Capable Patient Representative dedicated to providing superior support for patients in need of reliable information regarding insurance coverage, finance options and documentation requirements. Well-versed in scheduling and database management functions for streamlined communication and reduced correspondence backlogs. Excels at identifying client needs and concerns to improve engagement strategies and overall service.
Overview
16
16
years of professional experience
1
1
Certificate
Work History
Patient Financial Counselor
University Of Texas Health Science Center
03.2023 - Current
Collaborate with admissions department to determine if patients’ insurance is contracted with hospital
Assign indigent patients trackers in system to assist in funneling to correct social programs upon discharge
Assign patients to correct government contracts to collect proper payment
Prepare daily reports for executive management for daily meetings
Collect payment from patients on payment plans
Verify benefits and eligibility of insurance plans
Verify patient insurance eligibility and entered patient information into system.
Compile and maintain patient medical records to keep information complete and up-to-date.
Implemented new strategies to increase percentage of patients with insurance in collaboration with revenue cycle and admissions
Surgical Coordinator
University Of Texas Health Science Center
01.2022 - 02.2023
Assist 20-35 patients with scheduling surgery monthly
Verify benefits and eligibility and initiate authorization if warranted
Schedule peer to peer between surgical team and insurance if denial received
Prepare cost estimate for front desk
Communicate all pre-op and post op instructions to patient
Schedule post op visit
Schedule initial physical therapy evaluation
Patient Access Representative, Associate
University Of Texas MD Anderson Cancer Center
08.2016 - 12.2021
Float Pool Associate 2016-2017-Assist different departments with registration of new patients in their respective clinics, both face to face, and over the phone
Verify faxed documentation was received and catalogued correct folder and patient account
Assist patients who call in to schedule and reschedule future appointments
Financial Clearance Associate- Verify benefits and eligibility for specialty non cancer treatment services
If necessary obtain authorization from insurance company by submitting letters of medical necessity and/or clinical notes and/or imaging
If non-approved, obtain cost estimates or medical director approved overrides for continuation or start of treatment
Train new staff on department processes and procedures.
If non-approved, assist with directing patients to possible financial assistance
Document all needed information in EPIC in manner consistent with team/department/MD Anderson standards
Communicate any pertinent details with patient, providers internal and external, insurance, DME, etc.
Answer incoming calls, scheduled appointments and file medical records.
Patient Services Coordinator
Houston Methodist Hospital-Sugarland
09.2015 - 02.2018
Schedule procedures, imaging, and outpatient doctor visits according to departmental and Houston Methodist protocol
Prepare check-in packets for in clinic visits to include medication lists and new or existing patient packets
Scan insurance cards and ID's in EPIC Electronic Health Record
Input accurate patient insurance, billing and payment information in EPIC.
Calculate and explain amount due based on patient insurance benefits
Verify demographic information and insurance information is current
Light cleaning of lobby and front desk area
Cross-trained on PBX operator and Bed Board to maintain constant coverage and assist with lunch breaks
Answer all incoming calls and route to appropriate departments or individuals
Call Codes as required and log all necessary documentation on correct forms
Complete Midnight Telemetry Census in a timely manner
Create accounts for incoming patients that are transferring, or being directly admitted from another facility
Complete Midnight Missing Consents Census in a timely manner, Insurance Verification: Verify demographics and insurance information via phone, fax, and internet
Promoted to senior level with ability to manage ER on weekends, including diagnostic imaging area and PBX operators.
Patient Access Representative
Memorial Hermann Hospital
01.2014 - 09.2015
Receive payment via cash, check, or credit card, and post to patients’ account
Verify insurance eligibility via internet or phone to determine patient financial responsibility
Secure all patient information in accordance with HIPPA regulations and policies, as well as Methodist’s compliance guidelines
Utilize multiple internal systems to record and update patient accounts in a timely manner
Collect copay/deductible before scheduled procedure, possibly setting up payment arrangements if needed
Schedule/Reschedule appointments, making sure to document all directions such as whether NPO has been communicated to patient
Advise and follow-up with whether Prior Authorization is required and/or obtained
Patient Access Representative
Park Plaza Hospital
02.2013 - 07.2014
Ask questions in accordance with Park Plaza to obtain demographic information, such as person’s name, age, religious preference
Maintain clean front desk and patient waiting area
Receive payment via cash, check, or credit card, and post to patients’ account
Verify insurance eligibility via internet or phone to determine patient financial responsibility
Secure all patient information in accordance with HIPPA regulations and policies, as well as company’s compliance guidelines
Utilize multiple internal systems to record and update patient accounts in timely manner
Calculate and explain amount due based on patient insurance benefits
Responded to inquiries by directing calls to appropriate personnel
Customer Care Specialist
United HealthCare
01.2008 - 12.2012
Patient PCP verification for providers
Update PCP for patients/providers
Schedule transportation to qualifying medical and dental appointments
Verify claims status, with resubmission if error on insurance end
Submit grievances and appeals in accordance to CMS and UHC guidelines
Assist member questions during Medicare open enrollment season
Collaborate senior management with beta testing new internal systems to record documentation
Promoted to "floor walker" which is senior level role that trains upwards of 30 new hires through quality assurance style call listening and double earphones
Education
High School Diploma -
Clifton J Ozen Magnet High School
Beaumont, TX
Skills
Revenue Cycle Management
Accounts Payable and Accounts Receivable
Confidential Records Management
Reviewing Patient Information
Payment Arrangements
Financial Counseling
Operational Requirements
Billing and Collections
Document Uploading
Office Support
Project Management
Electronic Health Records Systems
Accomplishments
Supervised team of 10-15 staff members across various departments within the ER
Achieved the first back to back Tier 1 award at United Healthcare through effectively helping with revamping customer survey to allow for more clear and concise questions, causing more honest feedback.
Affiliations
Healthcare Financial Management Association
American Health Information Management Association
Certification
In process of obtaining the Certified Revenue Cycle Representative
Research associate and program manager at The University of Texas Health Science Center at Houston, Center of Health PromotionResearch associate and program manager at The University of Texas Health Science Center at Houston, Center of Health Promotion
Education Outreach Mentor at University Of Texas Health Science Center At HoustonEducation Outreach Mentor at University Of Texas Health Science Center At Houston