Lisa Trejo
Ripon, CA 209-***-**** ************@*****.***
PROFESSIONAL SUMMARY
Highly motivated medical professional with a proven ability to manage multiple projects simultaneously. Adept at building rapport with staff and patients, consistently resolving client issues with a high satisfaction rate. Eager to contribute to a fast-paced team environment and exceed individual and team goals. SKILLS
Triage Experience, Microsoft Office, Data Entry, EMR/EHR, Medical Terminology, Medical Billing/Prior Authorization, Cardiac Testing, Vitals, Phlebotomy
EMPLOYMENT HISTORY
Stanford Healthcare (Redwood City) - Patient Admin Specialist, March 2024 - Present
● Greets and welcomes patients and assists them with initial questions regarding appointments, payments, schedules, etc.
● Answers multi-line phone, screens and routes calls, takes messages for clinic staff and physicians. Assures appropriate verifications and authorizations are complete before patient sees provider.
● Communicate with providers regarding scheduling preferences, and ability to respond to urgent patient needs.
● Provide doctor-patient support using reference documents and tools.
● Carry out various administrative tasks, including maintaining information and paging directory databases, and processing internal forms.
● Utilize all functionality of the telephone system and electronic medical records systems in performing assigned job tasks.
● Meet/Exceed organizational and department service standards.
● Answers non-clinical CRMs, escalating where appropriate.
● Answers non-clinical patient messages, escalating where appropriate.
● Managing and distributing faxes, mail, and filing of clinic-specific documentation.
● Assures appropriate verifications and authorizations are complete before patient sees provider
● ssists patients and physicians in scheduling ancillary tests before and after clinic visits.
● Assists patients and physicians by scheduling treatment appointments for patients
● Ensures that all scheduled patients are eligible for services requested and/or determines patient eligibility.
● Informs patient’s authorization and collects payment for new and returning patients, using the scheduling system.
● Coordinates care by scheduling, editing and maintaining routine patient physician appointments for new and returning patients.
Capital Pediatric Cardiologists - Medical Office Coordinator, April 2023 - 2024 December
● Streamlined patient experience and optimized clinic operations through comprehensive coordination and clinical skills.
● Efficiently scheduled appointments, roomed patients, collected co-pays, and maintained daily payment sheets, ensuring smooth patient flow and accurate financial reporting.
● Performed vital signs assessments and triaged calls, providing a vital first point of contact for patient concerns and medical needs.
● Maintained clear, thorough, and accurate electronic health records (EHR) entries for all patient interactions, upholding HIPAA and patient confidentiality standards.
● Processed prior authorizations, referrals, and faxes, streamlining administrative processes and ensuring timely access to care.
● Maintained and replenished clinic supplies, ensuring operational efficiency and readiness for patient needs. Optum FKA Physicians Medical Group /Urgent Care - Medical Assistant, January 2022 – October 2022
● Efficiently scheduled appointments, roomed patients, collected co-pays, and processed referrals and pre-authorizations.
● Cultivated positive patient relationships, ensuring clear communication and addressing inquiries with empathy and professionalism.
● Performed various diagnostic procedures, including drug and alcohol screenings, collecting and analyzing specimens, administering tests, interpreting results, and sterilizing equipment.
● Provided immediate assistance in critical care and emergencies, contributing to optimal patient outcomes.
● Administered comprehensive DOT physicals.
● Conducted audiometry evaluations, vision acuity testing, travel clearance exams, and CIA, and DEA fit-for-duty exams.
CDocs Associates, Inc - Cardiac Nuclear Medicine Assistant, November 2019 – August 2021
● Organized and facilitated equipment setup for each procedure, ensuring optimal workflow and timely patient care.
● Collaborated effectively with cardiologists and technologists, contributing to a cohesive team environment.
● Meticulously prepared and compiled reports for all in-office procedures, including echocardiograms, myocardial perfusion imaging studies, and cardiac PET studies.
● Performed pre-procedure patient care, including rooming, obtaining vitals, and conducting INR testing.
● Assisted in the preparation and administration of radiopharmaceuticals for diagnostic imaging procedures. Private Practice - Mary Kilkenny, MD - Practice Coordinator, September 2018 - Feb 2019
● Accurately scheduled appointments, consistently meeting patient needs and physician workload demands.
● Maintained exam rooms, ensuring cleanliness and organization for optimal patient care.
● Processed specimens daily, ensuring proper collection, labeling, and handling.
● Enhanced patient experience by providing compassionate care and clear pre-procedure explanations, resulting in increased patient satisfaction
● Demonstrated meticulous attention to detail by organizing and maintaining patient records, lab logs, and medical supplies, ensuring accuracy and compliance with HIPAA regulations. KMBS (Kellers Medical Billing Services) - Medical Billing Assistant, August 2017- March 2018
● Maintained smooth office operations by efficiently handling phone calls, filing, and faxing, ensuring timely communication and information flow.
● Optimized revenue recovery by proactively managing collections procedures.
● Ensured accurate insurance reimbursement by meticulously preparing CMS 1500 claim forms, minimizing claim denials, and maximizing revenue capture.
● Successfully resolved billing inquiries and claims issues by effectively communicating with various medical insurance companies, improving patient satisfaction, and reducing administrative complexity. EDD Jan 2015 thru June 2016
EDUCATION
● Mt. Pleasant High School, San Jose, CA - Diploma