Terri Moreton

***** ** ** ******, *****, FL *****

ad23yg@r.postjobfree.com

305-***-****

Operations professional with background in Healthcare (Corporate/Clinical), Human Resources, Business Development, Office Administration and Employee Relations on a local and regional levels. Authorized to work in the US for any employer.

Work Experience

Center Operations Director

Concentra Urgent Care – Doral, FL

November 2021 – Present

• Oversees day-to-day operations of clinical area and clinical staff members to ensure smooth and efficient execution of processes under supervision and guidance of the Area Manager.

• Communicate job expectations and conducts individual and group coaching and training interventions for new and tenured clinic employees.

• Builds an environment of team building, integrity, patient/colleague safety, quality care, continuous improvement, reward and recognition at the center level.

• Monitors and drives key business and clinical metrics.

• Ensures staffing optimization and holds staff accountable to impact workflow and patient experience for all disciplines and sites.

• Works with clinicians in assessing center processes, work flows and staffing to continuously improve the patient experience.

• Maintains and establishes relationships with employers, payers, referral sources, networks, local communities, etc. to drive market growth.

• Mentors and coaches their team regarding business metrics, patient/client happiness, process and procedure, etc.

• Develops colleague success through all aspects of the talent life cycle including recruiting, hiring, onboarding, orientation, mentoring / development, engagement, retention, performance management and succession planning.

Admin Lead

MD Now Urgent Care - Miami, FL

October 2020 to November 2021

RFL: Betterment

• Oversees day-to-day operations of clinical area and clinical staff members to ensure smooth and efficient execution of MD Now processes under supervision and guidance of the Area Manager.

• Communicates job expectations and conducts individual and group coaching and training interventions for new and tenured clinic employees.

• Monitors staff and clinic performance and alert Area Manager and/or appropriate departments on any challenges interfering with patient care.

• Assists clinic staff in registering and discharging patients, including insurance verification, payment collection, and scheduling follow-up visits.

• Manages clinic budgets to regulate spending, payroll processes, and other clinic expenses

• Creates, maintains, and flexes staff schedules based on clinic needs.

• Monitors and evaluates the effectiveness of clinic operations through regular reviews of key performance metrics.

• Exemplifies the desired culture and philosophies of the organization working effectively as a team member with other members of management and the clinic staff.

• Daily charge reconciliation of payments, counting cash drawer for accuracy and manage denominations needed for daily use, submit daily deposit if indicated, verify patient chart demographics are accurate and complete, maintain organized reception area, review and approve location employee and provider timecards, review/address actions in EMR, and complete claims error reports.

• Submit weekly orders via approved vendor for supplies, review Humanity scheduling for any errors, openings, or potential conflicts, and review scheduled visits in EMR for any conflicts or needed updates.

• Submit PNC end of month report, address/review/ correct any departmental reports received, and review budgeted total for office expenses.

Office Administrator

NAI Miami - Miami, FL

June 2019 to April 2020

RFL: company downsized due to COVID-19

• Responsible for operations including but not limited to office space and equipment, repairs and renovations, replacement/acquisition of equipment and office supplies

• Human Resources functions included but not limited to broker and employee onboarding and exiting. Recruitment as well as assisted employees with payroll, benefits, licensing and employee conflict/issues (22 employees and 21 brokers).

• Property Management duties included by not limited to monthly fees billing and compliance.

• Coordinate all IT and Telecom incidents including upgrading company phone systems and telecommuting capabilities.

• Back up the front desk with customer services issues, check deposits, phones, etc. Manager, Business Operations

University of Miami, Department of Orthopaedics (with UM Dec 2009-March 2019) August 2014 to March 2019

RFL: Needed job closer to home

• Duties included but not limited to Direct support to Chairman and Vice Chair. Act a liaison between Chair, Vice Chair, faculty and staff to facilitate day to day operations and workflow for the Orthopaedics corporate offices and all Ortho clinics (all locations at University of Miami and Jackson Memorial Hospital).

• Employee relations, payroll and benefits for 20+ employees as well as licensing/credentialing for 28 ortho faculty, 5 APRNs, all clinic nurses, MAs and RTs.

• Responsible for office operations/management including office space and equipment, repairs and renovations, replacement/acquisition of equipment and office/clinic supplies and budgets.

• Patient and employee advocate. Liaison with Executive Medicine and VIP patients (donors and philanthropist). Work closely with Business Development to research possible donor prospects for The Miami Core (Orthopaedic Research Funding).

• Annual Employee Performance Evaluations for 30+ employees.

• Faculty and employee onboarding and exiting.

• Coordinate all IT and Telecom incident calls when needed. Manager, Business Operations/ Senior Executive Assistant to Chair & Spine Surgery Fellowship Program Coordinator

University of Miami, Department of Orthopaedics – Miami, FL December 2009 to March 2019

• Plan and coordinates Chairman's schedule and clinics as well as high level faculty, management and administrator meetings with university and outside entity leaders.

• Act as departmental patient advocate when patients have complaints. Assist Executive Medicine, the International department and the Dean's office with patient issues/requests.

• Promote exceptional customer service and triage practices to the administrative/support staff, leading by example.

• Coordinate the Spine Surgery Fellowship to include the interviewing process, ranking/selection and on- boarding new fellows each year.

Office Manager & Human Resources Coordinator (Operations & Workflow Management) Note Hernandez CPA & Co, Inc & BIZCPAS, LLP - Doral, FL April 2009 to March 2010

RFL: Companies separated and then Hernandez CPA closed. (Worked both here and University of Miami during tax season for 1 tax year)

• In charge of all day-to-day operations

• Budgeting and forecasting as well as generated financial reports.

• Prepare tax returns, personal and corporate.

• HR functions included (but not limited to) employee relations; Talent Acquisitions & Recruitment; Training & Development; Diversity, Compensation & Benefits and Performance Management.

• Accounting functions to include billing hours, A/R, A/P, as well as all administrative functions.

• Streamlining office procedures & manuals.

In-house Executive Recruiter

Ocean Bank - Miami, FL

March 2008 to October 2008

RFL: Company lay-offs due to housing market crisis

• Recruitment for corporate, banking and administrative positions. Regional Human Resources Manager/Regional Operations Manager/Talent Acquisitions Manager - Florida & Caribbean Regions

Insignia, ESG. - International Commercial Real Estate - Miami, FL May 2002 to January 2004

RFL: Company was acquired by CBRE (Was also pregnant with quadruplets)

• Support to 4 Regional Senior Managing Directors

• Worked with Senior Management identifying and strategizing business needs and building/streamlining organizational processes to achieve maximum organizational performance.

• Supervision of all administrative functions for Regional Managing Directors in areas of Finance & Budgeting, Public Relations, Operations, Project Management and Sales & Marketing.

• Responsible for all areas of Human Resources (full life cycle recruiting and hiring process for Florida and Puerto Rico; compensations, payroll, benefits and rewards systems; labor laws and legal requirements to including licensing and compliance; performance management & diversity; training and development; turn over analysis, development of hiring profiles and job descriptions, developed retention structures, unemployment issues, etc.)

• Responsible for overseeing Property Management Operations of all Florida & Caribbean Region commercial properties and employees (9 offices total with over 3 million sq/feet in Dade county alone); implementation of effective policies and procedures, etc.

Executive Recruiters

The Farwell Group, Inc - Coral Gables, FL

April 1990 to April 2002 (also October 2007 to January 2008) Operations Manager/Executive Recruiter (Started as Administrative Assistant) Support to 3 President, EVP & Senior Executive Recruiter RFL: Betterment (Accepted position at Ocean Bank) Full-cycle Recruitment and Talent Acquisitions.

• Responsible for aligning internal processes with clients’ organizational goals with concentration on the development and implementation of best recruitment, talent development and retention practices; development of hiring profiles; implementation of metrics, reports & QA processes; succession planning.

• HR functions included (but not limited to) compensation & benefits; employee relations; training & development; payroll; diversity and performance management.

• Networked with colleges, universities, military organizations, and other affiliates to acquire talent Gobs fairs, trade shows, college events, military recruiting fairs, etc.)

• Streamlined procedures for the pre-screening of prospective candidates for clients, including reference and background checks and drug screening.

• Source and cold call organizations and client's competitors to generate business as well as top-level candidates.

• All day-to-day operations including A/P, A/R, P/L, G/L, cost/business analysis as well as all building/office related issues, legal matters and banking

Education

Associate of Arts degree

Miami Dade Community College - Miami, FL

1991 to 1993 – Transferred to FIU

Bachelor of Science in Business Administration

Florida International University - Miami, FL

Skills

Microsoft Outlook and other programs (Word, Excel, PowerPoint, Outlook), QuickBooks, Kronos, eClinicalWorks/eCW, Workday, UChart/EPIC. Financial Report Writing, PeopleSoft, ATS, Strategic Planning, Talent Management, Performance Management, Workers' Compensation, Talent Acquisition & Recruitment, Human Resources, Operations Administration, Benefits Administration, Payroll Processing, Employee On- boarding/orientation, Employee Relations, Project Management, Tax Preparation Experience Languages

English - Expert

Spanish – Fluent

Certifications / Licenses

Driver's License

CPR Certified

Notary Public

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