Experienced Case Manager Specialist skilled in care coordination, case assessment, and patient advocacy, focused on developing tailored treatment plans and fostering team effectiveness.
Work History
Case Manager Specialist
8 Years 8 Months
TrialCard/Mercalis | 09.2017 - 05.2026
Partnered with healthcare providers to design tailored treatment plans for patients.
Managed patient care coordination to ensure timely access to medications and services.
Orchestrated communication channels between patients and healthcare providers to optimize service delivery.
Collaborated with healthcare teams to create tailored care plans for patients, aligning strategies with established healthcare goals and available resources.
Facilitated mentorship for junior case managers, promoting skill enhancement and team effectiveness.
Ensured accurate and timely documentation of all patient interactions to uphold regulatory compliance and confidentiality standards.
Conducted thorough assessments of adverse events, product complaints, and medical inquiries, adhering to established program procedures and business guidelines.
Oversaw high caseloads by prioritizing cases according to urgency and client needs.
Ensured adherence to HIPAA and insurance guidelines while managing relationships to promote access and affordability.
Coordinated with field representatives to address care needs and resolve issues related to offices and pharmacies. Maintained compliance with program protocols during all communications with representatives.
Oversaw inbound call management in accordance with program-approved FAQs
Assessed and communicated patient benefits coverage, including requirements for prior authorization, appeal tier exceptions, and formulary exclusions.
Ensured compliance with training deadlines for all corporate policies and procedures.
Executed all standard operating procedures diligently to support organizational efficiency.
Executed additional tasks and projects as assigned to enhance team productivity.
Pharmacy Research Data Analyst
5 Years 5 Months
SSS (Social and Scientific Systems) MEPS) | 04.2012 - 09.2017
Managed data integrity checks, ensuring compliance with regulatory standards and best practices.
Collect data from various medical/pharmacy sectors. Such as doctor's offices, hospitals, long-term institutions, pharmacies and home health care agencies.
Obtain and disseminate study regulatory documents and correspondence from assigned sites. Assist in screening documents for completion according to protocol and other appropriate regulations. Investigate incomplete, inaccurate and missing documents to ensure accuracy and completeness of data.
Identify point of contact for each facility, doctor's office, hospital, pharmacy. In addition communicate to participants the importance of their participation in the MEPS study
Send confirm the appropriate authorization forms to the different healthcare sectors/ pharmacies before collecting any research data.
Extract and enter relevant medical, prescription and financial information into the database
Responsible for tracing missing pharmacies using the board of pharmacy by state to obtain archived records for research study purposes
Performed quality care monitoring duties which involved the following: providing feedback to data specialist, conducting coaching, evaluating DCS by rating effectiveness of call sessions, identifying training needs, conducting training sessions, preparing weekly monitoring summary reports for high management.
Note 3 months out of the year from 2014 to 2017 performed Administrative Assistant duties for (TRC) which included addressing general work-related questions, managing employee attendance calls and schedule changes. Ensured all individuals entering TRC completed the necessary protocol for security clearance to the floor. Maintain all office supply inventory for all project studies on the floor as well as maintain staff files and contract copies. Ensure all office equipment was operating properly; responsible for submitting helpdesk ticket/work orders for the office equipment. Coordinate with management on creating official materials for current project studies for TRC. Reported directly to the office director of the TRC.
Education
No Degree - Office Technology
Lamar Institute of Technology | Beaumont, TX
Professional Development: [Subject]
No Degree - Medical Office Specialist
Kaplan College | Beaumont, TX
Dean's List [Semester and Year]
Relevant Coursework: [Subject] & [Subject]
Associate of Arts - Online Class For Billing And Coding
Wake Technical Community College | Raleigh, NC
Professional Development: [Subject]
Skills
Care coordination
Case assessment
Pharmacy management
Data analysis
Critical Thinking/Problem solving
Organizational multitasking
Time management
Patient advocacy
Cultural competence
Active communication
Ethical practice
Cultural history
Timeline
Case Manager Specialist
TrialCard/Mercalis
09.2017 - 05.2026Read More
Pharmacy Research Data Analyst
SSS (Social and Scientific Systems) MEPS)
04.2012 - 09.2017Read More
Lamar Institute of Technology
No Degree from Office Technology
Read More
Kaplan College
No Degree from Medical Office Specialist
Read More
Wake Technical Community College
Associate of Arts from Online Class For Billing And Coding