Reliable treatment and referral coordination specialist with a background in patient access, financial support, and administrative workflow management. Brings calm customer service, conflict resolution, and attention to detail to scheduling, claims processing, documentation, and team support across healthcare settings.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Treatment Coordinator
Carolina Family Orthodontics
Greenville, SC
08.2025 - Current
Liaised between patients and clinical team, guiding individuals from initial consultation through the full smile journey to ensure seamless care.
Explained treatment options and costs to patients, empowering informed decision-making.
Supports treatment planning with medical professionals.
Assisted patients with payment plans and financial assistance, facilitating access to necessary treatments.
Managed referrals to ensure patients received appropriate care from specialists. to other healthcare providers.
Schedules patient appointments with healthcare providers.
Maintains patient records and documentation.
Provides administrative support to healthcare teams.
Follows healthcare regulations and policies.
Referral Management Specialist
MUSC Family Medicine
Columbia, SC
02.2024 - 08.2025
Coordinated MUSC Family Medicine patient scheduling and appointment workflows.
Supported referral coordination between MUSC Family Medicine providers and specialty offices.
Liaised with clinical staff to resolve patient access and service concerns.
Monitored workflow issues and updated procedures for MUSC Family Medicine operations.
Prepared clinic reports, documents, and administrative records for Family Medicine leadership.
Developed detailed reports on operational performance metrics and presented results to the senior management team.
Provided guidance and support to management staff in developing, implementing, and evaluating policies, procedures, and strategies.
Financial Coordinator / Assistant
VSM Management
Columbia, SC
08.2023 - 02.2024
Processed invoices, vendor payments, and expense reports with accuracy.
Monitored cash flow and prepared budget tracking reports for leadership.
Ensured accuracy of budget reports and financial statements.
Executed month-end closing entries in the general ledger to maintain accurate financial reporting.
Resolved account discrepancies and billing issues with vendors to ensure accurate financial records.
Processed treatment claims to insurance carriers on the same day patients received care, expediting reimbursements.
Assisted in developing long-term strategic plans based on current performance metrics.
Managed financial records for VSM Management properties and operating accounts.
Discussed nuances of insurance benefits to help patients understand financial obligations.