Sherri Todd
Groveland,FL
Summary
Proven achiever with experience in healthcare and finance, notably at Aegis Medical Group, where I preformed daily insurance verification and fostering strong patient relations. Skilled in electronic medical record software e clinical works, and demonstrating exceptional organizational abilities, I have a track record of enhancing patient care through efficient process management and effective communication.
Overview
14
14
years of professional experience
Work History
Referral Coordinator
Aegis Medical Group
02.2022 - Current
- Scheduled appointments with specialists on behalf of clients.
- Demonstrated strong attention to detail and organizational skills in managing a high volume of referrals while maintaining exceptional levels of patient care.
- Maintained a high level of accuracy in referral documentation, ensuring smooth transitions between healthcare providers.
- Processed referral requests from patients, doctors and other health care professionals.
- Responded to patient inquiries to offer timely updates regarding referral status.
- Called insurance companies to get precertification and other benefits information on behalf of patients.
- Served as a liaison between primary care physicians, specialists, and patients to ensure timely access to needed services.
- Managed electronic health records efficiently, safeguarding sensitive patient information while expediting the referral process.
- Provided exceptional customer service, addressing patient concerns and inquiries regarding the referral process.
- Established strong relationships with external providers, facilitating seamless communication and collaboration in patient care.
- Developed comprehensive knowledge of insurance requirements, advocating for patients when necessary to secure approval for needed services.
- Kept healthcare providers informed of referral status updates, promoting optimal continuity of care throughout the referral process.
- Assisted with completion of referral forms and verified data accuracy and completion
- Facilitated referrals to other healthcare providers and resources to bridge service gaps.
- Maintained accurate records on in-progress and completed referrals, ensuring full data integrity throughout process.
- Collaborated with medical staff to ensure appropriate referrals based on individual patient needs and insurance coverage.
- Developed and updated policies and procedures, maintaining compliance with guidelines relating to HIPAA, benefits administration and general liability.
Accounts Receivable Specialist
Carrol Fulmer Trucking
07.2018 - 02.2022
- Reduced outstanding accounts receivable balances by diligently following up on overdue payments.
- Ensured the accuracy of customer records in internal systems by updating contact information, payment terms, and other relevant data as needed.
- Monitored accounts to verify compliance with payment terms and schedules.
- Negotiated payment arrangements with customers to establish timely receipt of payments.
- Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
- Followed up overdue payments and payment plans from clients to establish good cash flow.
- Reconciled accounts receivable ledger to verify payments and resolve variances.
- Maintained accurate financial records with meticulous attention to detail in data entry and account management.
- Input financial data and produced reports using Software.
- Entered figures using 10-key calculator to compute data quickly.
Front End Manager
Lowes Home Improvement
06.2010 - 08.2015
- Oversaw cash handling procedures, minimizing discrepancies in end-of-day reports through diligent monitoring of transactions.
- Maintained excellent store appearance by enforcing cleanliness standards and delegating tasks to team members effectively.
- Monitored cash drawers in all checkout stations to verify adequate cash supply.
- Maintained strong customer relations and effective customer service standards.
- Resolved customer complaints promptly, reinforcing the company''s commitment to exceptional service standards.
- Supervised and guided new employees and responded quickly to questions to improve understanding of job responsibilities.
- Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
- Trained team members in successful strategies to meet operational and sales targets.
- Evaluated employee performance and made recommendations for improvements.
- Coached employees through day-to-day work and complex problems.
- Set high-performance expectations for employees during daily huddles, emphasizing the importance of teamwork towards achieving shared goals.
Education
Lakeview High
Skills
- Pre-authorizations
- Insurance Verification
- Medical records
- E Clinical Works
- Healthcare Systems Understanding
- Accurate Documentation
- Notetaking and documentation
- Multi-line telephone operation
- HIPAA Guidelines
- Electronic Medical Record Software
- Performance Metrics
Timeline
Referral Coordinator
Aegis Medical Group
02.2022 - Current
Accounts Receivable Specialist
Carrol Fulmer Trucking
07.2018 - 02.2022
Front End Manager
Lowes Home Improvement
06.2010 - 08.2015
Lakeview High