Phoenix Lee
Phoenix,AZ
Summary
Experienced life coach with a proven track record of guiding individuals in building essential life skills and effectively managing challenging circumstances. Combining empathy, compassion and energy, possesses an in-depth understanding of coaching processes, documentation requirements, and available resources. Expertise lies in empowering individuals to overcome obstacles, develop self-awareness, and achieve personal growth.
Overview
5
5
years of professional experience
Work History
Training Holistic Relationship Coach
Self Employed Services
11.2019 - Current
- Helped 20+ clients build life management and coping skills to handle daily needs and specific stressors.
- Facilitated group sessions and learning discussions to further objectives.
- Encouraged clients to set and achieve reasonable goals on weekly basis.
- Collaborated with other professionals to coordinate comprehensive care for clients.
- Determined clients' risk of self-harm or other dangerous behaviors.
- Provided education on mental health topics and resources to clients.
- Developed treatment plans to help clients build self-confidence and resilience.
- Designed safe and supportive environment for clients to discuss issues.
- Assisted clients in exploring feelings and understanding behaviors.
- Listened to clients' concerns and provided encouragement and support.
- Supported individuals dealing with mental health and emotional issues.
- Assessed clients' needs to provide appropriate therapeutic interventions.
- Connected clients with available resources to improve plan success.
Medical Office Assistant
Trauma Recovery Services of Arizona
06.2022 - 07.2023
- Coordinated 10+ patient scheduling, check-in, check-out and payments for billing per day.
- Adhered to strict HIPAA guidelines to protect patient privacy.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Used SimplePractice to schedule appointments for doctor visits and procedures.
- Gathered forms and copied insurance cards to collect patient information for billing and insurance filing.
- Registered patients and completed associated paperwork for accurate records.
- Obtained pre-authorization from insurance companies ahead of medical services.
- Updated patient information and insurance details for accurate electronic medical records.
- Frequently double-checked patient histories and current information while scheduling follow-ups and other appointments.
- Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
- Completed administrative patient intakes with case histories, insurance information and mandated forms.
- Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling.
- Coordinated referrals through insurance and other medical specialists and documented details in patient charts.
- Obtained payments from patients and scanned identification and insurance cards.
- Answered phone calls and messages for 10-therapist practice, scheduling appointments, and handling patient inquiries.
Certified Peer Support Specialist
Trauma Recovery Services of Arizona
04.2022 - 07.2023
- Demonstrated extensive knowledge of recovery and wellness principles and shared this information with others struggling during recovery.
- Built relationships with others based upon trust and honesty by using active listening and dynamic communication skills.
- Facilitated group counseling sessions to support and encourage client growth.
- Adapted coaching techniques to best suit individual needs of each client.
- Supported individuals dealing with mental health and emotional issues.
- Designed safe and supportive environment for clients to discuss issues.
- Displayed sensitivity to cultural and linguistic needs of clients and families served.
- Assisted clients in exploring feelings and understanding behaviors.
- Listened to clients' concerns and provided encouragement and support.
- Provided emergency response in crisis situations to diffuse tensions and prevent violence.
- Developed treatment plans to help clients build self-confidence and resilience.
- Determined clients' risk of self-harm or other dangerous behaviors.
- Provided education on mental health topics and resources to clients.
- Provided comprehensive case management services, created treatment plans, and connected clients and families to appropriate resources.
- Assessed patient behavior, moods, and other responses to determine correct diagnosis and devise treatment plans.
- Observed strict regulations and procedures regarding each individual to maintain confidentiality of personal and health information.
- Fostered relationships with partner agencies and other interested parties to build pipeline of supportive services.
- Increased awareness of and supported participation in self-help and advocacy organizations.
- Attended classes and seminars to enhance knowledge of equipment and operating systems.
- Participated in clinical staffing meetings and coordinated with clinical staff to develop and implement individualized treatment plans.
- Provided ongoing assessment, problem-solving and skill teaching to assist individuals with activities of daily living for 10+ individuals.
Education
Bachelor of Science - Holistic Life Coach
Radiant Coaches Academy
TN12-2025
Associate of Applied Science - Certified Peer Support Specialst
Stand Together And Recover
Phoenix, AZ01-2021
Skills
- Empathy
- Improving well-being
- Positive communication strategies
- Coaching proficiency (follow ICF Code of Ethics)
- Skill building
- Building rapport
- Growth planning
- Motivational techniques
- Goal setting
Timeline
Medical Office Assistant
Trauma Recovery Services of Arizona
06.2022 - 07.2023
Certified Peer Support Specialist
Trauma Recovery Services of Arizona
04.2022 - 07.2023
Training Holistic Relationship Coach
Self Employed Services
11.2019 - Current
Bachelor of Science - Holistic Life Coach
Radiant Coaches Academy
Associate of Applied Science - Certified Peer Support Specialst
Stand Together And Recover
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