Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Sophia Morales

San Antonio

Summary

Bilingual phlebotomist with a strong commitment to exceptional patient care and attention to detail. Proven ability to collaborate effectively within healthcare teams while maintaining a patient-centered approach. Fast learner dedicated to continuous professional development and contributing positively to medical environments.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Scheduler

Northeast OB/GYN Associates
San Antonio
03.2025 - Current
  • Coordinated with other departments within the practice to ensure timely patient care.
  • Answered incoming calls from potential new patients and existing patient inquiries.
  • Assisted in scheduling, rescheduling, and canceling appointments for patients.
  • Resolved customer complaints in a professional manner.
  • Performed follow up calls to confirm scheduled appointments.
  • Inputted patient data into the electronic health record system.
  • Managed a high volume of emails related to appointment scheduling requests.
  • Maintained accurate records of patient appointments in computer system.
  • Served as a liaison between patients and healthcare providers for communication purposes.
  • Adhered to organizational policies and procedures related to appointment scheduling.
  • Worked collaboratively with other team members to meet departmental goals.
  • Ensured compliance with HIPAA regulations when handling confidential information.
  • Provided clear instructions to patients regarding their upcoming visits.
  • Conducted outbound calls to remind patients of upcoming appointments.

Provider Service Representative

GlowTouch LLC - Davis Vision
San Antonio
03.2024 - 01.2025
  • Addressed customer complaints and resolved issues promptly and efficiently.
  • Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
  • Reviewed customer insurance information to ensure accuracy and compliance.
  • Maintained detailed records of customer interactions, inquiries, and resolutions.
  • Evaluated insurance policy terms to confirm coverage for specific losses.

Lead Receptionist

Celebrate Dental and Braces
San Antonio
06.2021 - 03.2024
  • Directed incoming calls to appropriate personnel while providing essential information.
  • Greeted visitors, identified the purpose of the visit, and escorted them to designated areas.
  • Processed payments and accurately recorded receipts for services rendered.
  • Scheduled appointments and maintained updated appointment calendars for efficient time management.
  • Handled administrative duties such as filing documents, printing reports, and scanning files.
  • Updated customer databases with accurate contact information as needed.
  • Ensured that the reception area was kept clean at all times by performing light cleaning duties such as dusting furniture or vacuuming carpets periodically.

Solar Monitoring Specialist

Texas Solar
San Antonio
08.2020 - 01.2021
  • Developed construction diagrams for solar installations and equipment layouts.
  • Assembled solar modules, panels, and support structures according to specifications.
  • Created detailed diagrams for photovoltaic (PV) array placements, considering existing site features.
  • Responded promptly to service requests by troubleshooting hardware and software problems remotely, or at users' desktops and laptops when necessary.
  • Monitored and analyzed system performance metrics to identify potential issues.
  • Performed a variety of clerical and administrative duties on-site support.
  • Conducted workflow analysis, space design, or cost-comparison analysis.
  • Maintained positive working relationships with fellow staff members and management.

Customer Service Representative

Conduent LLC
San Antonio
05.2018 - 03.2020
  • Resolved customer complaints and inquiries to enhance satisfaction levels.
  • Executed financial transactions efficiently, ensuring accuracy and compliance.
  • Maintained detailed records of customer interactions, documenting inquiries and resolutions.
  • Calculated service charges, collected payments, and coordinated billing processes.
  • Developed strong relationships with customers by providing personalized assistance and support.
  • Provided exceptional customer service to ensure customer satisfaction.
  • Performed administrative tasks such as filing paperwork, updating databases and generating reports.

Education

Phlebotomy Technician -

Texas School of Phlebotomy
China Grove, TX
01.2024

Skills

  • Venipuncture and blood cultures
  • Order of draw
  • Biomedical waste disposal
  • Capillary finger and heel sticks
  • Medical record maintenance
  • Glucose testing
  • Appointment scheduling
  • Electronic health records
  • Customer service
  • HIPAA compliance
  • Data entry
  • Conflict resolution
  • Time management
  • Problem solving
  • Team collaboration
  • Attention to detail
  • Critical thinking
  • Medical terminology

Certification

  • Phlebotomy Technician Issued November 18, 2024

Languages

English
Full Professional
Spanish
Full Professional

Timeline

Scheduler

Northeast OB/GYN Associates
03.2025 - Current

Provider Service Representative

GlowTouch LLC - Davis Vision
03.2024 - 01.2025

Lead Receptionist

Celebrate Dental and Braces
06.2021 - 03.2024

Solar Monitoring Specialist

Texas Solar
08.2020 - 01.2021

Customer Service Representative

Conduent LLC
05.2018 - 03.2020

Phlebotomy Technician -

Texas School of Phlebotomy

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