Professional Summary
Overview
Work History
Education
Skills
Timeline

Rosa Ortiz

Monogram Health
Hobart,IN
2027
years of professional experience

Strategic healthcare professional with a strong background in improving patient outcomes and navigating healthcare regulations. Expertise in relationship management and data analysis drives operational efficiency and enhances team performance. Dedicated to fostering collaboration and innovation to deliver exceptional healthcare results.

Work History

Engagement Specialist

Monogram Health | 2026 - Current
  • Conducted daily reviews of clinician schedules in Salesforce to monitor appointments and optimize resource utilization.
  • Scrubbed calendars to identify gaps, resolve violations, and reallocate visits, enhancing workflow and coverage.
  • Maintained high on-time scheduling rates to improve clinic efficiency and patient experience.
  • Addressed patient scheduling concerns, improved communication, and promoted adherence to care plans.
  • Managed care plans, documentation, and insurance eligibility in Salesforce to streamline onboarding and improve operational efficiency and patient satisfaction.

Account Advocate

6 Years
Alverno Laboratories | 01.2019 - 01.2025
  • Advocated for over 100 client accounts in a competitive healthcare environment.
  • Proactively engaged clients through monthly surveys and error volume reports, highlighting error reduction measures.
  • Enhanced client satisfaction and retention by implementing effective error reduction processes.
  • Strengthened client relationships and contributed to business growth through improved communication and operational efficiency.
  • Collaborated with the sales team to identify and develop new business opportunities while streamlining client onboarding processes using Salesforce to expedite documentation.

Outreach Supervisor

3 Years
Alverno Laboratories | 01.2021 - 01.2024
  • Directed a team of phlebotomists in a fast-paced outpatient setting.
  • Ensured team readiness, enhanced performance, and maintained service reliability.
  • Conducted performance reviews to address issues promptly, designed and implemented targeted training programs.
  • Participated in departmental budgeting to allocate resources effectively.
  • Maintained compliance with laboratory protocols, improving specimen collection accuracy and supporting patient safety.

Laboratory Phlebotomist III

3 Years
Alverno Laboratories | 01.2016 - 01.2019
  • Oversaw outpatient specimen collection and lab operations, maintaining timely, accurate, and confidential handling.
  • Coordinated patient registration and specimen preparation, streamlining workflow and minimizing processing delays.
  • Trained and mentored junior staff on collection techniques and best practices to improve sample quality.
  • Actively engaged with interdisciplinary teams to support patient care and accelerate result turnaround.
  • Improved service quality and operational efficiency while upholding patient privacy and safety standards.
  • Optimized supply ordering and inventory management, minimizing waste and controlling costs.

Education

BUSINESS ADMINISTRATION, AAS

Ivy Tech Community College

HEALTH CARE SUPPORT, AAS

Ivy Tech Community College

Skills

Data management
Healthcare Regulations
Problem-Solving Abilities
Client relationship

Timeline

Outreach Supervisor

Alverno Laboratories
01.2021 - 01.2024Read More

Account Advocate

Alverno Laboratories
01.2019 - 01.2025Read More

Laboratory Phlebotomist III

Alverno Laboratories
01.2016 - 01.2019Read More

Ivy Tech Community College

HEALTH CARE SUPPORT, AAS
Read More

Engagement Specialist

Monogram Health
2026 - CurrentRead More

Ivy Tech Community College

BUSINESS ADMINISTRATION, AAS
Read More
Rosa Ortiz