SHONA MAXWELL
Lavon
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals.
Talented Intake Specialist offering 12 years of experience in conducting intake interviews and summarizing data with speed and efficiency. Connects with clients easily to provide thoughtful and compassionate assistance. Manages client files and prioritizes tasks to achieve optimal productivity. Dedicated Intake Specialist skilled in claim eligibility analysis and records management. Excellent communication and interpersonal skills. Familiar with industry standards and requirements. Managing duties to facilitate smooth workflow and operational efficiency. Outgoing intake coordinator with experience overseeing multiple tasks and managing employees successfully. Hardworking professional committed to providing outstanding customer service and assistance. Adaptable Lead Intake Coordinator with robust experience in managing intake processes, screening and assessing client needs, and coordinating with interdisciplinary teams. Demonstrated ability to streamline workflow, enhance operational efficiency, and improve customer service standards. Skilled in utilizing software platforms for streamlined data entry, maintaining accurate records, and building strong relationships with clients and team members. Past roles have demonstrated significant impact on improving process efficiency and client satisfaction.
Overview
10
10
years of professional experience
Work History
Lead Intake Coordinator
Good Shepherd Hospice
Dallas
02.2026 - Current
- Coordinated patient intake processes for hospice services, ensuring seamless care planning.
- Facilitated communication between patients, families, and healthcare teams.
- Managed documentation and compliance for patient admissions, supporting regulatory standards.
- Trained new staff on intake protocols and software systems.
- Developed intake schedules to enhance staff resource allocation and streamline patient flow.
Lead Intake Coordinator
Hope Heath Care
Garland
04.2024 - 11.2025
- Customer service orientation
- Policies and Procedures Adherence
- Multitasking
- Time management abilities
- Multi-line phone talent
- Medical terminology knowledge
- Professional telephone demeanor
- Demonstrated proficiency in various computer applications to support daily operations.
- Remote Office Availability
- Applied Microsoft Office tools to create documents, spreadsheets, and presentations for office use.
- Maintained strict confidentiality of patient information, adhering to HIPAA guidelines and company policies.
- Organized paperwork such as charts and reports for office and patient needs.
- Supported office staff and operational requirements with administrative tasks.
- Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
- Entered referrals into appropriate system based on type of referral obtained.
- Completed intake assessment forms and filed clients' charts.
- Documented patient medical information, case histories, and insurance details to facilitate smooth appointments and payment processing.
- Ensured regulatory compliance by maintaining up-to-date records and documentation.
- Contributed to a positive work environment through effective teamwork and open communication among colleagues.
- Implemented best practices in record-keeping to improve document accuracy.
- Resolved issues related to insurance authorizations or medical necessity quickly, minimizing delays in service provision.
- Developed strong relationships with referral sources, resulting in increased referrals for services provided by the organization.
- Reduced errors in patient data entry with thorough verification processes and attention to detail.
- Coordinated patient intake processes for hospice services and care planning.
Lead Intake Coordinator
Centric Health
Plano
05.2018 - 04.2024
- Communicated with referral sources, physicians, and associated staff to check documentation for proper signatures.
- Organized paperwork such as charts and reports for office and patient needs.
- Supported office staff and operational requirements with administrative tasks.
- Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
- Enhanced office productivity by handling high volume of callers per day.
- Entered referrals into appropriate system based on type of referral obtained.
- Completed intake assessment forms and filed clients' charts.
- Documented patient medical information, case histories, and insurance details to facilitate smooth appointments and payment processing.
- Streamlined the intake process by implementing efficient data collection and organization methods.
- Trained new staff members on intake procedures, contributing to a well-prepared team.
- Collaborated with healthcare professionals to ensure patients received appropriate services and resources.
- Ensured regulatory compliance by maintaining up-to-date records and documentation.
- Contributed to a positive work environment through effective teamwork and open communication among colleagues.
- Implemented best practices in record-keeping as per organizational standards, ensuring accuracy across all documents.
- Maintained strict confidentiality of patient information, adhering to HIPAA guidelines and company policies.
- Resolved issues related to insurance authorizations or medical necessity quickly, minimizing delays in service provision.
- Developed strong relationships with referral sources, resulting in increased referrals for services provided by the organization.
- Reduced errors in patient data entry with thorough verification processes and attention to detail.
- Coordinated patient intake processes for hospice services and care planning.
- Facilitated communication between patients, families, and healthcare teams.
- Managed documentation and compliance for patient admission procedures.
- Trained new staff on intake protocols and software systems.
- Developed intake schedules to optimize staff resources and patient flow.
- Assisted families in navigating hospice services and support options.
- Evaluated patient needs to tailor care plans effectively within the team.
- Updated electronic health records with accurate intake information regularly.
Intake Coordinator
Cornerstone hospice
Garland
03.2017 - 05.2018
- Organized paperwork such as charts and reports for office and patient needs.
- Enhanced office productivity by handling high volume of callers per day.
- Entered referrals into appropriate system based on type of referral obtained.
- Supported office staff and operational requirements with administrative tasks.
- Completed intake assessment forms and filed clients' charts.
- Reduced errors in patient data entry with thorough verification processes and attention to detail.
- Contributed to a positive work environment through effective teamwork and open communication among colleagues.
- Resolved issues related to insurance authorizations or medical necessity quickly, minimizing delays in service provision.
- Answered phone calls and provided new clients with required paperwork to initiate service.
Human Resources Assistant
Dignity Hospice
Dallas
01.2016 - 03.2017
- Proactively identified areas for improvement within Human Resources processes and recommended practical solutions.
- Developed an efficient system for maintaining employee records, ensuring easy access to essential information when needed.
- Assisted in annual performance review process, helping managers provide constructive feedback to their direct reports.
- Partnered with department managers to develop job descriptions, ensuring accurate representation of roles and responsibilities.
- Served as a resource for employees seeking guidance or support in navigating workplace challenges.
- Managed exit interviews process for departing employees, gathering valuable insights for future improvements in the workplace experience.
- Organized new employee orientation schedules for new hires.
- Filed paperwork, sorted, and delivered mail and maintained office organization.
Education
Medical Assistant - Healthcare
Remington College
Dallas11-2004
High School Diploma -
South Garland High School
Garland05-1996
Skills
- Appointment Scheduling
- Billing coordination
- Customer Service
- Data Entry
- Inbound Customer Service
- Brand representation
- Customer Relations
- Order Processing
- Account updating
- Excellent Communication
- HIPAA compliance
- Electronic health records
- Medical terminology
- Data entry accuracy
- Patient intake coordination
- Customer relationship management
- Policy adherence
- Documentation management
- Insurance verification
- Problem solving
- Effective communication
- Time management
- Training and development
- Attention to detail
- Follow-up skills
- Patient scheduling
- Multi-line phone operations
- Inventory management
- Charting and clinical documentation
- Confidentiality
- Appointment scheduling
- New hire orientation
- Customer service management
Timeline
Lead Intake Coordinator
Good Shepherd Hospice
02.2026 - Current
Lead Intake Coordinator
Hope Heath Care
04.2024 - 11.2025
Lead Intake Coordinator
Centric Health
05.2018 - 04.2024
Intake Coordinator
Cornerstone hospice
03.2017 - 05.2018
Human Resources Assistant
Dignity Hospice
01.2016 - 03.2017
Medical Assistant - Healthcare
Remington College
High School Diploma -
South Garland High School