Rachel Surface
Lafayette,IN
Summary
Dynamic clinical assessor with a proven track record at Maximus, excelling in clinical documentation and assessment. Adept at working independently while exceeding goals Recognized for attention to detail and problem-solving skills, ensuring compliance with regulatory standards while enhancing client outcomes.
Overview
18
18
years of professional experience
Work History
INCLAR Clinical Assessor
Maximus
08.2025 - Current
- Conducted comprehensive assessments to determine eligibility for various programs and services.
- Documented assessment findings clearly and concisely in compliance with regulatory standards.
- Utilized assessment tools and software to enhance efficiency in data collection and analysis.
- Conducted regular home and community visits based on clinical needs.
- Ensured compliance with regulatory standards by adhering to established guidelines for clinical assessments and documentation protocols.
Case Manager/Assessments & Transitions Specialist
Area IV Agency on Aging
10.2022 - 08.2025
- Complete comprehensive face-to-face assessments in an individual’s home setting to discover strengths, values, and preferences of an individual and identify all current needs.
- Identify desired/necessary available options including informal supports, emergency supports, and Waiver programs.
- Assist individuals in making informed choices by providing information regarding available options, community resources, and eligibility of available programs to meet the objectives and goals of options counseling.
- Develop and document a person-centered action plan toward a goal or a long-term support plan and aid in applying for and accessing support options.
- Perform client assessments withing required time frames.
- Create incident reports and work with APS/CPS.
- Maintain certification as an Indiana Case Manager as defined by the state FSSA department.
Program Director
Sevita
08.2021 - 10.2022
- Developed and created programs and monitored effectiveness against individual participant needs.
- Communicated regularly with guardians of residents, answering questions and addressing concerns.
- Coordinated services and therapy for residents and managed attendance for scheduled appointments.
- Completed quarterly, six months, and annual reviews/assessments of residents. Created care plans and established goals for each resident.
- Evaluated treatment plans against individual goals and healthcare standards.
- Responded to injuries, accidents, and allegations of abuse and misconduct by following company policies and when appropriate, law enforcement.
Field Interviewer
Indiana University
08.2020 - 08.2021
- Recruited and screened potential interviewees. Performed interviews with ones who matched qualifications.
- Diligently kept in constant communication with candidate(s).
- Focused and observant of individuals’ verbal and non-verbal communication cues such as tone, inflections, and body language.
Marketing Developer/Home Care Coordinator
Home Instead
08.2019 - 06.2020
- Fostered relationships with clients and their families to improve and enhance the lives of senior loved ones through effective and compassionate care.
- Documented patient progress through care plans.
- Collaborated with rehabilitation centers, state agencies, hospitals, insurance companies, etc., to provide clients with the best care possible.
- Completed monthly Quality Assurance visits.
Business Development Manager
Magic Glass
10.2007 - 06.2019
- Managed territory of 28 counties for over 10 years.
- Developed and maintained relationships with clients.
- Followed up with clients and customers after completed sales to assess satisfaction and resolve any technical or service concerns.
Education
Bachelor of Science - Education
Purdue University
West Lafayette, INSkills
- Clinical documentation
- Clinical assessment
- Diagnostic skills
- Professionalism and boundaries
- Presentations development
- Teamwork and collaboration
- Time management
- Attention to detail
- Problem-solving
- Organizational skills
- Self motivation
Timeline
INCLAR Clinical Assessor
Maximus
08.2025 - Current
Case Manager/Assessments & Transitions Specialist
Area IV Agency on Aging
10.2022 - 08.2025
Program Director
Sevita
08.2021 - 10.2022
Field Interviewer
Indiana University
08.2020 - 08.2021
Marketing Developer/Home Care Coordinator
Home Instead
08.2019 - 06.2020
Business Development Manager
Magic Glass
10.2007 - 06.2019
Bachelor of Science - Education
Purdue University