Shalice Wheeler

• Collaborated with clinic teams to streamline patient care processes, improving overall patient experiences.
• Leads and joins provider huddles to review patient-level data and guide next steps for better outcomes.
• Worked within interdisciplinary care management team to coordinate patient services.
• Coordinated preventive care with care team, reducing unnecessary utilization of healthcare resources.
• Serves as liaison between patients and clinics through high-quality customer service and issue resolution.
• Supports transitions of care and handoffs between care teams.
• Connected patients with community resources to address socioeconomic barriers, enhancing access to necessary services.
• Assists providers and practice teams with office-based care delivery interventions that support cost savings and improved health outcomes.

• Complete MOCA-certified memory assessments.
• Provide diabetes education for patients with prediabetes and diabetes diagnoses.
• Support patients with completion of advanced directives.
• Arrange transportation to PCP and specialty visits for patients.
• Assisted patients in completing paperwork to facilitate communication with healthcare team regarding treatment plans.
• Schedule patient appointments.
• Collect patient demographics, insurance information, and pertinent medical records.
• Consult with patients and family members regarding health concerns.
• Provided compassionate support to address patient needs and enhance overall quality of care.
• Attend meetings with medication representatives to learn about new processes for patient education.
• Assist patients and families with meal planning.
• Linked patients to community resources for housing, mental health support, and food insecurity assistance.
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• Administer MOCA-certified memory assessments.
• Educate patients with prediabetes and diabetes on disease management.
• Guide patients through completion of advanced directives.
• Coordinated transportation arrangements for patients to ensure timely medical appointments. for PCP and specialty appointments.
• Assisted patients in completing necessary paperwork to streamline their healthcare processes. and communicate with healthcare team regarding treatment plan updates.
• Coordinate patient appointments.
• Obtain patient demographics, insurance details, and relevant medical records.
• Meet with patients and family members to review health concerns.
• Provide compassionate, patient-centered support to address care needs.
• Participate in meetings with medication representatives to learn about processes for patient education.
• Support patients and families with meal planning.
• Link patients to housing, mental health, and food insecurity resources.
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• Advanced directives completed with patient support.
• Paperwork completed and healthcare team communication maintained regarding treatment plan.
• Scheduled patient appointments to optimize clinic workflow and enhance patient care..
• Patient demographics, insurance information, and pertinent medical records gathered.
• Health concerns discussed with patients and family members.
• Compassionate, understanding care provided to meet patient needs.
• Knowledge gained through meetings with medication representatives regarding new patient education processes.
• Supported patients in meal planning to promote healthy eating habits and disease management. for patients and families.
• Community resources connected for housing, mental health, and food insecurity needs.

• Medicine
• Skills
• Injections/Medication administration
• Phlebotomy, hemoglobin concentrations, PT INR
• Performing routine laboratory testing and specimen analysis
• Including CLIA testing
• Performing EKGs and spirometry testing
• Administrative skills patient scheduling, prior authorizations
• Colorado tele legal partnership champion
• Assist in navigating referrals
• Participate in 1-2 local clinic CTLP planning meetings a month
• Respond to CTLP team and local practice facilitator requests in a timely manner
• Serving as a point person to interface with CTLP legal partner to troubleshoot handoff issues
• Reviewing and responding to project emails in a timely manner
• Piloting new CTLP workflows and providing feedback to improve implementation of the screening and referral processes
• Eliciting feedback from other staff members to inform and improve upon patient screening processes

• Interviewed, accurately documented vital signs and medical history and prepared patients for assigned provider
• Cross trained in both back and front office, experienced in obtaining accurate patient's insurance and demographic information
• Assisted with any additional test or procedure per provider's request and displayed a courteous, professional, and polite attitude when interacting with patients.

• 240 hours completed, July 2014 to September 2014.

Supported duties listed above while working under certified medical assistant supervision.

• Assisted with injections and medication administration.
• Performed phlebotomy, hemoglobin concentration testing, and PT/INR collection.
• Completed routine laboratory testing and specimen analysis, including CLIA testing.
• Performed EKGs and spirometry testing.
• Supported administrative tasks, including patient scheduling and prior authorizations.

• Answered incoming calls and processed payments.
• Scheduled client appointments for meetings with real estate agents.
• Sorted and delivered incoming mail to proper recipients.
• Handled cash and credit card transactions accurately.