Nancy Lomeli
Glenn Heights ,TX
Summary
Dynamic professional in billing and patient intake, adept at insurance verification and bilingual communication. Focused on enhancing client satisfaction through accurate data entry and meticulous account management. Committed to maintaining data integrity and fostering positive relationships to support overall business success.
Overview
15
15
years of professional experience
Work History
Patient Intake Advocate II
Inogen
Plano, Texas
03.2020 - 02.2026
- Evaluated patient needs and coordinated appropriate care pathways for Spanish-speaking individuals.
- Conducted thorough insurance verification to facilitate seamless patient care and financial transactions.
- Coordinated follow-up with medical offices to rectify discrepancies in patient records, improving accuracy of patient information.
- Reviewed and verified documentation to ensure orders are prepared for entry.
- Oversaw phone backup operations, ensuring data integrity and accessibility for timely patient care.
- Managed the faxing of critical documentation to healthcare providers, maintaining accuracy and confidentiality.
- Resolved representative issues following shipment completion, coordinating communication between teams to address post-shipment concerns and enhance customer satisfaction.
- Supported training initiatives to improve employee performance and productivity.
Order Intake Quality Advocate II
Inogen
Plano, Texas
06.2013 - 03.2020
- Order Confirmation for Insurance order
- Insurance verification
- Checking all required documents are attached in Salesforce for confirmation
- RDM / Intake / RUL / NME after order entry is completed.
- Co-wrote DCR for order confirmation to ensure accuracy and compliance
- Open order report for older accounts completed or needs work process
- Executed inventory transactions for RDM to optimize stock management
- Processed cash transactions to maintain financial integrity and support sales operations
- Process online order
- Process Amazon online order
- Process Walmart online order
- Provided backup support for Ultrav processing
Office Administrative Assistant
Dallas Career Institute
Dallas, Texas
08.2011 - 06.2013
- Assisted students with completing documentation for CNA program enrollment
- Registered students for CNA test with State of Texas
- Review all documentation
- Managed inventory by ordering essential supplies to support operations
- Process cash payment for students.
Education
Medical Assistant -
Remington College
Dallas, TX01-2008
Skills
- Insurance verification
- Bilingual
- Legal research
- Case management
- Contract drafting
- Attention to detail
- Analytical skills
- Strategic planning
- Adaptable to Change
Timeline
Patient Intake Advocate II
Inogen
03.2020 - 02.2026
Order Intake Quality Advocate II
Inogen
06.2013 - 03.2020
Office Administrative Assistant
Dallas Career Institute
08.2011 - 06.2013
Medical Assistant -
Remington College