Valerie Moreno
Pasadena,TX
Summary
Dedicated and empathetic Medical Assistant offering experience in direct patient care and medical office management experience. Committed to obtaining highest level of patient satisfaction. Dedicated to complying with regulatory and practice standards. Cultivates trust and rapport with patients through excellent communication and interpersonal skills.
Overview
11
11
years of professional experience
Work History
Tax Manager
H&r Block
Deer Park, TX
11.2023 - 03.2024
- Negotiated with taxing authorities to resolve disputes or obtain favorable rulings.
- Provided technical advice to clients regarding complex transactions involving taxation.
- Evaluated existing accounting systems for efficiency related to taxation matters.
- Assessed the accuracy of calculations used in preparing returns.
- Reviewed year-end closing entries related to taxes for accuracy and completeness.
- Reviewed and analyzed financial statements to determine tax liability.
- Provided assistance with IRS audits as needed.
- Trained staff members in proper procedures for filing returns and preparing documents required by regulatory agencies.
- Ensured timely payment of taxes owed by clients.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Medical Assistant
Apollo men Health
Pearland, TX
01.2020 - 03.2021
- Registered new patients into practice management software program accurately entering demographic information.
- Collected samples from patients for laboratory testing purposes.
- Maintained accurate medical records through filing, charting, transcription and data entry into electronic health record system.
- Administered injections, medications and treatments as directed by the physician.
- Kept examination rooms clean, stocked with necessary supplies and prepared for incoming patients.
- Assisted with pre-operative preparation of patients including providing instruction about post-operative care plans.
- Ordered medical supplies, maintained inventory logs and restocked exam rooms when needed.
- Assisted physicians with patient care by taking vital signs, patient histories and preparing patients for examinations.
- Ensured that all instruments used during exams were cleaned properly after each use according to established protocols.
- Adhered to HIPAA regulations regarding safeguarding confidential patient information at all times.
- Inspected equipment to ensure proper working order prior to use on patients.
- Provided assistance to medical staff in performing minor surgical procedures.
- Answered phones, scheduled appointments and managed patient flow while greeting visitors in a professional manner.
- Cleaned and maintained medical equipment following procedures and standards.
- Documented notes during patient visits.
- Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
- Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
- Organized charts, documents and supplies to maintain team productivity.
- Secured patient information and maintained patient confidence by completing and safeguarding medical records.
- Participated in team meetings to improve workflows and contribute to improving patient population outcomes.
Medical Assistant
Lymphedema and Wound Care Institute of Texas
Webster, TX
08.2018 - 05.2019
- Organized patient charts before each day's clinic sessions began.
- Registered new patients into practice management software program accurately entering demographic information.
- Maintained accurate medical records through filing, charting, transcription and data entry into electronic health record system.
- Kept examination rooms clean, stocked with necessary supplies and prepared for incoming patients.
- Ordered medical supplies, maintained inventory logs and restocked exam rooms when needed.
- Assisted physicians with patient care by taking vital signs, patient histories and preparing patients for examinations.
- Educated patients on healthcare topics such as nutrition and disease prevention methods.
- Ensured that all instruments used during exams were cleaned properly after each use according to established protocols.
- Adhered to HIPAA regulations regarding safeguarding confidential patient information at all times.
- Inspected equipment to ensure proper working order prior to use on patients.
- Answered phones, scheduled appointments and managed patient flow while greeting visitors in a professional manner.
- Documented notes during patient visits.
- Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
- Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
- Organized charts, documents and supplies to maintain team productivity.
- Secured patient information and maintained patient confidence by completing and safeguarding medical records.
Attorney's Clerk
Dennis Spurling
Houston, TX
12.2017 - 06.2018
- Organized paperwork in preparation for upcoming visits or meetings.
- Assisted with scheduling appointments for clients and maintained accurate records of client information.
- Responded promptly to customer inquiries via phone or email while providing excellent customer service at all times.
- Answered incoming calls in a professional manner and transferred them to the relevant personnel.
- Inputted demographic information into the computer system accurately and efficiently.
- Participated in team meetings to discuss updates on current projects or initiatives.
- Coordinated with outside agencies regarding referrals and authorizations for services.
- Performed administrative duties such as faxing, scanning documents, mailing packages.
- Provided administrative support for the intake department, such as filing, photocopying and data entry.
Medical Assistant
Dr Debra Gunn
Houston, TX
08.2013 - 03.2016
- Organized patient charts before each day's clinic sessions began.
- Registered new patients into practice management software program accurately entering demographic information.
- Collected samples from patients for laboratory testing purposes.
- Administered injections, medications and treatments as directed by the physician.
- Maintained accurate medical records through filing, charting, transcription and data entry into electronic health record system.
- Kept examination rooms clean, stocked with necessary supplies and prepared for incoming patients.
- Assisted with pre-operative preparation of patients including providing instruction about post-operative care plans.
- Ordered medical supplies, maintained inventory logs and restocked exam rooms when needed.
- Assisted physicians with patient care by taking vital signs, patient histories and preparing patients for examinations.
- Educated patients on healthcare topics such as nutrition and disease prevention methods.
- Ensured that all instruments used during exams were cleaned properly after each use according to established protocols.
- Prepared laboratory specimens for analysis and organized lab results for review by the physician.
- Performed basic laboratory tests such as urinalysis and blood glucose levels under direct supervision of a physician or registered nurse.
- Inspected equipment to ensure proper working order prior to use on patients.
- Documented notes during patient visits.
- Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
- Prepared treatment rooms for patients by cleaning surfaces and restocking supplies.
Education
High School Diploma -
Parkview Baptist Homeschool
Houston, TX05-2016
Skills
- Procedure Assistance
- Patient Scheduling
- Patient Flow Management
- HIPAA Compliance
- Lab equipment calibration
- OB/GYN procedures
- Sterilization techniques
- Appointment Setting
- Preparing specimens and samples
- Specimens collection and processing
- Wound care and irrigation
- Customer Service
- Vital Sign Monitoring
- Immunization Administration
Timeline
Tax Manager
H&r Block
11.2023 - 03.2024
Medical Assistant
Apollo men Health
01.2020 - 03.2021
Medical Assistant
Lymphedema and Wound Care Institute of Texas
08.2018 - 05.2019
Attorney's Clerk
Dennis Spurling
12.2017 - 06.2018
Medical Assistant
Dr Debra Gunn
08.2013 - 03.2016
High School Diploma -
Parkview Baptist Homeschool
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