Organized, dedicated, and versatile Administrative Professional with proven track record of providing exceptional customer service in fast-paced environments. Positive and upbeat with excellent interpersonal communication skills. Offering keen attention to detail and strong decision making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments. Possess over 10 years experience in Federal and State financial operations. Committed to streamlining organizational procedures to optimize office settings. Motivated to learn, grow and excel in professional environment.
Hi, I’m
Tracy Holt
Leland,NC
Summary
Overview
9
years of professional experience
Work History
Novant Health OBGYN
Patient Services Coordinator III
11.2022 - Current
Job overview
- Demonstrated exceptional customer service to foster welcoming and professional environment for patients.
- Provided patient with after-visit summary and scheduled next appointment to maintain continuous care and facilitate treatment plan.
- Sent medical and surgical questionnaire forms to patients to obtain missing information.
- Collected time of service payments and issued receipts.
- Investigated, triaged and resolved patient issues to encourage positive experience during patient visit.
- Verified patient's insurance eligibility and benefits coverage through Electronic Eligibility Verification.
- Utilized EPIC Software to maintain electronic patient files, successfully maintaining patient files.
- Collected forms, insurance card and co-pay to facilitate registration process and prepare patient for appointment.
- Respected patients by recognizing rights and maintaining confidentiality.
- Telephoned and interviewed patients and family members to obtain pre-registration information and confirm appointments.
- Verified patient availability during appointment scheduling process to reduce reschedules and cancellations.
- Administered billing functions to maintain profitability and meet compliance, quality and productivity standards.
Accellacare Clinical Research Organization
Administrative Assistant
08.2021 - 08.2022
Job overview
- Answered multi-line phone system for six locations, routing calls, delivering messages to staff and greeting visitors.
- Scheduled office meetings and client appointments for staff teams.
- Executed record filing system to improve document organization and management.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
- Coordinated patient scheduling, check-in and check-out.
- Adhered to strict HIPAA guidelines to protect patient privacy.
- Directed patients to exam rooms, fielded questions and prepared for physician examinations.
- Used CRIO to schedule appointments for doctor visits and procedures.
- Collected data and followed research protocols, operations manuals and case report form requirements.
- Screened patient records, databases and physician referrals to identify prospective candidates for research studies.
- Managed updates and input for patient information database.
- Educated patients regarding all facets of clinical study participation.
- Followed drug storage procedures to comply with protocols and SOP requirements.
- Advised office manager of problems and concerns and assisted with problem-solving.
- Registered new patients into computer system and verified demographic accuracy.
- Uploaded or transmitted data using secure protocol.
- Utilized clinical trial management system to input patients adverse events and collaborate electronic data capture.
Brunswick County Public Schools
Child Nutrition Coordinator
07.2017 - 08.2021
Job overview
- Process monthly quarterly and annual reports for sponsoring agents and Board of Directors.
- Match invoices with purchase orders, audited for discrepancies and coded each according to general ledger standards.
- Utilize payroll records to document job costing data and contributed expertise to bi-weekly payroll processing.
- Check accuracy and integrity of purchase orders.
- Oversee food and supplies inventory with effective management of stock and usage.
- Prepare journal entries and reconciled accounts to complete month-end closing processes.
- Monitor employee time and attendance for payroll.
- Perform day-to-day financial transactions, including verifying, classifying, computing, posting and recording accounts payable data and reconciled daily totals to confirm proper accounting.
- Developed and implemented performance improvement strategies and plans to promote continuous improvement
- Used coordination and planning skills to achieve results according to schedule
- Received and processed stock into inventory management system
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork
- Resolved problems, improved operations and provided exceptional service
BCS Transportation Department
Administrative Assistant/Cost Clerk
06.2015 - 06.2017
Job overview
- Maintained and processed daily data and records, ridership spreadsheets in Business Systems Information Portal regulated by N.C. Department of Public Instruction.
- Procured, received, and inventoried all parts needed for vehicles serviced by Technicians.
- Processed all appropriate completed work and service orders.
- Assisted in monitoring departmental and program budgets, gathered pertinent data, and analyzed and processed technical information.
- Audited and processed invoices and purchase orders through financial data systems.
- Performed annual audit of inventory implemented by NC DPI guidelines.
- Provided quality clerical support through data entry, document management, email correspondence, and overseeing operations of office equipment.
- Received and routed business correspondence to correct departments and staff members.
Education
Brunswick Community CollegeSupply, NC
Associate of Arts from Business Administration And Management
05.2021
University Overview
Skills
- Excellent Customer Service Skills
- Strong Interpersonal Skills
- Conflict Management and Resolution Skills
- Database and Client Management Systems
- Confidentiality and Data Protection
- Strong Organizational Skills
- Critical thinker
- Multitasking and Time Management
- Data Entry Software
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Accomplishments
Accomplishments
- Supervised team of 100 staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Resolved product issue through consumer testing.
- Training - Responsible for training all new employees to ensure continued quality of customer service.
- Designed a more efficient Excel template to track and manage office personnel calendars and daily meetings.
- Investigated, identified and reconciled account discrepancies totaling thousands in company savings.
- Scheduling - Organized technician schedule for customer jobs.
- Data Entry - Reviewed and updated client correspondence files and scheduling database.
- Completed payroll for staff of 100 direct reports.
- Human Resources - Recorded and filed employee benefit, salary and annual evaluation information.
- Inventory Management - Managed inventory for 20 cafeterias as well as budgeting for supplies for Child Nutrition Department.
- Coordinated weekly project team meetings and drafted agendas to increase meeting efficiency.
Quote
It is never too late to be what you might have been.
Languages
English
Software
Excel
Microsoft Office
Microsoft Teams
Clinical Research Input/Output (CRIO)
Clinical Trial Management System (CTMS)
AS400 Accounting Operating System
EPIC
Electronic Health Records (EHR)
ADP Workforce
Infor HR & Workforce Management
Timeline
Patient Services Coordinator III
Novant Health OBGYN
11.2022 - Current
Administrative Assistant
Accellacare Clinical Research Organization
08.2021 - 08.2022
Child Nutrition Coordinator
Brunswick County Public Schools
07.2017 - 08.2021
Administrative Assistant/Cost Clerk
BCS Transportation Department
06.2015 - 06.2017
Brunswick Community College
Associate of Arts from Business Administration And Management
Similar Profiles
Alisa GibsonAlisa Gibson
Clinical Supervisor at Novant Health Mintview OBGYNClinical Supervisor at Novant Health Mintview OBGYN
Rachel E. Cunningham, RN, BSNRachel E. Cunningham, RN, BSN
RN- Triage at Novant-Harbor Pointe OBGYNRN- Triage at Novant-Harbor Pointe OBGYN
Norma YeagerNorma Yeager
Patient Navigator at Novant Glen Meade OBGYNPatient Navigator at Novant Glen Meade OBGYN
Denis N. McCarthyDenis N. McCarthy
Produce Clerk at Harris TeeterProduce Clerk at Harris Teeter
Valeria Ruiz De SantiagoValeria Ruiz De Santiago
Crew Member at McDonald'sCrew Member at McDonald's