Summary
Overview
Work History
Education
Skills
Timeline
SoftwareEngineer

Stephanie Borrego

San Antonio,TX

Summary

Empathetic Senior Lead Case Manager with 12 years of experience in Pediatric and Adult Respiratory DME. Guides lower-level Case Managers in solving client needs effectively, simultaneously engaging personally in case work. Compassionate professional driven to support business growth.

Overview

12
12
years of professional experience

Work History

Lead Case Manager

Sail Healthcare- Sister Company to Wave Healthcare
10.2021 - 08.2024
    • Provided mentorship to junior case managers, fostering professional growth within the team.
    • Participated in ongoing professional development opportunities, contributing to a culture of learning within the organization.
    • Participated in community events to promote services and engage with public.
    • Worked with clinical and operations teams to facilitate client placement and obtain appropriate services for clients.
    • Completed intake assessment forms and filed clients' charts.
    • Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
    • Explained eligibility requirements, application details, payment methods, and applicants' legal rights during intake assessment.
    • Offered compassionate and attentive guidance to patients during moments of crisis and trauma.
    • Collaborated with other departments to streamline workflow processes, resulting in increased efficiency and a more cohesive organizational structure.
    • Attended case reviews and provided feedback on client progress.
    • Provided leadership, guidance and support to staff members.
    • Conducted regular audits of case files, ensuring compliance with regulatory requirements and adherence to agency policies.

Intake Case Manager-Trainer

Wave Healthcare
06.2019 - 10.2021
  • Served as a liaison between clients and service providers, facilitating communication and fostering strong partnerships in support of client goals.
  • Boosted client satisfaction rates through timely follow-ups and consistent communication regarding case progress.
  • Conducted regular audits of case files, ensuring compliance with regulatory requirements and adherence to agency policies.
  • Mentored new hires and provided ongoing professional development opportunities for staff, contributing to a skilled and cohesive team of case managers.
  • Provided ongoing support to clients throughout the case management process, offering guidance and advocating on their behalf as needed.
  • Participated in community events to promote services and engage with public.
  • Worked with clinical and operations teams to facilitate client placement and obtain appropriate services for clients.
  • Completed intake assessment forms and filed clients' charts.
  • Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
  • Explained eligibility requirements, application details, payment methods, and applicants' legal rights during intake assessment.

Intake Case Manager

Wave Healthcare
04.2018 - 05.2019
  • Served as a liaison between clients and service providers, facilitating communication and fostering strong partnerships in support of client goals.
  • Boosted client satisfaction rates through timely follow-ups and consistent communication regarding case progress.
  • Conducted regular audits of case files, ensuring compliance with regulatory requirements and adherence to agency policies.
  • Provided ongoing support to clients throughout the case management process, offering guidance and advocating on their behalf as needed.
  • Participated in community events to promote services and engage with public.
  • Worked with clinical and operations teams to facilitate client placement and obtain appropriate services for clients.
  • Answered phone calls and provided new clients with required paperwork to initiate service.
  • Completed intake assessment forms and filed clients' charts.
  • Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
  • Explained eligibility requirements, application details, payment methods, and applicants' legal rights during intake assessment.
  • Collaborated with other departments to streamline workflow processes, resulting in increased efficiency and a more cohesive organizational structure.
  • Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
  • Attended case reviews and provided feedback on client progress.

Branch Manager- Case Manager

Wave Healthcare
09.2014 - 03.2018
  • Served as a liaison between clients and service providers, facilitating communication and fostering strong partnerships in support of client goals.
  • Boosted client satisfaction rates through timely follow-ups and consistent communication regarding case progress.
  • Conducted regular audits of case files, ensuring compliance with regulatory requirements and adherence to agency policies.
  • Mentored new hires and provided ongoing professional development opportunities for staff, contributing to a skilled and cohesive team of case managers.
  • Provided ongoing support to clients throughout the case management process, offering guidance and advocating on their behalf as needed.
  • Worked with clinical and operations teams to facilitate client placement and obtain appropriate services for clients.
  • Completed intake assessment forms and filed clients' charts.
  • Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
  • Explained eligibility requirements, application details, payment methods, and applicants' legal rights during intake assessment.
  • Collaborated with other departments to streamline workflow processes, resulting in increased efficiency and a more cohesive organizational structure.
  • Attended case reviews and provided feedback on client progress.

Case Manager

Wave Healthcare
09.2012 - 08.2014
  • Participated in community events to promote services and engage with public.
  • Worked with clinical and operations teams to facilitate client placement and obtain appropriate services for clients.
  • Answered phone calls and provided new clients with required paperwork to initiate service.
  • Completed intake assessment forms and filed clients' charts.
  • Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
  • Explained eligibility requirements, application details, payment methods, and applicants' legal rights during intake assessment.
  • Offered compassionate and attentive guidance to patients during moments of crisis and trauma.
  • Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
  • Attended case reviews and provided feedback on client progress.

Education

No Degree - Medical Assistant

San Joaquin Valley College
Salida, United States
08.2004

Skills

  • Patient Communication
  • Client Advocacy
  • Data Collection
  • Discharge Documentation
  • Ethical Practice
  • Regulatory Compliance
  • Admissions processes
  • Teamwork and Collaboration
  • Problem-Solving
  • Time Management
  • Multitasking
  • Excellent Communication
  • Organizational Skills
  • Attention to Detail
  • Adaptability and Flexibility
  • Self Motivation

Timeline

Lead Case Manager

Sail Healthcare- Sister Company to Wave Healthcare
10.2021 - 08.2024

Intake Case Manager-Trainer

Wave Healthcare
06.2019 - 10.2021

Intake Case Manager

Wave Healthcare
04.2018 - 05.2019

Branch Manager- Case Manager

Wave Healthcare
09.2014 - 03.2018

Case Manager

Wave Healthcare
09.2012 - 08.2014

No Degree - Medical Assistant

San Joaquin Valley College

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Stephanie Borrego