Business Development Accounts Payable

JK

JACQUELINE KELLY

***************@*****.*** +1-469-***-**** Red Oak, TX 75154

Accomplished marketing professional with demonstrated success developing and implementing strategic approaches to drive market growth and bottom-line profitability. Strong communicator with natural leadership talent and high energy. Impactful and successful manager talented in building teams and motivating personnel to new levels of performance. Marketing

Management

Customer Relationship Management

Microsoft Office

Payroll

Business Development

Bookkeeping

Public Awareness

General Ledger Accounting

General Ledger Reconciliation

Account Reconciliation

Balance Sheet Reconciliation

Bank Reconciliation

Accounting

Event Marketing

Pricing

Event Planning

Auditing

Accounts Receivable

Budgeting

Accounts Payable

Journal Entries

Office Management

Multi-line phone proficiency

Accurate Documentation

Appointment Scheduling

Caseload Management

Insurance Verification

Insurance precertification processes

Referral tracking

Medical Terminology

Medical terminology knowledge

Lead Generation

MS Office expertise

HIPAA Regulations

Organizational abilities

Patient Scheduling

Database Management

Follow-up Coordination

Healthcare Systems Understanding

Critical Thinking

Medical Condition Coding Software

Decision-Making

Outbound calls

Scheduling Software

Interdepartmental Functions Coordination

Epic Systems

Active Listening

HIPAA Guidelines

Professionalism

Problem-solving aptitude

Adaptability and Flexibility

Acute and rehabilitative care

Effective Communication

Analytical Skills

Patient Relations

Relationship Building

Reliability

Process Improvement

Profit & Loss

Fundraising

Communication skills

Customer service

Organizational skills

Medical terminology

Nursing

Hospital experience

Social work

Epic

Leadership

Computer networking

Windows

Relationship management

Interviewing

Clerical experience

Business development

Computer skills

Summary

Skills

Methodist Medical Group Dallas, Texas

Referral Coordinator/Hybrid Program

Coordinator I

09/2022 - Current

Process medical referral's for over 100 specialists offices within the DFW area

Research providers to determine if they are in-network or out-of-network for the patient's health plan.

Verify patient's insurance benefits and update any outdated information within the Epic system

Contact physician offices to verify what insurances they accept and to help verify the physician availability for new patients Verify accuracy of physicians address and fax numbers Process each patients insurance through all major medical insurance companies via website or by phone

Contact patients to update and enter any new or outdated information in the epic system

This position also requires proper processing of denials and appeals. Review patient records and verify insurance eligibility. Provide support for administrative tasks related to medical referrals such as filing paperwork, scanning documents.

Maintain databases of active referrals and tracked progress of each case until completion.

Developed relationships with internal departments and external entities related to medical referrals.

Advise referring physicians on changes made to insurance policies that may affect their ability to refer patients.

Coordinated referrals with primary care physicians, specialists, and other healthcare providers.

Process authorization requests from referring physicians in a timely manner.

Superior Health Plan

Program Coordinator

01/2021 - 11/2021

Initiate authorization requests for output or input services in keeping with the prior authorization list

Research claims inquiry specific to the department and responsibility Perform tasks necessary to promote member compliance such as verifying appointments, obtaining lab results

Assess and monitor inpatient census

Screen for eligibility and benefits

Identify members without a PCP and refer to Member Services Screen members by priority for case management (CM) assessment Perform transition of care duties to include but not limited to, contact the member's attending physician, member or medical power of attorney, other medical providers (home health agencies, equipment vendors) for information pertaining to special needs

Coordinate services with community based organizations Attend marketing and outreach meetings as directed to represent the plan Produces and mails routine CM letters and program educational material Data enter assessments and authorizations into the system. DESOTO & LANCASTER NURSING &

REHABILITATION Desoto, Texas

Regional Marketing Director

01/2020 - 09/2021

Responsibilities Planning all Marketing events, teaming with community senior centers and churches to bring seniors in to visit Attending local meetings and events

Also, doing on-site assessments at hospitals, skilled nursing facilities and Experience

homes

I also schedule and conduct tours To obtain a position with a strong and thriving company that utilizes the achievements, skills, strategic thinking, and leadership abilities that enable me to consistently exceed goals and expectations

Authorized to work in the US for any employer

Engaged with target audience through email campaigns aimed at increasing conversions.

Developed strategies to drive website traffic through SEO optimization techniques.

Provided training on marketing techniques to staff members in the region. Coordinated with internal teams such as sales and product development to support regional goals.

Produced reports summarizing performance data of various marketing initiatives at regular intervals.

Identified areas of improvement within existing processes related to regional marketing operations.

Coordinated internal communications to ensure all staff are informed of marketing initiatives and their role in their success. Directed the customer relationship management (CRM) strategy, including segmentation, targeting, and personalization tactics. Managed annual marketing budget, ensuring optimal allocation of resources for maximum impact.

Delivered marketing strategy updates to upper-level management. Planned and facilitated meetings to share marketing plans and explain future business goals.

Southwest LTC Desoto, Texas

Admissions Director

10/2017 - 11/2019

Market to LTAC and Acute Care Hospitals for patient referrals to our Skilled Nursing Facility

Once referrals are received, I process all resident information to be admitted

As well as scheduled transport once accepted

I work directly with the Facility Executive Director and Director of Nursing My duties also include verifying potential residents' financial status in order to be approved by the business office for approval of admission Accomplishments Secured three physicians to work within our facility, which included a local hospital medical director

Worked with this team of physicians to plan a process of recycling referrals from their local hospitals into our skilled nursing facility I have also kept our facility budget over by 9 residents or more for the last four months

Finally, I have been able to accomplish a bedlock on medicaid beds while still having a Q-Mix that is at budget or over at all times with a solid potential resident waiting list intact

Skills Used Interpersonal skills, time management, budgeting as well as superb customer care

Transport once accepted

I work directly with the Facility Executive Director and Director of Nursing My duties also include verifying potential residents' financial status in order to be approved by the business office for approval of admission Accomplishments Secured three physicians to work within our facility, which included a local hospital medical director

Worked with this team of physicians to plan a process of recycling referrals from their local hospitals into our skilled nursing facility Kept our facility budget over by 6 residents or more for the last eight months Director of Business Development and Marketing Prepared monthly reports on marketing activities for senior management review.

Monitored competition within the region to ensure competitive positioning of company's products or services.

Developed and implemented marketing plans to support regional sales goals.

Managed annual marketing budget, ensuring optimal allocation of resources for maximum impact.

Reviewed application packages submitted by applicants to ensure completeness and accuracy.

Oversaw the preparation of reports on admissions statistics for senior management.

Senior Care Centers Dallas, Texas

Admissions & Marketing Director

03/2016 - 02/2017

Responsible for Planning all Marketing events, teaming with community senior centers and churches to bring seniors in to visit Attending local meetings and events

Conduct on-site assessments at hospitals, skilled nursing facilities and homes

Schedule and conduct tours of the community to visitors and potential residents

Function in a dual role as Marketing and Admissions Coordinate with the department heads to get all events, paperwork and new move-ins successfully completed

Accomplishments I have taken the Assisted Living community from zero admits and tours, to two community events a week and at least two large community events per month

These events have produced 30 new admits within the last 4 months Collaborate with Regional Marketing to restructure the pricing which has increased customer tours as well

Met goals every month My goals as a hospital liaison is set at 15 per month, I have exceeded the goal every month by a minimum of two with the highest being 9

Cover a territory that consists of 7 Hospitals while being responsible for assessment and referral follow though for all 108 Senior Care facilities Skills Used Customer Care skills Marketing and Networking are key skills that I have utilized in making successful tour conversions Also, my knowledge of the LTC skilled nursing and assisted living process has proven beneficial from an aging perspective

Heritage Place Mesquite, Texas

Admissions Director

12/2013 - 02/2015

Responsibilities Market to LTAC and Acute Care Hospitals for patient referrals to our Skilled Nursing Facility

Once referrals are received, I process all resident information to be admitted

As well as scheduled transport once accepted

Work directly with the Facility Executive Director and Director of Nursing Duties also include verifying potential residents' financial status in order to be approved by the business office for approval of admission Accomplishments Secured three physicians to work within our facility, which included a local hospital medical director

Worked with this team of physicians to plan a process of recycling referrals from their local hospitals into our skilled nursing facility Kept facility budget over by 9 residents or more for the last four months Accomplish a bedlock on medicaid beds while still having a Q-Mix that is at budget or over at all times with a solid potential resident waiting list intact

Skills Used Interpersonal skills, time management, budgeting as well as superb customer care.

Williamsburg Village Healthcare Campus

Dallas, Texas

Admissions Coordinator

07/2010 - 02/2011

Screens prospective residents on both the acute and community setting Performs on-site clinical and financial assessments to determine appropriateness of admission

Works with residents/families on the front end of the admission process to ensure an efficient admission process

Designs and develops marketing and promotional materials for the facility These shall include, but are not limited to: fliers, brochures, news releases, backgrounders, fact sheets, bios, newsletters and fundraising letters of solicitation

Establishes relationships and maintains contact with reporters, advertising media representatives and primary and secondary resources in the healthcare field

Establishes relationships and maintains contact with various clubs, organizations and Senior Citizens groups

Recommends and implements initiatives that manage the target audience's perception of the Nursing Home

Assist Social

Baylor Tom Landry Fitness Dallas, Texas

Accounting Clerk

02/2000 - 04/2006

Full cycle AP

Code invoices and expense reports

Cut and distributed checks

Averaged processing 100 invoices a week

Researched misapplied payments

Managed manager meetings minutes

Organized and attended audit committee meetings and compliance committee meetings

Managed audits

Created Board reports

Account reconciliation

Budget assumptions & development

Balance General Ledger

Managed offsite filing storage

Developed procedures to improve accuracy of financial data entry processes.

Provided support to the Accounts Payable department as needed. Reviewed vendor invoices for accuracy prior to payment processing. Reviewed banking activity regularly to identify any irregularities or unauthorized transactions.

Prepared bank deposits by compiling data from cashiers. Ensured accurate recording of payroll related transactions such as employee benefits deductions, vacation payouts.

Assisted with the preparation of month-end close activities including journal entries, reconciliations, accruals.

Northlake College Irving, TX

Certification in Residential Loan Origination

06/2004

Dunbar High School Fort Worth, TX

Diploma

05/1992

References available upon request.

Education and Training

References

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