Professional Summary
Overview
Work History
Education
Skills
Timeline

Stephenie Eberl

OptumHealth
Watertown
7
years of professional experience

Detail-oriented Patient Access Representative with a focus on workflow optimization and patient confidentiality. Skilled in appointment scheduling, insurance verification, and patient communication. Eager to leverage expertise to enhance operational efficiency and deliver high-quality patient care.

Work History

Associate Patient Care Coordinator

7 Months
OptumHealth | 12.2025 - Current

Verified insurance information, patient address, and phone number, and registered new patients to ensure accurate records

  • Scheduled appointments, managed messages, and addressed patient and caller needs to enhance service experience
  • Assist with new clients (i.e., explain paperwork, verify completion, obtain signatures and consents, obtain insurance information, etc.)
  • Schedule new clients according to staff qualifications and insurance requirements
  • Send text messages/emails to patients regarding upcoming appointments and canceled/rescheduled appointments
  • Process payments for co-pays, deductibles, co-insurance, self-pay, and missed appointments fees
  • Secure patient information and maintain patient confidentiality
  • Ability to maintain a work queue list- complete any pending actions ie referrals, scheduling appointments
  • Effectively executes time management by notifying the provider team of the patient's arrival, consistently reviewing the daily patient schedule, and notifying the team of any potential conflicts, which may include voicemails, emails, and online bookings
  • Ensured continuity of care and communication between Optum providers and other partners.
  • Completed clinic reports and administrative tasks to support high-quality patient care
  • Execute working knowledge of HIPAA privacy laws by protecting patient information
  • Maintain confidentiality of all patient and employee information
  • Managed daily tasks to ensure smooth operation
  • Answers incoming phone calls in a courteous and prompt manner; directs calls and takes messages
  • Performs clerical duties such as copying, faxing and filing
  • Reached out to patients who missed appointments
  • Ability to use an electronic health record (Athena)
  • Opens or closes the clinic facility

Patient Access Representative

1 Year 4 Months
Dean Medical Center | 04.2024 - 08.2025

Achieved timely follow-up on outstanding patient balances, improving collections process. Delivered exceptional assistance by efficiently handling incoming calls and addressing caller inquiries. Fostered teamwork by building strong relationships among colleagues. Conducted patient registration and scheduling accurately using [software]. Processed payments efficiently for co-payments, deductibles, and self-pay services. Protected patient privacy by maintaining strict compliance with HIPAA regulations. Enhanced daily workflow by prioritizing tasks based on urgency, ensuring efficient service delivery. Streamlined billing accuracy by efficiently gathering insurance details and scanning IDs, reducing errors. Facilitated appointment scheduling aligned with provider availability and patient preferences. Addressed complex complaints by coordinating with management for prompt resolution. Supported patients by guiding them through essential paperwork before their appointments. Utilized Epic to manage patient records effectively and efficiently.

Facilitated patient check-in processes, ensuring accurate data collection and entry into electronic health record systems.

Coordinated insurance verification procedures, enhancing billing accuracy and minimizing discrepancies in patient accounts.

Managed appointment scheduling using automated systems, improving patient flow and reducing wait times significantly.

Facilitated patient check-in processes, ensuring accurate data collection and entry into electronic health record systems.

Patient Access Representative

1 Year 3 Months
SSM Health St. Mary's Hospital | 01.2024 - 04.2025

Greeted patients and visitors in a courteous and professional manner.

Verified patients' insurance and payment methods during admissions or check-in processes. Utilized EPIC

Processed patient admissions, registrations, transfers, and discharges according to established procedures.

Verified insurance coverage for services provided by the facility.

Facilitated collection of co-pays and payments from patients at time of service, ensuring financial accuracy and compliance.

Communicated financial obligations to patients and collected fees at time of service.

Responded to patient inquiries regarding billing or financial matters.

Ensured accuracy of all data entered into computer system.

Scanned documents into electronic medical records system.

Created new patient accounts in EMR system.

Organized and maintained records by updating and obtaining both personal and financial information from patients.

Obtained necessary signatures for privacy laws and consent for treatment.

Coordinated communication between patients, staff, and third-party payers to streamline information exchange and enhance patient experience.

Collaborated with other departments to ensure quality customer service was delivered.

Provided assistance to internal departments when needed.

Answered phones promptly in a professional manner.

Applied HIPAA privacy and security regulations while handling patient information.

Verified demographics and insurance information to register patients in computer system.

Managed incoming faxes related to patient registration processes.

Assisted with preparing daily cash reports for accounting department.

Maintained updated reference materials on Medicare, Medicaid, and third-party payer requirements to ensure compliance and inform staff.

Receptionist

1 Year 4 Months
Group Health of South Central Wisconsin | 09.2022 - 01.2024
  • Managed front desk operations, ensuring efficient patient check-in and appointment scheduling.
  • Checked in patients for their appointments efficiently and courteously.
  • Greeted visitors, assessed nature of visit, and directed to appropriate location for optimal service.
  • Assisted in resolving patient inquiries or concerns, providing exceptional customer service and support.

Answered telephone calls and assisted with inquiries for nursing staff.

Scheduling appointments, answering general questions, collecting fees, and organizing the desk.

Assisted with scheduling appointments for urgent care patients.

Utilize EPIC for scheduling all appointments Primary care and Urgent Care.

Coordinated interdepartmental communication to streamline patient flow and improve service delivery.

Delivered administrative support in fast-paced clinic environment, ensuring smooth operations and patient satisfaction.

Demonstrated strong organizational skills in managing administrative tasks.

Maintained accurate patient records in electronic health record systems, ensuring compliance with privacy regulations.

Processed and released lab and X-ray orders for patient care.

Directing and checking in of patients and other customers properly.

Processed payments from customers in a timely manner.

Ensured reception area was clean, organized and well-stocked with supplies.

The incumbent works under the general supervision and review of the Reception Team Leader.

Performed general clerical tasks including typing letters, memos, emails.

Sr Customer Service Representative

3 Years 1 Month
Rotech Healthcare | 08.2019 - 09.2022

Executed intake of patient information for durable medical equipment and respiratory products, collaborating with patients, co-workers, and referral sources to enhance patient services and facilitate third-party reimbursement. Provided service exclusively to VA patients.

  • Communicated with patients/clients and referral sources both verbally and in writing, ensuring timely processing of patient/client questions and concerns.
  • Coordinates all patient information, processes paperwork, including preparation of file for Billing

Department, and completes batch reports for UPS deliveries.

  • Adhered to company policies and procedures to meet JCAHO standards.
  • Processes paperwork-confirms tickets, inputs new patient set-ups, and assembles charts.
  • Clears previous day’s route and checks all paperwork for accuracy and completeness. • Prepares deposit for location on a weekly basis.
  • Maintained an organized referral log to track patient referrals.
  • Monitored inventory levels of office supplies to ensure availability.
  • Provides technical assistance to customers.
  • Works with outside agencies to resolve customer issues.
  • Prepares invoices for next day routes.
  • Performed various administrative tasks to support team operations.
  • Decisiveness - Exercises good judgment by making sound and well-informed decisions. Is proactive and achievement oriented.
  • Customer Service - Understands, meets, and exceeds customer expectations while seeking information to better understand internal and external customer needs and requests.
  • Personal Accountability - Accepts responsibility for own work and documents and resolves issues while completing tasks.
  • Reliability & Productivity - Attendance including timeliness in arriving to / departing from work, as well as, returning from lunch and breaks. Meeting schedules and deadlines; punctual and present when needed.
  • Resourcefulness - Uses available resources in day-to-day operations and to produce quality results.
  • "Getting it Right the First Time" - Ability to do the work assigned, to understand directions, and to effectively apply training (formal and informal) to actual work. Understand the issues relevant to the work that must be done.
  • Ownership - Ability to assume increased responsibility and control over assigned scope of work.
  • Communication & Interpersonal Skills - Ability to inform, listen, follow directions, provide follow-up and work effectively with others. Appropriate telephone etiquette.
  • Initiative - Ability to assume the full scope of responsibilities related to the job. Start and finish work without prompting. Utilize creativity in seeking solutions to problems.
  • Work Quality & Accuracy – Produce high quality results without errors and ensure accuracy.
  • Must possess working knowledge of fax machine, copier, printer, and PC
  • Internet proficiency
  • Knowledge of email management tools •

Excel and Word proficiency Work environment

  • Office environment

Physical demands

  • While performing the duties of this job, the employee is regularly required to sit and talk or listen.

The employee is occasionally required to walk. Specific vision abilities required by this job include close vision. • Requires lifting (minimum of 35 pounds) and transporting of patient equipment.

  • Requires contact with patients and equipment with potential exposure to contagious pathogens.

Required education and experience • High school diploma or GED equivalent

  • Experience in medical field and administrative record management preferred, but not required
  • Strong customer service background preferred Preferred education and experience
  • Medical terminology preferred • Knowledge of medical billing practices preferred
  • Knowledge of billing reimbursement

Education

High School Diploma

Watertown High School | Watertown, WI | 06-1980

Skills

Patient care
HIPAA compliance
Patient record management
Appointment scheduling
Claims processing support
Healthcare software proficiency
Workflow optimization
Attention to detail
Multitasking
Empathetic communication
Customer service
Data privacy

Timeline

Associate Patient Care Coordinator

OptumHealth
12.2025 - CurrentRead More

Patient Access Representative

Dean Medical Center
04.2024 - 08.2025Read More

Patient Access Representative

SSM Health St. Mary's Hospital
01.2024 - 04.2025Read More

Receptionist

Group Health of South Central Wisconsin
09.2022 - 01.2024Read More

Sr Customer Service Representative

Rotech Healthcare
08.2019 - 09.2022Read More

Watertown High School

High School Diploma
Read More
Stephenie Eberl