Intake Specialist Document Control
Resume:
Lataivan Givens
Dallas, TX *****
**********@*****.***
Professional Summary
Motivated professional seeking a long-term career with a values-driven organization. Eager to contribute strong leadership, advanced skills, and a commitment to professionalism in a dynamic and collaborative work environment. Known for reliability and a drive to grow personally and professionally while maintaining a positive and productive workplace.
Authorized to work in the US for any employer
Work Experience
Document Control Coordinator. / Intake Specialist
AMERITA SPECIALTY INFUSIONS-Irving, TX
May 2023 to Present
• Organize and maintain physical and digital medical documents in a structured and secure manner.
• Ensure compliance with internal policies and external regulations (e.g., HIPAA, GDPR).
• Implement and manage document management systems (DMS) like incoming fax, EMR portals EPIC.
• Control access to sensitive documents and track who accesses them.
• Manage document versioning, archiving, and retention schedules.
• Receive and screen new client or patient referrals, either by phone, online, or in person.
• Gather and verify essential information, such as demographics, insurance, medical history, or legal background.
• Assess eligibility for services and guide clients through initial requirements.
• Maintain accurate records in databases or electronic systems.
• Communicate clearly with clients, families, and professionals about next steps and expectations.
• Coordinate with internal departments to ensure a smooth intake process and proper follow-up. Loss Prevention Specialist/ Concierge
FirstService Residential-Dallas, TX
February 2022 to May 2023
• Perform daily patrols around property reporting any suspicious activity
• Monitoring contractor check-ins and outs, by companies and unit number on three properties.
• Process numerous packages daily in system designed for property usage only. From multiple carriers. UPS, USPS, Fed Ex etc.
• Conduct moves in and move out walk-throughs with resident.
• Update COI's (Certificate of Liability Insurance) for companies schedule onsite.
• Cross-trained to assist with other department work. Medical Coordinator
Kaiser Permanente WFH-Dallas, TX
September 2020 to February 2022
Received Inbound calls, verifying members.
• Discussed benefits and concerns regarding co-pays and out-of-pocket expenses.
• Assisted patients with searches for INN and ONN providers.
• Reviewed claims and reports from providers.
• Properly documented each call with accurate information discussed before completion of calls.
• Knowledge of health plan benefits (deductibles, co-pays, coinsurance) and eligibility verification.
• Knowledgeable of third-party payers, HMOs, PPOs, Medicare, Medicaid, etc. Senior Production Representative
IQOR T-Mobile Account-Richardson, TX
August 2013 to July 2020
• Responsible managing department with highly skilled agents from new hire training to production.
• Managed metric expectation goals for each individual agent.
• Performed escalations calls when needed.
Education
Institute in Massage Therapy
Cortiva institute of Dallas - Arlington, TX
January 2021 to August 2021
High school diploma
A. Maceo Smith High School - Dallas, TX
August 2005 to June 2009
Skills
• Management (4 years)
• Filing (8 years)
• Data Entry (10+ years)
• Scheduling
• Inventory
• Workforce Development
• Microsoft Office (10+ years)
• Outlook (10+ years)
• Microsoft (10+ years)
• Mobile Devices
• Clerical (10+ years)
• Microsoft Word (10+ years)
• Customer Service Skills
• Billing
• Organizational Skills
• Document management (4 years)
• Employee Orientation
• Computer Networking
• Receptionist (2 years)
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