Robbi Chapman
Assistant
Amarillo,TX
Summary
Energetic receptionists/assistant enthusiastic about working with all customers to reduce liabilities, increase deductions and satisfy diverse financial needs.
Overview
12
12
years of professional experience
Work History
Tax Professional Assistant
H&r Block
Breckenridge , TX
01.2024 - Current
- Assisted in the preparation of tax returns and related documents for individuals and businesses.
- Researched and analyzed federal, state, and local tax regulations to ensure compliance with laws.
- Prepared financial statements and other reports as needed for clients.
- Reviewed existing bookkeeping systems to identify errors or irregularities.
- Maintained a database of current information regarding changes in tax codes or regulations.
- Responded promptly to client inquiries about their taxes or financial statements.
Dental Receptionist
Larry L Cunningham DDS
Ranger, TX
05.2012 - 11.2013
- Greeted patients, provided them with necessary paperwork, and verified insurance information.
- Answered incoming calls, scheduled appointments, and confirmed patient visits.
- Maintained accurate records of patient treatment plans, medical histories, and financial transactions.
- Collected payments from patients in accordance with established policies and procedures.
- Provided assistance to dentists during dental treatments and procedures as needed.
- Assisted in the maintenance of dental equipment and supplies inventory.
- Performed administrative tasks such as filing documents, preparing reports, ordering supplies.
- Created a welcoming environment for patients by providing exceptional customer service at all times.
- Coordinated with other healthcare professionals to ensure efficient office operations.
- Managed front desk operations including scheduling appointments, collecting payments.
- Educated patients on proper oral health care instructions and preventive measures.
- Prepared correspondence letters for insurance companies related to claims processing.
- Verified patient's eligibility for benefits under various insurance plans.
- Processed referrals to specialists when required by the dentist.
- Ensured that all HIPAA regulations were followed while handling confidential patient information.
- Monitored supply levels within the office and ordered new materials as needed.
- Organized patient charts prior to each appointment in order to save time during check-in process.
- Provided support with front office duties such as photocopying documents or scanning files.
- Assisted in maintaining a clean reception area by tidying up furniture or vacuuming carpets regularly.
- Verified, updated and entered patient information into system.
- Answered and managed incoming calls and emails.
- Scheduled cleanings and dental appointments for patients using appointment software.
- Took customer payments and billed insurance companies for remaining balance.
- Collected payments from patients and arranged payment schedules.
- Demonstrated proficiencies in telephone, e-mail, fax and front-desk reception within high-volume environment.
- Arranged documents for insurance claims.
- Maintained master calendar and scheduled new appointments based on provider availability.
- Gathered medical information, dental health history and vitals from patients.
- Received and distributed incoming fax, mail and parcels to staff to facilitate communication.
Education
High School Diploma -
Ranger High School
Ranger, TX05-2005
Tax Associate - Taxes
Block Academy
Kansas City, MOSome College (No Degree) - Medical Coding And Billing
Ramisson College
Kansas City, MOSome College (No Degree) - Computer Science and Programming/ English
Cisco Junior College
Cisco, TXSkills
- Tax Reports Preparation
- Financial Statements
- Bookkeeping
- Tax Code Knowledge
- Taxpayer Assistance
- Bookkeeping Skills
- Tax Filings
- Verbal And Written Communication
- Payroll Administration
- Attention To Detail
- Quickbooks Proficiency
- Research/Due Diligence
- Ms Office
- Tax Return Filing
- Data Gathering
- Tax-Related Research
- Sales Commission Knowledge
- Microsoft Word Proficiency
- Flexible Schedule
- Record keeping
- Mail Sorting
- Research And Documentation
- Staff Training
- Statement Preparation
- Basic Accounting Principles
- Client Relations
- Personnel Supervision
- Work Prioritization
- Quality Improvement
- Account Set Up
- Account Evaluation
- Technical Troubleshooting
- Data Entry
- Programming
- Critical Thinking
- Issue Resolution
- Remote Support
- Troubleshooting And Diagnosis
- Computer Maintenance
- Client Service
- Security Awareness
- Security Management
- Sensitive Information Handling
- Administrative Skills
- Multi-Line Phone Operation
- Departmental Support
- Visitor Access Management
- Data Inputting
- Listening Skills
- Calm Demeanor
- Workflow Coordination
- Multi-Line Telephone Skills
- Professional Demeanor
- Email And Telephone Decorum
- Database Administration
- Expense Reporting
- Hospitality Services
- Mail Distribution
- Greeting And Seating Clients
- Agreement Preparation
- Booking Confirmation
- Account Management
- Payment Verification
- Hipaa Guidelines
- Billing Support
- Filing
- Documentation And Reporting
- Medical Office Administration
- Clerical Support
- Document Control
- Medical Terminology
- Understanding Of Medical Laws
- Telephone Answering
- Transcription And Dictation
- Correspondence Management
- Reminder Calls
- Petty Cash Management
- Supply Management
- Front Office Management
- Team Collaboration
- Time Management
- Appointment Coordination
- Front Desk Operations
- Scheduling Appointments
- Appointment Confirmation
- Mail Coordination
- Telephone Systems
- Scheduling
- Mail Management
- Call Reception
- Medical Charting
- Pre-Hospital Care
- Customer Service
- Cash Handling
- Sales Techniques
- Filing And Sorting
- Package And Mail Receipt
- Professional And Polished Presentation
- Master Calendar Preparation
- Call Routing
- Oral And Writing Communication
- Medical Transcription
- Researching Skills
- Staff Management
- Call Triaging
Timeline
Tax Professional Assistant
H&r Block
01.2024 - Current
Dental Receptionist
Larry L Cunningham DDS
05.2012 - 11.2013
High School Diploma -
Ranger High School
Tax Associate - Taxes
Block Academy
Some College (No Degree) - Medical Coding And Billing
Ramisson College
Some College (No Degree) - Computer Science and Programming/ English
Cisco Junior College
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