Roseanna Huerta
Ramona ,CA
Summary
Results-driven lead medical assistant with a strong background in regulatory compliance and quality assurance. Proven ability to enhance patient care through the implementation of efficient operational procedures and fostering teamwork. Expertise in managing a team of 13 medical assistants, optimizing clinic workflows, and ensuring adherence to OSHA and HIPAA regulations. Skilled in patient scheduling, triage protocols, and EMR/EHR systems, consistently achieving high standards of care.
Overview
1
1
Certification
16
16
years of professional experience
Work History
Lead Medical Assistant/Phlebotomist
Revive Pathway
El Cajon, California
11.2023 - Current
- Led team through effective communication, motivation, coaching, and mentoring to enhance performance.
- Provided guidance and leadership to promote a positive learning environment.
- Trained new employees on operational procedures and company policies.
- Managed inventory levels, ensuring adequate supplies for daily operations.
- Assisted in preparing compliance reports and documentation for internal review.
- Managed patient scheduling and coordinated office workflows efficiently.
- Maintained accurate medical records and ensured compliance with regulations.
- Facilitated communication between patients, providers, and insurance companies effectively.
- Resolved patient inquiries and concerns to enhance satisfaction levels.
- Interacted with patients, asked appropriate questions and listened carefully to deliver high level of clinical care.
- Participated in regular meetings with senior leadership team members to discuss progress towards organizational goals.
- Encouraged collaboration between physicians, nurses, technicians, and other healthcare professionals.
- Provided training sessions to new employees on policies, procedures, and regulatory requirements related to clinic operations.
Medical Assistant/Clinic Supervisor
West Coast OB/GYN
San Diego, CA
11.2013 - 05.2023
- Determined acceptability of specimens for testing according to established criteria.
- Set up, cleaned and maintained laboratory equipment.
- Performed various tests on patients to assess needs and medication effectiveness.
- Entered data from analysis of medical tests or clinical results into computer for storage.
- Operated, calibrated or maintained equipment used in quantitative or qualitative analysis.
- Selected and prepared specimens and media for cell cultures.
- Managed departmental inventory and supply ordering.
- Provided technical information about test results to physicians, family members or researchers.
- Maintained safe work environment by wearing personal protective equipment.
- Maintained inventory, vaccination and product expiration logs to record updated documentation for tracking purposes.
- Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
- Participated in team meetings to improve workflows and contribute to improving patient population outcomes.
- Documented notes during patient visits.
- Followed principles of asepsis and infection control to meet patient safety guidelines.
- Conducted insurance verification and pre-certification and pre-authorization functions.
- Measured vital signs and took medical histories to prepare patients for examination.
- Prepared treatment rooms for patients by cleaning surfaces and restocking supplies.
- Administered rapid tests for COVID and strep to help clinical staff assess conditions.
- Scheduled appointments for patients via phone and in person.
- Incorporated outside records into charts and EHR.
- Assessed, documented and monitored vital signs for patients within outpatient setting.
- Contacted pharmacies to submit and refill patients' prescriptions.
- Collaborated with local pharmacies to resolve and clarify issues with patient medication.
- Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
- Secured patient information and maintained patient confidence by completing and safeguarding medical records.
- Labeled and completed lab requisitions using ICD and CPT coding.
- Assisted with diagnostic testing by collecting and packaging biological specimens for internal and laboratory analysis.
- Performed preliminary physical tests to accurately record results in patient history summary.
- Educated patients about medications, procedures and physician's instructions.
- Responded to patient callbacks and phone-in prescription refill requests.
- Cleaned and maintained medical equipment following procedures and standards.
- Organized charts, documents and supplies to maintain team productivity.
- Interacted with patients, asked appropriate questions and listened carefully to deliver high level of clinical care.
- Explained policies, procedures and services to patients.
- Delegated tasks to each member of staff and oversaw task completion, offering assistance to promote success.
- Collaborated with multi-disciplinary staff to enhance patient care and reduce response times.
- Developed relationships with healthcare providers to sustain strong referral pipeline.
- Supervised 13 medical assistants in clinic serving approximately 160 patients daily.
- Communicated with patients with compassion while keeping medical information private.
- Monitored inventory levels of clinic supplies to ensure availability.
- Developed onboarding and coaching program for new and existing staff, promoting cross-training across departments.
- Planned and implemented programs for health care or medical facilities supporting personnel administration and training.
- Employed data security methods to keep patient information confidential when reviewing clinic records.
- Kept informed of advances in medicine and computerized diagnostic and treatment equipment.
- Coordinated work activities and scheduling of medical, nursing and physical plant staff.
- Implemented policy changes and communicated information and procedures through organizational staff meetings.
- Built work schedules and staff assignments, taking workload, space and equipment availability into consideration.
Medical Assistant/ Office Supervisor
Internal Medicine
Del Mar , CA
02.2010 - 11.2013
- Assessed, documented and monitored vital signs for patients within the outpatient setting.
- Measured vital signs and took medical histories to prepare patients for examination.
- Assisted with diagnostic testing by collecting and packaging biological specimens for internal and laboratory analysis.
- Labeled and completed lab requisitions using ICD and CPT coding.
- Coordinated with pharmacies to ensure timely submission and refill of patient prescriptions.
- Partnered with local pharmacies to address and resolve medication-related issues for patients.
- Communicated patient concerns, condition updates, and refill requests to physicians to support effective treatment.
- Educated patients about medications, procedures and physician's instructions.
- Scheduled appointments for patients via phone and in person.
- Responded to patient callbacks and phone-in prescription refill requests.
- Documented notes during patient visits.
- Secured patient information and maintained patient confidence by completing and safeguarding medical records.
- Prepared treatment rooms for patients by cleaning surfaces and restocking supplies.
- Performed preliminary physical tests to accurately record results in patient history summary.
- Followed principles of asepsis and infection control to meet patient safety guidelines.
Education
Vocational - Medical Assistant
Concord Career College
San Diego10-2009
Associate of Science - Nursing
National University
San Diego07-2026
Skills
- Specimen collection and tracking
- Regulatory compliance and auditing
- Quality assurance processes
- Medical record management
- Personal protective equipment compliance
- Safety procedures implementation
- Inventory management and restocking
- Patient scheduling coordination
- Training and development programs
- Policy interpretation and application
- Team leadership skills
- Time management strategies
- Decision making capabilities
- Critical and analytical thinking
- Complex problem solving techniques
- Attention to detail and accuracy
- Effective communication skills
- Conflict resolution strategies
- Calmness under pressure
- Adaptability and flexibility in tasks
- Multitasking proficiency
Certification
- Licensed phlebotomy technician 1 - 2010
- CPR/BLS Certified
Timeline
Lead Medical Assistant/Phlebotomist
Revive Pathway
11.2023 - Current
Medical Assistant/Clinic Supervisor
West Coast OB/GYN
11.2013 - 05.2023
Medical Assistant/ Office Supervisor
Internal Medicine
02.2010 - 11.2013
Associate of Science - Nursing
National University
Vocational - Medical Assistant
Concord Career College