Ann Kline

Health Information Management and medical records professional with 14+ years of experience supporting EHR workflows, release of information, HIPAA-compliant record management, document indexing, records audits, billing/coding, and customer service in outpatient, clinic, county public health, and behavioral health settings. Skilled at processing high-volume faxes and health information documents, maintaining PHI logs and request tracking, auditing records for completeness and compliance, coordinating documentation with providers and outside organizations, and creating practical reports that improve workflow visibility and operational follow-up.

PACE HIS Specialist (Medical Records) at San Ysidro Health / San Diego PACE (2025-01 – Present)

• Maintain standard HIM/HIS workflows by sorting, scanning, uploading, indexing, filing, retrieving, and monitoring patient health information records in accordance with department policy and procedure.
• Process incoming and outgoing Release of Information requests, patient and legal representative authorizations, subpoenas, PHI logs, and related documentation while following HIPAA, privacy, and applicable federal/state requirements.
• Monitor incoming faxes, emails, referrals, consultation reports, hospital records, lab reports, correspondence, and loose documents; follow up with providers, hospitals, specialists, attorneys, insurers, and continuity-of-care requesters to obtain or release records timely.
• Review records and charts for completeness, consistency, signatures, documentation gaps, and compliance expectations; identify discrepancies or deficiencies and prepare written follow-up for correction.
• Maintain request and productivity logs, including hospitalization, emergent/urgent care, specialty consultation, records request, follow-up, and retrieval dates; develop reports to support quality improvement and health service operations.
• Collaborate with providers, clinical care teams, and HIS staff to support smooth department operations, positive customer service experiences, staff coverage, backlog reduction, job-aid use, and multi-site PACE workflow needs.

Administrative Assistant: Medical Records at St. Vincent De Paul Village (2024-02 – 2025-01)

• Process, organize, store, and retain medical records in compliance with regulatory and accrediting agencies and applicable federal requirements.
• Prioritize and extract records from multiple health record systems; track and follow up on incoming and outgoing health information documents and referral-loop closure.
• Index scanned documents to the correct patient records, upload outside physician/facility records, and support providers by scheduling patient follow-up appointments.

Electronic Health Records Specialist at Imperial Beach Community Clinic (2018-04 – 2024-02)

• Managed high-volume daily EHR uploads and scanning for patient files; cleared EHR messaging and Outlook requests for medical records and network EHR document uploads.
• Maintained daily E-Fax Input Manager queues of up to 250 items, including subpoenas, ROI requests, consultations, hospital records, requested patient records, and labs.
• Researched and applied HIPAA requirements related to release-of-records workflows; answered/returned medical records calls and voicemails and responded to records questions.
• Monitored remote-access EHR and E-fax queues to improve clearance time, prioritize urgent items, and support team productivity; trained colleagues on workflow expectations and task follow-through.

Health Information Management Technician - Vital Records at San Diego County Public Health Services (2023-09 – 2023-12)

• Provided front-counter customer service for the Office of Vital Records and printed certified birth and death certificates using Vitals, VRISAS, EDRS, and AppExtender.
• Opened and sorted USPS birth/death mail; entered funeral and mortuary death certificate application requests into Vitals and prepared daily runs for pickup, drop-off, and mail-out processing.
• Processed mail-in birth and death record requests with same-day turnaround expectations and coordinated certificate printing on banknotes and UPS mailing procedures.

Medical Records Technician at Telecare Corporation - CORE SD (2014-11 – 2018-04)

• Coordinated HIPAA-compliant PHI and documentation practices with program management and clinical staff; tracked, recorded, stored, shredded/destroyed, and retrieved medical records.
• Built a report database to visualize PHI document trends and patterns; reviewed, responded to, recorded, and tracked medical record requests.
• Audited clinical progress notes monthly; created and recorded enrollment, annual, and discharge information and generated weekly residential status-change reports supporting monthly census validation and state funding.
• Entered monthly Medi-Cal eligibility data, navigated PHI in Microsoft Office, triaged phone calls and lobby traffic, documented visitors, handled cash, managed mail, and replenished office supplies.

Medical Biller / Coder / Collections at Encompass Family and Internal Medicine Group (2013-10 – 2014-10)

• Coded superbills and completed patient billing for four practices using MAC MD; performed HIPAA-compliant billing and collections activities.
• Audited five years of accounts receivable and recovered more than $100,000 in delinquent revenue.
• Resolved rejected and denied claims through corrected resubmissions and responded to correspondence from Medicare, Blue Cross/Blue Shield, Tri-Care, UnitedHealthcare, and other payers.

Medical Billing/Coding Specialist Certificate in Medical Billing/Coding – Brightwood College, San Diego (2013-01 – 2013-10)