Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic
Rachel Rose

Rachel Rose

Melbourne,FL

Summary

Dynamic Financial Case Manager with a proven track record at Advanced Recovery Systems, excelling in care coordination , collections, and critical thinking. Expert in case documentation and HIPAA compliance, I developed tailored service plans that enhanced client outcomes and streamlined communication among multidisciplinary teams, significantly improving service delivery standards.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Financial Case Manager

Advanced Recovery Systems
10.2020 - Current
  • Assisted clients in navigating healthcare and social services systems.
  • Coordinated intake assessments to determine client needs and eligibility for programs.
  • Developed individualized service plans based on client goals and resources.
  • Facilitated communication between clients and various support services to ensure continuity of care.
  • Supported crisis intervention efforts by providing timely information and referrals.
  • Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
  • Enhanced communication between clients and providers through consistent follow-ups and progress updates.
  • Collaborated with multidisciplinary teams to address client needs and formulate tailored support strategies.
  • Trained new case managers, raising team's overall competency and service delivery standards.
  • Developed and implemented effective negotiation strategies to resolve outstanding debts efficiently.
  • Utilized CRM systems to track interactions and document collection activities accurately.
  • Processed payments and applied to customer balances.
  • Negotiated to collect balance in full.
  • Increased productivity levels through efficient time management and prioritization of daily tasks.
  • Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
  • Achieved top performer status within the company due to consistent high sales numbers.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Increased sales revenue by consistently meeting and exceeding sales targets.

Education

Bachelor of Science - Clinical Psychology

University of Central Florida
Orlando, FL

Psychology

Seminole State College of Florida
Sanford, FL
05-2017

Skills

  • Case documentation
  • Care coordination
  • Critical thinking
  • Documentation proficiency
  • Community outreach
  • MS office
  • Medical records management
  • Patient assessments
  • Family education
  • Utilization review
  • EMR / EHR
  • Clear communication
  • HIPAA compliance
  • Verbal and written communication
  • Medical billing
  • Electronic medical records
  • Business development
  • Cross-selling products and services
  • CRM software proficiency

Accomplishments

  • Achieved 100% metrics by introducing communication skills for weekly and monthly KPI tasks.
  • Collaborated with team of 100+ in improvement processes for client retention within virtual platforms.

Certification

Mental Health Ethics and Motivational interviewing Training -

Timeline

Financial Case Manager

Advanced Recovery Systems
10.2020 - Current

Bachelor of Science - Clinical Psychology

University of Central Florida

Psychology

Seminole State College of Florida