Summer Pate
Mansfield
Summary
Senior Patient Financial Services Specialist with 10+ years of experience in healthcare revenue cycle operations, including hospital and outpatient billing. Extensive hands-on experience working in Epic and other EMR systems to support claims processing, insurance follow-up, and account resolution. Formally trained in medical billing and coding with coursework completed in 2005, and currently re-enrolled to refresh knowledge and obtain certification, with an outpatient coding focus. Strong working knowledge of CPT, ICD-10-CM, and HCPCS. Detail-oriented, compliance-focused, and well-suited for remote revenue cycle roles.
Overview
11
11
years of professional experience
2
2
years of post-secondary education
Work History
Patient Financial Services Senior – Epic
Christus Healthcare
Irving
08.2024 - Current
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Maintained updated knowledge through continuing education and advanced training.
- Completed day-to-day duties accurately and efficiently.
- Researched new technologies that could improve process automation within Epic applications.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Worked effectively in team environments to make the workplace more productive.
Claim Processing Specialist II-QNXT
Cognizant Technologies Solutions
01.2021 - 06.2024
- Maintained knowledge of policies and procedures and insurance coverage benefit levels, eligibility systems and verification processes.
- Communicated with other departments to establish action plans and manage open claims to closure.
- Documented specific claims by completing and recording forms, reports and logs.
- Resolved claims by approving or denying documentation, calculating benefits due and determining compensation settlement.
- Planned and conducted investigations of claims to confirm coverage and compensability.
- Prepared and reviewed insurance-claim forms and related documents for completeness.
- Retained strong medical terminology understanding in effort to better comprehend procedures.
- Precisely calculated refunds, premiums and adjustments.
Revenue Cycle Specialist II-Dentrix/Athena
GAFFEY Healthcare
Plano
02.2018 - 01.2021
- Reached out to responsible companies and individuals to collect on outstanding debts.
- Contacted insurance providers to check patient coverage.
- Produced accounting reports and provided targeted recommendations for improving revenue standing.
- Completed weekly account reconciliations to identify discrepancies.
Revenue Cycle Specialist I-ACE
Conifer Health
Frisco
03.2017 - 02.2018
- Reached out to responsible companies and individuals to collect on outstanding debts.
- Contacted insurance providers to check patient coverage.
- Completed weekly account reconciliations to identify discrepancies.
- Developed financial analysis reports and presentations by applying acquired financial principles.
- Assessed company investment potential by examining historical trends, current activities and stated plans.
- Maintained strong pipeline of corporate clients by collaborating closely with partners.
Call Center -Patient Advocate -Athena
DermOne Dermatology Center
Irving
06.2015 - 08.2017
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Answered, screened and processed high volume of calls daily with call management system and web-based communications.
- Engaged actively with callers, confirming or clarifying information and diffusing anger.
- Navigated through computer systems to review information and respond appropriately to callers.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer.
Education
Medical Billing & Coding Program (Outpatient Focus
Penn Foster College
Scottsdale, AZ 11.2024 - 01.2026
Medical Billing
Anthem College
Irving , TX 06.2004 - 01.2005
Some College (No Degree) - General Studies/ Completed 80 Credit Hours
Northeastern State University
Tahlequah, OK05.2012
Skills
Revenue Cycle & Billing
- Revenue Cycle Management (Hospital & Professional Billing)
- Patient Financial Services (PFS)
- Insurance Follow-Up & AR Resolution
- Claims Processing & Reconciliation
- Denials & Appeals Management
- Payment Posting & Adjustments
- Eligibility & Benefits Verification
- Charge Review & Claim Accuracy
- HIPAA Compliance
Administrative & Technical
- Microsoft Word, Excel, Outlook, PowerPoint
- High-Volume Data Entry
- Documentation & Account Notes
- Payer Portals (Commercial & Government)
- Strong Written & Verbal Communication
- Problem Resolution & Research
Epic and Healthcare Systems
- Epic (Revenue Cycle / PFS workflows)
- QNXT
- Athena / Athenahealth
- Dentrix (Dental Claims & Collections)
- ACE (Hospital Claims)
- CareCloud
- Santrax (Payroll)
Timeline
Medical Billing & Coding Program (Outpatient Focus
Penn Foster College
11.2024 - 01.2026
Patient Financial Services Senior – Epic
Christus Healthcare
08.2024 - Current
Claim Processing Specialist II-QNXT
Cognizant Technologies Solutions
01.2021 - 06.2024
Revenue Cycle Specialist II-Dentrix/Athena
GAFFEY Healthcare
02.2018 - 01.2021
Revenue Cycle Specialist I-ACE
Conifer Health
03.2017 - 02.2018
Call Center -Patient Advocate -Athena
DermOne Dermatology Center
06.2015 - 08.2017
Medical Billing
Anthem College
06.2004 - 01.2005
Some College (No Degree) - General Studies/ Completed 80 Credit Hours
Northeastern State University