Summary
Overview
Work History
Education
Skills
References
Timeline
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Nikolas Kellerman

Towson,MD

Summary

Dynamic Implementation and Customer Success Specialist with a proven track record at Pretaa, excelling in EMR onboarding and client enablement. Expert in software customization and client relationship management, delivering impactful training and support. Adept at optimizing workflows for behavioral health, ensuring compliance and enhancing user experience across diverse treatment settings.

Overview

4
4
years of professional experience

Work History

Implementation and Customer Success Specialist

Pretaa
11.2023 - 05.2025
  • Lead onboarding and implementation for new treatment centers adopting the company’s EMR and scheduling software.
  • Customize platform setup to support detox, residential, PHP, IOP, and MAT workflows, ensuring alignment with clinical, admissions, and billing processes.
  • Conduct live trainings for admissions, case management, and billing staff on how to navigate the system effectively.
  • Work cross-functionally with engineering and product teams to report bugs and recommend UX improvements based on client feedback.
  • Maintain a portfolio of 20+ accounts post-go-live, providing ongoing support, usage reviews, and renewal management.

Admissions Coordinator

Recovery Centers Of America
05.2021 - 05.2023
  • Executed pre-authorization procedures for inpatient and outpatient insurance claims.
  • Entered and maintained sensitive health data within EMR system (e.g., Kipu,Lightning Step, Alleva, Avatar, Ritten)
  • Ensured compliance with HIPAA during all communications
  • Conducted intake interviews and assessments for individuals seeking drug and alcohol treatment, ensuring eligibility and appropriate level of care (residential, PHP, IOP, detox).
  • Communicated daily with clients, families, referral sources, and clinicians during high-stress admissions, ensuring a compassionate, compliant, and efficient intake process.
  • Maintained detailed admission logs and reports for compliance audits and internal quality assurance reviews.

Education

High School Diploma -

Greater Latrobe
Latrobe, PA
06-2017

Skills

  • EMR Systems (eg, Epic, Kipu, Lightning Step, Alleva, Ritten, Sunwave)
  • SaaS Onboarding & Client Enablement
  • Software configuration and customization
  • Client Relationship Management
  • Product Training & Support
  • CRM Tools (Salesforce)
  • Ticketing Systems
  • Data Entry & Documentation Accuracy (within EMR and CRM systems)
  • Troubleshooting & Escalation Management
  • Workflow Optimization for Behavioral Health

References

Eliza Foltz
Chief Marketing Officer, Pathfinder Recovery
Email: efoltz@pathfinder-recovery.com | Phone: (615) 506-3051
Relationship: Former Manager

Timeline

Implementation and Customer Success Specialist

Pretaa
11.2023 - 05.2025

Admissions Coordinator

Recovery Centers Of America
05.2021 - 05.2023

High School Diploma -

Greater Latrobe

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Nikolas Kellerman