LAKESHA DALY

Assistant Business Office Manager

Converse, Texas, United States

+1-210-***-****

ad3bp6@r.postjobfree.com

SUMMARY

Hardworking Medical Administrative Assistant/Assistant Business Office Manager adept at scheduling appointments, managing transportation and arranging discharges. Excellent planning, problem-solving and relationship-building skills developed over 10+ years in the field. Looking for a dynamic new role with room for advancement. Office Supplies and Inventory

Cleaning and Sterilizing

Coordinating Forms

Equipment Troubleshooting and Maintenance

Preparing Charts

Supply Replenishment

Faxing Orders

Organization and Time Management

Business Correspondence

Taking Client Histories

Data Entry Software

Retrieving Medical Records

Arranging Transportation

Records Scanning

Verify health insurance

Prepare/Complete the application process to obtain medical insurance for patients Assistant office manager by supporting and coordinating office services and related activities WORK EXPERIENCE

December 2022-April 2023

Assistant Business Office Manager

San Antonio Wellness and Rehab

United States

*Assisted with coordinating and processing ancillaries, census, interim and private advance billing, month-end billing and related activities, adjustments, private spend down UDA's, admission files, refunds, and adjustments.

*Processed information according to predetermined deadlines.

*Assisted with meeting residents and/or responsible parties to review financial obligations, collect private funds, and assist with other financial related paperwork, primarily at the time of admission or upon payer change.

*Assisted with processing and monitoring of all Resident Fund procedures.

*Assisted with the accounts receivable collections of past due accounts, making collection calls, sending letters, direct deposit processing and documenting collection activity in the collection module.

*Prepared for and attend AR reviews as requested.

*Assisted as needed with the Medical Assistance Application process and MA Pending UDAs. May 2016-October 2022

Unit Clerk

University Hospital And Medical Center Pediatric Unit

San Antonio, Texas, United States

Floated to different units due to short staffing when needed Prepared admissions charts and scanned records.

Answered unit calls and took messages for healthcare staff to maximize team productivity. Answered multi-line telephone system, provided information and directed calls. Documented updates to patient information in medical charts while maintaining HIPAA compliance protecting confidentiality of records.

Arranged discharges and patient transportations.

Responded to and resolved diverse patient issues with speedy and knowledgeable assistance. Delivered clerical support by handling range of routine and special requirements. Greeted patients and visitors in person or on telephone to answer questions or refer to appropriate staff member. Processed requests for patient medical records and patient information. Answered telephone calls to offer office information, answer questions, and direct calls to appropriate medical staff and providers.

Received, recorded, and addressed incoming and outgoing communication via telephone and email. Carried out front office duties utilizing data entry skills in framework of medical database. Organized and maintained patient chart filing system to promote quick data finding for staff. Organized patient files and streamlined operations to improve efficiency. Placed new supply orders, managed inventory, and restocked clerical spaces. Contacted hospitals to confirm patients medical histories and prevent inaccurate diagnoses and treatments. Kept detailed records of office inventories and placed orders for more supplies. Scanned patient medical record information into EMR (Onbase) system. Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity. Demonstrated respect, friendliness, and willingness to help wherever needed. Carried out day-day-day duties accurately and efficiently. Fostered operational efficiency and compliance with company policies through effective coordination of office activities. Informed and supported business leaders through consistent communication and administrative support duties. Managed multiple projects simultaneously using organizational and analytical skills. Responded to inquiries from callers seeking information. Monitored and communicated patient dietary plans to carry out physician orders and prevent errors. Properly and accurately filled out dietary forms for patients who needed special formulas and feeds, picked them up, and delivered them to patients assigned nursing staff

Precepted new hire unit secretaries as well as patient care technicians on all secretary and support staff duties and responsibilities

Assembled admissions pages and added new pages to patients' charts. Interacted effectively with patients, families, staff and other hospital department staff to deliver a high level of customer service and teamwork.

Maintained confidentiality of patient data and condition to safeguard health information. Facilitated communication between hospital departments. Occasionally had the responsibility of performing most duties of the patient care coordinator as well as unit clerk, due to short staffing.

Electronically ordered medical equipment, supplies, input work orders to facilities management and help desk Interacted with customers by phone, email or in-person to provide information. January 2016-June 2016

Emergency Room Unit Secretary

Mission Trails Baptist Hospital Adult Emergency Room

San Antonio, Texas, United States

Answered telephone calls to offer ER information, answer questions, and direct calls to appropriate medical staff. Received, recorded, and addressed incoming and outgoing communication via telephone and email. Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls. Carried out front office duties utilizing data entry skills in framework of medical database. Completed administrative patient intakes with case histories, insurance information, and mandated forms. Coordinated referrals through insurance and other medical specialists and documented details in patient charts. Received and routed laboratory results to correct clinical staff members. Contacted hospitals to confirm patients medical histories and prevent inaccurate diagnoses and treatments. Facilitated organized record retrieval and access by maintaining filing system for both in-house and discharged patients. Responsible for communicating with other healthcare facilities when transferring patients and filling out/obtaining signatures from attending physicians as well as patients for the transfer of patient care Provided patients with transportation by ambulance, helicopter, etc. from the hospital to other healthcare facilities, home health, etc; and provide required documents/MOT's/emergency care records.

Collaborated with nurses, medical technicians, and ER doctors to assist in preparing and the set up of rooms with adequate supplies and equipment.

Answered telephone calls to offer ER information, answer questions, and direct calls to appropriate medical staff. Prep

December 2013-September 2015

Emergency Room Unit Secretary

Methodist Children's Hospital Emergency Room

San Antonio, Texas, United States

*Served as ER communication person, answered, and placed telephone calls,, took and relayed messages for clinics, medevac, collaborating agencies, nurses, providers, and other departments regarding patient care and coordination

*Initiated emergency/disaster protocol under the direction of a medical provider or nurse.

*Registered patients efficiently and accurately, obtaining appropriate signatures, completing all required forms and providing patient information as required by state and federal regulations and departmental guidelines.

*Initiated, maintained, and updated ER logbooks, patient charts, and other forms originating in the ER with accuracy, accessing patient data for nursing and medical staff as needed.

*Admitted patients to inpatient electronically at time of admission.

*Ensured the ER was adequately stocked with necessary clerical supplies, forms, etc; and maintained a neat and orderly work area.

*Visited patients in their room to complete or validate information as needed.

*Performed other duties assigned to ensure the efficient and effective operations of the unit.

* Assisted patients/guardians/parents with basic direct care staff needs.

*Precept new hires

August 2012-October 2012

Extern

American Eye Laser/Surgery Center Of South Texas

San Antonio, Texas, United States

Followed established departmental guidelines and safety procedures. Interacted with nursing staff and physicians to better understand treatment options for diseases and acute conditions. Attended staff meetings, taking copious notes and brainstorming ideas to solve clinical issues. Assisted nursing team with answering phones and updating medical charts. Developed strong interpersonal and communication skills by collaborating with all types of personalities in various situations.

Took and followed detailed directions from others. Completed clerical tasks such as filing, copying and distributing mail. Worked in team environment to maintain high levels of productivity. Performed general housekeeping and cleaning tasks. Monitored machines during operation to detect sounds of malfunction or excessive vibration and adjusted machines to eliminate problems.

Answered phone calls and routed callers to appropriate personnel. Maintained excellent customer service and positive attitude towards guest, customers, and fellow teammates. Collected information for staff and entered into computer system. Greeted customers and guests warmly and offered immediate assistance. Helped with administrative support by managing incoming calls, coordinating files and sorting mail. Offered quality clerical support to department personnel. Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs. Managed supplies, processed new orders and maintained inventory organization for team. Took detailed meeting minutes, prepared meeting rooms and compiled paperwork to support department. Assist nursing staff with routine patient care services including pre-op procedures (dilated pupils, administered eye numbing drops, etc: Scheduled and coordinated appointments

Provided copies of identification and insurance cards for records Greeted incoming office visitors, answered questions and directed individuals to office locations. Completed research, compiled data, updated spreadsheets and produced timely reports. Achieved management recognition by designing and implementing special project during internship. January 2007-June 2009

Direct Care Staff Member

Yes I Can, Inc

San Antonio, Texas, United States

*Documented client progress, services performed, and reported changes in client condition to manager or supervisor.

*Cared for individuals or families during periods of illness or convalescence, providing companionship, personal care or help in adjusting to new lifestyles.

*Entertained or read aloud to patients to improve mental health and alertness. Cleaned and groomed clients to prepare for appointments and activities Administered medications or treatments as directed by physician or nurse. Exercised comatose, paralyzed, or restricted mobility patients to maintain flexibility and muscle tone. Assisted clients with daily living needs to maintain self-esteem and general wellness. Remained alert to problems or health issues of clients and competently responded. Transported individuals to events and activities, medical appointments, and shopping trips. Administered medication as directed by physician.

Scheduled and accompanied clients to medical appointments. Helped clients manage money, pay bills and shop for groceries or personal items. Ran errands for patients, did shopping, and picked up other necessities. Maintained clean personal areas and prepared healthy meals to support client nutritional needs. Provided safe mobility support to help patients move around personal and public spaces. Recognized and reported abnormalities or changes in patients' health status to case manager. Turned and positioned bed bound patients to prevent bedsores and maintain comfort levels. Determined specific needs and provided the most appropriate level of services for clients well-being. Documented vitals, behaviors, and medications administered in client medical records. Monitored and assisted residents through individual service plans. Planned healthy meals, purchased ingredients, and cooked meals to provide adequate nutrition for client wellbeing. Arranged transportation and accompanied patients to doctors' offices and errands. Kept clients engaged in social networks and communities for personal health and growth. Consulted with supervisors to assess cases and plan strategies for enhancing care. Analyzed overall patient performance and recommended adjustments to care plan goals, supporting individual progression.

Evaluated client progress toward established annual and quarterly goals. June 2005-January 2006

Convenience Store Clerk

Valero

San Antonio, Texas, United States

Met safe food handling protocols to comply with company, health department, and industry standards. Received inventory from vendors and entered merchandise into inventory database to keep accurate records. Complied with company guidance and Texas federal laws to control sales of tobacco and alcohol products. Stocked merchandise on display shelves and racks to provide good selection for customers. Followed cash handling, inventory accountability and fueling station procedures as part of operations. Assisted customer by locating items, processing payments and carrying out heavy purchases. Helped customers complete purchases, locate items and join reward programs. Performed inventory control, such as counting and stocking merchandise. Assisted customers by answering questions and fulfilling requests. Answered questions about store policies and addressed customer concerns. Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance.

Inspected work areas for cleanliness and obstacles and removed cartons and boxes to keep work areas organized and hazard-free.

Checked packages and merchandise for damage and notified vendors. Increased sales by offering advice on purchases and promoting additional products. Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance. Regularly assessed sales floor stock levels to replenish with back stock merchandise before depletion. Evaluated supplies and product inventory to check for quality and quantity issues and returned unacceptable materials to vendors. Resolved complaints by providing knowledgeable, quick service to meet any need and promote loyalty. Alternated goods in inventory by observing first-in and first-out approach to keep shelves organized and properly stocked. Acknowledged safety issues and contacted shift supervisor regarding concerns and for quick resolution. Stayed current on stock management needs by diligently inspecting deliveries, replenishing shelves and updating storage to meet current demands.

Kept documentation and records accurate and up-to-date with latest data to prevent errors in processing or delivery. Managed pricing issues, removal of damaged products and placing special orders for customers. Operated RF scanners to track merchandise and verify contents of containers. Prepared merchandise for transfer to shelves by removing packing materials and applying identifying codes, such as price or inventory control numbers.

Offered expertise in inventory management and current stock levels to internal teams and customers to facilitate accuracy and product availability.

Estimated business demands and aligned operations with expected customer levels by restocking target items and verifying optimal levels of supplies.

Maintained strong vendor connections by arranging pricing and delivery structures and managing specific shipment or paperwork concerns.

Planned and implemented special events to bring in new customers and drive product sales. Answered customer inquiries and used knowledge of store layout and product content to give directions. Adhered to age-restricted sale policies, laws and procedures by requesting and verifying identification. Processed cash and card transactions using register and performed scanning and weighing functions to complete customer purchases. Maintained accurate cash drawer by accounting for transactions by end of shift. Processed various forms of payment for gas, merchandise and lottery tickets. Completed accurate cash-in and cash-out procedures of computerized cash register. Arrived on time and dressed professionally in clean company uniform. Fostered clean and safe environment for customers by keeping register area clear, organizing shelves and wiping and sanitizing food and drink stations.

Performed cash, card and check transactions to complete customer purchases. Operated cash register to record transactions accuratel... November 2001-January 2005

Sales Associate

Macys Department Store

San Antonio, Texas, United States

Provided administrative assistance to the marketing department Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise. Provided positive first impressions to welcome existing, new, and potential customers. Helped customers locate products and checked store system for merchandise at other sites. Answered customer questions regarding sizing, accessories, and proper care for merchandise. Increased sales by offering advice on purchases and promoting additional products. Maintained customer satisfaction with quick and professional handling of product returns. Solved customer challenges by offering relevant products and services. Prepared merchandise for sales floor by pricing or tagging. Engaged with customers to effectively build rapport and lasting relationships. Processed product returns and assisted customers with other selections. Trained and developed new hires in company processes, product knowledge, customer service and selling techniques. Maintained records related to sales, returns, and inventory availability. Boosted sales by conferring with customers to evaluate purchase requirements and recommend best-fit company offerings.

Trained and developed new sales team associates in products, selling techniques and company procedures. Completed orders and organized product deliveries to meet customer timetables. Prepared large cash deposits with zero discrepancies. Worked alongside retail representatives to enhance product presentations and advertising collateral. Applied security and loss prevention training toward recognizing risks and reducing store theft. Developed, marketed, and sold a full range of products and support services. Educated associates on market trends and stayed up-to-date on forecasts. Achieved perfect attendance and on-time record.

Implemented up-selling strategies such as recommending accessories and complementary purchases to boost revenue. Grew sales and boosted profits, applying proactive management strategies and enhancing sales training. November 2001-November 2004

Information Management Apprentice

USAF

Texas, United States

Proofread and edited military members performance reports and decorations (awards) for any discrepancies, misspelled words, improper use of punctuations, abbreviations, format, etc; returning for correction to other department secretaries

(including the Pentagon).

Answered a multi-line phone system and transferred callers to appropriate department or staff member. Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff. Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.

Managed paper and electronic filing systems by routing various documents, taking messages, and managing incoming and outgoing mail.

Worked closely with management teams to plan, develop, coordinate and execute technical strategies aligned to client's vision, mission and purpose.

Developed and maintained strong client relationships to deliver exceptional customer service and problem resolution. Led and assisted technical upgrade projects for clients by working and coordinating with consultants and developers for integrations.

Interviewed, hired, trained, and mentored staff by coaching daily, leading performance reviews, and offering constructive feedback.

Oversaw development and implementation of improvements to support and network operations. Played key role in on- going network design, reevaluation and optimization to keep pace with company growth. Analyzed architecture design, scoping, implementation, testing and deployment needs to define project requirements. Analyzed network security and current infrastructure to assess areas in need of improvement and develop solutions. Guided implementation of company-wide enterprise security strategy for network and hardware, disaster recovery, data protection and endpoint protection.

Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity. Executed a record filing system to improve document organization and management. Scheduled office meetings and client appointments for staff teams. Sorted and distributed office mail and recorded incoming shipments for corporate records. Generated reports and typed letters in Word and prepared PowerPoint presentations. Coached new employees on administrative procedures, company policies, and performance standards. Developed and updated spreadsheets and databases to track, analyze and report on performance and personnel data. Arranged rapid office equipment repair and maintenance with vendors. Offered office-wide software support and training, troubleshooting issues and optimizing usage. Coordinated with management teams to plan, develop, align, and execute strategies that would meet the military's vision, mission, and purpose.

Made reservations, collected fees, decorated, and organized quarterly as well as annual awards ceremonies for military personnel

EDUCATION

-2012

Associate of Applied Science

Career Point College

San Antonio, Texas, United States

Associate of Applied Science: Medical Administration, 10/2012 Career Point College - San Antonio, TX

• Medical Administration

-2001

High School Diploma

Virginia Stacey Jr/High School

Texas, United States

High School Diploma: 06/2001

Virginia Stacey Jr/High School - Lackland AFB, TX

SKILLS

Clerical Clerical Support Office Supplies Administrative Support Faxing Scanning Secretary Correspondence Data Entry Filing Proofread Answering Phones Customer Service Oriented Customer Service Help Desk Incoming Calls Multi-Line Phone System Multi-Line Phone System Medical Records NEW Hires Personnel Records AR Billing Collection Adjustments Federal Regulations Forecasts EMR Network Operations Onbase Optimization Network Design Database EPIC Hipaa Data Protection Disaster Recovery Network Security Deployment Patient Care Cardiac NICU Pediatric Staffing Time Management Operations Healthcare Facilities Management Mental Health Accounts Receivable Collections Clerk Credit Tasks Accounts Receivable Payments Accounting Inventory Inventory Control Inventory Management Buying/Procurement Purchasing Scheduling Problem Resolution Customer Inquiries Product Sales Retail Sales Associate Sales Floor Sales Team Sales Training Selling Techniques Laboratory Lockout/Tagout Safety Procedures RF Laser Office Manager Documentation Documenting Retail Sales Stocking Cash Deposits Cash Handling Cash Register Loss Prevention POS System Detail-Oriented Problem-Solving Self Motivated Etiquette Coaching Advertising Marketing Department Point of Sale POS Retail Marketing Market Trends Maintenance Sorting Staff Training Logging Pricing Packing Housekeeping Sorting Mail Microsoft Powerpoint Powerpoint

HONORS & AWARDS

Made reservations, collected fees, decorated, and organized quarterly as well as annual awards ceremonies for military personnel

LANGUAGES

English - Intermediate

WORK AUTHORIZATION

I am authorized to work in the following countries:

• United States

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