Rosaura Plata Morales
Lincolnton,North Carolina
Summary
Results-driven financial coordinator specializing in optimizing billing and insurance verification workflows. Strong track record in customer service and employee training, contributing to accurate financial solutions and enhanced experiences for patients and team members.
Overview
2
2
Languages
10
10
years of professional experience
Work History
Financial Coordinator
Lineberger Orthodontics
Huntersville, North Carolina
01.2023 - Current
- Developed internal reports analyzing financial trends in orthodontic services to inform strategic decision-making.
- Reviewed financial documents for accuracy and compliance with regulations.
- Streamlined patient billing and insurance verification processes, improving accuracy and reducing processing time.
- Collaborated with clinical staff to enhance financial workflows and operational effectiveness.
- Compiled accounts receivable reports to track outstanding payments and identify collection opportunities.
- Explained nuances of insurance benefits to help patients comprehend financial obligations.
- Responded promptly to patient inquiries regarding financial policies and payment plans.
- Trained new employees on financial procedures and software tools used in practice.
Front Desk Receptionist
Lineberger Orthodontics
Huntersville, North Carolina
11.2022 - 01.2023
- Managed appointment scheduling using office software efficiently.
- Answered phone calls and addressed patient inquiries promptly.
- Greeted patients warmly and ensured a welcoming environment.
- Collected patient information and verified insurance details accurately.
- Coordinated with orthodontic staff to ensure smooth daily operations.
- Assisted in processing payments and handling billing inquiries effectively.
Invisalign Assistant
Lineberger Orthodontics
Huntersville, North Carolina
08.2021 - 11.2022
- Trained team members on proper Invisalign procedures
- Educated patients on oral hygiene practices following orthodontic care guidelines.
- Coordinated communication between orthodontists and staff to streamline operations.
- Assisted patients with scheduling appointments and managing their records.
- Completed training on dental monitoring procedures
Dental Sterilization Technician
Lineberger Orthodontics
Huntersville, Nc
10.2019 - 07.2021
- Operated autoclaves and ultrasonic cleaners for instrument sterilization.
- Conducted routine maintenance checks on sterilization equipment for optimal performance.
- Maintained high standards of cleanliness in sterilization areas and equipment.
- Assisted staff in proper sterilization protocols and safety procedures.
- Monitored inventory levels of sterilization supplies and equipment.
- Documented sterilization processes to ensure compliance with dental regulations.
Assistant Restaurant Manager
Capt'n Pete's Seafood Restaurant
Lincolnton, North Carolina
04.2016 - 12.2021
- Assisted in managing daily restaurant operations and team performance.
- Coordinated staff schedules to optimize coverage during peak hours, enhancing service efficiency.
- Trained new employees on service standards and restaurant policies.
- Tracked inventory levels and ordered supplies to maintain consistent availability of menu items.
- Implemented health and safety procedures to maintain compliance standards.
- Resolved customer complaints promptly, improving guest satisfaction and loyalty.
- Provided leadership and direction to restaurant employees.
Education
DA-1 - Dental Assisting
Lake Norman Dental Assisting School
Mooresville, NC08-2021
High School Diploma -
Lincolnton High School
Lincolnton, NC06-2018
Skills
- Financial analysis
- Accounts receivable
- Insurance verification
- Financial software
- Workflow optimization
- Team development
- Customer service
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
References
- Pete Pitsikoulis (828) 315-0056
- Virginia Rosario (980) 248-5083
- Caroline Wright (704) 426-0562
- Dr. David Pearson (704) 770-5122
Timeline
Financial Coordinator
Lineberger Orthodontics
01.2023 - Current
Front Desk Receptionist
Lineberger Orthodontics
11.2022 - 01.2023
Invisalign Assistant
Lineberger Orthodontics
08.2021 - 11.2022
Dental Sterilization Technician
Lineberger Orthodontics
10.2019 - 07.2021
Assistant Restaurant Manager
Capt'n Pete's Seafood Restaurant
04.2016 - 12.2021
DA-1 - Dental Assisting
Lake Norman Dental Assisting School
High School Diploma -
Lincolnton High School