Kathleen Phelan

Compassionate and dedicated individual with a passion for helping people.

Ocala, FL 34481

adxc3c@r.postjobfree.com

+1-352-***-****

Achieve personal and professional growth while striving for excellence by providing optimal patient care and customer service.

Willing to relocate: Anywhere

Authorized to work in the US for any employer

Work Experience

Owner/Operator

Concierge Extraordinaire - Ocala, FL

May 2022 to Present

Owner/operator of Concierge Extraordinaire offering individual and group Life Coaching services, medical and caregiving services, housekeeping, healthcare navigation, meal planning and prep, party/event planning, welfare checks, pet sitting/walking, house checks/ house sitting, etc. Patient Services Coordinator

Radiology Associates of Ocala - Ocala, FL

September 2021 to Present

• Check-in patients

• Verify patient information

• Verify insurance

• Process copays/deductibles/coinsurance payment

• Schedule patients

• Process walk-in patients

• Confirm appointments

• Obtain orders

• Input orders

Referrals & Authorizations Coordinator

Jefferson Healthcare - Port Townsend, WA

March 2017 to February 2021

Responsibilities include obtaining prior authorizations/pre-certification for appointments and radiology testing, insurance verification and eligibility, scheduling appointments, processing referrals to other providers/specialties, etc. Work closely with providers and support staff to achieve optimal care and satisfaction for patients. Maintain a good rapport with providers and medical facilities/clinics both in and outside of Jefferson Healthcare. Stay compliant with Washington State continuing education and guidelines. Stay up to date with all insurance plan changes and authorization guidelines. Assisting patients to find the appropriate care to fit their specific needs or plan for treatment. Designated as the Behavioral Health Champion and Veterans Healthcare Champion. Trained Jefferson Healthcare Specialty groups and clinical staff on processing internal and external referrals, orders, scheduling and insurance guidelines. Compiled resource guides for clinician training, processing referrals and authorizations, Veterans Administration guides, behavioral health and all specialty resources within all of Western Washington. Devised "how-to" guides for home cardiac monitoring (i.e. Zio patch application and operation), home ultrasound devices for expecting mothers, home blood pressure kits, etc. Working with colleagues and department managers to streamline a more efficient and productive referrals program to enhance patient care and satisfaction. Worked with the local women's shelter, Dove House to incorporate support groups for domestic violence and sexual assault victims. Certified Nursing Assistant

WRIGHT'S HOMECARE

December 2016 to April 2017

Responsibilities included performing client care, transportation/shopping/errands, housekeeping, documentation, ordering and administering medications, wound care, etc. Achievements consisted of CNA license (# NC10075738), CPR/First Aid, and state certified continuing education

ER Registration/Call Center/Clinical Registration Representative OLYMPIC MEDICAL CENTER

January 2015 to October 2016

Responsibilities include registration, taking copays and payments, ER registration, forming accident/ injury claims, creating L&I claims, working closely with ER staff and assisting medical staff, scheduling appointments, general office duties, referrals, call center duties, work with insurances to determine coverages, assist with back-end staff duties, training, input Dr. orders, etc. E Achievements consisted of CNA license (#NC10075738), CPR/First Aid, state certified continuing education. Continuous recognition in company excellence bulletin and community survey. Certified Nursing Assistant

LIFECARE CENTERS OF AMERICA

January 2014 to December 2014

Responsibilities included but were not limited to resident personal care (bathing, dressing, other personal hygiene, toileting, etc.), assisting with activities, charting, float throughout facility to different units, assisted with food services, light cleaning and assist nurses with tasks. Achievements consisted of CNA license (#NC10075738), CPR/First Aid, state certified continuing education, food handlers' permit. Experience with dementia Certified Nursing Assistant

GOLDEN YEARS PERSONAL CARE

November 2012 to October 2013

Responsibilities included but were not limited to resident care, operating life enrichment activities, ordering and administering medications, scheduling appointments, ADL's, fill-in for tours, documentation and cleaning.

Achievements consisted of CNA license, CPR/First Aid, state certified continuing education, food handlers' permit, promotion to shift leader and implementation of new ideas for safety and resident care. Experience with dementia.

Certified Nursing Assistant

CAREGIVERS HOME HEALTH

June 2012 to November 2012

Responsibilities included performing client care, transportation/shopping/errands, housekeeping, documentation, ordering and administering medications, wound care, etc. Achievements consisted of CNA license (# NC10075738), CPR/First Aid, and state certified continuing education, food handlers' permit and employee of the month twice. Certified Nursing Assistant

DUNGENESS COURTE ALZHEIMERS COMMUNITY

January 2011 to June 2012

Responsibilities included but were not limited to resident care, light housekeeping, assisted in life enrichment and physical therapy programs, assisted with food services, and documentation. Achievements consisted of CNA license (# NC10075738), CPR/First Aid, and state certified continuing education, nominated and served on Safety Committee, and food handlers' permit. Experience with dementia.

Certified Nursing Assistant

CAREGIVERS HOME HEALTH

January 2010 to March 2011

Responsibilities included performing client care, shopping/errands/transportation, housekeeping, cooking and documentation.

Achievements consisted of CNA license (# NC10075738), CPR/First Aid, and state certified continuing education, food handlers' permit and employee of the month four times. Float Certified Nursing Assistant/Unit Secretary

SKAGIT VALLEY HOSPITAL

January 2009 to January 2010

Responsibilities included but were not limited to performing patient care, recording data (input/output, vitals, skin conditions, etc.) in computer, Admitting/discharging patients, inputting orders in computer, assemble/breakdown charts, answer/transfer calls, assist nurses and worked with entire healthcare team to ensure best care for patients, etc.

Achievements consisted of CNA license (# NC10075738), CPR/First Aid, and state certified continuing education, patient/staff satisfaction letters.

Education

Certification in Life Coaching

New Skills Academy

January 2020 to June 2020

High school diploma in General Studies

Friday Harbor High School - Friday Harbor, WA

September 1999 to June 2003

Skills

• customer service (10+ years)

• Detail oriented (10+ years)

• EPIC (6 years)

• HEALTHCARE (10+ years)

• Meditech (2 years)

• Alzheimer's Care (10+ years)

• Dementia Care (10+ years)

• Insurance Verification (6 years)

• EMR Systems (10+ years)

• Caregiving (10+ years)

• Microsoft Excel (10+ years)

• Behavioral Health (10+ years)

• Medical Office Experience (10+ years)

• Vital Signs (10+ years)

• Medical Scheduling (8 years)

• Meal Preparation (10+ years)

• Nursing (10+ years)

• Laundry (10+ years)

• Medical Billing (3 years)

• Patient Care (10+ years)

• CPT Coding (6 years)

• Medical Records (10+ years)

• HIPAA (10+ years)

• Medical Terminology (10+ years)

• Medical Coding (10+ years)

• ICD-10 (10+ years)

• ICD Coding (10+ years)

• Computer Skills (10+ years)

• Anatomy Knowledge (10+ years)

• Management (1 year)

• Marketing (1 year)

• Sales Experience (2 years)

• Fitness and nutrition (3 years)

• Life Coaching (Less than 1 year)

• Clerical Experience

• ICD-9

• Medicare

• Weight loss (10+ years)

• Bariatric surgery (2 years)

• Multi-line phone systems

• Medical receptionist

• Typing

• Front desk

• Utilization Review

• Insurance verification

• Authorizations

• Patient Navigation

• Transcription

• Covid19 Vaccinated

• Computer skills (10+ years)

• Program development/management

• Experience with children (10+ years)

• Developmental disabilities experience (10+ years)

• Transportation (10+ years)

• Restaurant experience

• Multi-line phone systems

• Public health

• Customer relationship management

• Microsoft Word

• Microsoft Office

• Documentation review

• Phone Etiquette

• Office experience

• EHR systems

Links

https://www.linkedin.com/in/kathleen-katie-phelan-33a354130 Certifications and Licenses

Certified Life Coach

June 2020 to Present

Additional Information

• Dependable and dedicated

• General office skills

• Strong verbal and written skills

• Detail oriented

• Committed to exceptional customer care

• Strives to bring a warm and friendly environment, yet professional atmosphere

• Strong customer service and relations

• Multi-tasking

• Team player

• Proficient in Microsoft Office programs

• Worked in healthcare for 18+ years

• Proficient in medical programs such as Meditech, EPIC and care everywhere

Contact this candidate