Experienced with managing patient referrals and ensuring smooth transitions between healthcare providers. Utilizes organizational skills and attention to detail to maintain accurate records and streamline processes.
Overview
20
20
years of professional experience
Work History
Insurance Verification & Referral Team Lead
Orthopaedic Medical Group of Tampa Bay
02.2024 - Current
Trained new team members in the insurance verification process and cross trained team members in the referral process.
Coached team members in techniques necessary to complete job tasks.
Verified insurance and benefits and updated patients chart with copay, coinsurance deductible information.
Scheduled online Healow and also Zocdoc appointments.
Helped cover between the insurance verification team and referral team depending on department needs.
Kept track of team members daily and monthly averages for reporting along with checking for errors.
Coached team members and provided feedback on their monthly quotas.
Helped with interviews and onboarding for the Insurance Verification and Referral team.
Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
Lead Referral Coordinator
Orthopaedic Medical Group of Tampa Bay
12.2020 - 02.2024
Demonstrated strong attention to detail and organizational skills in managing a high volume of referrals while maintaining exceptional levels of patient care.
Verified insurance using several different portals and also calling insurance when needed.
Scheduled emergent patient appointments.
Maintained a high level of accuracy in referral documentation, ensuring smooth transitions between healthcare providers.
Trained new employees in referral process.
Assisted team members by helping answer their questions.
Helped keep the insurance list and training manual up to date.
Helped assist manager with other tasks or projects when needed.
Kept track of team members quality and averages.
Medical Service Representative
Orthopedic Medical Group of Tampa Bay
05.2020 - 12.2020
Responsible for handling a high volume of inbound calls while properly addressing patient needs, according to company procedures and policies
Responsible for reviewing, updating, inputting, and coordinating medical information by completing required data entry to electronic medical record
Creating new patient registration, by entering patient demographics ensuring accuracy of data into EMR
Verify, document and update insurance information with each patient encounter
Ensure proper management, security, confidentiality of medical records, adhering to HIPAA standards
Maintain compliance with all company policies and procedures
Work individually carrying out assignments to completion and also in a team environment
Office Assistant
Total Therapy
08.2017 - 03.2020
Answer incoming calls and make outgoing calls
Responsible for filing patient documents
Enter patient information on Practice Perfect
Assist with billing as needed
Mailing
Data entry
Collect copays, coinsurance and deductibles when necessary
Assist office manager as needed with different tasks
Front Desk
Suncoast Skin Solutions
09.2015 - 01.2017
Answer incoming calls and make outgoing calls to patients
Greet and direct patients
Check in patients by updating demographic and insurance on computer
Check out patients and schedule follow up appointments
Verify Insurance
Collect copayments, coinsurance and deductibles when necessary
Keep daily financials
Used Nextech Software for scheduling and patient documentation
Assist with other duties as assigned
Front Desk Receptionist
Advanced Rehabilitation
10.2012 - 09.2015
Answer incoming calls and make outgoing calls to patients
Schedule patients
Verify Insurance
Patient Registration
Collect copayments, coinsurance and deductibles when necessary
Balance Daily Payment Logs
Used WebPT Software for scheduling and patient documentation
Client Systems Specialist
Florida Default Law Group
08.2008 - 12.2010
Company Overview: Telecommute Employee
Team player, assisted team members when necessary
Time management, used organization skills to work efficiently with minimal supervision
Maintained client systems by updating account information regarding legal proceedings
Respond to client requests for information
Responsible for updating multiple client systems with events and communications related to loan-specific activity within the foreclosure default process
Systems used included Word, some Excel, Outlook, Vendorscape, LPS, Compass (legal database) and Lenstar
Telecommute Employee
Lockbox Processor
Bank of America
08.2005 - 02.2007
Responsible for reviewing customer checks and amounts and/or detailed payment information from invoices according to customer specifications
Data Entry
Check keying
Pay close attention to detail, have high speed and accuracy under pressure of heavy workloads
Education
Diploma -
Kamiakin High School
Kennewick, WA
Skills
Attention to detail
Insurance verification
Referral processing
Electronic patient charts
Referring physician communication
Data entry proficiency
Appointment scheduling
Timeline
Insurance Verification & Referral Team Lead
Orthopaedic Medical Group of Tampa Bay
02.2024 - Current
Lead Referral Coordinator
Orthopaedic Medical Group of Tampa Bay
12.2020 - 02.2024
Medical Service Representative
Orthopedic Medical Group of Tampa Bay
05.2020 - 12.2020
Office Assistant
Total Therapy
08.2017 - 03.2020
Front Desk
Suncoast Skin Solutions
09.2015 - 01.2017
Front Desk Receptionist
Advanced Rehabilitation
10.2012 - 09.2015
Client Systems Specialist
Florida Default Law Group
08.2008 - 12.2010
Lockbox Processor
Bank of America
08.2005 - 02.2007
Diploma -
Kamiakin High School
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