Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Wandaliz Morales Rodriguez

East Norriton,PA

Summary

Accomplished Patient Financial Counselor at Jefferson OB/GYN – Genuardi Maternal Health Center, enhancing patient satisfaction through expert financial counseling and superior customer service. Skilled in insurance verification and HIPAA compliance, I significantly improved client understanding and streamlined payment processes, demonstrating a strong blend of technical proficiency and conflict resolution abilities.

Overview

24
24
years of professional experience

Work History

Patient Financial Counselor

Jefferson OB/GYN – Genuardi Maternal Health Center
01.2013 - Current
  • Applied administrative knowledge and courtesy to explain procedures and services to patients.
  • Offered simple, clear explanations to help clients and families understand hospital financial policies, procedures and assistance programs
  • Trained new staff on filing, phone etiquette and other office duties.
  • Translating for Spanish-speaking patients so that they may access care seamlessly
  • Processed payments, maintaining accurate records of transactions.
  • Helped address client complaints through timely corrective actions and appropriate referrals.
  • Greeted and assisted patients with check-in procedures.
  • Provided excellent customer service to patients and medical staff.
  • Compiled and maintained patient medical records to keep information complete and up-to-date.
  • Answered incoming calls, scheduled appointments and filed medical records.
  • Verified patient insurance eligibility and entered patient information into system.
  • Followed document protocols to safeguard confidentiality of patient records.


Front Office Coordinator

Jefferson OB/GYN – Genuardi Maternal Health Center
01.2009 - 01.2013
  • Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
  • Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
  • Collected payments, processed transactions and updated relevant records. Outlined payment plan documents with patients and collected signatures
  • Submit Medical Assistance applications and file appeals on behalf of high-risk patients.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Restocked supplies and submitted purchase orders to maintain stock levels.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Managed multiple tasks and met time-sensitive deadlines.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.

Healthy Beginnings Coordinator

Jefferson OB/GYN – Genuardi Maternal Health Center
01.2006 - 01.2009
  • Gathered and organized materials to support operations related to community assistance programs.
  • Assisted low-income pregnant people in accessing social services to support them in their pregnancies
  • Coordinate care between pregnant people and providers across specialties
  • Submit billing forms to the billing department
  • Evaluated operational practices and identified improvement opportunities to develop revisions for systems and procedures.
  • Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.

Receptionist

Montgomery Family Practice
01.2001 - 01.2006
  • Kept reception area clean and neat to give visitors positive first impression.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Restocked supplies and submitted purchase orders to maintain stock levels.
  • Maintained confidentiality of information regarding clients and company.
  • Balanced employee availability, customer schedules, and maximum load levels when scheduling appointments.

Education

High School Diploma -

Norristown Area High School
Norristown, PA

Skills

  • Medicaid knowledge
  • Financial Counseling
  • Insurance Verification
  • Patient Registration
  • Payment Collection
  • HIPAA Compliance
  • Conflict Resolution
  • Customer Service
  • Data entry proficiency
  • Filing and data archiving

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Patient Financial Counselor

Jefferson OB/GYN – Genuardi Maternal Health Center
01.2013 - Current

Front Office Coordinator

Jefferson OB/GYN – Genuardi Maternal Health Center
01.2009 - 01.2013

Healthy Beginnings Coordinator

Jefferson OB/GYN – Genuardi Maternal Health Center
01.2006 - 01.2009

Receptionist

Montgomery Family Practice
01.2001 - 01.2006

High School Diploma -

Norristown Area High School
Wandaliz Morales Rodriguez