Xiomara Ortega

Developed and executed admission strategies to boost engagement with prospective residents.

• Evaluated applications to ensure compliance with established admission criteria.
• Facilitated communication between prospective residents and support services for effective onboarding.
• Collaborated with healthcare providers to improve referral efficiency and patient transitions.
• Organized outreach events that promoted community engagement and services.
• Coordinated admissions events and open houses for prospective families.
• Processed insurance pre-authorizations for medical services, notifying providers of any denials.
• Monitored competitors' marketing strategies, adapting plans based on analysis.
• Collected necessary paperwork for Hemodialysis patients during admissions process.

• Coordinated referrals to hospice and palliative care, ensuring compliance with admission criteria and facilitating smooth transitions for patients.
• Cultivated professional relationships with hospitals, physician practices, and nursing facilities to facilitate patient care and referrals.
• Educated referral sources and consumers on benefits of home care services, enhancing understanding and engagement with available options.
• Conducted sales calls to existing and potential referral sources within designated territory.
• Promoted home health programs to medical professionals and community organizations.
• Facilitated patient intake and transition processes through information gathering and form completion.
• Ensured compliance with all applicable state, federal, and local regulations.
• Developed marketing initiatives to enhance company awareness within the community.

• Conducted resident interviews and secured admission signatures to streamline the admission process.
• Admitted residents and prepared identification records following established protocols.
• Executed admissions, transfers, and discharges according to established procedures.
• Oversaw inquiry process, collaborated with clinical liaison on screening referrals, and facilitated bedside sales to enhance referral conversions.
• Conducted external sales calls to medical, legal, and financial professionals, enhancing community relationships.
• Tracked available bed records to support occupancy optimization efforts.
• Developed strong rapport with interdepartmental personnel and center departments.
• Followed work schedule and instructions from supervisor in alignment with established policies.

• Expedited the admissions process for emergency cases.
• Handle inquiry calls from hospitals, families, and provide appointments that include a presentation, tour and closing.
• Oversaw the inquiry process for potential admissions, ensuring prompt responses to all inquiries.
• Developed and maintained relationships with hospital accounts to facilitate seamless admissions and enhance community partnerships.
• Makes sales calls outside the facility to medical, insurance, legal and financial professionals, senior organizations, appropriate special interest groups, hospital discharge planners and other community contacts.
• Maintain relationships with legal and financial professionals, senior organizations, assisted living and senior housing facilities, appropriate special interest groups, churches, and other community contacts.
• Documented and reported inquiries, admissions, and discharges, ensuring accuracy in facility records and compliance with regulatory requirements.
• Participate in meetings to alert appropriate staff members of projected admissions, room changes, discharges, and appointments/tours.
• Communicate special needs of new admissions to staff to ensure a smooth transition.
• Conducting assessments to establish the suitability of prospective admissions.
• Reviewing physicians' orders and patients' clinical needs and gathering clinical information.
• Collaborating with facility personnel regarding referrals, evaluations, and marketing activities.
• Creating facility materials such as press releases, brochures, and advertisements.
• Participating in the facility's marketing education, ensuring knowledge of their resources, and maintaining knowledge of competitor facilities.
• Completing required paperwork, managing correspondence, and maintaining data in CRM.
• Maintain a working knowledge of Federal and state regulations and reimbursement.
• Maintain knowledge of Medicare and Medicaid regulations.
• Work with nursing and housekeeping staff to maintain knowledge of the number of beds available.
• Maintain model rooms for tours.
• Cultivating relationships with sources to generate repeat referrals.
• Communicating activities and concerns to the supervisor.
• Completing required paperwork, managing correspondence, and maintaining data in CRM.

• Coordinated daily operational aspects of company with Managing Partners and VP of Operations, enhancing overall workflow and communication.
• Facilitate and coordinate communication with the physicians and nurse practitioners to ensure all policies are adhered to as outlined by the skilled nursing and assisted living facilities regarding credentialing and physician billing.
• Supported operations team by clarifying roles, guiding development, and fostering collaboration to optimize team performance.
• Provide clinical expertise and project management methods in expansion of new/existing business opportunities across multiple states/clients.
• Work collaboratively with leadership for Account Management, Recruitment, and Marketing to help promote business growth and expansion of clinical program initiatives.
• Interacts with health plan clinical partners, hospital staff, home health agencies and physicians to ensure effective education and communication of the tenets of Post-Acute Care Programs.
• Assist with mentoring staff involved in clinical programs, providing performance feedback to the team’s management, team leadership and guidance regarding patient centered interventions, and promoting consistency in application of program standards.
• Led projects focused on operational efficiency and quality improvement, contributing to enhanced service delivery and program effectiveness.
• Provide support to the operations team members in clarifying responsibilities, guiding team members and building their skill set while ensuring effective team collaboration.
• Assist with resolving administrative problems by analyzing information, identifying and communication solutions.
• Maintains rapport with patients, physicians, nurse practitioners, skilled nursing, and assisted living facilities by arranging continuing contacts; researching and developing new services and methods; setting priorities; resolving problem situations.
• Maintains continuity of work operations by documenting and communicating needed actions to management; discovering irregularities; determining continuing needs.
• Assist with updating administrative policies, procedures, methods, and guidelines, communicating developments to management.
• Accomplishes department and organization mission by completing related results as needed.
• Participated in meetings with nursing facility administrators to discuss operational matters.
• Coordinates New Employee Orientation.
• Assist with creating Offers Letters and Contracts for new employees under the direction of the Managing Partners.
• Maintain working relationships with recruiters external and internally.
• Managing, Scheduling and Coordinating interviews and meetings.
• Conducted facility tours to familiarize staff with operational environments.
• Coordinate and manage the provider orientation process.
• Assisting providers and Medical Staff Offices in assuring that a completed application is received timely.
• Leverage or expand community or clinician relationships for recruiting more providers.
• Send out New Employee Packets to onboard the physicians for payroll and benefits.
• Maintains slot policies and reviews physician’s liability insurance on an ongoing basis.
• Collaborate with the Managing Partner for managing and maintaining appropriate levels of clinical providers by participating in interviewing and hiring staff as needed.
• Be available off hours to solve emergent issues when applicable involving the office staff.
• Assist with coordination of New Employee Orientation.
• Manages continuity of work operations by documenting and communicating needed actions to office support staff; discovering irregularities; determining continuing needs.
• Provides cross coverage when the VP of Operations is out of the office.

• Managed credentialing for skilled nursing facilities and insurance providers, facilitating compliance and operational efficiency.
• Manage all the onboarding of all new providers.
• Triage and process patient and office staff messages to physicians and physician assistants from skilled nursing and assisted living facilities, ensuring timely communication and resolution.
• Provides daily support for overall success of the practice by performing all office clerical duties involving answering telephones, filling out insurance forms, referrals, and handling correspondence.
• Manage schedules in Amion for all clinical staff with input from the NP Director.
• Tracks and updates calendars for all vacation requests for clinical and regular staff.
• Acted as liaison to billing company on all billing issues, resolving outstanding matters to promote prompt payment for services rendered.
• Obtain all demographic information and insurance information for successful processing of billing. Enter all necessary information into the EHR.
• Managed Salesforce operations on a daily basis.
• Will assist with managing the transition of Salesforce into a new EHR system.
• Coordinated training sessions for physicians and nurse practitioners to enhance skills in dragon management.
• Processed and uploaded check requests and meeting reimbursements to the Accounts Payable folder in Sugar Sync.
• Manage all Partner and NP Director professional calendars.
• Executed additional tasks assigned by the Nurse Practitioner Director and Office Manager of Support Staff.

• Facilitated communication among primary care providers, hospitalists, and hospital departments to enhance patient care coordination.
• Notifications of Admits & Discharge to PCPs on our service.
• Coordinating interdepartmental meetings.
• Medical Director’s Calendar in Outlook/ Corp Calendar.
• Provides administrative support to 14 FTE physicians.
• Printing Rounding list and assigning patient distribution to physicians.
• Posting Calendar of Hospitalist Committee Meetings.
• Managed incoming phone calls, voice mails, and emails via paging systems to ensure prompt communication.
• Digitized billing slips by scanning and uploading them to the DMS drop box in Sugar sync for efficient record-keeping.
• Completion of accurate and timely Statistic Logs.
• Collect Quality Reports on Physicians – Incomplete Medical Records, Incident Reports- Send to Clinical Audit Officer & VP of Performance.
• Coordinated physician orientations and tours with Senior Program Coordinator to streamline onboarding process.
• Managed physician and NP schedules for the location.
• Managed schedules and addressed daily operational issues for special projects.

• Coordinated scheduling of diagnostic testing appointments for optimal patient flow.
• Managed patient files and organized records for efficient archiving and retrieval.
• Coordinated appointment schedules for multiple departments at a regional healthcare facility.
• Managed patient intake processes to ensure efficient workflow and timely service.
• Communicated with medical staff about changes in patient schedules and availability.