Winterjane Preston
Kings Park,NY
Summary
Detail-oriented Virtual Assistant with 15+ years of experience in executive coordination, digital records management, and high-level client relations. Expert in autonomous self-management, maintaining 100% on-time adherence to complex digital calendars and triage of executive correspondence. Certified in Front Office Management and Medical Billing with a deep commitment to data privacy and professional discretion. Proven ability to streamline remote workflows and deliver concierge-level service without direct oversight.
Overview
11
11
years of professional experience
1
1
Certificate
Work History
Executive Virtual Assistant /Associate Customer Relationship Manager
Lotus Medical Management
East Setauket, NY
03.2019 - Current
- Virtual Executive Coordination: Acted as the primary remote gatekeeper for the Lead Physician, managing a complex digital calendar and ensuring 100% on-time adherence to daily schedules.
- Remote Inbox Management: Triaged high-volume executive email correspondence, prioritizing urgent clinical and administrative inquiries to streamline physician response times.
- Telehealth & Digital Scheduling: Managed the end-to-end virtual patient experience, from technical troubleshooting for video visits to optimizing remote scheduling flows.
- Digital HIPAA Compliance: Ensured all remote communications and file sharing met strict federal data privacy standards using encrypted cloud-based systems.
- Pharmacy & Vendor Liaison: Handled all external virtual communications with pharmacies and medical vendors to ensure seamless continuity of care without requiring in-office presence.
Remote Administrative Coordinator
Holistic Medical Wellness
Port Jefferson Station, NY
06.2015 - 03.2019
- Executive Scheduling: Orchestrated a high-density clinical schedule, balancing in-person and virtual appointments to maximize daily office throughput.
- Records Digitization: Spearheaded the transition of legacy paper files into a secure digital EHR database, improving data accessibility for remote staff.
- Client Relationship Management: Managed multi-line digital phone systems and patient portals, providing "concierge-level" customer service and issue resolution.
- Administrative Efficiency: Reduced doctor administrative "overhang" by 25% by taking over all non-clinical digital documentation and insurance verification tasks.
Education
Associate of Science - Medical Assisting Phlebotomy Medical Billing
Phoenix College
Phoenix, Arizona07-2017
Skills
- Executive Virtual Coordination: High-level management of digital calendars, professional correspondence, and daily operations
- Autonomous Self-Management: Highly motivated and productive when working independently with minimal supervision
- Task Prioritization: Proven ability to manage multiple projects and meet strict deadlines without direct oversight
- Digital Records & Data Privacy: Expert at maintaining secure, organized, and HIPAA-compliant electronic filing systems and databases
- Virtual Collaboration Tools: Proficient in Zoom, Microsoft 365, Google Workspace, and remote communication platforms
- Problem Resolution: Strong ability to troubleshoot technical or logistical issues independently to find creative solutions
Timeline
Executive Virtual Assistant /Associate Customer Relationship Manager
Lotus Medical Management
03.2019 - Current
Remote Administrative Coordinator
Holistic Medical Wellness
06.2015 - 03.2019
Associate of Science - Medical Assisting Phlebotomy Medical Billing
Phoenix College
Accomplishments
- Digital Transformation: "Spearheaded the migration of 1,000+ physical patient records into a secure digital EHR system, improving data accessibility by 40%."
- Schedule Optimization: "Redesigned physician's digital calendar to reduce appointment overlaps and improve daily workflow efficiency by 25%."
- Data Security: "Maintained a 100% HIPAA compliance rating over 15 years, ensuring the total security of sensitive client information in remote environments."
Certification
- Certified Front Office Manager: This is your strongest "Virtual Assistant" credential. It proves you can lead and manage operations.
- Certified Medical Biller (CPB/CBCS): Proves you are meticulous with numbers, data entry, and complex software.
- CMA & CPT: List these to show your long-term dedication to a professional field, even if you don't plan to draw blood anymore.
Technology
- Productivity: Microsoft 365 (Outlook, Excel, Word), Google Workspace.
- Communication: Zoom, Microsoft Teams, Slack.
- EHR/Data: Epic, eClinicalWorks, Practice Fusion, Greenway.