Noelia Perez
Weslaco,Texas
Summary
A qualified professional with 30+ years of experience looking for a position as a Case Manager with Mindset that will use critical thinking, service orientation, strong interpersonal and communication skills. Knowledgeable Case Manager experienced in coordinating care for acute and chronically ill individuals. Proactive and resourceful with strong knowledge of community resources. Strong communicator with passion for helping others.
Overview
39
39
years of professional experience
Work History
Case Manager
Southwest Health Services
05.1992 - Current
- Conduct and document assessment with injured worker, employer, and provider.
- Collect information needed to collaboratively formulate case plan.
- Develop and Implement comprehensive treatment plan to improve injured worker wellness and quality of life.
- Provide medical and/or disability case management services including review and evaluation of claims.
- Respond to various written and telephone inquiries on time.
- Report case status to insurance adjustor on time and when necessary.
- Provide effective vendor management when assessing or managing cases, including proper timing of vendor use, cost benefit, vendor selection and vendor purpose.
- Coordinate return to work efforts with all parties.
- Address concerns or grievances in a timely manner.
- Monitored ongoing cases closely, adjusting case management strategies as needed.
- Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
- Enhanced communication between clients and providers through consistent follow-ups and progress updates.
- Identified care needs of individual patients and coordinated responses based on physician advice, insurance limitations, and procedural costs.
- Contributed to team discussions and case conferences actively, sharing insights and expertise with colleagues to optimize client support strategies.
- Evaluated program effectiveness continually through data analysis and outcome measurement metrics.
- Facilitated successful transitions between levels of care by developing detailed discharge plans and coordinating resources.
Clinic-Nursing Supervisor
Rio Grande Medicine
10.2015 - 01.2019
- Aid in all aspects of patients visit, referrals, treatments, procedures, and follow-up care.
- Provide complete patient assessment by gathering objective and subjective data.
- Execute medical regimens and nursing interventions.
- Reconcile patient medications.
- Provide patient education and management of medications for patient compliance.
- Chronic Care Management as mandated by CMS guidelines.
- Coordinate patient care, function as liaison with organizations such as ACO's, HMO's, PPOs, and other health organizations.
- Provide patient education before and after procedures.
- Teach home use of medical devices and equipment.
- Provide health counseling and instruction on disease processes.
- Document data and assessment in patient record.
- Take vital signs and perform pre-examination procedures.
- Ensure regulatory compliance with OSHA guidelines, CLIA regulations, HIPPA medical privacy guidelines, are met, followed, and documented.
- Supervised 10 certified medical assistants.
- Delegated tasks and provided leadership for 10 certified medical assistants and support personnel.
- Contributed to positive team dynamics as an approachable supervisor who actively listened to concerns from both patients and clinic staff.
- Managed staffing needs efficiently by creating flexible schedules that maximized coverage during peak times without exceeding budget constraints.
- Ensured compliance with regulatory standards through regular audits of documentation, policies, and procedures.
- Maintained a safe environment for patients, visitors, and staff by enforcing infection control measures and risk management strategies consistently across the clinic.
- Trained new certified medical assistants in proper techniques, care standards, operational procedures, and safety protocols.
- Discussed patient care and treatment with care team members to optimize intervention plans and care delivery.
- Vaccinated patients to protect individuals from illnesses of concern.
- Educated patients and families on treatment procedures and answered questions for thorough home care plans.
Medical/ICU - Unit Secretary
Knapp Medical Center
08.1985 - 05.2012
- Managed incoming calls, directed calls to appropriate department.
- Provided information for patient admissions and discharges to foster timely processing.
- Expedited patient admissions process by gathering essential data from patients upon arrival and accurately entering it into electronic health records systems.
- Transcribed doctors' medication orders, lab test requests, and care plans.
- Processed lab paperwork and requests according to physicians' orders.
- Received and routed laboratory results to correct clinical staff members.
- Improved unit workflow by effectively prioritizing tasks and collaborating with team members to complete assignments in a timely manner.
- Organized and maintained patient chart filing system to promote quick data finding for staff.
- Maintained current and accurate medical records for patients.
- Prepared and processed patient referrals and transfer requests.
- Performed various administrative tasks by filing, copying and faxing documents.
- Enhanced patient care by efficiently managing medical records and promptly scheduling appointments.
- Ensured accuracy of medical documentation by meticulously transcribing physician orders and verifying information with nursing staff as needed.
- Maintain open line of communication between patients, nursing staff, healthcare providers, and ancillary personnel.
- Facilitated smooth discharge processes for patients, providing necessary documentation and instructions for follow-up care as directed by physicians or nurses.
- Coordinated appointments through specialist and documented details in patient charts.
- Contributed to positive patient experiences by greeting visitors, providing directions, and addressing inquiries professionally.
- Served as a liaison between departments within the hospital, fostering strong working relationships that benefited overall facility function.
- Assisted nursing staff with patient care, ensuring timely completion of tasks and improved patient satisfaction.
- Maintained rapport with physicians, nurse,s and other healthcare personnel.
- Assisted with training and onboarding of new unit secretaries, sharing expertise and best practices to ensure success.
- Maintained a clean and organized work environment for optimal efficiency in delivery of patient care services.
- Managed inventory levels of office supplies, ensuring adequate stock was available at all times for efficient unit operations.
- Placed new supply orders and restocked clerical spaces.
- Maintained patient confidentiality in line with HIPAA regulations.
- Supported hospital compliance efforts by adhering to privacy policies and HIPAA regulations when handling sensitive patient information.
- Maintain Departmental Manuals, Disaster Roster, staff and on call schedules.
Education
Bachelor of Science - Nursing
Texas A&M University
Corpus Christi, TX12.2015
High School Diploma -
Weslaco High School
Weslaco, TX05.1983
Skills
- Analytical and Interpersonal Skills
- Attention to Detail
- Care and Referral Coordination
- Case and Patient Management
- Chronic Disease Management
- Email and Telephone Etiquette
- Excellent Written and Verbal communication
- Knowledgeable with Telehealth/Video conferencing
- Organization and Multitasking
- Proficiency with Documentation and Reporting
- Proficient with Microsoft Office applications (Word, Excel, Outlook, Teams)
- Treatment and Intervention Planning
References
- Julio A. Savinon MD, Expressway 77 Suite 205, Harlingen, Texas, 78550, 956-793-8482
- Ricardo Abreu MD, 1604 E. 8th Street, Weslaco, Texas, 78596, 956-533-9826
- Marjorie A. Baker RN, CCM, 11816 FM 2812, Edcouch, Texas, 78538, 956-802-5879
Hobbies:
Running and Cycling
Additional Information
The O'Neill Award for Caring 2014 Recipient Texas A&M Corpus Christi
Languages
Spanish
Native or Bilingual
Timeline
Clinic-Nursing Supervisor
Rio Grande Medicine
10.2015 - 01.2019
Case Manager
Southwest Health Services
05.1992 - Current
Medical/ICU - Unit Secretary
Knapp Medical Center
08.1985 - 05.2012
Bachelor of Science - Nursing
Texas A&M University
High School Diploma -
Weslaco High School
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