Financial Counselor - Tampa Family Health Centers - Lutz, FL
(2025-03 - 2025-07)
- Responsible for screening all uninsured and underinsured patients with high insurance deductible plans to determine their appropriate payment category and assisting with setting up discount program through the federally qualified healthcare guidelines.
- Helping patients understand their financial responsibilities and following up on past balances as well as setting up payment plans.
- Working with the billing and claims department to address any possible billing and claim concerns and communicating with patients to ensure a positive patient experience and providing effective customer service.
- Providing guidance on insurance options, including marketplace plans, Medicaid and SNAP applications, and the Hillsborough County Healthcare Plan and enrolling patients and their families.
- Working with other office staff and to determining financial needs and providing any resources available that can help the patients and their families when in need.
Medical Receptionist - Family Health Center of SWFL - Cape Coral, FL
(2022-03 - 2024-07)
- Greeting visitors and patients, determining their needs, checking appointments and directing persons accordingly in a quickly and continuously moving pediatric practice.
- Answering questions and providing information directly to person or on telephone, based on knowledge of our center, department, policies, procedures and regulations.
- Securing all necessary information and documents including sign-in sheets, obtaining medical chart, encounter form, etc.
- Answering telephone calls using proper protocol along with scheduling patients' appointments and notifying patients of any changes in appointments.
- Verifying insurance and eligibility status for all patients before appointments as well as changing assigned primary care providers to guarantee payment from insurance companies.
- Utilizing electronic health record system to enter, retrieve and document patient information, clinical tasks, communication with doctors and staff accurately and efficiently.
Administrative Assistant - Schlager Schlager & Levin - Fort Myers, FL
(2019-10 - 2020-07)
- Greeting and assisting clients, answering and fielding phone calls, scheduling and confirming appointments for clients and wholesalers, as well as managing the day-today calendar for three financial advisors.
- Organizing and maintaining pertinent information in client, vendor, and wholesaler files, developing spreadsheet reports, and scanning of legal and tax documents, account applications, policies, and service forms.
- Processing incoming and outgoing mail.
- Creating a client list for events and marketing.
- Ordering office supplies and preparing new client policies for delivery.
Medical Records Supervisor - Internal Medicine Associates - Fort Myers, FL
(2013-03 - 2017-07)
- Responsible for supervising, hiring, evaluating and training of all medical records personnel in a large multi-specialty medical practice of 25+ physicians.
- Overseeing and work together with staff importing documents through electronic fax systems.
- Processing incoming and outgoing medical records requests, and completing all tasks with proper documentation in the PHI while meeting daily deadline to keep department operating ineffective manner.
- Assisting with establishing policies and procedures for the distribution of private health information while practicing HIPAA compliance.
- Reporting and documenting any HIPAA disclosure and/or breaches appropriately for proper health care operations.
- Working daily to reduce overhead expenses as well as strive to improve the quality of the patient care and services provided by the department and offices at IMA as a whole.
Customer Service Representative - Lee Physicians Group - Fort Myers, FL
(2007-10 - 2013-03)
- Operations of medical records department for large, fast past medical practice consisting of eleven providers and three locations.
- Assisting in the transition from paper to EMR through the abstraction of medical records data entry into Epic.
- Obtaining and releasing of patient medical information to provide quality customer service for the patients.
- Checking patients in and out of office, verifying and updating insurance information.
- Working in the phone room taking messages for doctors and staff, along with scheduling confirming appointments for new and existing patients, providing an excellent customer experience.
Purchasing Agent - Permasteelisa CS - Miami, FL
(2006-11 - 2007-09)
- Processing purchase orders for company projects.
- Sending all non-conformity reports out to involved vendors.
- Submitting invoices in company systems.
- Performing data entry for company budget systems.
- Coordinating work in progress with engineers for pending projects under the supervision of project managers.
