Sophia Cross
Charlotte,NC
Summary
Dynamic healthcare professional transitioning into healthcare administration with comprehensive experience in clinical care, patient coordination, and insurance services. Expertise in documentation compliance, operational efficiency, and fostering cross-functional collaboration to enhance patient access and care quality. Currently pursuing an MBA in Health Administration to refine operational insights and support quality improvement initiatives within the healthcare system. Known for a proactive approach, adaptability in fast-paced environments, and a strong commitment to delivering effective solutions that drive success.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Certified Occupational Therapy Assistant
Center Well Home Health
06.2023 - Current
- Ensured compliance with agency, payer, and HIPAA standards while managing sensitive patient information.
- Communicated effectively with interdisciplinary team members to coordinate care and contribute to timely plan-of-care updates
- Assisted in developing individualized therapy plans to improve patient outcomes.
- Managed caseloads 30-40 patients weekly effectively while maintaining a focus on quality care delivery for each patient served.
- Participated in continuous professional development to stay current on best practices and maintain high-quality patient care standards.
- Contributed to interdisciplinary case conferences, providing valuable input for comprehensive care planning.
- Trained new Certified Occupational Therapy Assistants, resulting in improved team performance and productivity.
- Streamlined patient intake procedures, reducing wait times and improving overall therapy experience.
Life & Health Insurance Broker
Family First Life
03.2020 - Current
- Ensured full compliance with state insurance regulations and licensing requirements, passing audits and maintaining good standing.
- Utilized CRM software to track leads, follow-ups, and renewals, increasing sales efficiency and pipeline management.
- Built and maintained strong client relationships, achieving a client retention rate of 75% by providing ongoing support and policy reviews.
- Developed customized insurance solutions to meet diverse client needs.
- Cultivated long-term relationships with clients through effective communication and trust-building strategies.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
Certified Occupational Therapy Assistant
Foundations Developmental House
08.2021 - 06.2023
- Conducting activity, environmental analysis, and making recommendations to improve the fit for greater access, progress, and participation.
- Trained educational staff on therapeutic techniques to support student needs during class activities
- Maintained documentation on student outcomes, contributing data for IEP reviews and therapy adjustments.
- Monitored patient progress and documented changes in therapy sessions accurately.
- Implemented therapeutic interventions to enhance mobility and daily living skills.
- Improved patient outcomes by implementing individualized treatment plans and collaborating with interdisciplinary teams.
- Maintained accurate records of patient progress, facilitating data-driven decision-making for treatment plan adjustments.
Certified Occupational Therapy Assistant
Adoration Home Health
04.2020 - 06.2023
- Maintained accurate documentation for 30-40 patients weekly, recording treatment progress, functional status, and therapeutic goals.
- Ensured compliance with agency, payer, and HIPAA standards while managing sensitive patient information.
- Communicated effectively with interdisciplinary team members to coordinate care and contribute to timely plan-of-care updates.
Education
MBA - Health Administration
Western Governors University
Millcreek, UT02.2026
Bachelor of Science - Applied Science of Health and Human Services
Youngstown State University
Youngstown, OH05.2024
Associate in Specialized Technology Degree - Occupational Therapy
Kaplan Career Institute
Pittsburgh, PA06.2013
Medical Billing Specialist and Coding Certificate - undefined
Healthcare Consulting and Coding Education, LLC
Boardman, OH03.2009
Medical Billing and Terminology Certificate - undefined
Choffin Career Center
Youngstown, OH03.2003
Skills
- Medical documentation expertise
- Eligibility & Benefits Coordination
- Medicaid/Medicare & Private Insurance
- Billing & ICD coding procedures
- Microsoft Office Suites
- EMR/ E HR Proficiency
- Claims Stratification Tools
- Database management & Quality Assurance
- Leadership & Training Support
- Risk assessment and stratification
- Collaborative teamwork
- Fall prevention strategies
Certification
- Certified Occupational Therapy Assistant- March 2014 - present
- Licensed Life and Health Broker- March 2020- present
Timeline
Certified Occupational Therapy Assistant
Center Well Home Health
06.2023 - Current
Certified Occupational Therapy Assistant
Foundations Developmental House
08.2021 - 06.2023
Certified Occupational Therapy Assistant
Adoration Home Health
04.2020 - 06.2023
Life & Health Insurance Broker
Family First Life
03.2020 - Current
Bachelor of Science - Applied Science of Health and Human Services
Youngstown State University
Associate in Specialized Technology Degree - Occupational Therapy
Kaplan Career Institute
Medical Billing Specialist and Coding Certificate - undefined
Healthcare Consulting and Coding Education, LLC
Medical Billing and Terminology Certificate - undefined
Choffin Career Center
MBA - Health Administration
Western Governors University