Wendy Moreno
Chula Vista,CA
Summary
Hardworking medical assistant professional offers great people skills, organized file management and deep understanding of patient protections. Enhances office operations by staying on top of patient and staff needs. Experience with electronic recordkeeping and insurance documentation.
Overview
2026
2026
years of professional experience
Work History
Medical Assistant
Cardiovascular Institute of San Diego
Chula Vista, CA, CA
11.2022 - Current
- Answered phones, scheduled appointments and managed patient flow while greeting visitors in a professional manner.
- Prepared treatment rooms for patients by cleaning surfaces and restocking supplies.
- Educated patients about medications, procedures and physician's instructions.
- 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.
- Kept examination rooms clean, stocked with necessary supplies and prepared for incoming patients.
- Provided assistance to medical staff in performing minor surgical procedures.
- Ensured that all instruments used during exams were cleaned properly after each use according to established protocols.
- Measured vital signs and took medical histories to prepare patients for examination.
- Incorporated outside records into charts and EHR.
- Responded to patient callbacks and phone-in prescription refill requests.
- Contacted pharmacies to submit and refill patients' prescriptions.
- Participated in team meetings to improve workflows and contribute to improving patient population outcomes.
- Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
- Scheduled appointments for patients via phone and in person.
- Processed orders for medical supplies and lab equipment.
- Explained treatment procedures and physicians' instructions.
- Registered new patients into practice management software program accurately entering demographic information.
- Maintained and operated EKG monitoring equipment in a safe and efficient manner.
- Performed EKG tests on patients according to established protocols.
- Provided guidance and support for new employees during their orientation period.
- Supervised and trained medical staff on proper procedures for patient intake, examinations and treatments.
- Managed front office operations, including scheduling patient appointments and managing patient records.
- Regularly attended meetings with department heads in order to discuss any changes or updates related to policies or procedures.
- Guided patients to room, recorded vital signs, discussed patient medical history and entered information for physician or other clinical staff to review.
Medical Assistant
Coast Surgical Group
Chula Vista, CA
07.2020 - 11.2022
- Performed preliminary physical tests to accurately record results in patient history summary.
- Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
- Scheduled appointments for patients via phone and in person.
- Prepared treatment rooms for patients by cleaning surfaces and restocking supplies.
- Educated patients about medications, procedures and physician's instructions.
- Organized charts, documents and supplies to maintain team productivity.
- Collaborated with local pharmacies to resolve and clarify issues with patient medication.
- Conducted insurance verification and pre-certification and pre-authorization functions.
- Assisted with diagnostic testing by collecting and packaging biological specimens for internal and laboratory analysis.
- Labeled and completed lab requisitions using ICD and CPT coding.
- Cleaned and maintained medical equipment following procedures and standards.
- Participated in team meetings to improve workflows and contribute to improving patient population outcomes.
- Incorporated outside records into charts and EHR.
- Responded to patient callbacks and phone-in prescription refill requests.
- Entered insurance, demographics and health history into patient database.
- Called patients to confirm scheduled appointments and obtain additional details.
- Checked patients in and out for appointments and collected co-payments.
- Protected patients by observing strict HIPAA guidelines.
- Photocopied insurance cards, documented details and verified patient coverage for upcoming procedures or appointments.
- Took messages from patients and promptly relayed to appropriate staff.
- Retrieved faxes and uploaded documents to patient charts to assist clinical staff.
- Managed office phone lines by checking voicemail, returning calls and directing messages to team members.
- Scheduled appointments, optimizing patient satisfaction, provider time and treatment room utilization.
- Trained new staff on office procedures, insurance processes and medical terminology.
- Applied knowledge of medical terminology and insurance processes to support office administration productivity.
Cashier
Primos Mexican Food and Cantina
Chula Vista, CA
07.2018 - 07.2020
- Collected payments and provided accurate change.
- Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
- Worked closely with front-end staff to assist customers.
- Trained new team members in cash register operation, stock procedures and customer services.
- Learned roles of other departments to provide coverage and keep store operational.
- Answered customer questions and provided store information.
- Delivered high level of customer service to patrons using active listening and engagement skills.
- Operated cash register or POS system to receive payment by cash, check and credit card.
- Tracked company inventories, moved excess stock and arranged products to improve sales.
- Assisted supervisors to identify and resolve issues in the restaurant.
Cashier
Cotijas Taco Shop
Chula Vista, CA
11.2016 - 07.2018
- Collected payments and provided accurate change.
- Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
- Answered product questions with up-to-date knowledge of sales and store promotions.
- Operated cash register or POS system to receive payment by cash, check and credit card.
- Worked closely with front-end staff to assist customers.
- Processed sales transactions to prevent long customer wait times.
- Trained new team members in cash register operation, stock procedures and customer services.
Medical Assistant
Cardio Vascular Institute of San Diego
Chula Vista, CA, CA
Education
Medical Assisting
UEI College
Chula Vista, CA10.2020
High School Diploma -
Sweetwater High School
National City, CA06.2017
Skills
- Medical terminology in English and Spanish
- Specimens collection and processing
- Patient-handling equipment
- Fluent in Spanish
- Conflict resolution abilities
- Patient scheduling
- Insurance Eligibility
- Medical coding
- Treatment preparation
- Medical equipment maintenance
- Appointment scheduling
- Prescription refills
- Electrocardiography (EKG)
- Inventory and supply management
- Payment collection
- Sterile technique
- Equipment sterilization
Timeline
Medical Assistant
Cardiovascular Institute of San Diego
11.2022 - Current
Medical Assistant
Coast Surgical Group
07.2020 - 11.2022
Cashier
Primos Mexican Food and Cantina
07.2018 - 07.2020
Cashier
Cotijas Taco Shop
11.2016 - 07.2018
Medical Assisting
UEI College
High School Diploma -
Sweetwater High School
Medical Assistant
Cardio Vascular Institute of San Diego