Morgan Todd
Jacksonville,FL
Summary
Patient Access Team Lead specializing in patient registration, insurance verification, and appointment scheduling. Known for high productivity, efficiency, and exceptional customer service in fast-paced healthcare settings.
Overview
6
6
years of professional experience
Work History
Patient Access Team Lead
Intuitive Health
Jacksonville, Florida
10.2022 - Current
- Thorough knowledge and the ability to perform patient access responsibilities, such as check-in/out, verifying benefits, and collecting copayments, coinsurance, and deductibles.
- Interview candidates and provide training to all patient access staff.
- Creating and managing patient access schedules to ensure smooth operations and stepping in to cover gaps when necessary.
- Proficient in implementing and enforcing patient access policies and procedures, ensuring strict adherence to all laws and regulations to provide reassurance about compliance skills.
- Excellent conflict management and resolution skills, including de-escalation and customer-focused communication.
- Managing daily reconciliation of cash intake, credit card receipts, patient petty cash, and bank deposits.
- Conducts quarterly patient access staff meetings and provides mentorship to new staff.
- Strong ability to resolve patient concerns and address complaints using de-escalation techniques and critical communication skills.
- Ensuring adherence to all laws, regulations, and HIPAA.
Financial Representative
UF Health Shands Hospital
Jacksonville, FL
02.2022 - 02.2023
- Skilled in patient access responsibilities, including check-in/out, verifying benefits, and collecting copayments, coinsurance, and deductibles.
- Knowledgeable about admitting, billing, and collection functions and can resolve outstanding issues without involving other staff members.
- Acted as a liaison between patients, nurses, physicians, and other medical professionals.
- Handled incoming telephone calls from customers seeking assistance with matters involving the patient accounting function.
- Delivered exceptional customer service.
Desk Operations Specialist
Mayo Clinic
Jacksonville, FL
07.2021 - 02.2022
- Performed patient access responsibilities, such as check-in/out, verifying benefits, and collecting copayments, coinsurance, and deductibles.
- Scheduled appointments and surgeries for the Interventional Radiology department, providing seamless assistance to clinical staff with intricate scheduling requirements.
- Served as a liaison between healthcare providers, insurance companies, and patients.
- Developed comprehensive knowledge of various insurance plans to better assist patients in understanding their coverage options and financial responsibilities.
- Delivered outstanding customer service and ensured a positive patient experience.
Patient Access Representative
Baptist Medical Center Jacksonville
Jacksonville, FL
10.2018 - 07.2021
- Performed patient access responsibilities, such as check-in/out, verifying benefits, and collecting copayments, coinsurance, and deductibles.
- Utilized multiple systems and interfaces and cross-trained to work in various patient access areas.
- Maintained service excellence for patients and visitors during face-to-face and telephonic encounters.
- Possessed a solid understanding of State and Federal regulations, including EMTALA, AHCA, and JCAHO.
- Articulated compliance documentation and ensured completion of required patient consent forms. Maintained patient privacy following HIPAA guidelines.
Education
GED -
Florida State College At Jacksonville
Jacksonville, FL04-2019
Skills
- Insurance Verification and Prior Authorization
- Cash Collections
- EMR Systems (Epic and Cerner)
- Medical Terminology
- Staff Training and Development
- Conflict Resolution
- Complex Problem Solving
- Teamwork and Collaboration
Timeline
Patient Access Team Lead
Intuitive Health
10.2022 - Current
Financial Representative
UF Health Shands Hospital
02.2022 - 02.2023
Desk Operations Specialist
Mayo Clinic
07.2021 - 02.2022
Patient Access Representative
Baptist Medical Center Jacksonville
10.2018 - 07.2021
GED -
Florida State College At Jacksonville
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