Taja Estevez
Katy,TX
Summary
Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
8
8
years of professional experience
Work History
Customer Service Representative
YMCA Of Greater Indianapolis
Houston, TX
03.2022 - 12.2023
- Maintained accurate records of client interactions and services provided.
- Drafted letters, reports, and other documents for the case manager's review.
- Scheduled appointments and arranged transportation for clients to attend meetings or receive services.
- Assisted with data entry into agency systems as needed.
- Tracked client progress through regular check-ins and follow-up calls.
- Collaborated with other departments within the organization to coordinate services for clients.
- Participated in outreach events aimed at connecting individuals in need of services with available resources.
- Monitored compliance with court orders or other legal requirements.
- Translated complex information into easily understandable terms for clients who are non-native English speakers, and Translated for non-English speakers.
- Adhered strictly to all relevant confidentiality laws when handling sensitive information about a client's personal circumstances.
- Attended staff meetings and participated in team building activities.
- Responded promptly to inquiries from clients regarding their cases.
- Assisted with filing paperwork associated with client cases.
- Maintained confidential patient documentation to prevent data compromise and comply with HIPAA regulations.
- Connected individuals with relevant community resources and coordinated referrals.
- Discussed available program services with potential participants and outlined procedures to facilitate smooth engagement in program processes.
- Interviewed potential clients, collecting personal information to determine eligibility for social assistance.
- Perfomed general office tasks as delegated.
Call Center Representative
RoundTable Medical Consultants
Houston, TX
02.2021 - 03.2022
- Answered patient inquiries, provided information on services, and directed callers to appropriate personnel.
- Provided medical advice over the phone according to established protocols.
- Utilized various software systems such as EMRs, CRMs, and databases effectively.
- Entered patient data into electronic health records accurately and efficiently.
- Managed incoming calls and scheduled appointments for patients.
- Answered, screened and processed high volume of calls daily with call management system and web-based communications.
- Resolved patient's inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
- Navigated through computer systems to review information and respond appropriately to callers.
- Engaged actively with callers, confirming or clarifying information and diffusing anger.
- Updated patient's accounts, addresses and contact information within call management databases.
- Maintained strong call control and quickly worked through scripts to address problems.
- Consulted with patients to resolve service and billing issues.
- Collected payments and arranged for billing.
- Adjusted bills and refunded money to resolve patients' service or billing complaints.
- Researched medical codes to ensure accurate billing practices were followed.
- Followed HIPAA guidelines when handling confidential patient information.
- Provided translation assistance as needed
Medical Receptionist/Referral Coordinator
Apex Physical Rehabilitation and Wellness
Katy, TX
08.2019 - 01.2021
- Answered incoming calls, responding to inquiries from patients and other medical offices.
- Checked patients in and out for appointments and collected co-payments.
- Called patients to confirm scheduled appointments and obtain additional details.
- Managed office phone lines by checking voicemail, returning calls and directing messages to team members.
- Prepared charts for new patients, ensuring all necessary forms were completed correctly.
- Photocopied insurance cards, documented details and verified patient coverage for upcoming procedures or appointments.
- Retrieved faxes and uploaded documents to patient charts to assist clinical staff.
- Scheduled patient appointments, verifying accuracy of appointment times with providers.
- Conducted periodic audits of patient files to verify accuracy of data entered into system regarding referral process.
- Advised health care professionals on appropriate procedures for obtaining authorizations from insurance companies for referrals.
- Compiled reports detailing the number of referrals processed on a daily, weekly, monthly basis.
- Collaborated with internal departments such as clinical staff, billing department and health insurance companies to ensure efficient processing of referrals.
- Processed paperwork associated with each referral including authorization forms, consent documents.
- Provided timely follow up on all outstanding referrals ensuring they are completed within required timelines.
- Performed administrative tasks such as filing documents related to patient's referrals.
- Provided translation and interpretation assistance as needed
Medical Records Clerk
Wyckoff Heights Hospital
Brooklyn, NY
06.2017 - 07.2019
- Processed incoming medical records requests.
- Safeguarded patient records, managing data transfers in compliance with HIPAA standards and organizational regulations.
- Scanned incoming documentation.
- Organized patient charts, gathering medical histories, lab results and consents.
- Scanned and validated medical records for upload.
- Maintained a secure filing system for confidential documents.
- Entered data into electronic health record systems.
- Retrieved medical charts for healthcare staff for filing in medical records.
- Retrieved patient medical records in response to requests from authorized personnel.
- Updated patient files with new medical information as needed.
- Tracked and processed release of information requests.
- Managed release of information requests and identified requestors as patient, relation or provider.
- Processed and invoiced records requests from patients, providers and third parties.
- Maintained complete confidentiality in accordance with organization and legal requirements.
Nursing Assistant
Alaris Health at HarborView
Jersey City, NJ
07.2015 - 04.2017
- Assisted patients with their activities of daily living, including eating, grooming, toileting, ambulation, and hygiene.
- Assisted nurses and physicians with patient care, including bathing, dressing, transferring to beds and wheelchairs, and taking vital signs.
- Demonstrated respect and regard for dignity of patients, families and fellow employees to promote professional, responsible and courteous environment.
- Observed patients' conditions regularly for any physical or mental changes and reported findings to the appropriate personnel promptly.
- Protected patient, self and others from injury during transfers, lifts and transports by using proper equipment and body mechanics.
- Answered signal lights, bells and requests-for-service to assist patient services fulfillment.
- Recorded patient conditions and vital signs before and after medical operations.
- Provided companionship to patients, monitored their emotional well-being, and offered reassurance when needed.
- Completed daily room cleaning and organizing to provide patients with clean environment.
- Engaged with patient family and friends to provide courteous visit experience.
- Performed basic nursing skills such as changing wound dressings and administering enemas.
- Reported environmental risks or equipment malfunctions to supervisor.
- Maintained sanitary conditions by providing immediate wound care and dressing changes.
- Collected biological specimens and packaged for laboratory transport to complete diagnostic tests.
- Measured and recorded food and liquid intake and output, reporting changes to medical or nursing staff.
- Turned and repositioned bedridden patients to prevent bedsores.
- Safeguarded patient privacy with strict adherence to HIPAA protocols.
- Planned and served meals and snacks to patients according to prescribed diets.
- Exercised comatose and paralyzed patients to reduce delirium and improve physical function.
- Administered medications and educated patients and families on correct at-home administration.
Education
Some College (No Degree) - Medical Billing And Coding
Swedish Institute
New York, NY10-2018
Some College (No Degree) - Clinical Medical Assisting
Drake College of Business
Elizabeth, NJ08-2015
Skills
- Appointment Scheduling
- Anatomy and Physiology
- Medical Terminology
- Insurance Verification
- Revenue Cycle Management
- Payment Posting
- Problem Solving
- Bilingual (English and Spanish)
- HIPAA Compliance
- Clinical Documentation
- Medical Billing
- Claims Processing
- Knowledgeable in AdvancedMD, NextGen, Athena Net, Epic, Cerner, Chirotouch, EMR Software]
- ICD-9, ICD-10, HCPCS and CPT Coding
- Claims Review
- Customer Service
- Coverage Determination
- Attention to Detail
- Basic Life Support
- Patient Care
- Understands Medical Procedures
Timeline
Customer Service Representative
YMCA Of Greater Indianapolis
03.2022 - 12.2023
Call Center Representative
RoundTable Medical Consultants
02.2021 - 03.2022
Medical Receptionist/Referral Coordinator
Apex Physical Rehabilitation and Wellness
08.2019 - 01.2021
Medical Records Clerk
Wyckoff Heights Hospital
06.2017 - 07.2019
Nursing Assistant
Alaris Health at HarborView
07.2015 - 04.2017
Some College (No Degree) - Medical Billing And Coding
Swedish Institute
Some College (No Degree) - Clinical Medical Assisting
Drake College of Business