PATRICIA STEPHENS
McKinney,Texas
Summary
Hard-working, motivated, detailed oriented, well-organized, able to multi-task, with outstanding telephone, scheduling, documentation and customer skills.
Efficient Records Retrieval Agent known for high productivity and ability to complete tasks quickly. Specialize in data management, records analysis, and digital archiving. Excel in time management, prioritization, and problem-solving, ensuring smooth workflow and accurate record-keeping. Possess strong communication skills, adaptability to changing environments, and collaborate effectively with team members to meet objectives.
Overview
18
18
years of professional experience
Work History
Remote Records Retrieval Agent
Cotiviti
South Jordan, Utah
02.2019 - 05.2023
- Records Retrieval Agent in an out-bound call center who represents insurance companies in requesting and obtaining medical records from healthcare providers.
- Identify and coordinate the method for record retrieval with provider offices.
- Data Entry.
- Accept payments and update customer’s account.
Benefit Verification Specialist
A-Line Staffing/The Lash Group/Contract Position
Frisco, TX
11.2018 - 02.2019
- Working on The Lash Group Annual Reverification Project contacting insurance companies, on behalf of the physician’s office, to verify patient specific benefits, and eligibility.
- Completed data entry and/or appropriate forms to document patient’s benefit coverage.
- Documented specifics for various payer plans including coverage, and cost share.
- Used Patient Plus, NPT, Medconnect, and the NPI Registry.
Remote Administrative Assistant
Uncle Bob’s Workshop
Garland, TX
01.2017 - 10.2018
- Received inbound calls, processed orders, created invoices and sales receipts, credit memos, posted payments, bank deposits, inventory control.
- Prepared quarterly reports.
- Created SKUs.
- Processed and logged shipments to customers.
- Used Quick Books and Excel.
Front Desk Associate
P. Andrew Benson, D.D.S.
Plano, TX
10.2015 - 01.2017
- Checking patients in and out.
- Opened and closed office.
- Reconciled daily cash reports.
- Verified and scheduled appointments.
- Managed hygiene schedule.
- Made recalls.
- Treatment Plans.
- Pre-determinations.
- Verified and filed insurance.
- Used Open Dental software.
- Computer work, and did nightly back-up for server.
Remote Seasonal Customer Service Representative
Higher One, Inc.
New Haven, CT
08.2014 - 02.2015
- Offers interest free monthly tuition payment plans for approximately 2,000 universities and colleges.
- Took inbound calls from students, parents and grandparents who wanted to register in the Tuition Payment Plan.
- Helped figure their budget amount.
- Documented all activity on the account.
Business Owner
Texas Lady, LLC
09.2007 - 05.2014
- Had internet business selling baby items.
Legal Assistant
Gillespie, Rozen, Watsky & Jones, P.C.
Dallas, Texas
04.2005 - 09.2007
- Worked for a Partner and two Associates.
- Duties: dictation, client contact, managed schedule/calendar, class action suits, state and federal court filings, supreme court filings, pleadings, discovery, litigation, trial preparation including: trial notebooks, trial exhibits and subpoenas; mediation and arbitration preparation, TOC, TOA, case management, document production, data entry, obtain medical records, summarize depositions, receptionist relief, mailroom duties.
Education
High School Diploma -
LaMarque High School
La Marque, TX05-1968
Skills
- 65 WPM
- Work independently
- Detail oriented
- Quick learner
- Ability to prioritize and organize
- Windows 11
- Microsoft Office
- Word
- Outlook
- Excel
- Quick Books
- Multi-line Phone System
- Calendaring
- Data Entry
Professional Overview
Hard-working, motivated, detailed oriented, well-organized, able to multi-task, with outstanding telephone, scheduling, documentation and customer skills.
Timeline
Remote Records Retrieval Agent
Cotiviti
02.2019 - 05.2023
Benefit Verification Specialist
A-Line Staffing/The Lash Group/Contract Position
11.2018 - 02.2019
Remote Administrative Assistant
Uncle Bob’s Workshop
01.2017 - 10.2018
Front Desk Associate
P. Andrew Benson, D.D.S.
10.2015 - 01.2017
Remote Seasonal Customer Service Representative
Higher One, Inc.
08.2014 - 02.2015
Business Owner
Texas Lady, LLC
09.2007 - 05.2014
Legal Assistant
Gillespie, Rozen, Watsky & Jones, P.C.
04.2005 - 09.2007
High School Diploma -
LaMarque High School