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Skills

  • CRM Tool Integration
  • MS Office
  • Client Onboarding
  • Meeting facilitation
  • Problem resolution
  • Data-driven decision making
  • Electronic intake system implementation
  • Problem-solving
  • Client-Focused Communication
  • Detailed report creation

Work Experiences

  • Customer service, patient scheduling, and billing were among the duties I coordinated in the front office.
  • Aligned intake operations with outreach initiatives.
  • Collaborated with cross-functional teams.
  • Created detailed intake reports for senior leadership.
  • Collaborated with finance teams to ensure intake billing was accurately processed on time, reducing payment discrepancies by $4 per quarter.
  • Assigned intake tasks based on team strengths.
  • Created detailed intake reports for senior leadership, enabling data-driven decision-making and improving departmental resource planning.
  • Contributed to a 61% increase in team morale.
  • Aligned on priorities.
  • Achieved 2% retention improvements.

Summaries

  • Positive and upbeat personality with strong interpersonal communication skills.
  • Client-focused Intake Supervisor with a robust background in workflow improvement and staff training, reducing case handling times by 19% through the implementation of prioritized intake systems.
  • Advanced compliance operations.
  • Maintain high-volume medical offices by coordinating files, appointments, and other patient needs efficiently.
  • Trained in Tableau and possesses exceptional client relations abilities.
  • Adept at balancing cross-departmental communication.
  • Achieved increased client processing without additional staffing costs.
  • Adept at translating cross-functional feedback.
  • Opportunity to learn Japanese was pursued in order to improve support for initiative populations.
  • Achieved industry accolades for regulatory adherence.

Accomplishments

  • Orchestrated a transition to cloud-based intake platforms, enabling remote work adoption which saw a 38% rise in team availability.
  • Actively participated in weekly management meetings, presenting intake team performance metrics; helped align priorities across departments leading to standard.
  • Improved client pre-screening process by using integrated CRM features, which reduced intake duration by 18 minutes per case.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Led cross-functional training that enabled intake staff to manage 33% more cases, boosting operational efficiency.
  • Introduced data entry automation within the intake system, cutting data inaccuracies by 66%, improving overall workflow productivity.
  • Instituted a case review framework, which improved intake team productivity by ensuring 2% task completion accuracy.
  • Resolved product issue through consumer testing.
  • Documented and resolved metric which led to category.
  • Collaborated with team of 17 in the development of standard.

Affiliations

  • American Marketing Association
  • Association of Information Technology Professionals
  • The National Council of Nonprofits
  • Lean Six Sigma Green Belt Certification – Healthcare
  • Certified Professional in Healthcare Quality (CPHQ)
  • International Association of Healthcare Central Service Materiel Management (IAHCSMM)
  • National Association of Social Workers
  • American Public Health Association (APHA)
  • Society of Human Resource Management
  • Society of Women Engineers

Certifications

  • Certified Professional in Patient Account Management (CPAM)
  • Salesforce
  • First Aid/CPR Certified
  • Certified Public Accountant
  • Microsoft Certified Systems Engineer (MCSE)
  • Client Service Certification by Harbor & Co.
  • Advanced Certificate in Social Work Management
  • Diversity, Equity, and Inclusion Certification by Harbor & Co.
  • Certified Customer Service Specialist (CSS)
  • Apple Certified Associate (ACA)

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