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Skills

  • Process improvement
  • Cross-departmental collaboration
  • Process streamlining
  • Client Onboarding Optimization
  • Feedback-Driven Service Improvements
  • Client engagement strategies
  • Supervision
  • Documentation accuracy
  • System updates
  • Chart pulling

Work Experiences

  • Consistently met a 75% response time goal.
  • Explained treatment plans and payment options.
  • Created a streamlined client tracking system, resulting in the identification of missed follow-ups, lowering churn by 32%.
  • Used Microsoft Excel to make appointments.
  • Delivered tailored client education during the intake session.
  • Collaborated with business development to identify high-potential leads during the intake phase, driving revenue growth by $15 in new deals.
  • Addressed inaccurate intake information.
  • Was in charge of compiling and reviewing medical records.
  • Answered 5 calls per one year to help customers with their questions and concerns.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.

Summaries

  • Client Intake Specialist with 3 years of successful performance reporting and project management experience.
  • Complete patient education is a success.
  • Achieved results within the past year.
  • Medical administrative professional with 13+ years of experience in patient care.
  • Client Intake Specialist with collaboration experience.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Achieved 73% improvements in SLAs.
  • Achieved a 44% reduction in client onboarding times.
  • Achieved a 48% improvement in appointment scheduling success through personalized outreach and tailored follow-up approaches.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.

Accomplishments

  • Served as a key liaison between clients and internal counsel during intake, ensuring timely provision of accurate case summaries.
  • Documented and resolved metric which led to system.
  • Collaborated with the IT department to implement an automated client intake system, streamlining operations and decreasing processing time by 36%.
  • Implemented data validation techniques during intake, decreasing errors by 62% and boosting data integrity in client files.
  • Monitored and reported KPI metrics related to client intake accuracy, improving query resolution rates by 15% over category.
  • Oversaw the setup of a new cloud-based intake management system, reducing intake document processing time by 83%.
  • Successfully led cross-department initiatives that reduced friction between intake and legal review teams, improving case initiation time by 32%.
  • Enhanced the post-intake client onboarding workflow, resulting in a 82% increase in satisfaction as per client feedback from 2020.
  • Developed a digital intake form that successfully reduced manual data input errors by 49%, improving overall data quality.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • Association for Supply Chain Management (APICS)
  • National Scheduling Professionals Association (NSPA) - Client Scheduling Best Practices
  • American Association of Healthcare Administrative Management (AAHAM) - Client Intake Practices Committee
  • International Association of Administrative Professionals
  • Society of Human Resource Management
  • Professional Development Consortium (PDC) - Client Engagement Group
  • Project Management Institute (PMI) - Client Expectations Department
  • Client and Client Relations Coordinators Society
  • Data Quality Association - Client Data Accuracy Forum
  • International Customer Service Association (ICSA) - Client Intake Initiatives

Certifications

  • Salesforce
  • Client Service Operations Specialist (CSOS) - Brightline
  • Certified Data Privacy Solutions Engineer (CDPSE)
  • Certified Professional in Healthcare Information and Management Systems (CPHIMS)
  • CompTIA A+ Technician
  • Certified Public Accountant (CPA)
  • Client Services Advanced Certificate - Vantage
  • Cisco Certified Network Associate (CCNA)
  • ServSafe
  • First Aid/CPR Certified

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