Phuong Anh Tran
Port Neches,TX
Summary
Dynamic professional with extensive experience at Texas Health and Human Services, excelling in strategic planning and regulatory compliance. Proven track record in portfolio management and risk assessment, enhancing client satisfaction through tailored service plans. Strong communicator and relationship builder, committed to delivering exceptional results in fast-paced environments.
Innovative professional with expertise in promoting academic, career and social development programs. Possesses excellent communication, problem-solving and organizational skills. Trusted advisor goes extra mile to help individuals succeed.
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
2027
2027
years of professional experience
1
1
Certification
Work History
Texas Work Advisor II
Texas Health and Human Services Commissions
10.2022 - Current
- Provided expert guidance to clients on health and human services programs.
- Analyzed client needs and developed tailored service plans to enhance support.
- Collaborated with interdisciplinary teams to ensure comprehensive care for clients.
- Streamlined processes for case management, improving response times and client satisfaction.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
- Developed strong relationships with clients through regular communication and excellent customer service.
- Developed comprehensive risk assessment tool, enabling more precise investment recommendations.
- Enhanced team productivity with introduction of streamlined processes for client assessments and follow-ups.
- Enhanced advisor skills and knowledge through continuous professional development program, elevating service quality.
- Streamlined client reporting mechanisms, providing more transparent and accessible investment performance data.
- Navigated complex regulatory requirements to ensure compliance in all advisory activities.
Pharmacy/Administration/Medical Records Clerk
Gulf Coast Health Center, Inc.
01.2012 - 10.2022
- Managed electronic health records systems to ensure accurate patient information retrieval.
- Coordinated the filing and organization of medical documents for efficient access by healthcare providers.
- Oversaw compliance with HIPAA regulations while handling sensitive patient data and documentation.
- Trained new staff on electronic records management procedures and best practices for data entry accuracy.
- Implemented process improvements that enhanced workflow efficiency in medical record retrieval operations.
- Conducted regular audits of medical records to ensure completeness and adherence to quality standards.
- Collaborated with healthcare teams to streamline communication regarding patient records and documentation needs.
- Ensured HIPAA compliance by adhering to strict confidentiality guidelines when handling sensitive patient information.
- Developed training materials for staff to promote understanding of compliance requirements and system usage.
- Maintained confidentiality of all medical records and sensitive information to comply with HIPAA regulations.
- Processed medical records requests from outside providers according to facility, state, and federal law.
- Scanned medical records in digital format for easy retrieval and accessibility.
- Maintained patient confidence by keeping patient records information confidential.
- Printed and photocopied documents to provide patients with copies of medical records.
- Maintained patient records systems by archiving, scaning and indexing important documents and files.
- Developed and maintained organized filing system for medical records to adhere to HIPAA regulations.
- Assisted in preparation of medical records to release to other medical facilities requesting for patient history and information.
- Supported medical staff by providing organized and accurate medical records.
- Uploaded physician progress notes, history, and physicals into electronic medical records.
- Responded to patient inquiries to provide information and details of medical records.
- Reviewed charts and flagged incomplete or inaccurate information.
- Responded effectively to requests for medical records from legal representatives, insurance companies, and other authorized parties in a timely manner.
- Maintained patient records in compliance with security regulations.
- Obtained necessary signatures on information release forms to obtain medical and treatment records from other service providers.
- Performed regular audits of stored medical records to verify accuracy, completeness, and adherence to documentation requirements.
- Assisted in training new Medical Records Clerks, sharing best practices for managing files efficiently while maintaining confidentiality.
- Collaborated with physicians and nurses, providing timely access to accurate and up-to-date medical records.
- Assisted with the transition to an electronic health record system, ensuring a seamless migration of patient data while maintaining strict confidentiality standards.
- Maintained patient privacy and security by monitoring access to electronic health records and reporting any unauthorized activity.
- Supported clinical decision-making by promptly delivering requested medical records to healthcare providers.
- Expedited processing times for incoming correspondence through prompt distribution amongst appropriate staff members.
- Protected vital patient information through proper storage techniques and disaster recovery planning efforts.
- Facilitated smooth transitions for patients transferring between facilities, coordinating the release of their medical records following all legal requirements.
- Enhanced data security by implementing updated confidentiality protocols.
- Identified and rectified discrepancies in patient records, maintaining high levels of accuracy.
- Converted paper records to digital format, contributing to more efficient retrieval system.
- Contributed to team meetings with suggestions for process improvements, leading to more efficient operations.
- Streamlined patient record retrieval process, significantly reducing wait times for medical staff.
- Enhanced privacy protection with thorough monitoring of record access logs.
- Responded to external requests for patient information, adhering to strict privacy regulations.
- Trained new clerks on proper record handling and documentation procedures to maintain quality standards.
- Conducted regular audits of medical records for completeness and accuracy, ensuring regulatory compliance.
- Maintained accuracy in electronic health records, ensuring compliance with healthcare regulations.
- Assisted in transition to new electronic health record system, minimizing disruptions in access.
- Supported billing department by verifying patient information, reducing errors in invoicing.
- Updated patient records with new information to keep data current and accurate.
- Managed record retention schedules, ensuring legal compliance and efficient use of storage space.
- Improved patient satisfaction by quickly addressing requests for medical information.
- Coordinated with IT department to resolve technical issues in electronic record systems, reducing downtime.
- Facilitated smooth communication between departments by providing timely access to patient records.
- Ensured timely destruction of outdated records, maintaining compliance with retention policies.
- Collaborated with healthcare providers to update patient information, improving quality of care.
- Organized storage of physical records, optimizing space utilization and accessibility.
- Input data into computer programs and filing systems.
- Tracked and monitored requests for medical records release.
- Verified accuracy of patient information in medical records.
- Utilized electronic medical record systems to store, retrieve and process patient data.
- Followed exact procedures for handling transfers and other releases of medical records.
- Reviewed medical records for completeness and filed records in alphabetic and numeric order.
- Processed and tracked requests for medical records from external organizations.
- Scanned and uploaded medical records into electronic medical records system.
- Followed up with medical staff regarding missing information in patient records.
- Transcribed and entered patient medical information into electronic medical records systems.
- Sorted and distributed incoming and outgoing medical records.
- Maintained accuracy, completeness, and security for medical records and health information.
- Assisted in preparation of medical reports for external parties.
- Communicated effectively with staff, patients, and insurance companies by email and telephone.
- Researched and resolved medical record discrepancies.
- Assisted in training new staff on medical record processing and filing procedures.
- Generated and maintained statistical data related to medical records.
- Identified new methods to optimize medical records management.
- Developed and implemented new filing system for medical records to improve efficiency.
- Used classification manuals to gain additional knowledge of disease and diagnoses processes.
- Processed prescription orders accurately and efficiently.
- Assisted customers in locating medications and health products.
- Maintained inventory levels, ensuring timely restocking of pharmaceuticals.
- Collaborated with pharmacists to verify medication details for safety.
- Implemented improvements in workflow to enhance service speed and accuracy.
- Mentored new staff on pharmacy procedures and customer service standards.
- Managed electronic records and documentation for compliance and efficiency.
- Verified prescription information prior to entry in pharmacy computer system.
- Established and maintained patient profiles, updating organizational database with current information.
- Streamlined pharmacy operations by maintaining a clean and organized work environment.
- Processed payments, returns and exchanges using pharmacy POS system to accurately manage transactions.
- Trained new employees on pharmacy procedures, policies, and safety protocols to ensure consistent quality across the team.
- Reduced wait times for customers with prompt prescription filling and effective communication between pharmacists and patients.
- Safeguarded patient privacy by maintaining strict adherence to HIPAA regulations during all customer interactions.
- Helped maintain a safe environment within the pharmacy by adhering to company guidelines regarding security measures and fraud prevention techniques.
- Processed incoming drug orders by checking deliveries against paperwork and updating computer system.
- Collaborated with pharmacy team members to address customer concerns or inquiries promptly and professionally.
- Provided exceptional service to diverse customers through clear communication, empathy, and cultural sensitivity skills.
- Communicated with patients to collect information about prescriptions and medical conditions or arrange consultations with pharmacists.
- Facilitated smooth pharmacy operations by assisting with administrative tasks such as filing, documentation, and phone call management.
- Optimized workflow efficiency through effective use of pharmacy software systems for prescription tracking and drug interactions checking.
- Provided exceptional customer service, addressing inquiries and resolving issues promptly.
- Compiled daily and weekly reports on pharmacy transactions, assisting in financial and operational analysis.
- Assisted in training new pharmacy clerks, sharing knowledge and best practices for superior service delivery.
- Facilitated clean and organized pharmacy environment, adhering to health and safety regulations.
- Ensured accurate data entry of patient information and prescriptions, contributing to reduced errors in medication dispensing.
- Managed cash register and financial transactions, securing accurate payment processing.
- Provided compassionate customer service, answering queries and guiding customers through pharmacy procedures.
- Improved operational efficiency by implementing systematic approach for filing and retrieving pharmacy records.
- Completed cash register transactions by handling credit and cash payments using pharmacy register system.
- Greeted customers at counter and provided excellent customer service.
- Organized pharmacy area to maintain clean and orderly environment.
- Verified patient information to correctly dispense medications.
- Processed payments for prescriptions and accurately completed cash and credit card transactions.
- Located and processed ready prescriptions to customers, distributed medication information documentation and facilitated medication consultations.
- Maintained records of prescriptions filled for patients by completing pharmacy log and updating customer accounts.
- Input patient information into computer system for prescription orders.
Pharmacy Clerk
Pat Wood Drug Store
2009 - 01.2012
- Confirmed customer information.
- Improved customer trust with confidential handling of sensitive health information.
- Supported pharmacy operations by efficiently managing phone calls and scheduling appointments.
- Processed prescription orders to ensure timely fulfillment for customer satisfaction.
- Streamlined prescription refill process, enabling quicker turnaround times for repeat customers.
- Processed prescription orders accurately and efficiently.
- Assisted customers in locating medications and health products.
- Implemented improvements in workflow to enhance service speed and accuracy.
- Mentored new staff on pharmacy procedures and customer service standards.
- Managed electronic records and documentation for compliance and efficiency.
- Established and maintained patient profiles, updating organizational database with current information.
- Streamlined pharmacy operations by maintaining a clean and organized work environment.
- Processed payments, returns and exchanges using pharmacy POS system to accurately manage transactions.
- Trained new employees on pharmacy procedures, policies, and safety protocols to ensure consistent quality across the team.
- Reduced wait times for customers with prompt prescription filling and effective communication between pharmacists and patients.
- Safeguarded patient privacy by maintaining strict adherence to HIPAA regulations during all customer interactions.
- Helped maintain a safe environment within the pharmacy by adhering to company guidelines regarding security measures and fraud prevention techniques.
- Processed incoming drug orders by checking deliveries against paperwork and updating computer system.
- Provided exceptional service to diverse customers through clear communication, empathy, and cultural sensitivity skills.
- Communicated with patients to collect information about prescriptions and medical conditions or arrange consultations with pharmacists.
- Facilitated smooth pharmacy operations by assisting with administrative tasks such as filing, documentation, and phone call management.
- Provided exceptional customer service, addressing inquiries and resolving issues promptly.
- Compiled daily and weekly reports on pharmacy transactions, assisting in financial and operational analysis.
- Assisted in training new pharmacy clerks, sharing knowledge and best practices for superior service delivery.
- Facilitated clean and organized pharmacy environment, adhering to health and safety regulations.
- Ensured accurate data entry of patient information and prescriptions, contributing to reduced errors in medication dispensing.
- Managed cash register and financial transactions, securing accurate payment processing.
- Provided compassionate customer service, answering queries and guiding customers through pharmacy procedures.
- Improved operational efficiency by implementing systematic approach for filing and retrieving pharmacy records.
- Completed cash register transactions by handling credit and cash payments using pharmacy register system.
- Greeted customers at counter and provided excellent customer service.
- Organized pharmacy area to maintain clean and orderly environment.
- Verified patient information to correctly dispense medications.
- Processed payments for prescriptions and accurately completed cash and credit card transactions.
- Located and processed ready prescriptions to customers, distributed medication information documentation and facilitated medication consultations.
- Maintained records of prescriptions filled for patients by completing pharmacy log and updating customer accounts.
- Input patient information into computer system for prescription orders.
Education
High School Diploma -
Memorial High School
Port Arthur05-2005
Skills
- Strategic planning and execution
- Budgeting and financial forecasting
- Stakeholder and investor relations
- Analytical thinking
- Time management
- Critical thinking
- Written communication
- Relationship building
- Problem-solving
- Training and mentoring
- Conflict resolution
- Decision-making
- Data interpretation
- Client engagement
- Compliance requirements
- Customer service
- Active listening
- Product knowledge
- Goal setting
- Teamwork and collaboration
- Excellent communication
- Organizational skills
- Attention to detail
- Multitasking Abilities
- Task prioritization
Certification
- Chartered Financial Analyst (CFA)
- Certified Public Accountant (CPA)
Languages
Vietnamese
Native or Bilingual
Timeline
Texas Work Advisor II
Texas Health and Human Services Commissions
10.2022 - Current
Pharmacy/Administration/Medical Records Clerk
Gulf Coast Health Center, Inc.
01.2012 - 10.2022
Pharmacy Clerk
Pat Wood Drug Store
2009 - 01.2012
High School Diploma -
Memorial High School