to facilitate.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
Emergency Dispatch Operator
ADT Security Services
01.2008 - 01.2013
- Quality Assurance: evaluate call center interactions, review documentation, and ensure adherence to company policies and standards.
- Assist management with special team projects to promote education and morale, as well as train new hires.
- Created training materials per SOP to assist future hires.
- Maintain the collection and proper storage of client records.
- Obtain clearance/special licensing for Fire dispatching in certain states, per state laws.
- Handle incoming alarms quickly and efficiently, per standard operating procedures, and dispatch appropriate emergency personnel as needed.
- Maintain client confidentiality.
- Consistently among top team performers each month. Consistently meet and exceed monthly goals with alarms per hour, quality assurance, and compliance.
- Managed emergency calls, assessing situations and prioritizing response actions to ensure rapid assistance.
- Coordinated communication between emergency responders and clients, ensuring clarity and accuracy in critical situations.
- Monitored multiple alarm systems, promptly identifying alerts and initiating appropriate response protocols.
- Trained new dispatch operators on procedures, enhancing team efficiency and maintaining high service standards.
- Reported alarm activity to subscribers' emergency contacts.
- Continuously developed personal skills through regular attendance at industry conferences, workshops, and training sessions.
- Supported public safety initiatives by diligently monitoring multiple channels for potential emergencies and promptly taking action.
- Collaborated with various first responder agencies to ensure seamless coordination during high-pressure situations.
- Strengthened community trust in emergency services through compassionate handling of non-emergency calls, providing helpful advice or directing callers to appropriate resources when necessary.
- Enhanced caller experience during high-stress situations by remaining calm, empathetic, and professional throughout interactions.
- Received incoming telephone and alarm system calls regarding emergency and non-emergency situations and dispatched appropriate police, fire and ambulatory services to premises.
- Boosted team morale and cohesiveness through active participation in training sessions and fostering a supportive work environment.
- Applied interpersonal skills in neutralizing hostile and emotionally charged situations.
- Communicated pre-arrival instructions to emergency medical personnel, helping first responders deliver appropriate care and support to individuals.
Medical Administrative Assistant
Highland Pain Management Center
08.2009 - 07.2012
- Company Overview: Acquired by the University of Rochester Medical Center in 2012
- Manage all aspects of the office while manager was on maternity leave.
- Assist with provider credentialing and payer enrollment by gathering and submitting pertinent information.
- Process and triage incoming correspondence, exercising judgment with respect to urgency, confidentiality, and relative importance.
- Maintain and file office records.
- Created training materials per SOP to assist future hires.
- Maintain collection and proper storage of client records.
- Schedule patients in a timely manner according to office policy.
- Verify insurance coverage. Obtain prior authorizations/insurance referrals as required by individual payers/plans. Follow up with carriers on authorization requests.
- Work closely with Billing department and our providers to ensure appropriate codes/diagnosis/supporting medical evidence were properly obtained.
- Coordinate testing and other services for patients after obtaining insurance authorization.
- Work with healthcare providers to complete required documentation for insurance authorizations.
- Release of Information- Responsible for processing requests for patient records and maintaining confidentiality by adhering to state/federal laws and health system policies.
- Handle all incoming calls and triage to appropriate clinical personnel.
- Reach out to provider offices and respectfully communicate requests/requirements from our providers.
- Coordinate and schedule faculty meetings, as well as personal appointments/travel for the doctors.
- Schedule all appointments for existing as well as new patients.
- Scanned all patient documents and processed records requests per HIPAA privacy standards.
- Assist with training for interns/temp employees.
- Process daily billing, faxes, mailings, and other routine office duties.
- Monitor and order of office supplies as needed.
- Acquired by the University of Rochester Medical Center in 2012
- Managed patient scheduling and appointment confirmations to optimize clinic workflow.
- Coordinated insurance verification and pre-authorization processes for patient treatments.
- Maintained accurate patient records in electronic health record (EHR) systems for compliance and efficiency.
- Assisted in billing and coding procedures, ensuring timely claim submissions to maximize revenue cycle management.
- Developed and implemented office protocols that improved patient intake processes by enhancing communication flow.
- Trained new administrative staff on operational procedures and software systems to ensure consistency in service delivery.
- Handled sensitive patient information with discretion, adhering to strict HIPAA guidelines and safeguarding privacy at all times.
- Collaborated with healthcare providers to enhance patient care coordination and improve overall service quality.
- Provided exceptional customer service to patients, addressing concerns promptly and professionally to ensure satisfaction.
- Answered incoming calls, routed messages and resolved patient inquiries within target timeframes.
- Supported healthcare providers with the timely completion of necessary documentation, allowing them to focus on quality patient care.
- Generated reports and logged patient information for reliable records.
- Developed strong rapport with patients through active listening and empathetic communication, fostering trust and encouraging ongoing engagement with healthcare services.
- Managed incoming phone calls efficiently, directing callers to appropriate personnel while providing courteous service at all times.
- Verified insurance coverage to prepare for upcoming patient appointments.
- Documented patient medical information, case histories, and insurance details to facilitate smooth appointments and payment processing.
- Greeted patients and provided required paperwork to facilitate services.
- Called patients to confirm scheduled appointments day in advance.
- Demonstrated proficiency in various medical software programs, adeptly adapting to new technology as required for optimal job performance.
- Maintained and updated patient records for accurate, current medical histories.
- Contributed to a positive office environment by fostering strong working relationships with colleagues, resulting in improved team collaboration.
- Scheduled patient appointments and placed reminder calls to deliver exceptional customer experience.
- Anticipated supply needs and placed orders proactively, preventing shortages that could disrupt daily clinic operations or compromise patient care quality.
- Conducted insurance verification and preauthorizations and managed patient charts.
- Facilitated seamless communication between patients and healthcare providers through diligent message relay and prompt follow-up actions as needed.
- Coordinated referral appointments with external specialists, ensuring that relevant medical records were shared in a timely manner for optimal patient care continuity.
- Ensured accurate insurance billing and coding, reducing claim denials and expediting reimbursements for services rendered.
- Followed up with insurance companies to secure timely payment.
- Supported office staff and operational requirements with administrative tasks.
- Maintained cleanliness and organization within the reception area, creating a welcoming atmosphere for patients and visitors alike.
- Assisted with the coordination of clinical staff schedules, ensuring adequate coverage during peak hours and minimizing wait times for patients.
- Prepared patient charts by gathering and organizing medical records ahead of appointments.
- Received, recorded and filed medical payments by check, cash, and credit card.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Adhered to strict HIPAA guidelines to protect patient privacy.
- Provided prompt, polite and professional in-person and telephone customer service.
- Obtained pre-authorization from insurance companies ahead of medical services.
- Updated patient information and insurance details for accurate electronic medical records.
- Registered patients and completed associated paperwork for accurate records.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Gathered forms and copied insurance cards to collect patient information for billing and insurance filing.
- Reconciled daily payments received and prepared deposits for smooth office finances.
- Managed office logistics by scheduling appointments, maintaining files and collecting payments.
- Assisted with medical coding and billing tasks.
- Performed various administrative tasks by filing, copying and faxing documents.
- Coordinated referrals through insurance and other medical specialists and documented details in patient charts.
- Received and routed laboratory results to correct clinical staff members.
- Managed office bookkeeping with insurance billing and patient payments.
- Placed new supply orders, managed inventory and restocked clerical spaces.
- Prepared and processed patient referrals and transfer requests.
Education
Certificate - Paralegal
Daemen University
Buffalo, NY12-2025
Bachelor of Science - Health Administration Management
Roberts Wesleyan College
Rochester, NY05-2021
Associate of Science - Medical Administration
Bryant & Stratton College
NY05-2011
Associate of Science - Communications And Media Arts
Monroe Community College
Rochester, NY05-2003
Skills
- Data reporting
- Data privacy
- Data validation
- Data quality assurance
- Data migration
- Data quality metrics
- Data auditing
- Data organization
- Data management
- Data evaluation
- Multitasking
- Reliability
- Critical thinking
- Organizational skills
- Team collaboration
- Active listening
- Adaptability and flexibility
- Decision-making
- Task prioritization
- Self motivation
- Interpersonal skills
- Time management abilities
- Written communication
- Adaptability
- Electronic data capture
- Data collection
- Medical terminology
- Analytical thinking
- Conflict resolution
- Record keeping
- Documentation requirements
- Document archiving
- Excellent communication
- Document control
- Telephone communication
- Accurate recordkeeping
- Notetaking and documentation
- Client advocacy
- Multitasking Abilities
- Problem-solving
- HIPAA regulations
- Medical reception
- Data entry
- Insurance verification
- Office administration
- Managing patient records
- Phone and email etiquette
- Appointment management
- Patient scheduling
- Appointment coordination
- Records management
- HIPAA compliance
- Patient registration
- Medical procedures
- Medical records maintenance
- Medical records management
- Patient referrals
- Workload management
- Spreadsheet tracking
- Clinical documentation
- OSHA compliance
- Patient screening
- Transcription of medical notes
- Data confidentiality
- Prior authorization requests
- Medical terminologies
- Clinical and administrative support
- Medical records confidentiality
- Customer service
- Collaboration and teamwork
- Documentation and recordkeeping
- Office management
- Administrative support
Timeline
Clinical Trials Coordinator (Contract/Evenings/Weekends)
Sarah Cannon Research Institute
03.2023 - 02.2025
HIM Data Integrity Specialist
Rochester Regional Health
03.2021 - Current
Document Imaging Specialist
University of Rochester Medical Center
03.2019 - 03.2021
Rehab Coordinator
Monroe Wheelchair (Contract/Temp)
08.2018 - 03.2019
Service Coordinator
Prolift, Inc
05.2017 - 08.2018
Medical Claims Specialist
Medical Resources Management (Office Closed)
05.2016 - 09.2017
Outpatient Access Specialist/New Patient Referral Coordinator
University of Rochester Medical Center
07.2012 - 05.2016
Medical Administrative Assistant
Highland Pain Management Center
08.2009 - 07.2012
Emergency Dispatch Operator
ADT Security Services
01.2008 - 01.2013
Certificate - Paralegal
Daemen University
Bachelor of Science - Health Administration Management
Roberts Wesleyan College
Associate of Science - Medical Administration
Bryant & Stratton College
Associate of Science - Communications And Media Arts
Monroe Community College
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