Medical Assistant Referral Coordinator

MICHELLE A. TAYLOR

**** ***. *** ● MOLINO, FL ***77 ● 850-***-****

ad5ucx@r.postjobfree.com

EXPERIENCE

June 2023 – Present Baptist Hospital Pensacola, FL Referral Coordinator/Gastroenterology

• Responsible for timely processing of incoming and/or outgoing referrals and orders.

• Documents all phone calls, messages and interactions with patients and insurance companies appropriately in the patient's chart or applicable order systems.

• Obtains prior authorizations for all appointments and procedures.

• Updates any patient demographics into the practice management system.

• Receives and routes incoming telephone calls in a prompt, courteous, and professional manner

• Operates a variety of office equipment effectively.

• Works closely with Baptist Medical Group Representatives, all medical facilities, insurance companies, patients and family members.

October 2022 – May 2023 The Surgery Group Pensacola, FL Medical Assistant/Administrative Duties

• Check-In patients to see physician by taking vitals and obtaining their reason for the visit.

• Assisted with office surgery by setting up surgical instruments and supplies that were needed.

• Obtain labs, X-rays, MRI and CT results for follow-up appointments with physician.

• Ordered labs, imaging and sent referrals for patients.

• Called in prescriptions and sent prescriptions electronically for patients.

• Pulled and prepped charts for next day appointments.

• Scheduled appointments for patients.

• Checked out patients, made return appointments for patients and collected payments as needed.

• Answered questions for patients about their recent surgery if they were needing information about issues that were going on after surgery.

• Helped out with other office duties as needed.

• Used EMR for patient records and made sure information was entered appropriately. May 2022 – October 2022 Baptist Hospital Pensacola, FL Referral Coordinator/Primary Care

• Check-in patients for appointments with providers.

• Answer the phones, make appointments, take prescription refills and notes and send to providers for review.

• Check faxes and disperse to appropriate clinical areas.

• Contact new patients to remind them of appointments and to bring appropriate insurance and identification.

• Print out next day appointment tickets for providers along with medication sheets.

• Scan in consent forms and new patient information into the appropriate patient chart.

• Verify that insurance that is on file is up to date and scanned into chart.

• Insert scanned documents into patient charts, such as specialty office visits patients have been referred to, labs, office notes from specialty provider, etc.

June 2021 – February 2022 Navy Federal Credit Union Pensacola, FL Mortgage Loan Originator/CCO

• Provide mortgage information to members regarding products, services, policies and rates.

• Respond to inquiries about mortgage applications, processing status, problems and concerns.

• Review and evaluate mortgage loan applications to insure viability and compliance with Federal and Navy Federal guidelines.

• Implement and update automatic member payment options for mortgage and equity loans.

• Provide member service via phone or other media (e.g. email, chat, etc.)

• Protect and verify identity of caller; review account information for alerts and account irregularities.

• Take action and respond to situations/patterns of activity indicating potential fraud or abuse.

• Understand and comply with federal and other regulations relating to financial products and services.

• Analyze, research and resolve problems and discrepancies related to member accounts/loans.

• Counsel current prospective members about Navy Federal’s products and services.

• Execute first call resolution; may require research, follow-up and return calls.

• Identify opportunities to cross service products and increase product penetration.

• Perform account transactions.

• Initiate fee adjustments and/or other monetary incentives for members within scope of authority.

• Perform other duties as assigned.

February 2021 – June 2021 Sacred Heart Hospital Pensacola, FL Pre-Authorization Coordinator

• Confirms insurance coverage via payer portals and determines necessity for pre-authorization.

• Obtains authorization and processes referrals for services ordered by providers. Schedules appointments as appropriate and within required time and assuring referrals are maintained within appropriate network and/or payer requirement.

• Remains current on referral policies and procedures, payer requirements, managed care matrix, portals and determines financial responsibility for services to be provided.

• Communicates with patients, healthcare providers, and third-party service providers regarding insurance coverage and barriers to care.

• Within scope of job, requires critical thinking skills, decisive judgment and the ability to work with minimal supervision. Must be able to work in a stressful environment.

• Gathers necessary demographic, insurance and clinical information from patient and enters into appropriate database.

• Seeks appropriate resources to resolve issues about the type, date or location of prescribed procedures.

• Assisted with coordination of activities related to insurance pre-certification/authorization. December 2016 – February 2021 Pensacola High School Pensacola, FL Administrative School Secretary III/Principals Secretary

• Provide leadership of daily secretarial and clerical duties, by planning, implementing and supervising clerical work for the assigned school office.

• Serve as secretary for school administration and staff by distributing mail, answering the phones, scheduling and maintaining appointments, entering payroll for all faculty and staff, and collecting fees as needed.

• Receives public inquiries and concerns, ascertaining the nature of the request, and resolving Personally, directing it to the appropriate individual or department, or acting as liaison to the appropriate management personnel May interpret rules, apply laws, regulations, policies, and procedures to employees and the general public as related to the school.

• Oversees the timely management, processing and distribution of incoming and outgoing mail.

• Establishes and maintains a confidential filing system categorizes and maintains manual and/or Computerized filing systems Create tracking systems and forms, enters data, and cross indexes and file documents alphabetically, numerically, or by other designated classification.

• Performs various basic accounting duties according to generally accepted standard accounting principles, established procedures, departmental guidelines, and regulatory requirements applicable to the work.

July 2014 – December 2016 Pensacola High School Pensacola, FL Senior School Finance Specialist

• Performs routine and moderately complex financial duties to manage funds for various school programs, events and student activities, e.g., receiving, collecting, verifying, posting, distributing.

• Reviews and verifies accuracy of cash disbursement documentation ensuring the integrity of expenditure records and fiscal activities.

• Maintains, updates and reconciles various logs, reports, ledgers, files, databases, and spreadsheets.

• Performs audit and reconciliation tasks for invoices, requisitions, purchases orders and bank deposit slips to ensure accuracy of records maintenance.

• Maintains purchasing cards inventory, distribution and records, e.g., transaction coding, audits, monitors usage, files receipts.

• Prepares bank deposits.

• Reviews all requests for purchases to ensure compliance with budgetary parameters and school policy.

• Obtains all pertinent information from staff members for the completion of various school district forms to ensure appropriate extra work/overtime compensation.

• Assists with compiling all pertinent information during a school district financial audit.

• Informs appropriate department or personnel of purchasing or accounting discrepancies assists in reconciliation tasks.

July 2009 – July 2014 George Stone Technical Center Pensacola, FL Administrative School Secretary III

• Provide leadership of daily secretarial and clerical duties, by planning, implementing and supervising clerical work for the assigned school office.

• Serve as secretary for school administration and staff by distributing mail, answering the phones, scheduling and maintaining appointments, entering payroll for all faculty and staff, and collecting fees as needed.

• Receives public inquiries and concerns, ascertaining the nature of the request, and resolving Personally, directing it to the appropriate individual or department, or acting as liaison to the appropriate management personnel May interpret rules, apply laws, regulations, policies, and procedures to employees and the general public as related to the school.

• Oversees the timely management, processing and distribution of incoming and outgoing mail.

• Establishes and maintains a confidential filing system categorizes and maintains manual and/or Computerized filing systems Create tracking systems and forms, enters data, and cross indexes and files documents alphabetically, numerically, or by other designated classification.

• Performs various basic accounting duties according to generally accepted standard accounting principles, established procedures, departmental guidelines, and regulatory requirements applicable to the work.

June 2005 – July 2009 Accounting Specialist III Facilities Planning Pensacola, FL Sept. 2003 – June 2005 Administrative Clerk II Facilities Planning Pensacola, FL August 2001 – September 2003 Administrative Clerk II O.J. Semmes Elementary School Pensacola, FL March 2000 – August 2001 School Data Specialist I Brown-Barge Middle School Pensacola, FL July 1999 – March 2000 Administrative Clerk II Pine Forest High School Pensacola, FL August 1997 – July 1999 Administrative School Sec. I Pensacola High School Pensacola, FL July 1991 – August 1997 Administrative Secretary I Escambia County Sheriff Department Pensacola, FL March 1991 – July 1991 Medical Assistant Pediatric Associates Pensacola, FL January 1991 – March 1991 Medical Records Clerk Escambia County Hospital Pensacola, FL EDUCATION

August 1983 – June 1987 Pine Forest High School Pensacola, FL June 1987 – May 2002 Pensacola State College Pensacola, FL May 2002 – June 2004 Pensacola State College (Nursing) Pensacola, FL November 2023 Certified Medical Assistant Pensacola, FL January 2020 – June 2021 Pensacola State College (Medical Coding & Billing) Pensacola, FL SKILLS

• Notary Public

• Excellent Keyboarding Skills

• Good Communication Skills

• Good Organizational Skills

• Proficient in Word, Excel, Power Point and Publisher

• Accounting – Receivable and Payable, Budgeting Experience.

• Medical Office Experience – Medical Assistant, Scheduling, Accounts Receivable, and Charting Experience.

• Certified Medical Assistant Certificate - 2023

References Available Upon Request

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