Teri Ortiz
Windsor,CA
Summary
Dedicated, experienced Referrals & Specialty Management leader with 20 years of experience from the ground up in all aspects of the medical field. Hardworking, team player.
Overview
34
34
years of professional experience
Work History
Referrals/Specialty Clinics Operations Manager
Petaluma Health Center
02.2005 - 03.2024
- Managed two teams with total of 12 employees in charge of Referrals AND Specialty Clinic for large FQHC with four locations serving Northern Bay Area.
- Collaborated with cross-functional teams to improve and maintain Specialty Clinics including liaising with credentialing, scheduling providers, equipment, room, staff for patient specialty care including psychiatry, endocrinology, neurology, rheumatology, podiatry, opthalmology and optometry.
- Orientation/Onboarding new medical providers, support staff and managers.
- Trained and kept my team updated on all changes in every area of referrals process including new insurance, their guidelines, keeping up with log-ins.
- Maintained relationships with community specialty offices, meeting regularly with specialty and their requirements for referrals to their group and updated my team on a monthly basis.
- Maintained employee schedules and payroll.
- Building professional relationships with local insurance companies including Providence, Partnership and Meritage.
- Clinical operations for in-house durable medical equipment closets, ie Bilirubin blankets, nebulizers, walking boots
Office Manager
Rosalyn Lepley, MD
10.1989 - 12.2006
- Managed small family practice including OB Gyn Services, newborns, geriatric and board & care community living populations
- Trained in all positions including reception, answering phones, scheduling, rooming, patient billing, accounts payable and ordering supplies.
Education
Medical Assistant - Medical Assisting
Bryman School
San Jose06.1988
High School Diploma -
Oceana High School
Pacifica06.1979
Skills
- E-Clinical Works
- Epic
- Outlook, Zoom, WebX
- Master multitasker
Professional References
Contact Details Upon Request
- Jonathan Choe, M.D.
- Nurit Licht, M.D.
- Andrew Ashcroft, M.D.
Timeline
Referrals/Specialty Clinics Operations Manager
Petaluma Health Center
02.2005 - 03.2024
Office Manager
Rosalyn Lepley, MD
10.1989 - 12.2006
Medical Assistant - Medical Assisting
Bryman School
High School Diploma -
Oceana High School
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