Summary
Overview
Work History
Education
Skills
Hobbies
Timeline
Generic

Tracy Wallace

Cary,NC

Summary

Highly motivated and committed Medical Assistant with proven history of superior performance at individual, team and organizational levels. Multitasks and prioritizes workloads with little or no supervision. Detail-oriented professional looking to bring medical background and team-building skills to deadline-driven environment. Passionate about patient care.

Overview

24
24
years of professional experience

Work History

Medical Assistant

Gastro Direct
02.2024 - Current
  • Answered telephone calls to offer office information, answer questions, and direct calls to staff.
  • Improved patient satisfaction by efficiently scheduling appointments and managing patient records.
  • Ensured smooth daily operations by managing incoming calls professionally while addressing inquiries or directing them to appropriate personnel.
  • Enhanced patient care with timely and accurate data entry of medical histories, prescriptions, and lab results.
  • Reduced wait times for patients through effective appointment scheduling and efficient front desk management.
  • Promoted excellent customer service experience through prompt responses to voicemails and emails, addressing patient inquiries or concerns.
  • Updated patient information and insurance details for accurate electronic medical records.
  • Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
  • Received, recorded and filed medical payments by check, cash, and credit card.
  • Restocked each medical room with adequate supply of medications and supplies in preparation for patients.
  • Registered patients and completed associated paperwork for accurate records.
  • Prepared patient charts by gathering and organizing medical records ahead of appointments.
  • Reconciled daily payments received and prepared deposits for smooth office finances.
  • Used Atlas MD to schedule appointments for doctor visits and procedures.
  • Provided prompt, polite and professional in-person and telephone customer service.
  • Obtained pre-authorization from insurance companies ahead of medical services.
  • Improved accuracy of patient records with meticulous data entry and management.
  • Supported administrative tasks such as ordering supplies, inventory management, and filing medical documents for streamlined office workflow.
  • Supported efficient claim processing by accurately coding services for billing.
  • Fostered welcoming environment, greeting patients and addressing inquiries with professionalism.
  • Increased office productivity by organizing medical records, leading to easier access and retrieval.
  • Enhanced patient experience by efficiently managing appointment schedules and reducing wait times.
  • Improved office communication by promptly relaying messages between patients and healthcare providers.
  • Streamlined patient intake process to improve office efficiency and patient satisfaction.
  • Reduced patient anxiety by providing clear explanations of procedures and answering questions.
  • Assisted physicians in providing high-quality care, completing insurance forms and handling referrals promptly.
  • Managed the efficient flow of medical records by confirming accuracy, scanning documents into the EHR system, and securely storing physical copies.
  • Contributed to a positive work environment by maintaining organized files and facilitating clear communication between staff members.
  • Facilitated patient education by providing relevant health and procedure information.
  • Supported patient follow-up care by scheduling appointments and facilitating referral processes.
  • Coordinated successfully with healthcare providers to ensure timely delivery of test results and prescription refills for patients.
  • Provided compassionate support to patients during check-in/check-out process, addressing concerns and answering questions as needed.
  • Received and routed laboratory results to correct clinical staff members.

Medical Assistant

Gastro Direct
02.2024 - Current
  • Answered phone calls, emails and text messages for one physician in a busy GI direct care practice, scheduling appointments, and handling patient inquiries and referrals.
  • Improved patient satisfaction by efficiently scheduling appointments and managing patient records.
  • Provided compassionate support to patients during check-in/check-out process, addressing concerns and answering questions as needed.
  • Improved office ambiance, ensuring clean and organized reception area for positive first impression.
  • Completed administrative patient intakes with case histories, insurance information and mandated forms.
  • Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
  • Reduced patient anxiety by providing clear explanations of procedures and answering questions.
  • Enhanced patient care with timely and accurate data entry of medical histories, prescriptions, and lab results.
  • Restocked each medical room with adequate supply of medications and supplies in preparation for patients.
  • Supported patient follow-up care by scheduling appointments and facilitating referral processes.
  • Coordinated successfully with healthcare providers to ensure timely delivery of test results and prescription refills for patients.
  • Improved office communication by promptly relaying messages between patients and healthcare providers.
  • Obtained pre-authorization from insurance companies ahead of medical services.
  • Received, recorded and filed medical payments by check, cash, and credit card.
  • Updated patient information and insurance details for accurate electronic medical records.
  • Sanitized, restocked, and organized exam rooms and medical equipment.
  • Performed medical records management, including filing, organizing and scanning documents.
  • Built strong relationships with patients through effective communication skills that foster trust in the clinic''s commitment to quality care.
  • Obtained client medical history, medication information, symptoms, and allergies.
  • Reduced wait times by swiftly processing insurance claims, verifying coverage, and obtaining pre-authorizations when necessary.
  • Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.
  • Boosted patient satisfaction by providing compassionate care and promptly addressing needs during visits.
  • Coordinated patient referrals to specialists or other healthcare providers as needed for comprehensive care management plans.
  • Streamlined office operations by managing inventory levels, ordering supplies, and organizing storage areas.
  • Supported patient well-being, providing empathetic care and addressing concerns with sensitivity.
  • Conducted patient follow-up calls to monitor treatment progress and answer any questions.
  • Explained procedures to patients to reduce anxieties and increase patient cooperation.
  • Collaborated with medical and administrative personnel to maintain patient-focused, engaging, and compassionate environment.

Surgery Scheduling Coordinator

Wake Ophthalmology
06.2019 - Current
  • Coordinates and schedules surgeries, follow-up appointments as designated by physicians.
  • Interacts with patients’, physicians and other staff both within the Clinic and at outside facilities providing accurate, timely and responsive information.
  • Coordinates processes and routes all paperwork as required to meet physician and facility requirements.
  • Ensures efficient telephone communication.
  • Documents work processes as required.
  • Follows all written protocols and procedures of the Clinic.
  • Demonstrates courtesy and helpfulness toward patients and their families.
  • Must be able to recognize and respond appropriately to urgent/emergent situations per protocols.
  • Establish and maintain effective working relationships with physicians, staff, and management.
  • Books surgeries based on physician volume maintaining appropriate standard turn-around times.
  • Identifies scheduling barriers and implements solutions to improve scheduling results based on predetermined goals.
  • Follow established Wake Opthalmology and surgery center/hospital precautions and procedures in the performance of all job duties to ensure a safe work environment. Adhere to policies regarding safety, confidentiality and HIPPA guidelines.

Skills within Clinic

  • Strong Knowledge of clinical/medical practice operations, procedures, terminology and administrative procedures.
  • Flexible and have the ability to multi task.
  • Proficient in computers and relevant software applications and practice management technology.
  • Ability to collaborate across departments and build effective relationships with internal and external customers to achieve goals.
  • Possession of strong problem solving skills and sound judgement.
  • Ability to achieve team goals while demonstrating organizational values and utilizing resources responsibly.
  • Ability to be proactive and take initiative.
  • Exhibit high level of quality through attention to detail and monitoring of work.
  • Possession of strong organizational skills.
  • Excellent verbal and written communication, as well as, exceptional interpersonal communication skills.
  • Ability to work independently on assigned tasks as well as to accept direction on given assignments.
  • Deals with confidential information and/or issues using discretion and judgment.
  • Passionate about patient care.

Senior Living

Spring Arbor Assisted Living
02.2018 - 06.2019

Receptionist

  • Provide excellent front line service and first impression management through direct engagement with guests, families, and vendors, as well as answering telephones and assisting with all departments as needed.

Activity Assistant

  • Assist in planning and organizing the Assisted Living and Memory Care activity programs with an emphasis on the wellness, spiritual development, recreation, educational development and continued involvement in the community of all residents.
  • Create and direct group and one-on-one activities for residents.
  • Monitor budget for activities while keeping records and receipts.
  • Develop and implement activities in accordance with community policies and state guidelines.
  • Decorate house for holidays and activities; update informational bulletin boards, as needed.
  • Maintain activity room, including prep and breakdown of activities.

Transportation Assistant Manager

  • Transport residents to and from activities and medical appointments in company passenger bus or other company vehicle.
  • Participate in special outing and accompanies residents on outings including dinner, pedicures, movies, sightseeing, picnics, and doctor's appointments.
  • Maintain transportation calendar for residents, including the scheduling of necessary appointments off-site.
  • Monitor vehicle maintenance and upkeep.

Senior Patent Paralegal

Myers Bigel, P.A.
06.2005 - 06.2017
  • Intellectual Property protection legal practice Senior Patent Paralegal, consistently supporting numerous attorneys in cohesive full cycle patent prosecution processes.
  • Worked diligently within the Practice Areas of: Biotechnology, Pharmaceutical & Life Science, and Mechanical, Electronic & Information Technology Transactions.
  • Served large corporate clientele, such as: Samsung, Sony, Ericsson, Cree, Laird, and Commscope, in support of their electrical engineering patent prosecutions.
  • Sole contact in charge of client correspondence for numerous clientele with the industry’s largest patent portfolios.
  • Prepared and filed all documentation associated with patent prosecution, properly executing processes inclusive of:
  • Utilization of the USPTO EFS-Web for filing U.S. Patent, Provisional, Utility, and National Phase Applications, with any accompanying filing papers and formal documentation.
  • Drafting Office Actions, Petitions, Restriction Requirements, Responses, and Advisory Action Shells.
  • Prepared Assignment & Declaration documents for execution by Inventors.
  • Prepare Information Disclosure Statements (IDS), & Application Data sheets.
  • Maintain with extreme accuracy numerous databases, monitoring statutory deadlines, in connection with all patent applications and legal filings.
  • Manage extensive docket and daily work flow for multiple attorneys within the IP Patent Prosecution department, while actively tracking all due dates.
  • Preparing reporting letters and attendant documents for clients.
  • Trained new Associates and Paralegals on procedures.
  • Followed strict protocols to help achieve daily departmental targets and goals, inclusive of executing timely visual inspections & completion of all case paperwork.
  • Established a reputation for extreme dependability with Senior Firm Partners, Administration, Attorneys, and Staff.
  • Created and set precedent with a Firm-wide Paralegal Checklist to be utilized when preparing patent prosecution documents.
  • Maintained pipeline reports of current client/case progress.
  • Provided administrative support to the IP team, including open & close of new matters, and accurate entry of attorneys’ time.
  • Coordinated the processes for legal document and contract reproduction, and client billing, to ensure seamless case completion.
  • Managed a highly organized and effectively labeled client case filing system, for both hard copy and electronic, correspondence and legal documentation.

Manager, Carolina's New Link

WTVD Channel 11 ABC
05.2000 - 05.2001

Associate Producer

  • Executed the coordination of video transmission between 8 Television Stations, for ABC, FOX, and ABC Television Network, within North and South Carolina.
  • Produced content feeds for microwave and satellite broadcasting, providing video for the Stations.
  • The primary resource for state-wide and breaking news videos.
  • Worked in tandem with the evening and nightly (6 PM and 11 PM) Producers, forming close teaming relationships.
  • The central point of contact in managing the numbering of scripts, and the reviewing of graphics and font for each newscast.
  • Wrote a multitude of voice overs for anchors to read during Live newscasts, utilizing the newsroom writing software, Avstar.

Education

Bachelor of Arts - Broadcast Journalism

University of North Carolina At Chapel Hill

Skills

  • Excellent and motivated team player
  • Strong verbal communication
  • Very detailed oriented
  • Quick learner and passionate about learning
  • Health insurance and prior authorization experience
  • Outstanding scheduling and appointment coordinating skills
  • Experience with Microsoft Word and Outlook
  • Electronic systems experience include: EPIC, One Medical Passport, Nextech , Advanced MD Atlas MD and Ring Central
  • Positive Attitude
  • Multitasking and Organization
  • Records Management
  • Patient Referrals
  • Self Motivation
  • Reliability
  • Certified Personal Care Assistant
  • CPR certified

Hobbies

Traveling, Reading, Volunteering, Pickleball, Spending quality time with my family, friends and 2 doods!  

Timeline

Medical Assistant

Gastro Direct
02.2024 - Current

Medical Assistant

Gastro Direct
02.2024 - Current

Surgery Scheduling Coordinator

Wake Ophthalmology
06.2019 - Current

Senior Living

Spring Arbor Assisted Living
02.2018 - 06.2019

Senior Patent Paralegal

Myers Bigel, P.A.
06.2005 - 06.2017

Manager, Carolina's New Link

WTVD Channel 11 ABC
05.2000 - 05.2001

Bachelor of Arts - Broadcast Journalism

University of North Carolina At Chapel Hill
Tracy Wallace