Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Trisha Lee

Philadelphia,PA

Summary

Dedicated Case Manager with over 12 years of experience in healthcare case management and utilization review. Expertise in advocating for patient rights, coordinating comprehensive care, and ensuring adherence to clinical documentation standards. Proficient in collaborating with medical teams and community agencies to enhance patient support and optimize discharge planning. Proven track record of managing complex cases through strategic resource utilization and effective problem-solving.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Case Manager

Wills Eye Hospital
Philadelphia, PA
09.2024 - Current

Conducted utilization review and managed denial processes to support patient care. Collaborated with medical teams and office staff to assess patient needs for inpatient care. Advocated for patient rights and facilitated access to necessary resources and support systems.

Registered Nurse

Provant Health Solutions, LLC
10.2017 - Current
  • Independently contracted Registered Nurse traveling within PA, DE, MD to perform health & wellness screenings and/or administer flu vaccinations (PA licensed only). Provide participants with blood pressure checks, BMI assessments, capillary tests for cholesterol & glucose levels and, health coaching.

Case Manager

Kindred Healthcare- South Philadelphia, PA
Philadelphia, PA
08.2013 - 02.2016
  • Coordinated the integration of Social Services/Case Management functions into the patient care, discharge, and home care planning processes with other hospital departments, external service organizations, agencies, and health care facilities. Conducted concurrent medical record review using specific indicators and criteria. Acted as a patient advocate, investigated, and reported adverse occurrences, performed staff education related to resource utilization, discharge planning and psychosocial aspects of healthcare delivery.

Clinical Resource Coordinator

PENN Presbyterian Medical Center Philadelphia, PA
Philadelphia, PA
07.2012 - 07.2013
  • Provided case management and discharge planning services, including interacting, supporting, and consulting with physicians, social workers, and other disciplines to coordinate care while, also evaluating severity of illness and intensity of service, as well as assessing patients' post-hospital needs.

Temporary Case Manager assignment at Kindred LTACH

Medisys, Inc Wayne, PA
Wayne, PA
02.2012 - 06.2012

Medical Management Coordinator

Albert Einstein Medical Center Philadelphia, PA
Philadelphia, PA
07.2009 - 01.2012
  • Responsible for care management of all patients entering the AEHN system. Monitored and coordinated care delivery with attending or PCP, nursing, PT and other therapies and other care management staff and facilitated discharge planning from the Emergency Unit.

Nurse Coordinator

Executive Health Resources Newtown Square, PA
Newtown Square, PA
09.2008 - 06.2009
  • Coordinated letters on Medicare compliance and/or Utilization management cases that required medical necessity status determinations.

Utilization/Concurrent Review Nurse

Keystone Mercy Health Plan Philadelphia, PA
Philadelphia, PA
01.2007 - 08.2008
  • Proficient in Utilizing Milliman & InterQual criteria. Independently managed large case-load of per-diem & DRG hospitals.

Registered Nurse

Jeanes Hospital Philadelphia, PA
Philadelphia, PA
11.2002 - 01.2006
  • 3/2004 – 01/2006: Staff Nurse in ICU/Critical Care Unit. Cross-trained for Interventional Radiology with competency in the administration of moderate sedation. 11/2002 – 3/2004: Staff Nurse on Medical/ Surgical floor.

Staff Nurse on Med/Surg Floor

MCP Hospital Philadelphia, PA
Philadelphia, PA
01.2002 - 10.2002

Registered Nurse

Gambro Healthcare Philadelphia, PA
Philadelphia, PA
07.2001 - 01.2002
  • Administered hemodialysis treatments, IV medications, blood transfusions while utilizing the nursing process.

Education

B.S.N. - Psychology Minor

Indiana University of Pennsylvania
Indiana, PA
01-2000

Skills

  • Effective problem resolution
  • Case management
  • Organization and multitasking
  • Decision-making
  • Organizational time strategies
  • Detailed case documentation

Accomplishments

  • Achieved smooth transition to new EMR system through effectively helping with creation of workflow tip sheets and guides to aid staff in clinical documentation proficiency.
  • Achieved 94% success rate in insurance approvals on all eligible inpatient claims by completing utilization review, EMR chart surveillance and Milliman Care Guidelines/Criteria to assess the patient’s need for inpatient care as well as determining the appropriate level of care with accuracy and efficiency.
  • Reduced hospital readmission rates through effective discharge planning and patient education on self-care management.

Certification

  • 07/2001: RN License # 531530 issued by the Commonwealth of PA
  • 05/24 - 05/25/16: Completed Decision Health ICD- 10 Coder's Boot Camp
  • 10/2017: BLS, EpiPen & Narcan Certified
  • 10/2017: Trained in use of Cardiochek & Omron devices

Languages

English
Native or Bilingual
Spanish
Limited Working

Timeline

Case Manager

Wills Eye Hospital
09.2024 - Current

Registered Nurse

Provant Health Solutions, LLC
10.2017 - Current

Case Manager

Kindred Healthcare- South Philadelphia, PA
08.2013 - 02.2016

Clinical Resource Coordinator

PENN Presbyterian Medical Center Philadelphia, PA
07.2012 - 07.2013

Temporary Case Manager assignment at Kindred LTACH

Medisys, Inc Wayne, PA
02.2012 - 06.2012

Medical Management Coordinator

Albert Einstein Medical Center Philadelphia, PA
07.2009 - 01.2012

Nurse Coordinator

Executive Health Resources Newtown Square, PA
09.2008 - 06.2009

Utilization/Concurrent Review Nurse

Keystone Mercy Health Plan Philadelphia, PA
01.2007 - 08.2008

Registered Nurse

Jeanes Hospital Philadelphia, PA
11.2002 - 01.2006

Staff Nurse on Med/Surg Floor

MCP Hospital Philadelphia, PA
01.2002 - 10.2002

Registered Nurse

Gambro Healthcare Philadelphia, PA
07.2001 - 01.2002

B.S.N. - Psychology Minor

Indiana University of Pennsylvania