Work Preference
Summary
Overview
Work History
Education
Skills
Timeline
Generic
Open To Work

Valerie Moreno

Pasadena,TX

Work Preference

Job Search Status

Open to work

Work Type

Full Time

Location Preference

On-Site

Summary

Compassionate Medical Assistant experienced in direct patient care and medical office management. Achieved high levels of patient satisfaction through effective communication and interpersonal skills while adhering to regulatory standards. Focused on cultivating trust and rapport with patients, enhancing overall care experience.

Overview

11
11
years of professional experience

Work History

Tax Manager

H&r Block
Deer Park, TX
11.2023 - 03.2024
  • Provided technical advice to clients regarding complex transactions involving taxation.
  • Reviewed financial statements to accurately determine tax liabilities and ensure compliance.
  • Assessed the accuracy of calculations used in preparing returns.
  • Negotiated resolutions with taxing authorities to settle disputes and secure favorable rulings.
  • Assisted clients during IRS audits to clarify tax positions and facilitate resolution.
  • Evaluated existing accounting systems for efficiency related to taxation matters.
  • Trained staff members in proper procedures for filing returns and preparing documents required by regulatory agencies.

Medical Assistant

Apollo men Health
Pearland, TX
01.2020 - 03.2021
  • Registered new patients in practice management software, ensuring accurate entry of demographic information to support patient care.
  • Assisted physicians with patient care by taking vital signs, patient histories and preparing patients for examinations.
  • Maintained accurate medical records through filing, charting, transcription and data entry into electronic health record system.
  • Administered injections, medications, and treatments specified by the physician.
  • Assisted with pre-operative preparation of patients including providing instruction about post-operative care plans.
  • Ordered medical supplies and maintained inventory logs to ensure exam rooms were consistently stocked and ready for patient visits.
  • Adhered to HIPAA regulations regarding safeguarding confidential patient information at all times.
  • Secured patient information and maintained patient confidence by completing and safeguarding medical records.
  • Organized charts, documents and supplies to maintain team productivity.
  • Documented notes during patient visits.
  • Provided assistance to medical staff in performing minor surgical procedures.
  • Cleaned medical equipment according to established procedures and standards.
  • Inspected equipment to ensure proper working order prior to use on patients.
  • Relayed patient messages to physicians regarding concerns, condition updates, or refill requests to streamline communication and enhance care delivery.
  • Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
  • Participated in team meetings to improve workflows and contribute to improving patient population outcomes.
  • Registered new patients into practice management software program accurately entering demographic information.

Medical Assistant

Lymphedema and Wound Care Institute of Texas
Webster, TX
08.2018 - 05.2019
  • Assisted physicians with patient care by taking vital signs, patient histories and preparing patients for examinations.
  • Registered new patients in practice management software, ensuring accurate entry of demographic information for efficient patient processing.
  • Registered new patients into practice management software program accurately entering demographic information.
  • Ordered medical supplies, maintained inventory logs, and restocked exam rooms.
  • Organized patient charts before each day's clinic sessions began.
  • Kept examination rooms clean, stocked with necessary supplies and prepared for incoming patients.
  • Ordered medical supplies and maintained inventory logs to ensure exam rooms were consistently stocked and prepared for patient care.
  • 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.
  • Recorded detailed notes during patient visits to ensure accurate medical histories. during patient visits.
  • Interviewed and engaged patients to gather medical history and vital signs, facilitating comprehensive assessments for physicians.
  • Educated patients on healthcare topics such as nutrition and disease prevention methods.
  • Sorted and arranged patient charts for easy access during clinic sessions., documents and supplies to maintain team productivity.
  • Secured patient information and maintained patient confidence by completing and safeguarding medical records.

Medical Assistant

Dr Debra Gunn
Houston, TX
08.2013 - 03.2016
  • Administered injections, medications and treatments as directed by the physician.
  • Registered new patients in practice management software, ensuring accurate demographic data entry for seamless patient onboarding.
  • Registered new patients into practice management software program accurately entering demographic information.
  • Administered injections, medications, and treatments according to physician orders.
  • Educated patients on healthcare topics such as nutrition and disease prevention methods.
  • Assisted with pre-operative patient preparation, providing clear instructions on post-operative care plans to enhance recovery understanding.
  • Maintained accurate medical records through filing, charting, transcription and data entry into electronic health record system.
  • Educated patients on healthcare topics, including nutrition and disease prevention, to promote informed health decisions.
  • Kept examination rooms clean, stocked with necessary supplies and prepared for incoming patients.
  • Prepared treatment rooms for patients by cleaning surfaces and restocking supplies.
  • Assisted with pre-operative preparation of patients including providing instruction about post-operative care plans.
  • Checked medical equipment for functionality and safety before patient use.
  • Recorded detailed notes during each patient visit to ensure accurate medical history.
  • Organized patient charts before each day's clinic sessions began.

Education

High School Diploma -

Parkview Baptist Homeschool
Houston, TX

Skills

  • Tax Compliance
  • Tax Strategy
  • Financial Analysis
  • Audit Support
  • Regulatory Compliance
  • Data Analysis
  • Process Improvement
  • Client Consultation
  • Client Education
  • Document Preparation
  • Appointment Setting
  • HIPAA Compliance
  • Vital Sign Monitoring
  • Patient engagement

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

Medical Assistant

Dr Debra Gunn
08.2013 - 03.2016

High School Diploma -

Parkview Baptist Homeschool
Valerie Moreno