
Maria Sta Rosa
Senior Wellness Coordinator | Healthcare Operations, SOPs, KPIs & Multi-EMR Systems
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About
Registered Nurse and healthcare operations professional with 12+ years of combined clinical and remote operations experience.
As Senior Wellness
Coordinator, oversaw daily operations across 1 primary care clinic and 3 mental health clinics for a US-based practice group, co-authoring SOPs and recurring workflows, training incoming Wellness Coordinators, and working hands-on across three EMR platforms (AthenaOne, Valant, SimplePractice). Focused on operational consistency — tracking KPIs, reviewing patient case documentation for accuracy, and identifying process gaps before they became problems. Comfortable learning unfamiliar systems quickly (including project-management tools like Monday.com) and handling PHI under strict HIPAA compliance.
Experience
Senior Wellness Coordinator at 1 Primary Care Clinic & 3 Mental Health Clinics (2024-11 – 2026-08)
- Oversaw daily operations across 4 clinic sites (1 primary care, 3 mental health), working hands-on across three EMR platforms: AthenaOne, Valant, and SimplePractice, one per clinic
- Co-authored SOPs and recurring workflows with clinic leadership to standardize documentation, scheduling, and referral processes across all sites
- Trained incoming Wellness Coordinators on EMR workflows, SOPs, and daily operational procedures
- Tracked KPIs across scheduling efficiency, referral completion, and documentation turnaround, identifying process gaps and recommending improvements
- Reviewed patient case documentation for accuracy, completeness, and HIPAA compliance across all four clinics
- Managed patient scheduling and booking via Calendly, coordinating appointments across multiple providers and clinic sites
- Verified insurance eligibility and benefits and supported prior authorization processing across clinics
- Answered patient calls and coordinated appointment scheduling directly with patients and providers
- Tracked outstanding orders, referrals, and prior authorizations across multiple concurrent patient cases
- Maintained strict HIPAA-compliant handling of PHI across all workflows and communications
HR & Executive Administrative Assistant at Tax Goddess Business Services, PC (2021-04 – 2024-11)
- Created SOPs and staff training materials from scratch to standardize recurring administrative processes across sales, operations, tech, and marketing teams
- Coordinated with US-based leadership, overseas teams, and clients to keep multiple concurrent projects on track
- Tracked tasks and deadlines in Insightly, flagging stalled items before they became problems
- Learned and implemented new systems (QuickBooks integration, tax workflow software) and trained others on their use
- Managed confidential internal documentation and records with strict data privacy standards
Project Associate – Public Health Operations Coordinator at Department of Health, Philippines – Global Fund Round 6 (Blood Safety Component) (2011-03 – 2012-11)
- Coordinated day-to-day operations for a national public health program, managing timelines, deliverables, and documentation across multiple implementing partners
- Applied clinical/nursing expertise to review compliance data and inform process and policy recommendations
- Facilitated recommendations from a Technical Review Panel and tracked procurement cases through resolution
Transplant Coordinator – Registered Nurse at Department of Health, Philippines – National Human Organ Preservation Effort (PODRRS) (2009-03 – 2011-02)
- Reviewed and validated medical, social, and hospital records for accuracy prior to registry inclusion
- Coordinated case documentation and clinical decisions between hospital-based healthcare teams
Education
Bachelor of Science in Nursing in Nursing – St. Bernadette College of Health and Sciences
Master in Business Administration in Business Administration – Manila Central University
Bachelor in Applied Economics in Applied Economics – Polytechnic University of the Philippines
