Patricia Ann Babon

Detail-oriented professional with a Bachelor's degree in Accountancy and hands-on experience spanning ERP/CRM systems consulting, patient-facing healthcare support, and customer service. Skilled at translating business and process requirements into practical system workflows, reconciling financial and operational data, and communicating clearly with stakeholders. Known for accuracy, adaptability, and a genuine commitment to supporting the people and teams I work with.

Functional Consultant - Agilis

(2026-03)

• Meet with accounting managers and stakeholders across multiple concurrent client projects to understand current business processes and translate them into system requirements.
• Configure system workflows, chart of accounts, and automated business rules to align with client accounting cycles and compliance needs.
• Lead client accounting teams through structured testing scenarios to validate system accuracy prior to go-live.
• Coordinate data migration, opening balance verification, and reconciliation between legacy and new systems.

Patient Access Representative - CHC – Optum

(2023-07 - 2026-03)

• Managed a high volume of inbound patient calls daily, actively listening to determine whether each call required appointment scheduling, a prescription refill, or escalation to a provider or clinical team.
• Scheduled and updated patient appointments using Cerner, verifying patient information and prioritizing based on urgency and provider availability.
• Processed prescription refill requests, confirming medication details and routing approvals to the appropriate pharmacy or clinical team.
• Identified red-flag symptoms and urgent concerns during calls and immediately transferred these to a nurse or clinical team to ensure patient safety.
• Sent regular provider messages regarding patient appointments, updates, and concerns requiring clinical attention.
• Documented all patient interactions accurately in the EHR system and tracked pending requests to ensure timely follow-up and nothing was overlooked.

Customer Service Representative - Teleperformance

(2022-07 - 2023-07)

• Assisted customers with placing online orders and resolving product concerns in a fast-paced, US-facing environment.
• Troubleshot electronic products and provided clear, patient guidance to customers.

Accounting Specialist Assistant Intern (OJT) - RCGI Inc.

(2025-02 - 2025-06)

• Processed transaction receipts and uploaded/imported payables within an ERP system.
• Operated the Accounts Payable voucher process in support of the accounting team.

Bachelor of Science - Accountancy - Makati Science Tech Institute of the Philippines (2021 - 2025)