Hardworking, detail-oriented and highly reliable professional. Proactive leader with strengths in communication and collaboration. Resourceful and highly organized individual with excellent judgment and multitasking abilities.
Overview
18
18
years of professional experience
Work History
Referral Specialist, Medical Records Custodian
Schofield Hand & Bright Orthopaedics
Sarasota , FL
01.2021 - 08.2024
Assisted patients in understanding their insurance coverage and answered questions about referrals, authorizations, and other related issues.
Coordinated with provider offices to ensure timely completion of referrals prior to scheduled appointments.
Resolved escalated patient complaints relating to denied or delayed referrals promptly.
Collaborated with team members to ensure the accuracy of referral data entered into the system.
Verified insurance eligibility for referred services using online databases and contacted insurers directly when needed.
Provided support to referring physicians in obtaining pre-authorization for services as necessary.
Processed incoming referral requests for medical services and submitted them to the appropriate insurance companies for authorization.
Managed and obtained insurance authorizations for patient referrals from physicians.
Responded to inquiries from patients, physicians and other healthcare providers regarding medical records.
Processed and invoiced records requests from patients, providers and third parties.
Referral Coordinator
Sarasota Family Medical
Sarasota, FL
06.2018 - 11.2020
Scheduled patients diagnostic tests and procedures to availability, urgency and insurance authorization guidelines.
Gathering all medical records needed prior to submitting a referral/authorization.
Obtaining approvals from insurance companies for prior authorizations, sonograms and specialty physicians.
Trained in EMR, filing, faxing, and check out of patients.
Twelve years experience with medical terminology, CPT coding as well as ICD-10 codes.
Managed up to one hundred fifty patient referrals monthly through various insurance companies.
Contacted insurance carriers to obtain authorizations, notifications and pre-certifications for patients.
Identified reasons behind denied claims and worked closely with insurance carriers to promote resolutions.
Provided accurate information to all parties, including patients, insurance providers, healthcare staff and office personnel by using effective written and verbal communication skills.
Purchasing Manager & Administrative Assistant
Contemporary Closet Concepts
Sarasota, FL
01.2017 - 02.2018
Outlined plans based on client budgets and needs with cabinets, vanities, bathroom and kitchen countertops.
Designed floor plans, elevations, and 3D perspective views and material boards for both in-house review and presentation to client.
Coordinated inventory, stocking, and ordering.
Accurately entered data using KCD software and efficiently completed all paperwork.
Directed schedule of weekly projects and anticipated timelines for milestones and completion dates.
Interacted with prospects and customers at various events, including trade shows, seminars and workshops.
Administrative Assistant & Purchasing Manager
Affinity Kitchen & Bath
Sarasota, FL
01.2013 - 01.2016
Greeted visitors or callers daily to handle inquiries or direct to appropriate persons.
Accounts receivable & Accounts payable.
Entered invoice data into company database and updated details, including customer contracts and delivery dates to keep information current.
Process and input all new contracts, leads, appointments and sales into Moraware.
Located and vetted vendors, established good relationships and negotiated contracts.
Maintained and provided weekly and monthly sales reports.
Managed purchases such as office supplies, Granite, Quarts, Corian, Cabinetry material.
Maintain inventory, receipts and documentation of finished goods, materials and packaging for bi-weekly reports.
Leasing Professional
Concord Management
Sarasota, Florida
01.2010 - 01.2013
Provided tours of property and amenities to prospective tenants and offered valuable information regarding all property features.
Maintained 100% leased while having a 98% occupancy rate.
Experienced in Yardi, Microsoft word and Excel.
Scheduled renewals and recertification's.
Maintained accurate records of all correspondence with and from tenants.
Responsible for operation of 192 unit property involving rent collections, reports and achievement of goals.
Oversaw daily operations, maintenance and administration of various properties.
Customers Service Representative
A-Son’s Construction, Beeson Realty
Muncie, IN
01.2008 - 01.2009
Managed 300 properties, including single family and multi residential units, in the Georgia Region.
Managed 9-12 crews throughout Georgia.
Responsible for maintaining foreclosures for Freddie Mac and Safeguard properties.
Supervised and scheduled maintenance such as trash outs, debris removal, initial clean, initial mow, monthly cleans, weekly mows, winterizations, de-winterization, board ups and securing properties.
Report to agents, brokers and realtors on daily basis.
Proof and submit all photographs of completed jobs to various companies.
Input weekly Payroll and Data Entry.
Leasing Agent
Mill Pond Apartments
Muncie, Indiana
01.2007 - 01.2008
Responsible for leasing, maintenance and rent collections for multi residential units.
Oversaw daily operations, maintenance and administration of various properties.
Inspect all apartments at lease end and assess damage.
Maintain positive resident relations and resolve any issues effectively.
Conducted background checks on applicants prior to move in date.
Prepared lease paperwork and obtained signatures and first payments from new residents.
Referral Specialist & Medical Records Custodian
Schofield Hand & Bright Orthopaedics
Sarasota, FL
01.2021 - 08.2024
Assisted patients in understanding their insurance coverage and answered questions about referrals, authorizations, and other related issues.
Provided support to referring physicians in obtaining pre-authorization for services as necessary.
Coordinated with provider offices to ensure timely completion of referrals prior to scheduled appointments.
Verified insurance eligibility for referred services using online databases and contacted insurers directly when needed.
Processed incoming referral requests for medical services and submitted them to the appropriate insurance companies for authorization.
Managed and obtained insurance authorizations for patient referrals from physicians.
Managed daily patient referrals daily through multi-line telephone system.
Processed requests for medical records from insurance companies, attorneys.
Monitored incoming requests for medical records updates or corrections.
Answered incoming calls, redirected callers to the appropriate personnel or department and took messages as needed.
Education
Northside High School Graduate
Skills
Multi-line phone proficiency
Multitasking and prioritization
Service-oriented mindset
Oral/written communication
Administrative
Problem solving
Team player
Attention to detail
Data management
Word & Excel proficient
Affiliations
Timeline
Referral Specialist, Medical Records Custodian
Schofield Hand & Bright Orthopaedics
01.2021 - 08.2024
Referral Specialist & Medical Records Custodian
Schofield Hand & Bright Orthopaedics
01.2021 - 08.2024
Referral Coordinator
Sarasota Family Medical
06.2018 - 11.2020
Purchasing Manager & Administrative Assistant
Contemporary Closet Concepts
01.2017 - 02.2018
Administrative Assistant & Purchasing Manager
Affinity Kitchen & Bath
01.2013 - 01.2016
Leasing Professional
Concord Management
01.2010 - 01.2013
Customers Service Representative
A-Son’s Construction, Beeson Realty
01.2008 - 01.2009
Leasing Agent
Mill Pond Apartments
01.2007 - 01.2008
Northside High School Graduate
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