Customer Service Intake Coordinator
Resume:
Juliann Rich
Experienced Clinic/Office Administrator & Patient Coordinator
Profile
Experienced Clinic/Office Administrator & Patient Coordinator with over fifteen years’ experience in Natural Health clinics. Skilled at keeping a fully scheduled day on track while delivering the crucial personal touch to each patient at check-in and check-out from the front desk. Adept at prioritizing daily tasks while seamlessly managing clinic flow. Committed to sustaining my personal health through nutrition and exercise and being part of a team that helps patients do the same.
Employment History
Office Administrator at Navigate Forward
December 2024 — July 2025
- Oversee daily administrative operations at Navigate Forward.
• Reconcile company accounts on QuickBooks.
• Employ detail orientation skills to document client progress in CRM from onboarding to landing.
• Collaborate with leadership team, facility
management, and vendors to successfully plan
events from Coffee & Connections to annual Offsite which requires coordinating staff travel and
accommodations.
• Serve on special projects such as website redesign and rebranding of client-facing documentation.
• Provide direct support the SVP of Client Services with data generation and analysis.
• Support the COO with process documentation.
• Support the CEO with schedule management.
Business Operations Analyst at Securian Financial
August 2021 — December 2024
- Analyzed data trends regularly and presented findings to management and executive teams.
• Established and enforced quality standards in collaboration with external vendor.
• Maintained quality documentation on Quality Assurance SharePoint.
• Created and implemented ECC Learning Team Transition documents for successful integration, improving quality metric from 93% in 2023 to 95% in 2024 and decreasing high-risk percentage from 2% to 1%.
Office Manager at Uptown Natural Care Center
March 2018 — August 2021
- Increased clinic revenue growth by 25% from 2017 to 2021.
• Developed self-pay care plans which increased revenue by 25%.
• Reduced accounts receivables by initiating pre-verification of insurance benefits.
Details
*************@*****.***
Links
Skills
Customer service
Clinic Management
Project management
Documentation management
Data analysis
Event planning
Office Manager/Certified Health Coach at Arne Wellness Center May 2017 — March 2018
- Greeted patients warmly and sought opportunities to make them feel seen, heard, and cared about.
• Oversaw daily administrative tasks at wellness center.
• Collaborated with clients to develop health improvement plans.
• Co-taught educational seminars with Chiropractic Doctor.
• Enhanced operational efficiency.
Patient Relationship Coordinator at Orthology
June 2016 — May 2017
- Oversaw front desk operations in a busy Physical Therapy clinic.
• Assisted patients with onboarding, progress assessments, appointment scheduling, and billing inquiries.
• Composed the Quality Management Manual for Patient Relationship Coordinators.
• Secured necessary documents and approvals from referring MDs and insurance companies.
• Supported patients with exceptional service and attention throughout their care journey.
Office Manager at Chaska Lakes Chiropractic
September 2011 — June 2016
- Oversaw front office operations, handling customer service, patient appointments, billing, collections, and office administration.
• Managed physician schedules, coordinating patient appointments and procedures efficiently.
• Verified insurance coverage before procedures, processed claims, and records promptly for swift payment.
Office Manager at Watkins Family Chiropractic
February 2005 — August 2011
- Managed patient flow, roomed patients, answered questions, and conducted pre-physician screenings.
• Prepared patients for the Chiropractor, including gathering health history, vital signs, and conducting X-Rays.
• Provided pain-relieving therapies and reviewed treatment options with patients and families.
• Organized the Make-A-Wish 5K event for new patient acquisition.
• Coordinated support for local residents through Second Harvest Heartland during the 2006 economic crisis.
Education
Project Management Professional, PMI
Green Belt, The Council for Six Sigma Certification Bachelor of Arts, Concordia College, Moorhead, MN
Master of Fine Arts, University of Minnesota, Minneapolis, Mn
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