Shanna Berry
San Angelo,TX
Summary
Dynamic Client Care Coordinator with proven success at Home Instead Senior Care, leveraging exceptional client relationship management and data analysis skills to enhance service delivery. Recognized for fostering community outreach and maintaining quality assurance, ensuring optimal patient care and satisfaction while effectively managing caregiver assignments and scheduling.
Overview
16
16
years of professional experience
Work History
Client Care Coordinator
Home Instead Senior Care
San Angelo, TX
01.2024 - Current
- Conducted care consultations to onboard new clients for home care services.
- Performed quality assurance visits for all clients to ensure continuity of care.
- Scheduled shifts and assigned caregivers to meet client needs.
- Followed up on leads, fostering growth in client base.
- Marketed services to hospitals, clinics, and VA providers.
- Partnered with Veterans Administration to assist with Veteran benefits.
- Facilitated referrals to additional healthcare providers for comprehensive care.
Certified Medical Assistant/Lab Assistant
Ballinger Hospital Clinic
Ballinger, TX
09.2022 - 01.2024
- Communicated with pharmacies for prescription refills on behalf of supervising physician.
- Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
- Contributed to office operations by triaging patients by severity of medical complaint.
- Assisted with scheduling patient appointments and follow-up visits.
- Secured patient information and maintained patient confidence by completing and safeguarding medical records.
- Interviewed patients to verify information, record medical history and confirm purpose of visit.
- Conducted routine laboratory tests and sample analyses to monitor diseases.
- Ensured that all equipment was functioning correctly prior to use during patient examinations or treatments.
- Scheduled appointments for patients via phone and in person.
- Assisted back office patient processes to reduce office wait times.
- Prepared treatment rooms for patient examinations.
- Educated patients about medications, procedures and physician's instructions.
- Maintained accurate records of patient visits including diagnosis information, treatment notes, prescriptions.
- Obtained insurance authorizations for prescribed medications or treatments for patients in need of financial assistance programs.
- Explained treatment procedures and physicians' instructions.
- Monitored lab results for accuracy and alerted physicians immediately if any abnormalities were detected.
- Completed basic physical assessments of clinic patients to provide optimal care.
- Collected, labeled and stored laboratory specimens properly prior to testing.
- Answered patient calls promptly and directed inquiries to the appropriate department when needed.
- Administered injections, immunizations, medications, wound dressings and other treatments according to physician instructions.
- Assessed, documented, and monitored vital signs for patients within outpatient setting.
- Assisted in minor surgical procedures such as suturing lacerations or removing stitches under the direction of a physician.
Military Veteran Outreach Coordinator
MHMR of the Concho Valley
San Angelo, TX
01.2021 - 09.2022
- Analyzed data collected from surveys or focus groups about program impact.
- Met community outreach goals through lead generation and conversion.
- Organized and managed community events to promote awareness of organization's services.
- Managed social media accounts for the purpose of increasing engagement with target audiences.
- Spearheaded data management and analysis to drive targeted activities and return on outreach efforts.
- Functioned as treatment team member, interpreting social, emotional and family system problems and strengths to other members.
- Prepared and maintained budgets, personnel records or training manuals.
- Assisted in developing strategies for assessing effectiveness of outreach efforts.
- Presented clients with information, referrals and assistance accessing resources such as food, housing and transportation.
- Tracked data using spreadsheets to record pledges, phone calls and canvassing.
- Created and maintained detailed records of outreach activities, including contact lists, event calendars, and program outcomes.
Certified Medical Assistant/Staff Nurse
Family Care Clinic
Midland, Tx
09.2009 - 01.2017
- Prepared specimens for laboratory testing and performed routine laboratory tests.
- Prepared treatment rooms for patient examinations.
- Administered injections, immunizations, medications, wound dressings and other treatments according to physician instructions.
- Completed basic physical assessments of clinic patients to provide optimal care.
- Measured vital signs and took medical histories to prepare patients for examination.
- Positioned patients properly during examination or treatment for comfort and safety.
- Educated patients on preventive care topics such as diet and exercise habits or medication compliance.
- Conducted patient interviews to gather health history, vital signs and information about current medical issues.
- Assessed, documented, and monitored vital signs for patients within outpatient setting.
- Assisted in minor surgical procedures such as suturing lacerations or removing stitches under the direction of a physician.
- Conducted diagnostic tests such as EKGs or hearing screenings in accordance with established protocols.
- Educated patients about medications, procedures and physician's instructions.
- Interviewed patients to verify information, record medical history and confirm purpose of visit.
- Administered rapid tests for COVID and strep to help clinical staff assess conditions.
- Communicated with pharmacies for prescription refills on behalf of supervising physician.
Education
Certified Community Health Worker
The University of Texas At Arlington
Arlington, TX04-2025
Associate of Applied Science - Medical Assisting
San Antonio College of Medical Assistants
San Antonio, TX05-1998
Vocational/Certification - Phlebotomy/Lab Assisting
Midland College
Midland, TexasSkills
- Client relationship management
- Data analysis
- Community outreach
- Effective communication
- Team collaboration
- Data entry
- Process improvement
- De-escalation techniques
- Phone etiquette
- Sales expertise
- Calm and professional under pressure
- Emotional intelligence
- Customer data confidentiality
- Problem-solving abilities
- Recordkeeping strengths
- Understanding customer needs
- Quality assurance controls
- Scheduling
- Policy adherence
- Interpersonal communication
- Documentation
- Consultative sales
- Product knowledge
- Inbound call management
- Patient care
- Phlebotomy techniques
- Medical record management
- Healthcare compliance
Timeline
Client Care Coordinator
Home Instead Senior Care
01.2024 - Current
Certified Medical Assistant/Lab Assistant
Ballinger Hospital Clinic
09.2022 - 01.2024
Military Veteran Outreach Coordinator
MHMR of the Concho Valley
01.2021 - 09.2022
Certified Medical Assistant/Staff Nurse
Family Care Clinic
09.2009 - 01.2017
Certified Community Health Worker
The University of Texas At Arlington
Associate of Applied Science - Medical Assisting
San Antonio College of Medical Assistants
Vocational/Certification - Phlebotomy/Lab Assisting
Midland College
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