Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Patricia Herrera

Los Banos,CA

Summary

Proven Office Manager with a track record of enhancing operational efficiency at Santa Teresa Dental Center. Skilled in bookkeeping and bilingual customer service, I excel in staff training and vendor engagement. Achieved significant improvements in patient satisfaction and workflow optimization, demonstrating exceptional organizational skills and a commitment to excellence.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Office Manager

Santa Teresa Dental Center
San Jose, CA
10.2014 - Current
  • Planned and led team meetings to review business results and communicate new and ongoing priorities.
  • Resolved customer inquiries and complaints requiring management-level escalation.
  • Coordinated with dental providers regarding patient care and scheduling needs.
  • Performed bookkeeping duties, preparing and sending financial statements or bills.
  • Managed all front desk operations, including phone calls and customer service inquiries.
  • Hired, trained and monitored new office employees and took corrective action when necessary.
  • Provided guidance to staff on insurance coverage and payment options for patients.
  • Maintained patient records, scheduled appointments, and handled billing inquiries.
  • Scheduled patient appointments and effectively handled cancellations and last-minute adjustments.
  • Participated in industry events and conferences to network and promote the brand.
  • Managed social media accounts, creating engaging content to drive follower growth and interaction.
  • Prepared reports, invoices, letters, or medical records using word processing, spreadsheet, or other software applications.
  • Processed referrals from other healthcare providers when necessary.
  • Prepared treatment plans for patient approval, including cost estimates and payment arrangements.
  • Provided excellent customer service by addressing any complaints or issues in a prompt manner.
  • Maintained professional relationships with vendors by responding promptly to requests for quotes or product information.

Dental Office Receptionist

Bay Dental Solutions
San Jose, CA
01.2009 - 10.2014
  • Prepared new patient files and updated existing records with new personal, insurance, and medical information.
  • Answered telephones and directed calls to appropriate medical or adminstrative staff.
  • Took customer payments and billed insurance companies for remaining balance.
  • Scheduled and confirmed patient appointments and consultations.
  • Greeted patients, determined purpose of visit and directed to appropriate staff.
  • Checked patients in and out, verified insurance and collected co-pays to keep business administrative and financial records current.
  • Verified, updated and entered patient information into system.
  • Answered questions regarding dental procedures and recommended treatments based on individual needs.
  • Scheduled cleanings and dental appointments for patients using appointment software.
  • Answered and managed incoming calls and emails.
  • Answered, screened, and forwarded incoming phone calls
  • Scheduled and confirmed appointments.

Education

High School Diploma -

East Side Cadet Academy
San Jose, CA
06-2005

Skills

  • Bookkeeping
  • Billing
  • Vendor engagement
  • Office management
  • Scheduling
  • Customer service
  • Documentation and control
  • Policy implementation
  • Staff training
  • Event coordination
  • Credit and collections
  • Financial tracking
  • Scheduling coordination
  • Organizational skills
  • Highly reliable and responsible
  • excellent customer service
  • Cross-training
  • Confidentiality
  • HIPAA compliance
  • Spanish fluency
  • Phone and email etiquette

Certification

CPR certified

Languages

Spanish
Professional

Timeline

Office Manager

Santa Teresa Dental Center
10.2014 - Current

Dental Office Receptionist

Bay Dental Solutions
01.2009 - 10.2014

High School Diploma -

East Side Cadet Academy

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Patricia Herrera