Experience in performing routine clerical and administrative functions, including drafting correspondence, scheduling appointments, organizing and maintaining files, and providing information to callers.
Secretary/Receptionist with 30 years experience
Overview
46
46
years of professional experience
Work History
Co-owner
California Marine Sports
Suisun City, CA
10.2003 - 06.2021
Executed the corporate duties as the CFO and Secretary in the corporation.
Daily duties included data entry, A/R, A/P, DMV title filing, filed and paid monthly and quarterly sales tax.
Entered payroll information into the software program bimonthly.
Answered phones, waited on customers, cashiered and scheduled appointments.
Managed, organized and worked at annual events.
Analyzed financial reports to identify areas of improvement in operations.
Receptionist
Napa Valley Physical Therapy Center
NAPA, CA
01.1997 - 04.2003
Greeted patients and provided them with assistance.
Scheduled patients for appointments and did general secretarial work.
Answered and directed incoming calls using multi-line telephone system.
Updated and recorded customer or client information to maintain accounts.
Maintained an organized filing system of confidential client information in accordance with company policy.
Office Manager
Exertec Medical Grp/Dr. Moore/Dr. Jones/Dr. Suard
Napa, CA
01.1985 - 10.1995
Prepared patient charts prior to each appointment.
Scheduled and confirmed patient appointments and consultations.
Adhered to HIPAA requirements to safeguard patient confidentiality.
Greeted patients, determined purpose of visit and directed to appropriate staff.
Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
Ordered and maintained supply inventory for medical office.
Accurately entered billing codes into the computer system for reimbursement purposes.
Assisted with scheduling follow-up appointments for patients after discharge from hospitalization.
Assisted with referrals and prepared medical records for patients.
Outpatient Clerk
Queen of the Valley Hospital
Napa, CA
01.1975 - 08.1979
Entered patient demographic data into the electronic medical record system.
Provided support to other departments when necessary.
Completed and safeguarded medical records, securing patient information to maintain confidentiality.
Collected information, verified insurance and collected co-payments for patients as part of check-in process.
Performed basic office duties such as filing, photocopying, faxing and scanning.