William Ortiz
Philadelphia,PA
Summary
Pursued role to utilize patient/customer service experience to support organization mission and achieve professional goals.
Overview
4
4
Languages
1
1
Certification
14
14
years of professional experience
Work History
Intake specialist
- Spanish Translator
- Scheduling
- Tracking
- Faxing/Copy/Printing
- Utilizing Excel Software/Spreadsheets
- Handling Outbound/Inbound calls
- Assisting in hosting various workshops through local community events
Patient Service Representative
Care Navigator
ArchWell Health
Philadelphia, PA
02.2026 - Current
- Member Welcoming & Concierge: Greeting seniors as they arrive, making them feel safe and at home, and navigating them through a clear, seamless check-in process.
- Administrative support: Managing incoming and outgoing phone calls, taking detailed messages, updating member Information.
- Medical Coordination: Scheduling appointments, coordinating referrals, requesting necessary medical records, and uploading documentation into the EMR (Electronic Medical Records) system. Scheduling transportation, scheduling outpatient appointments, Insurance verification.
- Patient Assistance: Helping members navigate and fill out paperwork.
- Center Operations: Answering questions from perspective and established members (and their adult children) and assisting with center community events.
NEC Coordinator
Greater Philadelphia Alliance Social Service Center
Philadelphia, PA
11.2024 - 09.2025
- The NEC Coordinator is primarily responsible for targeting low-moderate income people; aid in the prevention or elimination of homelessness; and/or meet community needs having a particular urgency with regards to housing.
- Responsibilities:
- Assisting in facilitating community members with programs such as LIHEAP- Low Income Home Energy Assistance Programs/Crisis/CAP/TAP/BSRP/Property Tax Rebate/Rental Rebate
Patient Service Representative/Quality Assurance
Green and Seidner Family Practice
Lansdale, PA
08.2021 - 05.2024
- Responsibilities:
- Quality Assurance
- Insurance verification, taking co pay, and checking balances
- Screening Inbound/outbound calls
- EMR EPIC
- Scheduling Appointments
- New patient enrollment
- Updating patient demographics
- Faxing/Copy/Printing
- Processing Medical records
- Assisting the providers as an Interpreter
Pharmacy Technician
ORX PHARMACY
Philadelphia, PA
01.2017 - 03.2020
- Rob Kimmel (215) 565-5897 PHARMACIST/SUPERVISOR
- Responsibilities:
- Transporting med/meds to patients
- Developing relationships with patient care
- Ability to work independently in a timely fashion
- Filing data on a daily basis
- Providing information to patients within the constraints of company guidelines/HIPPA laws.
Lab Tech
BRAVO/WUXI APPTEC
Philadelphia, PA
04.2012 - 12.2016
- 1(302) 322-5959 Responsibilities:
- C - Bio Waste Management
- Bio Safety Cabinet Cleaning/Maintenance
- Laboratory Cleaning/Maintenance
- Stocking consumable materials throughout a multi-building campus.
- Communicating with vendors on backorder availability, future inventory and special order
- Recommend, select, locate and obtain out of stock product based on customer needs.
- Proper waste removal/disposal following the campus, site and environment.
- Assist on-site management in completing day-to-day operations.
Education
High School Diploma - undefined
Thomas Edison Fereira High School
Philadelphia, PA06.1992
Skills
- Triage (5 years)
- Grammar Experience
- Office experience
- Anatomy Knowledge (7 years)
- EMR systems
- Physiology Knowledge (10 years)
- Microsoft Excel
- Documentation review (10 years)
- Computer operation
- Home health agency experience
- CRM system proficiency
- Home & community care experience
- Technical Proficiency
- Electronic health records (EHR) management
- Medical Records (5 years)
- Patient Care (10 years)
- HIPAA (10 years)
- Customer data entry
- Microsoft Outlook
- Veterinary experience
- Affordable Care Act (ACA)
- Translation (10 years)
- Clerical experience
- Spanish (10 years)
- Computer literacy
- Home care
- Data entry
- Care coordination
- Medical office experience
- Medical Terminology (7 years)
- Medical Scheduling (5 years)
- Administrative experience
- Interpretation (10 years)
- Epic (5 years)
- Organizational skills
- Patient service
- Multilingual (10 years)
- Rehabilitation center experience
- Animal care
- Outpatient
- HIPAA
- Customer service
- Medical receptionist
- EHR systems
- Driving
- Search engines (10 years)
- Typing (10 years)
- Insurance Verification (7 years)
- Employee Orientation (10 years)
- EMR Systems (5 years)
Personal Information
Work Permit: Authorized to work in the US for any employer
Certification
Driver's License, First Aid Certification
Languages
Spanish - Fluent
Bilingual
English
Interpretation
Timeline
Care Navigator
ArchWell Health
02.2026 - Current
NEC Coordinator
Greater Philadelphia Alliance Social Service Center
11.2024 - 09.2025
Patient Service Representative/Quality Assurance
Green and Seidner Family Practice
08.2021 - 05.2024
Pharmacy Technician
ORX PHARMACY
01.2017 - 03.2020
Lab Tech
BRAVO/WUXI APPTEC
04.2012 - 12.2016
High School Diploma - undefined
Thomas Edison Fereira High School