Detail-oriented Intake and Specialty Referral Coordinator and Office Manager with 3 years of experience in healthcare settings. Known for excelling in insurance verification and patient care, demonstrating expertise in HIPAA compliance and office management. Utilizes skills in Microsoft Excel and Google Sheets to enhance operational efficiency. Passionate about improving patient satisfaction and streamlining processes to drive innovation and excellence in healthcare administration.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Patient Referral Coordinator
Methodist Healthcare Ministries
03.2025 - 07.2025
Delivered excellent patient experiences and direct care.
Responded to inquiries by directing calls to appropriate personnel.
Engaged with patients to provide critical information.
Compiled and maintained patient medical records to keep information complete and up-to-date.
Followed document protocols to safeguard confidentiality of patient records.
Organized patient records and database to facilitate information storage and retrieval.
Trained new staff on filing, phone etiquette and other office duties.
Delivered support to medical staff in completion of patient paperwork.
Intake Coordinator
CDS in Texas
09.2024 - 02.2025
Completed intake assessment forms and filed clients' charts.
Enhanced office productivity by handling high volume of callers per day.
Communicated with referral sources, physicians, and associated staff to check documentation for proper signatures.
Supported office staff and operational requirements with administrative tasks.
Answered phone calls and provided new clients with required paperwork to initiate service.
Office Manager
Elite Providers Home Care Agency
09.2022 - 08.2024
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
Performed medical records management, including filing, organizing and scanning documents.
Streamlined patient intake procedures by implementing digital documentation system while maintaining strict HIPAA compliance and accuracy in medical records.
Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
Increased customer satisfaction by developing effective client feedback system that led to service improvements.
Education
Diploma - Network And System Administration
Career Point College
11.2016
Skills
HIPAA Compliance
Patient Intake Processes
Documentation Accuracy
Workflow Streamlining
Record-Keeping Protocols
High-Volume Operations Management
Referral Patterns Monitoring
Process Improvements
Healthcare Regulations Compliance
Data-Driven Analysis
Care Coordination
Compliance Protocols Monitoring
Patient Referrals Documentation
Customer Service
Medical Terminology
Vital Signs
Patient Care
Patient Assessment
Medical Records
Office Management
Inventory Management
Microsoft Excel
Google Sheets
Microsoft Word
Typing
Cross-functional coordination
Data entry proficiency
Medical terminology
Referral tracking
Certification
Networking Comptia 801 Cert
Languages
Spanish
Full Professional
Personal Information
Title: Intake and Patient Referral Coordinator and Office Manager