Experienced with managing intake processes and client relations. Utilizes organizational and interpersonal skills to ensure seamless client onboarding. Knowledge of effective data management and client support strategies.
Overview
21
21
years of professional experience
Work History
PHARMACY INTAKE SPECIALIST
Select Source International
11.2024 - 04.2025
Temporary Contracted role that included supporting inbound calls from Providers, Members, and Pharmacies.
Process a variety of requests, inquiries, and transactions via phone and fax.
Review requests to ensure accuracy
Support external customers via phone.
Document all pertinent information related to the call/inquiry, attach supporting information as applicable, and if unable to resolve, route to the appropriate area for follow-up as applicable
Gather and analyze data to provide feedback to Team Leads on employee development needs and/or specific providers requiring education on prior approval or pre-certification process
Screen inquiries to determine if authorization is required
Verify member benefits and eligibility and/or provider setup.
Maintain and update Service Requests and research incorrect or missing information.
Triage and assign all incoming inquiries in a timely, efficient manner throughout the day to the appropriate staff.
PRIOR AUTHORIZATION SPECIALIST
Charlotte Gastroenterology & Hepatology Charlotte
07.2023 - 09.2024
Responsible for obtaining prior approval for 15 providers in two locations, for Radiology procedures, EKG's and Colonoscopies
Initiating and coordinating peer-to-peer review and or provider courtesy review for cases resulting in denials
Maintaining the status of referrals while in review and using various payor websites to check approvals
Communicating with providers and nurses to clarify orders, diagnosis codes, and procedure codes
Answering incoming calls and patients' questions regarding procedures.
PATIENT CARE COORDINATOR
Avance Care (Midtown)
03.2022 - 07.2023
Front-end office position in Primary Care office
Duties include meeting, greeting, and assisting patients promptly and efficiently
Schedule new patients and update current patients' information in the EMR system
Schedule and reschedule appointments, as well as coordinate walk-in patients.
Collect co-pays, deductibles, and coinsurances
Explain fees, services, and policies to patients
Assisting patients in accessing their patient portal
Educate patients on their insurance plans and payments
Verify benefits and eligibility with various insurance companies, via phone, chat, and payor websites
Verify if prior authorization is needed for Ultrasound services
Obtain registration information and create charts in EMS accordingly
Maintain the front desk and reception area
PATIENT CARE COORDINATOR
Carolina Center for Oral & Facial
11.2021 - 01.2022
Duties included greeting patients in a polite and professional manner
Answering phone, retrieving voicemails, investigating, and returning patient calls
Forwarding calls to the appropriate parties
Registering patients, scheduling new patient appointments in-person and over the phone
Rescheduling appointments
Contacting referring offices for missing documents
Monitoring and responding to incoming emails
Chart prep and purge
Verifying and updating the patient's demographic information
Scanning various documents into the patient EMR
GLOBAL SERVICE CENTER COORDINATOR
Global Convergence Incorporated Oldsmar, FL
03.2021 - 09.2021
Responsible for sourcing IT technicians all over the country for various JP Morgan and Chase locations
Analyzing, updating, and creating spreadsheets utilizing Excel
Answering inbound calls and troubleshooting technician issues
Escalating to bank executives when necessary
Assisting with access to Main Equipment Rooms and Technology Rooms
Creating work order tickets for various systems
Documenting the Scope of Work and work completed to close out tickets.
ACCESS OUTREACH SPECIALIST
Atrium Health Kannapolis, NC
12.2018 - 12.2020
Assisted 300 + callers per week in a fast-paced environment
Provided clerical support services in all areas of expertise and knowledge
Routing of incoming phone calls to ensure patients' messages are taken appropriately
Taking incoming requests for medication refills, labs, and test results, if required
Assists with patient message call backs and prescription refill requests
Scheduled various types of appointments for physicians and clinical practitioners
Relayed test results to patients when deemed appropriate
Educated and assisted patients with evolving COVID instructions, information, and testing procedures.
HOSPITAL PATIENT SERVICE CLERK
Upstate Medical University, Syracuse, NY
07.2004 - 08.2018
Verified demographics and insurance information to register patients in Epic
Obtained necessary signatures for privacy laws and consent for treatment
Applied HIPAA Privacy and Security Regulations while handling patient information
Processed patient responsibility estimate determined by insurance at pre-registration
Documented and managed patient information
Updated reference materials with Medicare, Medicaid and third-party payer requirements, guidelines, policies, and list of accepted insurance plans
Organized and maintained records by updating and obtaining both personal and financial information from patients
Utilized customer service skills and detailed system knowledge to support hospital and clinic operations
Educated patients and families on treatments, procedures, medications, continuation of care and community resources
Accessed patient information through a variety of office software applications, maintaining strict confidentiality to remain compliant with HIPAA regulations
Clinical Study Specialist - Research/Study Nurse at Select Source International: Contractor position at Kimberly-Clark CorporationClinical Study Specialist - Research/Study Nurse at Select Source International: Contractor position at Kimberly-Clark Corporation