Patrice Small
San Diego,CA
Summary
Dedicated and hardworking Clerical Assistant driven to tackle various administrative tasks in fast-paced environments. Consistent team player committed to building cohesion across diverse groups. Known for maintaining calm and pleasant demeanor under extreme pressure.
Overview
12
12
years of professional experience
Work History
Medicine Reserarch
UCSD Sleep Research
San Diego, CA
03.2021 - 09.2023
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Ensured accuracy of patient data entered into electronic medical records system.
- Communicated effectively with patients via phone or email regarding their participation in studies.
- Maintained detailed patient files for each participant enrolled in a study.
- Checked-in patients for scheduled appointments by verifying demographic information, updating as needed, collecting co-payments, verifying insurance coverage.
- Entered new patient demographics into database system accurately and efficiently.
- Updated patient charts with relevant information including test results or medical history.
- Verified patient eligibility for insurance coverage by contacting insurance carriers and obtaining the necessary authorization numbers.
Clerical Specialist Operations
JW Cleaning and Restoration
San Diego, CA
06.2016 - 07.2021
- Utilized MS Office and Excel to analyze data and create spreadsheets.
- Completed timely changes and updates to schedules in central scheduling system.
- Maintained up-to-date records of staff availability, absences, holidays, vacations.
- Communicated effectively with team members to ensure they are aware of their shifts and any changes that may occur.
- Managed daily operations related to employee scheduling such as approving time off requests or assigning shift swaps.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Assisted with customer requests and answered questions to improve satisfaction.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Sorted and distributed incoming mail to appropriate departments.
- Processed accounts payable and accounts receivable updates to maintain current financial records.
- Maintained filing systems, both electronically and in paper form.
Invoicing Assistant
Restoration Connection
San Diego, CA
01.2012 - 08.2016
- Assisted with the preparation of customer statements and invoices.
- Ensured accuracy in all invoice entries prior to releasing them to customers.
- Generated daily reports on outstanding invoices for management review.
- Managed filing system for invoices and other related documents.
- Answered inquiries from customers regarding their accounts payable and receivable balances.
- Processed credit card payments for customers' convenience.
- Researched discrepancies in billing documents to resolve errors or omissions.
- Performed insurance verification, pre-certification and pre-authorization.
Education
High School Diploma -
Gompers Secondary
San Diego06-2003
Skills
- Attention to Detail
- Professionalism
- Operating Systems
- Network Administration
Timeline
Medicine Reserarch
UCSD Sleep Research
03.2021 - 09.2023
Clerical Specialist Operations
JW Cleaning and Restoration
06.2016 - 07.2021
Invoicing Assistant
Restoration Connection
01.2012 - 08.2016
High School Diploma -
Gompers Secondary
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