Roxanne Erdman

Multi-faceted position in this small but mighty office includes Accounts Payable and Receivables, billing, collections, management of accounts and the creation and management of office training documents and procedures

• Accounting functions: creation of sales orders, packing slips and invoicing
• AR payment posting, banking, collections, daily, monthly & yearly close
• Receipt of goods data entry, PO matching and AP invoice data entry
• New customer account set up, credit verification and limit determination
• Management and Sales report generation, review and analysis
• Compose and maintain company Policies and Procedures
• Vendor and Government registrations
• Office event planning
• Developed and maintains the company Disaster Plan & New Hire Training Manual
• Physical inventory

• Oversaw office operation and coordinated daily schedules for Salesmen, Supervisors and Service Crews
• Managed work orders, supervised and dispatched crews, work order closeout and completed job costing
• Created multiple databases to improve office organization and efficiency, ease workflow and decrease wasted production time
• Provided excellent Customer Service from first point of contact through job completion
• Handled clients effectively by identifying needs, quickly gaining trust, approaching complex situations and resolving problems including warranty research and filing of claims
• Streamlined and created Contractor registration and construction permit process and implemented tracking system preventing fines and work delays
• Processed new business, gathered and maintained receipts by job resulting in accurate job costing profit
• Managed rebate submissions and increased receipts by 25%
• Planned and coordinated meetings, company events, ordered supplies and materials
• Processed payments and assisted with banking as needed

• Assisted in the development and successful implementation of the new Bariatric surgery service line
• Managed all insurance matters: eligibility, surgery criteria, authorizations and appeals
• Presented patient education seminars, which increased surgery by 50% the second year and 100% the third
• Maintained office organization including chart prep, dictation and transcription, coding, ordering supplies, department timekeeper, kept department statistics and handled medical records
• Streamlined the surgery process by coordinating and scheduling all patient appointments for office visits, lab testing, PAT's, surgery, pre-op education classes and post-op follow-up care
• Planned and oversaw all department meetings, banquets, patient education seminars and community events, including support group meetings
• Developed new program marketing and business development via website design, created printed materials and authored a quarterly patient newsletter
• Established and directed a hospital wide employee weight loss contest to increase program awareness and inspired over 100 employees to lose weight and become healthier
• Patient advocate and coach, inspiring many to reach their goals
• Implemented the Medicare Important Message protocol hospital wide

• Developed and maintained Social Worker and Case Management statistic reports and recordkeeping for a team of six (6) allowing the provision of immediate and accurate reports to upper Management
• Assisted CM's by researching and compiling medical records and submitting appeals
• Created an efficient system to manage patient placement tools and information allowing for immediate patient assistance
• Organized daily caseloads for each hospital division according to daily census which decreased wasted staff time by an hour per day x 6
• Scheduled employee appointments for vaccinations and TB testing and kept medical records up to date
• Performed respirator fit testing and completed FMLA and incident reports