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Skills

  • Client records management
  • Client documentation compliance
  • Cross-functional collaboration
  • Regulatory compliance
  • Organization
  • Onboarding workflow development
  • CRM system (Salesforce) proficiency
  • Appointment slot management
  • Multitasking under strict deadlines
  • Culturally competent service delivery

Work Experiences

  • Educated clients on organizational services.
  • Conducted initial assessments for 15 clients weekly.
  • Collaborated with cross-functional teams to ensure a smooth transition for clients during the onboarding phase, improving satisfaction scores by 57% points.
  • Designed and launched a scheduling widget on the company's website to facilitate self-directed client intake, improving accessibility and reducing call wait time.
  • Cut processing time by 14 hours per week.
  • Conducted regular reviews of intake processes.
  • Averaged 8 new clients per week.
  • Coordinated intake transitions for high-risk clients.
  • Achieved Top Performer for excellent onboarding service.
  • Coordinated intake transitions for high-risk clients, minimizing the gap between intake and service delivery by 75% days.

Summaries

  • Exceptional attention to detail, collaboration, and typing skills.
  • Achieved a 65% decrease in errors.
  • Goal-oriented and friendly, with a track record of updating traditional offices to improve patient satisfaction.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Experienced in dealing with insurance paperwork, updating charts, and managing business correspondence.
  • Clear understanding of strategic planning and vendor management as well as quality assurance training.
  • Intake Manager with 16 years of successful cross-functional collaboration and budget management experience.
  • Knows how to manage charts, forms, and payments.
  • Achieved a 23% boost in client satisfaction.
  • Achieved a 21% increase in client satisfaction scores.

Accomplishments

  • Nominated as team lead to review and overhaul intake database entry protocols, resulting in an President's Club for operational excellence.
  • Implemented a continuous feedback loop from client intake that identified gaps, driving a 37% improvement in service delivery times.
  • Developed personalized transition plans that improved client retentions post-intake by 24% over a 12-month period.
  • Standardized intake follow-up processes using targeted communication scripts, reducing intake-related client self-discharge by 85%.
  • Collaborated with team of 15 in the development of category.
  • Implemented remote intake protocols during system, ensuring uninterrupted client service and maintaining a 85% satisfaction rate during transition.
  • Partnered with senior leadership to develop long-term intake protocols, improving scalability and reducing client ramp-up times by 35%.
  • Documented and resolved system which led to method.
  • Redesigned client intake forms in collaboration with legal to ensure compliance with procedure, resulting in zero compliance-related incidents.
  • Established employee retention programs which resulted in 70% lower turnover rates among intake staff over a 2016-year period.

Affiliations

  • International Association of Administrative Professionals
  • National Healthcareer Association (NHA)
  • American Society for Quality (ASQ)
  • Healthcare Information and Management Systems Society (HIMSS)
  • Council for Affordable Quality Healthcare (CAQH)
  • International Council of Nurses
  • Society for Human Resource Management (SHRM)
  • Patient Advocate Certification Board (PACB)
  • Association of Information Technology Professionals
  • American Health Information Management Association (AHIMA)

Certifications

  • Certified Medical Administrative Assistant (CMAA)
  • Certified Professional in Healthcare Quality (CPHQ)
  • Lean Healthcare Yellow Belt Certification
  • Certified Public Accountant
  • Certified Ambulatory Health Care Manager (CAHCM)
  • Certified HIPAA Privacy Security Expert (CHPSE)
  • Certified Administrative Healthcare Professional (CAHP)
  • Certified in Data Science for Healthcare (CDS4H)
  • CompTIA Security+
  • Certified in Healthcare Compliance (CHC)

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