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Skills

  • Client onboarding facilitation
  • Clinical documentation review
  • Client engagement
  • MS Office
  • Departmental Process Streamlining
  • Organization
  • Client assessment and evaluation
  • Client-facing communication
  • Writing case histories
  • Implementation of technology solutions

Work Experiences

  • Collaborated with interdisciplinary teams to develop onboarding strategies for new clients, improving overall integration time by 43%.
  • 13 potential participants were recruited and screened by me.
  • Delivered information from a script about surveys for an on-demand phone project assignment.
  • Adopted across departments.
  • Solved system issues, improved operations, and provided excellent customer service.
  • Collaborated with method customers to determine their needs and deliver procedure service.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Actively engaged with external stakeholders.
  • Transported QuickBooks to three years customer locations.
  • Championed efforts to diversify referral sources, resulting in a more inclusive client base and a 33% rise in consultations.

Summaries

  • Achieved 69% faster case escalations.
  • Central Intake Coordinator with 16 years of successful risk assessment and budget management experience.
  • Consistently drove better onboarding experiences.
  • Motivated individual who has spent more than 15 years working for a Summit Group organization and has been trained to be a top-level Interviewer.
  • Adept at managing the end-to-end intake process, delivering high-quality service while increasing client throughput by 32%.
  • Contributed to high audit scores.
  • Achieved 79% more accurate client data collection.
  • Organized and meticulous, with the ability to manage multiple tasks at the same time.
  • Research Interviewer with extensive experience compiling statistical data on psychology-related topics.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the system business.

Accomplishments

  • Spearheaded efforts to improve team productivity through performance evaluations, contributing to a 57% improvement in intake operations.
  • Analyzed trends in common referral sources using data from metric, increasing referral consistency by 45%.
  • Coordinated with interdisciplinary teams to streamline new client onboarding processes, resulting in a 76% improvement in integration times.
  • Identified bottlenecks within the intake process, implementing workflow adjustments that sped up intake by 75%.
  • Improved regulatory documentation for client admissions, adhering to state and federal guidelines and enhancing compliance metrics by 34%.
  • Coordinated intake workflows across multiple departments, ensuring all clients were onboarded within a 13 day SLA.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Led initiative to upgrade intake software systems, resulting in a 43% decrease in system-related delays.
  • Implemented a referral tracking system which increased accountability and led to a 25% increase in client retention rates.
  • Conducted intake case reviews with interdisciplinary teams, allowing for continuous improvement of the process and reducing oversights by 15%.

Affiliations

  • Toastmasters
  • Society of Human Resource Management
  • Association for Administrative Professionals
  • Patient Advocate Certification Board (PACB)
  • Association of Information Technology Professionals
  • International Association of Administrative Professionals (IAAP)
  • International Council of Nurses
  • Commission for Case Manager Certification (CCMC)
  • Jaycees
  • Academy of Professional Health Services Management

Certifications

  • Certified Clinical Documentation Specialist (CCDS) - framework
  • Certified in Healthcare Compliance (CHC) - Compliance Certification Board (CCB)
  • Certified Healthcare Intake Coordinator – Lakeside Partners
  • Healthcare Management Certification Harbor & Co.
  • Patient Experience Certification (CPXP) - The Beryl Institute
  • Licensed Practical Nurse (LPN) – method
  • CompTIA Network+
  • CompTIA Security+
  • Certified Professional Coder (CPC) - AAPC
  • Certified Healthcare Access Associate (CHAA) - initiative

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