PROFESSIONAL SUMMARY
*+ Years - Customer Service experience in house and via email
electronic program. Computer knowledge and student's enrollment experience in college. Provide enrollment coaching to traditional and non-traditional student populations to include assistance with admission, financial aid, and scholarship application. 1-year Medical Receptionist experience duties which included greeting and checking patients in, obtaining patient insurance information, collecting co- pays and scheduling follow up appointments for patients. WORK HISTORY
Financial Counselor, 04/2023 - 06/2024
Evara Health, Clearwater, FL
Clearwater, Florida 33756
************@*****.***
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SKILLS
Customer-Focused Service
Bilingual Communications
Microsoft Office
Microsoft Word
Microsoft Excel
Active Listening
Communication
Teamwork
Organization Skills
Attention to Detail
Insurance Verification
MARILYN PAGAN
Builds relationships with customers, patients, and caregivers by answering (non-clinical) questions and welcoming them to Evara Health
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Provides individualized customer service based on unique customer needs
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Delivers on the Evara Health purpose-driven service culture by always putting people first
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Timely pre-registration and registration of all patients, which includes obtaining all demographic, financial, identification, and insurance documentation
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Generates insurance verification and follows up with patient, if necessary
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Utilizes eligibility systems, on-line websites, or phone calls to determine insurance benefits and precertification requirements
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Enters pertinent insurance information into the
EHR system
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Assists patients with payment arrangements and in coordination with the Medicaid Eligibility Staff, assists patient with financial applications
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Contacts patient employer, if necessary, for verification of employment, premium status, babies being added to policies
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Completes financial analysis, collects and scans proof of income, opens the case, opens and approves the tracker, and approves the case follow up with patients for necessary signatures if they were not obtained at time of preregistration
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• Provides estimates to patients and/or physicians as requested Demonstrates cash handling skills, follows all guidelines set forth in the Cash Handling policy; ability to accurately and timely balance the daily journal
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Inventory Control Manager, 05/2021 - 03/2023
Jormac Aerospace
Student Enrollment, 08/2014 - 03/2018
Inter American University of PR, Ponce Campus
Makes appointments for patients per established protocols; assists patients/clients with forms
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Works collaboratively with all care team members in support of direct patient services, exhibiting flexibility and a "can do" attitude
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Serves as a point of contact with other internal and external departments, with the goal of fostering an environment which promotes patient comfort and trust
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Organizes workflow, keeping workspace clean and always professional
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Adheres to all Front Desk Standards, with an emphasis on achieving all quality measures supportive of the Patient Centered Medical Home model
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Demonstrates consistent application of outstanding customer service skills
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Demonstrates ability to navigate and enter data into an electronic health record
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Handles all patient issues with professionalism and courtesy, appropriately escalating all issues or concerns requiring further resolution to Patient Access Manager/Lead
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Additional Telehealth duties may be assigned to include the following:
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Works with assigned provider supporting Telehealth services to include New Patient appointments
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Completes appointment confirmations 24-
48hrs in advance to help facilitate
Telehealth services
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Ensures patients are registered properly preparing them for their Telehealth appointment
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Readily available via Microsoft Teams for assigned Telehealth provider
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• Travels to different centers for coverage, as needed Promotes and drives awareness of Evara Health programs, initiatives, services, pharmacy services, etc.
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Coordinated patient scheduling, check-in, check-out and payments for billing.
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Checked patient insurance, demographic, and health history to keep information current.
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Monitor and maintain current inventory levels: processed purchase orders as required; track orders and investigate problems, record purchases, maintained database, performed physical count of inventory and reconciled actual stock count to computer-generated reports.
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Provide enrollment assistance to traditional and non-traditional student populations, including assistance with admission, financial aid and scholarship application processing.
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EDUCATION
Bachelor's degree, Criminal Justice/Safety Studies, 08/2004 Inter American University of PR, Ponce Campus