Summary
Overview
Work History
Education
Skills
Certification
Assessments
Timeline
Generic

Michelle Ortiz

Bradenton

Summary

Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence. Organized Office Manager with noted experience in administrative management. Prioritize projects and multitask effectively to achieve project goals. Methodical and detail-oriented team player with expertise in team leadership. Offering these skills and strong work ethic.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Office Manager/Administrative Assistant/Financial services manager

Refresh Mental Health
11.2017 - 10.2020
  • Recruit, hire, and train all staff, providing direct supervision, ongoing staff development, and continuing education to 60+ employees
  • Manage schedules of employees
  • Maintain medical records and perform filing duties
  • Knowledge of basic operating systems like Microsoft word, Excel, PowerPoint and the internet
  • Team building & Supervision
  • Staff Development & Training
  • Policies & Procedures Manuals
  • Report & Document Preparation
  • Accounts Payable / Receivable
  • Verify timesheets for employees
  • Bookkeeping & Payroll
  • Prepare workers payrolls and handle office correspondence
  • Records Management
  • Assess staff performance and ensure that performances are constantly meeting expectations and standards
  • Oversee daily deposits and financial statements
  • Positive, flexible and ability to handle patients with care and concern
  • Handle conflicts and patients' concerns in a diplomatic manner
  • Made practice more efficient through workflow improvements, detail-oriented process changes, and increased focus on customer satisfaction.

Medical Office Manager

Center Of Revitalizing Psychiatry
11.2014 - 11.2017

Participate in hiring process of new employees and oversee the on-boarding processes(including but not limited to registration of new employees in Adp and OfficeAlly).

► Supervise staff and oversee daily office operations

Establish staff schedules, allocation of staff, and assure effective patient care

Train and rotate office staff through various office duties to ensure cross-coverage in all job areas

Asses staff performance. Complete a 30, 60, 90 day review on all new hires ans annual revie1vs for established employees

Oversee daily deposits and ensure batch reports/encounter

Conduct office staff meetings regularly

► Provide feedback on performance of administrative staff (in consultation with clinical direct1,,-)

► Maintain the current employee contact list and emergency information

► Ensure that all office documents and policies are up to date

► Personnel disciplined

► Assign/oversee staff communication(assign emails & phone extensions)

► Dispose of medications as needed

► Address escalated patients, providers and front desk issues

► Regular communication with FD and providers on any concerns

Payroll

Order supplies, RX, & UAs

► Request all office maintenance and pay as needed

► Pay bills: Malpractice Insurance for providers, FPL, water, & internet

► Update all providers licenses/ renewals

► Set up Workmen's Comp & IME appointments for provider

Billing:

Create of/ice visits daily

Post payments (co-pays/balances) I run cc payments

Review cc list

• Quarterly NO-Show report for payroll

Cash balance

Refund

Review weekly !OP payments

Send out statements

Process patients collections

Work on Aging-Report


Medical Office Manager

Allied Pro-Health Care
01.2010 - 10.2014
  • Recruit, hire, and train all staff, providing direct supervision, ongoing staff development, and continuing education to 60+ employees
  • Manage schedules of employees
  • Maintain medical records and perform filing duties
  • Knowledge of basic operating systems like Microsoft word, Excel, PowerPoint and the internet
  • Teambuilding & Supervision
  • Staff Development & Training
  • Policies & Procedures Manuals
  • Report & Document Preparation
  • Accounts Payable / Receivable
  • Verify timesheets for employees
  • Bookkeeping & Payroll
  • Prepare workers payrolls and handle office correspondence
  • Records Management
  • Assess staff performance and ensure that performances are constantly meeting expectations and standards
  • Oversee daily deposits and financial statements
  • Positive, flexible and ability to handle patients with care and concern
  • Handle conflicts and patients' concerns in a diplomatic manner
  • Made practice more efficient through workflow improvements, detail-oriented process changes, and increased focus on customer satisfaction
  • Ensure a safe environment for employees and patients alike
  • Make sure that the office is clean and sanitized at all times.

Certified Nursing Assistance (CNA)

Heartland Health Care & Rehabilitation
08.2009 - 01.2010
  • Providing patients' personal hygiene by giving bedpans, urinals, baths, backrubs, shampoos, and shaves; assisting with travel to the bathroom; helping with showers and baths
  • Providing for activities of daily living by assisting with serving meals, feeding patients as necessary; ambulating, turning, and positioning patients; providing fresh water and nourishment between meals
  • Maintain patient's stability by checking vital signs and weight; testing urine; recording intake and output information
  • Providing patient comfort by utilizing resources and materials; transporting patients; answering patients' call lights and requests; reporting observations of the patient to nursing supervisor
  • Documenting actions by completing forms, reports, logs, and records
  • Maintaining work operations by following policies and procedures
  • Protecting organization's value by keeping patient information confidential
  • Updating job knowledge by participating in educational opportunities; reading professional publications; participating in professional organizations; maintaining licensure
  • Enhancing nursing department and reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Intake Specialist

Hoverround Power Wheelchair
07.2005 - 03.2009
  • Processed paperwork for new clients efficiently and in accordance with protocols
  • Obtained pertinent information from new clients by asking them to complete surveys or interviews courteously and professionally
  • Answered and screened inquiry calls and emails from prospective clients
  • Collected data to help with the admission process if working in a health or mental care facility
  • Ensured that all admission forms are properly signed and filed
  • Communicated with other team members constructively in order to reduce conflict and enhance the resolution of issues
  • Respected client or patient dignity and confidentiality
  • Adhered to the facility dress code and appears professional at all times.

Collection Manager

Nicholas Financial
07.2000 - 07.2005
  • Provided disciplined leadership inclusive of setting clear expectations and holding the team as well as self-accountable for results
  • Executed customer focus strategies, policies and programs
  • Selected, developed and managed performance of individuals, measured by appropriate performance reports
  • Personally supported, coached and developed Associates creating an environment where Associates can be successful.

Education

High School Diploma -

Newburgh Free Academy
Newburgh, NY
06.1997

Skills

  • Insurance Verification
  • Medical Office Management
  • Medical Office Experience
  • Records Management
  • Medical Records
  • Medical Billing
  • Medical Coding
  • Medical Scheduling
  • HIPAA
  • Triage
  • Spanish
  • English
  • Multilingual
  • Leadership
  • CPT coding
  • ICD-10
  • Microsoft Office
  • Data entry
  • Customer service
  • ICD-9
  • EMR Systems
  • Transcription
  • Medical Terminology
  • Epic
  • Financial Services
  • Patient Care
  • Nursing
  • Vital Signs
  • Cerner
  • Accounting
  • Microsoft Powerpoint
  • Phone Etiquette
  • Quality Assurance
  • Billing
  • Employee Supervision
  • Supply Management
  • Operations Management

Certification

Driver's license

Assessments

  • Scheduling, Proficient, 09/01/20, Cross-referencing agendas and itineraries to avoid scheduling conflicts
  • Medical Billing, Proficient, 09/01/20, Understanding the procedures and forms used for medical billing

Timeline

Office Manager/Administrative Assistant/Financial services manager

Refresh Mental Health
11.2017 - 10.2020

Medical Office Manager

Center Of Revitalizing Psychiatry
11.2014 - 11.2017

Medical Office Manager

Allied Pro-Health Care
01.2010 - 10.2014

Certified Nursing Assistance (CNA)

Heartland Health Care & Rehabilitation
08.2009 - 01.2010

Intake Specialist

Hoverround Power Wheelchair
07.2005 - 03.2009

Collection Manager

Nicholas Financial
07.2000 - 07.2005

High School Diploma -

Newburgh Free Academy
Michelle Ortiz