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Bookkeeper & Office Manager

San Antonio, Texas, United States
January 08, 2018

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Patricia Ornelas Resume Page * of *

Patricia Ornelas

**** **********, *** *******, ** 78250

Cell: 210-***-****


I am an administrative professional with success in managing and overseeing daily operations. I have the proven ability to manage and adapt to change while facilitating work flow and improving efficiency. I am a creative problem solver; and, demonstrate initiative by taking on new responsibilities and obtaining new skills. EDUCATION: Our Lady of the Lake University, Bachelors Degree, Business Management 1999 MEMBERSHIPS: Medical Center Rotary – Assist with Annual Gala to raise funds for nursing scholarships SKILLS:

Effective supervisory, leadership and communication skills

Self-directed, work well independently and in groups emphasizing team work

Extensive skill set and broad range of experience

Detail oriented, organized, flexible to change, excellent at prioritization and multi-tasking

Computer Skills: Extensive knowledge of Microsoft Office (Excel, PowerPoint, Word, Access, Outlook) Publisher and various programs (Visio, PeopleSoft, QuickBooks, FileMaker Pro), EMR, Photoshop EMPLOYMENT

Texas Ironworkers Apprentice Program – Executive Assistant 2017 – Present

Contract position, maintain course schedules and update curriculum for apprentice program.

Maintain database and enter courses and certifications.

Compile expense reports for all credit cards and purchase accounts. Lucy’s Senior Placement, San Antonio, TX -- Senior Living Placement Account Manager 2009 - 2017

Assisted in the ground work of business start up.

Meet with clients and their families to determine their individual needs, preferences and possible benefits to locate the best senior living options.

Conducted research of local market and opportunities.

Visited senior living facilities and developed database of amenities, requirements and benefit options.

Market and network with various community groups, organizations, physician practices and military groups.

Participate in healthcare conferences.

Give educational presentations to various groups in the community: physicians office, hospices, businesses, etc.

Developed web page, marketing materials and outreach plan

Responsible for all bookkeeping and tax responsibilities through QuickBooks. Spine & Pain Center of San Antonio -- Office Manager (Three clinic locations) 2008-2009

Assumed all aspects of management for three clinics, three physicians and 22 clinical and marketing staff from previously out-sourced firm and set up in-house administrative office.

Managed transition to new billing company, accounting firm, software and EMR service.

Human Resources – benefits administrator, monitored time clock, distributed staffing schedules, wrote policies/procedures, job descriptions, conducted staff reviews and counseling, and monthly staff meetings.

Responsible for all bookkeeping, processes payroll, tax and 401K online deposits.

Set up new satellite office – ensured all required radiology, OSHA, insurance, licenses and inspections were complete.

Marketing: approved large advertising contracts, television and web page development.

Responded, addressed and followed-up on any physician, patient or referral complaints.

Technical issues – Troubleshooting/handled all technical repair problems including: phones line, computer, internet, software, hardware and server failures.

Credentialing – obtained/maintained clinical licenses, certificates, hospital privileges and insurance enrollments. Patricia Ornelas Resume Page 2 of 2

University of Texas Health Science Center of SA (Surgery) -- Project Coordinator 2004-2008

Worked directly with the Chairman, Administrator, Faculty and Staff of the Department of Surgery in various roles and projects.

Possess extensive knowledge and understanding of UTHSCSA Policies & Procedures, accounting process, departments, contacts and history.

Credentialing Coordinator – obtained and maintained required licensure for 80 current/incoming faculty and staff including: State, DEA, DPS, hospital privileges and insurance enrollment. Improved process, timelines and supervised one employee.

Marketing Team Leader – worked with faculty and team lead of three to develop and implement a marketing and educational outreach program. Created budget, identified internal and external referral sources and built contact database. Organized presentations, events and submitted CME applications. Contributed to design of brochures, informational materials, promotional items, online patient appointment requests and direct departmental contact list.

Strategic Planning Coordinator for department – Worked with Division Chiefs of seven specialties to develop individualized strategic plans and goals by analyzing income, performance trends, budgets, staffing, grants and re- engineering programs. Developed spreadsheets, PowerPoint presentations and monthly graphs to track improvement and outcomes.

Departmental Access Control Executive – provided/maintained security access for over 300 employees.

Renovation Contact – submit, monitor and maintain plans for all construction and renovation projects.

Departmental Coordinator for Institutional Annual Reviews and Audits – ensured timely completion and compliance for: Records Management & Retention, Inventory, Space and ACE Review

Drafted Department Policies & Procedures for: Credentialing, Tuition Reimbursement, Mobile Phone Guidelines, Training and Travel Opportunities and maintained all organizational charts.

Assisted with VA contract information and submission.

Promotional Merchandise for Resale: Identify vendor, request samples, order and track inventory. UT Medicine (formerly University Physicians Group) -- Executive Assistant 2002-2004

Assisted CFO with numerous responsibilities including compiling and formatting financial and operational activity reports for eight clinics, developed forms and participated in monthly senior management meetings.

Implemented HIPAA Law requirements including: Business Associate Agreements; development and distribution of all necessary bilingual patient and public informational materials.

Managed on-site clinical staff human resources responsibilities: entered payroll, documented clinical staff call- outs, submitted forms for job openings, staff terminations and FMLA.

Worked with contractors to organize and complete building renovations.

Organized and directed annual flu shot clinics for UT Medicine and UTHSCSA clinical staff. Hospital Inpatient Management System (HIMS) -- Program Coordinator 1996-2002

Worked directly with CEO and corporate team to start-up nine, national hospitalist offices which contracted with large health insurance corporations and independent physician groups.

Worked with teams on various projects including strategic plan, financial reports, organizational changes, marketing and training materials to improve quality, efficiency and standardization.

Coordinated physician recruitment, interview schedules and orientation for 50 physicians and 100 staff.

Planned, organized and directed all national events and meetings.

Arranged all business travel including air, lodging, ground transport and entertainment for internal and external associates utilizing a $40K monthly budget. Initiated contracts with vendors, constructed database for tracking and wrote Travel Policy & Procedure to reduce costs and improve efficiency.

Formulated monthly and quarterly reports for each market.

Conducted quarterly Primary Care Physician CQI Surveys – compiled responses, charted and analyzed data.

Took on new responsibilities, transitioned roles and gained new skills with the implementation and roll-out of new markets during company expansion including: human resources, IT support and webpage development. REFERENCES: Available upon request

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