PATRICIA ROBINSON
New Haven,CT
Summary
Talented tax preparation professional with expertise in completing returns accurately and efficiently.
Overview
15
15
years of professional experience
Work History
Scheduler/Register (Full- Time)
YALE NEW HAVEN HEALTH
New Haven, CT
08.2022 - Current
- Exercising initiative, good judgment and critical thinking to accurately assess and direct callers to appropriate source; answer 50+ calls per day
- Using Epic to access patient information, check-in and check-out patients and schedule new appointments; update insurance and send RTE to verify insurance is current
- Triage calls and send in-basket message to nursing pool as indicated
- Fax referrals and home care orders as required.
Program Overnight Recovery Coach (Per Diem)
CONTINUUM OF CARE
New Haven, CT
01.2019 - Current
- Provides comprehensive recovery support services to assist adults with mental illness and substance abuse disorders
- Works collaboratively to provide group and psycho-education, case management activities, person centered goal development, and crisis intervention services
- Provides transportation and assist in providing quality customer service to clients in their recovery process.
Clinical Receptionist (Temporary Assignment)
YALE UNIVERSITY
New Haven, CT
02.2022 - 08.2022
- Trained to switch between the Dar system and Run and Save to add new departments to the appointment desk
- Provided ambulatory/Ophthalmology scheduling for healthcare providers at various departments within Yale clinics
- Answered incoming calls & made outgoing calls to schedule appointments for patients
- Provided extraordinary customer service interaction with providers and patient care team
- Verified all demographic information and updated insurance and other pertinent information
- Responsible for check-in and checkout of patients daily using Epic
- Rescheduled appointments in Epic based on departments or provider’s directions
- Scheduled walk-in lab/radiology appointments
- Scanned patient demographics into chart.
Administrative Assistant – Pediatrics (Temporary Assignment)
YALE UNIVERSITY
New Haven, CT
11.2021 - 02.2022
- Answered incoming calls, made outbound calls to patients, and transferred calls to the appropriate department
- Checked voicemail and directed messages as needed based on urgency
- Received emails; ensured that messages were forwarded to the appropriate team
- Completed scanning to secure Yale drive and imported files into media manager through Epic
- Triaged high volume of calls using multiple phone lines; directed callers to appropriate nursing staff pools via Epic in-basket messaging
- Canceled appointments as needed, at the request of patients.
Front Desk
PHYSICIANS ALLIANCE OF CT (PACT)
Hamden, CT
07.2020 - 09.2021
- Greeted and directed patients/visitors courteously and professionally
- Answered approximately 60 phone calls per day
- Ensured calls were routed to the correct provider/department
- Scheduled and confirmed patients’ appointments using Epic; obtained, verified and/or updated patient demographic information in Epic
- Collected co-pay and copy of the patient's insurance identification card
- Scanned Progress notes, Labs, and ER reports into patient's individual charts
- Sorted and delivered mail to providers’ individual offices
- Opened & closed batch daily for deposit.
Receptionist/Scheduler (Part-Time)
COMPLETE PEDIATRICIS, PC
North Haven, CT
03.2019 - 03.2020
- Greeted and directed patients/visitors courteously and professionally
- Obtained, verified and/or updated patient demographic information
- Collected co-pay and copy of the patient’s insurance identification card
- Scanned Progress notes, Labs, ER Reports into patient’s individual charts
- Assisted with answering and screening calls and the triaging process of all incoming telephone calls for urgent information or services
- Scheduled appointments; recorded and forwarded messages as needed.
Receptionist/Scheduler
The MILFORD PEDIATRIC Group P.C.
Milford, CT
04.2017 - 01.2019
- Greeted and directed patients/visitors courteously and professionally
- Obtained, verified and/or updated patient demographic information
- Collected co-pay and copy of the patient’s insurance identification card
- Assisted with answering and screening calls and the triaging process of all incoming telephone calls for urgent information or services
- Scheduled appointments; recorded and forwarded messages as needed.
Business Associate (Per Diem)
BRIDGEPORT HOSPITAL
Bridgeport, CT
01.2015 - 06.2018
- Used Epic to communicate with physicians, patients, and agencies; coordinated patient care
- Handled patient intake; office administration; Hospital communications
- Trained in HIPAA regulations
- Scheduled On Call list, coordinated different shifts, updated list daily.
Administrative Assistant, Registrar’s Office (Temporary Assignment)
YALE UNIVERSITY
New Haven, CT
09.2015 - 12.2015
- Made copies, PDF scans; printed documents and sent faxes
- Archived files and saved to shared file server, with attention to detail and accuracy.
Administrative Assistant, Graduate School of Arts and Sciences (Temporary Assignment)
YALE UNIVERSITY
New Haven, CT
07.2015 - 09.2015
- Greeted incoming students and staff; directed to appropriate office locations within the building
- Answered main line for the Graduate School; assisted or transferred to appropriate staff as needed
- Made copies, PDF scans; printed documents and sent faxes using Ricoh multifunction equipment
- Reviewed, separated and delivered all incoming mail, campus mail and packages for staff
- Sorted and organized numerous boxes of office supplies.
Administrative Assistant, Office of Development (Temporary Assignment)
YALE UNIVERSITY
New Haven, CT
12.2014 - 03.2015
- Organized and sent acknowledgment letters to donors using specialized BBIS online system
- Handled and distributed mail and facilitated requests for tax receipts, copies, etc
- Filed and indexed check donations for appropriate crediting
- Created tax receipts.
Tax Preparer
Jackson Hewitt
West Haven , CT
12.2009 - 04.2010
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Compiled data from clients to accurately complete tax forms.
- Identified potential deductions to minimize clients' tax liabilities.
- E-File
- Answer incoming calls regarding tax refund information
Education
Bachelor of Science – Business Management -
ALBERTUS MAGNUS COLLEGE
05.2023
Skills
- Microsoft Word
- Excel
- PowerPoint
- Epic (Scheduling & In basket)
- Cadence
- Specialized Dispatching Software
- Blackboard Developer Network System (BBIS)
- ECW Clinical
- Strong listening talents
- Data entry background
- HIPAA trained
- Medical terminology
- Collaboration and Teamwork
- Data Entry Efficiency
- Precise
- Great eye for detail
- Data entry experience
Timeline
Scheduler/Register (Full- Time)
YALE NEW HAVEN HEALTH
08.2022 - Current
Clinical Receptionist (Temporary Assignment)
YALE UNIVERSITY
02.2022 - 08.2022
Administrative Assistant – Pediatrics (Temporary Assignment)
YALE UNIVERSITY
11.2021 - 02.2022
Front Desk
PHYSICIANS ALLIANCE OF CT (PACT)
07.2020 - 09.2021
Receptionist/Scheduler (Part-Time)
COMPLETE PEDIATRICIS, PC
03.2019 - 03.2020
Program Overnight Recovery Coach (Per Diem)
CONTINUUM OF CARE
01.2019 - Current
Receptionist/Scheduler
The MILFORD PEDIATRIC Group P.C.
04.2017 - 01.2019
Administrative Assistant, Registrar’s Office (Temporary Assignment)
YALE UNIVERSITY
09.2015 - 12.2015
Administrative Assistant, Graduate School of Arts and Sciences (Temporary Assignment)
YALE UNIVERSITY
07.2015 - 09.2015
Business Associate (Per Diem)
BRIDGEPORT HOSPITAL
01.2015 - 06.2018
Administrative Assistant, Office of Development (Temporary Assignment)
YALE UNIVERSITY
12.2014 - 03.2015
Tax Preparer
Jackson Hewitt
12.2009 - 04.2010
Bachelor of Science – Business Management -
ALBERTUS MAGNUS COLLEGE
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