Patient-oriented Case Management Assistant, Medical Receptionist, Medical records and Call Center experience and with strong attention to detail, professional telephone etiquette and organization skills.
Overview
11
11
years of professional experience
Work History
Case Management Assistant
Universal Healthcare MSO LLC
07.2024 - Current
Assist members with appointment scheduling, following up on pending referrals, requesting refill on medications assisting with transportation, and other care coordination needs.
Work collaboratively with Nurse Case Managers and Social Services staff on care coordination, member follow-up, communication with agencies.
Supporting our members experiencing transitions of care by assisting case managers with coordination of post-discharge needs, follow-up appointments, and transportation.
Provided administrative support, including answering phones for Fresno and Kern County assisting with correspondence, filing, scanning, and maintaining department data systems.
Assist with training and orientation of new staff, as requested.
Report and escalate member concerns, variances, or changes in condition to the appropriate care team members to ensure timely intervention and coordinated follow-up.
Medical Receptionist
Clinica Sierra Vista
11.2023 - 07.2024
Welcomes and greets patients/ visitors to the department in a manner that is helpful and friendly; determines purpose of visit and direct patients/visitors to appropriate person or department(s)
Check's in and registers patients upon arrival
Assists in coordination of patient flow to allow the clinic to serve an adequate number of patients as established by grant requirements
When scheduling appointment(s), carefully screens patients for required demographics, and can identifies new and established patient visits based on the Clinica Sierra Vista scheduling policy
Informs patient of any existing balance noted in computer during registration and educate on future balances and financial responsibility for services rendered
Provides information to Clinic callers according to the Clinic's Policies and Procedures; transfers calls as needed
Must exercise utmost diplomacy and tact to provide excellent customer service for patients, practices confidentiality and privacy protocols in accordance to Clinic policies and HIPAA requirements
Verifies method of payment for service ( Medi-Cal , Medicare, private insurance, private pay, Healthy Families, etc.) and collects data and/or co-payment as appropriate
Completes daily batch reports and cash collections drop following daily operations and ensures reports are forwarded appropriately and timely to accounts receivable
Exercises problem-solving and conflict resolution skills when handling patient complaints; refers patient complaints to appropriate designated personnel as needed
Performs day-to-day administrative functions and general office duties including but not limited to word processing, copying, filing, faxing, answering phones and data entry
Performs all duties in support of successful EHR/EPM utilization.
Call Center Representative
Clinica Sierra Vista
01.2020 - 01.2023
Answers calls for multiple locations in Kern County and Fresno using Talk desk and Epic System
Answer and return calls in the order that they are received
Identifies, research and resolve patient issues, manages difficult or emotional patient situations
Responds promptly to patient needs
Document clearly and informatively and route to appropriate pools or sites
Assisted patients with medication request, medical records request, forms needed signed request
Faxed over any orders needed for patients to Quest, Kern radiology or any places referred to
Bilingual speak clearly and persuasively in positive or negative situations
Medical Receptionist
Clinica Sierra Vista
12.2018 - 01.2020
Organized paperwork such as charts and reports for office and patient needs
Completed skilled administrative work to support all office staff and operational requirements
Documented patient medical information, case histories and insurance details to facilitate smooth appointments and payment processing
Responded to correspondence from insurance companies to verify patient's coverage
Assign other receptionist to a provider to pre-register, verify and confirm appointments for the month
Attend RPIW's with practice manager to share and implement ideas for better workflow in the whole organization
Adhered to strict HIPAA guidelines at all times to protect patient privacy
Promptly answered calls using CISCO phone system and greeted callers enthusiastically
Scheduled, rescheduled and handled cancelled appointments for patients
Scheduled appointments for doctor visits and procedures using EPIC
Obtained payments from patients and scanned identification and insurance cards
Improved timely payment of bills by developing flexible payment plans for patients
Placing patients on a sliding scale
Received, recorded and addressed incoming and outgoing communication via telephone and email
Frequently double-checked patient histories and current information while scheduling follow-up appointments.
Dental Receptionist
Western Dental & Orthodontics
10.2017 - 06.2018
Assisted patients in completing all necessary forms and documents
Maintained and managed patient records in compliance with security regulations
Scheduled, rescheduled and handled cancelled appointments for patients using E-Clinical's system
Always adhered to strict HIPAA guidelines to protect patient privacy
Pulled paper charts for patients a day before to pre-register for appointments and call to verify eligibility.
Medical Receptionist
Kern Pediatrics
01.2017 - 06.2017
Check in and schedule appointment using E-clinicals
Always adhered to strict HIPAA guidelines to protect patient privacy
Responded to correspondence from insurance companies to verify patient's coverage
Checked patient data including insurance, demographic and health history to ensure all information was current
Located, checked in and pulled medical records for patient appointments and incomplete charts
Frequently double-checked patient histories and current information while scheduling
Appointments
Promptly answered multi-line phone system and greeted callers enthusiastically
Scheduled, rescheduled and handled cancelled appointments for patients
Signed up patients for Family Pact, CDP program, Gateway.
Sales Representative
Metro PCS
03.2015 - 02.2017
Customer locations and special events
Developed and implemented sales strategies to increase revenue
Built strong rapport with clients by understanding needs and clearly explaining products
Built customer loyalty and retention by delivering excellent shopping experiences
Accounted for all inventory and ordered new stock
Upsold customers by recommending accessories and promotions to increase revenue.
Education
High school or equivalent - MEDICAL RECEPTION BILLING AND CODING
BRIGHTWOOD COLLEGE
Bakersfield, CA
High School Diploma -
Golden Valley Highschool
Bakersfield Ca
05.2010
Timeline
Case Management Assistant
Universal Healthcare MSO LLC
07.2024 - Current
Medical Receptionist
Clinica Sierra Vista
11.2023 - 07.2024
Call Center Representative
Clinica Sierra Vista
01.2020 - 01.2023
Medical Receptionist
Clinica Sierra Vista
12.2018 - 01.2020
Dental Receptionist
Western Dental & Orthodontics
10.2017 - 06.2018
Medical Receptionist
Kern Pediatrics
01.2017 - 06.2017
Sales Representative
Metro PCS
03.2015 - 02.2017
High school or equivalent - MEDICAL RECEPTION BILLING AND CODING