Tammy Jasso

Medical Office Specialist

Corpus Christi, TX

• Maintains the highest level of privacy at all times.

• Follows all hospital rules and guidelines.

• Capable of handle several tasks simultaneously in a fast-paced medical office setting.

• Capable of communicate and collaborate effectively with patients, their families, and

healthcare providers.

• Schedules patients for essential procedures using the designated system.

• Reschedules appointments as requested by patients or physicians.

• Records instances where appointments are canceled or not attended in the relevant system.

• Pages the medical staff when needed.

• Documents phone conversations as required by the clinic or department.

• Manages the list of patients waiting for appointments.

• Sends out appointment reminders from a list of follow-ups.

• Calls patients to confirm appointment times and provide additional information like

attendance requirements, educational background, directions, parking details, etc.

• Checks the schedule/pre-registrations to find any duplicate patient records.

• Identifies patients who have multiple same-day appointments to match their demographic

and insurance information for each pre-registration.

• Verifies if the patient's insurance is eligible and covers the expected procedures.

• Obtains insurance approval from referring doctors when needed.

• Obtains insurance approval from payers when necessary.

• Identifies co-payment agreements to prepare for collection at the time of service.

• Closes accounts that are no longer needed.

• Cross-checks insurance card copies with completed registrations.

• Distributes incoming mail from the office.

Review the schedule before the appointment to help resolve any scheduling issues.

• Prepare the patient's medical records before the appointment (e.g., request medical records

from the file room, prepare forms packets, gather and attach necessary diagnostic reports,

etc.).

• Processes physician orders and referrals.

• Marks instances of no-shows and no-shows for rescheduling in the relevant system.

• Accurately registers patients according to the training guidelines when they come for

services.

• Collects and records co-payments or prompt payment agreements and issues a receipt of

payment to the payer.

• Makes a clear copy of the insurance card.

• Ensures the right consent for the appropriate level of care is obtained and any extra

documentation needed from the family is collected and copied.

• Issues a patient identification card or wristband as needed.

• Conducted insurance verification and preauthorizations and managed patient charts.

• Enhanced patient care by efficiently managing medical records, appointment scheduling, and insurance verification.

• Expedited insurance verification processes, securing timely reimbursements for the care provided to patients.

• Conducted insurance verification tasks accurately, ensuring proper coverage and minimizing billing errors.

• Increased patient satisfaction with thorough insurance verification and accurate billing procedures.

• Communicated intake and insurance verification information to patients and to appropriate departments and offered translation services.

• Assisted patients with insurance verification and pre-authorization requirements, simplifying their visit preparation process.

• Expedited insurance verification processes by gathering accurate information from patients upon arrival.

• Reduced errors in insurance verification by implementing thorough checks on coverage details and eligibility.

• Expedited insurance verification process, enabling patients to receive timely authorization for necessary treatments or procedures.

• Expedited insurance verification processes, ensuring prompt authorizations for necessary medical treatments or procedures.

• Reduced errors in billing processes by developing and implementing standardized protocols for insurance verification and claims submission.

• + Type or edit your work history here

• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Confirmed appointments, communicated with clients, and updated client records.
• Answered phone promptly and directed incoming calls to correct offices.
• Kept reception area clean and neat to give visitors positive first impression.
• Check-in and check out patients.
• Call and confirm all appointments, schedule appointments.
• Fax and copy records for doctors and patients.
• Handled patients co-pays and payments on balances.
• Input new patients in the system, mail out new patients information paperwork. Answered multi-telephone lines.
• Call and get insurance approval for testing and procedures.
• Familiar with the EMR system.
• Responsible for opening and closing the office.
• Responsible for ordering all office supply.
• Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
• Processed eligibility and benefits verification and authorization requests.
• Followed up on denials, late payments, extensions and other special circumstances.
• Maintained high standards of customer service by building relationships with clients.
• Resolved discrepancies in insurance payments by collaborating with carriers.
• Communicated effectively with members of operations, finance, and clinical departments.
• Researched and resolved routine and complex issues.
• Worked with clients to develop personal recommendations for improvement of financial circumstances, reducing debt and increasing income.
• Conducted interviews with patients and family members and answered questions regarding insurance benefits.
• Worked directly with clients to provide financial counseling and education using individualized counseling model and personal finance course.
• Liaised between patient, doctor and insurance provider to smooth claims processes.

Stayed up-to-date on financial products and consumer rights.

• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
• Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
• Ensured accurate record-keeping with diligent data entry and database management for vital company information.
• Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
• Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
• Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
• Scheduled office meetings and client appointments for staff teams.
• Executed record filing system to improve document organization and management.
• Restocked supplies and placed purchase orders to maintain adequate stock levels.
• Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
• Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
• Sorted and distributed office mail and recorded incoming shipments for corporate records.
• Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
• Developed strategies to streamline and improve office procedures.
• Managed filing system, entered data and completed other clerical tasks.
• Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
• Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
• Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
• Answered phone promptly and directed incoming calls to correct offices.
• Resolved customer problems and complaints.
• Handled cash transactions and maintained sales and payments records accurately.
• Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
• Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
• Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
• Corresponded with clients through email, telephone, or postal mail.
• Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
• Handled sensitive information with discretion while maintaining strict confidentiality standards.
• Provided clerical support to company employees by copying, faxing, and filing documents.
• Improved appointment scheduling system, reducing wait times and increasing client satisfaction.
• Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
• Processed eligibility and benefits verification and authorization requests.
• Followed up on denials, late payments, extensions and other special circumstances.
• Tracked pending authorizations to resolve discrepancies and avoid revenue loss.
• Resolved discrepancies in insurance payments by collaborating with carriers.
• Communicated effectively with members of operations, finance, and clinical departments.
• Maintained a high level of industry expertise through continuous professional development courses and certifications in the field of insurance specialty.
• Maintained confidentiality of patient finances, records, and health statuses.
• Provided exceptional service to clients by guiding them through the claims process stepbystep.
• Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
• Analyzed customer needs to provide customized insurance solutions.
• Finalized sales and collected necessary deposits.
• Worked with clients to develop personal recommendations for improvement of financial circumstances, reducing debt and increasing income.
• Increased client confidence in managing personal finances by providing tools and resources for long-term success.
• Liaised between patient, doctor and insurance provider to smooth claims processes.
• Managed caseload effectively, ensuring timely follow-up appointments and communication with clients.

• Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
• Disbursed cash and checks accurately while maintaining security of cash drawers.
• Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
• Processed customer transactions promptly, minimizing wait times.
• Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
• Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
• Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
• Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
• Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
• Educated customers on use of banking website and mobile apps.
• Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
• Monitored and reported suspicious activity in line with bank security policies.
• Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
• Counted, verified and handled bank deposits and armored car transactions.
• Handled various accounting transactions.
• Referred customers to other banking departments for specialized services.
• Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
• Processed applications for new accounts.
• Received loan and utility payments, sending funds to correct destinations.
• Performed account maintenance by closing out accounts and changing customer addresses.
• Calculated fees due, interest and change for customer transactions.
• Generated monthly reports on customer activity and customer feedback.
• Managed large amounts of money, assisted with night deposit. Responsible to balance at end of day.
• Familiar very well with 10 key touches.
• Assist customers in finding the appropriate loan and account that meets their requirements. Assisted customers with any issues concerning their account.
• Opening and closing business duties.
• Balanced the vault, assisted with vault teller duties. Worked on commercial transactions.
• Worked with clients to develop personal recommendations for improvement of financial circumstances, reducing debt and increasing income.
• Cultivated a positive, non-judgmental environment for clients to openly discuss their financial challenges and concerns.
• Worked directly with clients to provide financial counseling and education using individualized counseling model and personal finance course.
• Provided guidance on student loan repayment options to recent graduates struggling with high education-related debts.
• Stayed up-to-date on financial products and consumer rights.

• Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
• Maintained strict compliance with anti-money laundering policies, conducting necessary due diligence checks on large transactions as required.
• Provided exceptional customer service during high-traffic periods, effectively managing long lines while maintaining accuracy and professionalism.
• Stayed up-to-date on current industry trends and regulations, attending training sessions regularly to enhance job performance quality continually.
• Managed large amounts of money, assisted with night deposit.
• Responsible to balance at end of day.
• Familiar with 10 key touches.
• Assist customers in finding the appropriate loan and account that meets their requirements.
• Assisted customers with any issues concerning their account. Opening and closing business duties.
• Balanced the vault, and assisted vault teller duties.