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, PASkills
- 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
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