Work-life balanceHealthcare benefitsPersonal development programsCompany CultureTeam Building / Company RetreatsPaid sick leave401k matchWork from home option4-day work week
Summary
Detail-oriented professional skilled in managing multiple tasks under pressure while maintaining high standards of customer service. Expertise in patient advocacy, insurance verification, and medical/dental software operations. Proven ability to collaborate effectively with teams and provide personalized support to patients, ensuring a positive experience throughout their care.
Overview
35
35
years of professional experience
Work History
Senior Referral Intake Scheduler/Insurance
Providence Cardiac Rehab
11.2024 - Current
Coordinated incoming referrals to ensure timely patient access to services
I handled scheduling and referral calls, optimizing appointment availability for patients
Scheduling new patients
Processed pre-authorization requests for patient treatments.
Verifying insurance (Insurance Portals)
Electronic Insurance Claims
Facilitated communication between providers and patients to streamline scheduling processes
Treatment Coordinator
Sunny Side Orthodontics
06.2022 - 08.2024
Exams with doctor, photos, care presentation and financial arrangements
Presented treatment plans and financial options to facilitate informed patient decisions
Reviewed pending cases to ensure timely follow-up and patient care continuity
Conducted patient observation program to assess treatment effectiveness and improve patient outcomes
New patient phone calls
Confirming new patient appointments
Scheduling patients
Verifying insurance
Monitored lab results for accuracy
Treatment Coordinator
Senestraro Family Orthodontics
04.2017 - 06.2022
Managed new patient phone calls to facilitate appointment scheduling and improve patient intake process
Confirming new patient appointments
New Patient
Verifying insurance
Exams with doctor, photos, treatment presentation and financial arrangements
Present TX plan/financial options
Conducted patient observations during examinations to assist in accurate diagnosis and treatment planning
Reviewed pending cases to expedite resolutions.
Treatment Coordinator
Dr. Rebecca Kuperstein
10.2016 - 04.2017
Exams with doctor, photos, care presentation and financial arrangements
Conducted patient observations to assess health status and support care planning
Reviewed pending tasks to ensure timely resolution and maintain workflow
New patient phone calls
Confirming new patient appointments
Verifying insurance
Monitoring lab/diagnosis
Posting payments
Electronic Insurance filing
Treatment Coordinator/Marketing
Magic Smiles
01.2012 - 01.2017
New patient phone calls
Exams with doctor, photos, care presentation, and financial arrangements
Coordinated monthly patient engagement games and advertising initiatives
Scheduled meetings and organized doctor lunches to enhance collaboration
Reviewed pending tasks to ensure timely processing
Conducted observations to collect data for informed patient care decisions
Monitoring lab/diagnosis
Verifying insurance
Posting payments
Electronic Insurance filing
Scheduling Coordinator
General Dentist
01.2011 - 09.2012
Coordinated and scheduled follow-up appointments to enhance patient care continuity
Processed electronic insurance claims for efficient reimbursement.
Managed patient accounts for billing and record keeping.
Answered phone calls promptly to assist callers.
Handled customer service inquiries to resolve issues.
Greeted patients warmly upon arrival at the clinic.
Scanning and filing of patient documents
Correct payments and collections
Scheduling Coordinator/Treatment Coordinator
Dr. Gary Chapman
09.2010 - 01.2012
Checked in patients at reception desk, ensuring accurate data entry to facilitate smooth patient flow.
Answered incoming phone calls to assist customers with inquiries.
Provided customer service by addressing questions and resolving issues, enhancing patient satisfaction.
Filling all document care charts
Took exam notes to present care options, aiding in informed treatment decisions.
Present Treatment and financial options
Personal Trainer/Sales Position
Bally Total Fitness
06.2004 - 06.2009
Executed membership and personal training sales strategies to increase client enrollment and revenue
Provided personalized training services, coaching members individually and in group classes to enhance fitness levels
Guided clients through a nutrition program
Sales
Fred Meyer
01.2001 - 01.2004
Offered tailored recommendations based on customer needs to facilitate informed purchasing decisions.
I handled customer transactions at cash register, ensuring accurate and efficient service.
Addressed customer restroom inquiries to enhance their shopping experience.
Monitored the store floor
Teller at the Hawthorne Branch
Safeway Credit Union
01.1998 - 01.1999
Processed cash transactions for customer agreements, ensuring compliance with banking regulations.
Answered phone and provided customers with accurate account information to enhance the service experience.
Organized and filed documents systematically to maintain efficient office operations.
Medical Record Clerk
Kaiser Permanente
01.1994 - 01.1997
Organized and filed patient charts to ensure easy access and retrieval for healthcare providers.
Scanned and organized documents to maintain accurate and up-to-date patient records.
Answered phone calls from other clinics to facilitate communication and coordination of patient care.
Provided resources to customers.
Dental Office Receptionist
Kaiser Permanente
01.1994 - 01.1997
Coordinated patient scheduling by managing appointment calls and follow-ups
Scheduled new patient treatments
Scheduled the general, hygiene, orthodontist and pediatric
Communicated treatment plans and next steps to patients, ensuring understanding and compliance
Processed patient payments and confirmed insurance eligibility to facilitate billing.
Delivered exceptional customer service by addressing inquiries and resolving issues promptly.
Receptionist
Cascade Athletic Club
01.1991 - 01.1997
Greeted members at front desk, ensuring a positive first impression.
Assisted customers with inquiries and services to enhance their experience.
Processed financial transactions and managed membership accounts for accuracy.
Lead Referral Coordinator and Procedure Scheduler at Providence Health St Mary High Desert Medical GrouLead Referral Coordinator and Procedure Scheduler at Providence Health St Mary High Desert Medical Grou