Medical Fromt Office

Tina Ackley

Redding, CA ***** 530-***-****

*************@*****.***

Authorized to work in the US for any employer

Work Experience

Medical Front Office .

Redding Premier Cardiology Redding CA

July 2024- present

Greet patients and visitors as they come into the office with a pleasant and professional welcoming attitude.

Check in patients and obtain necessary paperwork, insurance cards and any documentation patients would like for our office to have on file or for Dr to review. Scan insurance and documentation into the patient's chart via the office EMR program E-Clinical, and verify demographics and make any corrections or changes that need to be made. Monitor fax inbox in eclinical as well as check office voicemail multiple times daily and filter through to assign them to the appropriate personnel for handling. Answer and triage calls and if necessary direct them to the appropriate party, if unavailable take a detailed and accurate message for a returned call. If the call is urgent or time sensitive, escalate the call to Dr or PA-C for handling, making sure to document in the patient's chart their questions or concerns. Make confirmation calls for the following day, cancelling and scheduling appointments as needed. Check out patients when needed schedule testing and follow up ordered physicians. Process all records request, send authorizations for records requests, process all cardiac clearances for patients needing surgery, follow up and update requesting clinicians offices and surgeons offices of the status of the requested cardiac or blood thinner clearances. Keep the lobby clean and organized ensuring a comfortable environment for visitors while waiting for appointments etc. Assisting with other team members with their duties when requested or needed and providing back up tp check out desk. Any and all duties as requested to help ensure that the patients needs are met effectively and timely and all concerns or questions have been resolved.

In Home Support Provider

Shasta County Health and Human Services Agency (IHSS )- Redding, CA

June 2023 to August 2024

Provide in-home support to clients in need of assistance with everyday life skills and responsibilities,allowing them to remain in their own home. Assist with errands, house duties, personal care, grooming bathing, etc while also providing emotional support and companionship. Assist with shopping, administering medications and medication management. Provide transportation to appointments or activities including Dr appointments assist with scheduling of appointments and budgeting of finances. Provide any approved necessary assistance they may require

Home Care Support

Private Party - Redding, CA

January 2023 to May 2023

Hired by a private family to provide assistance and companionship for an elderly loved one. Several days a week and a few hours each day, I assisted clients with showering and personal grooming. Actively participated in her physical therapy along with activities to keep her brain stimulated during Dr ordered “no tv brain activity time “ We played card games, board games, worked on crosswords puzzles and word search and other like things. Also took her to the local Senior Center for her Aerobics and exercise classes weekly along with other activities they provided on the dayswe attended.

Administrative / Greeter

Advanced Clinical /Optum - Redding, CA.

July 2021 to July 2022

Greet and welcome patients and those accompanying them as they come in for COVID Vaccination.

Ask basic questions regarding any prior adverse reactions if getting 2nd vaccine or Booster, while taking temperature and finding out is there is currently any illness or sickness or even very recently Explain what the general process is and make them aware of the waiting period in observation and time frame dependent on the answers to questions the administration Clinical provider will be asking. Direct and control the flow of “traffic” inside the facility making sure that we are adhering to ALL CDC guidelines as well as company policy and procedures. Also ensuring we are in compliance with all state mandates. Monitor foot traffic at the door making sure no one enters who is not accompanying a patient or getting a vaccination themself to assure there are no HIPPA violations. Provide patients and anyone entering the building with face covering if they do not have their own. Monitor admitting area and if needed, assist with check-ins or verifying ID and demographics and updating records if needed. Reviewed vaccination cards of those waiting for their 2nd or booster vaccines to make sure they were in compliance with the time frames for the next dose. If not, they had to fall under a special category for exception for getting vaccination prior to the next due date.

Administrative Specialist

Accent -Care Home Health Services- Redding CA -

December 2021 to May 2022

Answer multiple phone lines and if able, assist the caller with their needs, or triage call. If not urgent take a detailed msg for returned call, or if urgent or call needs to be escalated, refer to clinical supervisor. Greet all visitors at Reception, and if needed contact the appropriate party and announce the visitor. If a staff member is available, escort visitors to the location directed by staff. Handle all incoming and outgoing parcels and USPS mail. Inventory clinical and office supplies including new patients packet inserts then provide excel spreadsheets to OC for approval and order placement. Assist management and staff with special projects, or requests. Reach out to Dr's, Hospitals and other care facilities to obtain records or information regarding patient's discharge or care and updated med lists if needed. Request them to be sent to the office for processing and scanning per procedures. In addition, when a request is received from an outside source, verify recipients' contact information and complete the request. Scan and attach documents into patients chart under appropriate category in the company’s electronic medical records system for retention and safe keeping. Implemented and managed a physical-paper copy filing system for all orders signed by Physicians / clinicians for additional safe keeping. Keep the reception area clean and tidy. Assure all tables desks, printers/fax and other open areas visible to visitors and other staff, are clear of any paperwork containing personal / medical information of patient's and staff. Create a positive atmosphere in the branch by maintaining a pleasant cheerful attitude. Make sure to provide an overall welcoming and warm environment and greeting for visitors. Complete additional tasks or projects as requested per branch personnel as well as field staff. Always thinking of ways to be more cost effective as well as streamlined ways of doing daily tasks and duties to be more productive and efficient.

Traffic Clerk

Superior Court /CA Traffic Safety Institute (CTSI) - Redding CA.

October 2021 to December 2021

Answered incoming calls regarding Traffic School.Provide mailing, emails, etc. with information about Traffic School as well as providing attending participants necessary information required for completion.Monitored defendants court case records and calculated via dates -times frames etc. to determine if defendant met eligibility requirements to participate in Court Regulated program. Keep defendants' court records up to date, verify they are complete and accurate. Records pertaining to their traffic violation along with their enrollment and participation in the Traffic School program Paid special attention to abide by company's Policies and Procedures and rights to privacy laws by assuring all documentation was stored in a secure location to maintain the confidentiality of the participants.Run daily Certification of Completion Report that is electronically generated and uploaded into internal program.These reports included the names and traffic school completion status of defendants who have come to the completion due date assigned to them. Process each individual case as appropriate per procedures and nature or results, non completion or issue Certification of Completion to defendant at end of day generate report and submit to California Department of Motor Vehicles via electronic file and send notification to defendant that their case is now closed with the Courts.

Sterile Technician/ Scheduling Coordinator

Western Dental and Orthodontics/ Private Office - Redding, CA

March 2021 to July 2021

Providing exceptional patient/customer service Pull up and review all appointments scheduled for today to get an idea of what instruments and equipment will be needed. Set up an exam room for the next patient to be seated, pull their chart and quickly review, before the patient is brought back. Once patients are seated, begin to prepare them for the exam. Go over in detail the medical history we have on file, take vitals, and discuss any concerns they may have or areas that may be bothersome, and notate all, along with any questions they may have for the Dr. Update information including any changes in contact information, meds or health condition if needed. Engage patients in conversation while practicing my active listening to ensure I’m successful in establishing a good rapport.Therefore earning their trust and confidence in us providing their care not only today but hopefully in the future. Provide an overview of what they can expect at today's appointment and answer any questions that they may have. Make sure they are comfortable and provide anything they may need while waiting for the Dr. Provide a comfortable, friendly and calm environment to assist in making their experience the least uncomfortable as possible. During Dr examination, chart the results of the exam and diagnosis along with treatment plan, and then begin to assist Dr with the various procedures providing suction as well as assembly of all Instruments and their attachments. Open all instruments and have them available for use by Dr, including prep of all materials necessary for fillings, crowns, root canals, dentures, impressions etc. Provide patient with any documents such as prescriptions, outside referrals along with medical release to be completed and signed by their treating physician, and completing all lab slips and outside referrals and have them reviewed and signed by Dr Describe in great detail any post -op instructions to aide in prevention of any complications / infection as well as any unnecessary discomfort or pain during recovery. Remove all instruments from the room and escort the patient up to the front waiting area to schedule a follow up appointment, and be checked out by reception.Tear down examination rooms then clean sterilize place disposable sanitation barriers. Lastly, set up for the next patient. Stock rooms of any supplies needed. Clean and sterilize all dental instruments and equipment according to regulations required by OSHA and State, while also adhering to companies policies and procedures. Providing a safe, and sterile environment for patients, staff and visitors. Scheduling appointments. checking patients in and out, answering phones and if needed direct call to appropriate parties, greeted patients in a friendly manner and provided excellent patient/ customer service.

Customer Care Rep II / Ops Maintenance Support ll

Merchants Bank of Commerce(formally RBC) - Redding, CA

January 2014 to October 2019

Providing excellent customer service• Handling multiple phone lines and assisting callers with their request. When necessary or requested, refer to the appropriate party/department. In addition if warranted, escalate call to supervisor or take an accurate message for a returned call• Researching as needed or per customer requests, any account or transaction discrepancies, then rectify. Answer all customers' inquiries by utilizing all tools and resources available to me including reaching out to other team members if necessary, to ensure we maintain strong customer relations and continue to provide above and beyond customer service. Review all documentation received or prepared in branches for accuracy and completeness, then scan into the system for retention. Review HSA and IRA reports daily to ensure all transaction codes are correct for tax reporting to the IRS. Review end of year 1099-R's and 5498's verifying that customers personal information is complete, and that distributions / contributions totals are accurate then look one last time at trancodes on accountverifying nothing was missed throughout the year. Should inaccuracies be found, be sure to correct in system, complete Corrected Tax forms then submit correction forms to upper management for review and to be signed off. Callback on new accounts, ICS, CDARS, Reg D, Cross App Filing Reg E Claims,Monitor Dormant accounts & prepare qualifying accounts for Escheatment to State, ordering new debit cards and replacement cards and mail to customer or hold for customer pick up. Verify that all Legal documents for new /superseded business and non personal accounts (ie: Trust Accounts, Power of Attorney, Client Trust, Rep Payee, Cuttma, ITF etc.) have been obtained. Ensure that all are complete, signed by necessary parties, as well as accurate and up to date. When maintenance is done on accounts - verify ALL documents required by State / Federal laws as well as bank policies, are on file and current or ask customers to please provide recent copies for our records. Then scan into system for retention

Merchant Teller / FSA/ Operations Maintenance Support ll

North Valley Bank - Redding, CA

October 2005 to December 2013

Providing excellent customer service to all clients. Handle multiple phone lines and assist callers with their requests and inquiries. If necessary or

requested refer call to the appropriate party/department. Or if warranted, escalate call to supervisor or take an accurate message for a returned call

Cash handling: check cashing, taking deposits, change orders, processing Night Drop deposits and deposits brought in by courier.Assisted teammates in other departments with their tasks when needed and cross trained in other departments when time allowed. Completed and passed all required annual Compliance testing and training modules prior to the due date. Worked collections by running a query daily, of all overdraft accounts that have been negative for 20 consecutive days. Reaching out to customers and contacting or leaving messages, taking advantage of all contact information and resources available to me. When contacted, inform customers of their account status and inquire on when they are able to make a deposit. Then explain in detail that the account would need to be brought to a positive before a specific date to avoid account closure and risk being reported to CHEX or other credit reporting agencies. Offered customer options that would rectify the situation immediately and also informed them and explained what products we offer that can prevent the likelihood of a similar occurrence in the future, saving them from costly fees etc, and recommended tools to assist in preventing overdrawing account again ex: keeping an accurate register and balancing your account on a regular basis• I ran daily reports which included all cash held at each branch location. Reviewed and balanced each one according to the reports figures, then compared my figures and totals to the branch's closing vault totals from the previous business day. If there were any discrepancies, I would then research and review all possible reasons and transactions/ figures including each individual cash cans starting / ending totals then rectify them using policy and procedures or have the branch correct and resubmit. Reviewed, approved, or returned for correction and then resubmit, all CTRs received from branches daily. Also ran several currency transaction reports daily. Prepare all CTRs not done in Branch and then give to supervisor for final approval before submitting Compliance Department. Adhering to the strict daily cut off time, and within the allotted amount of days

- prior to required amount of time and regulated expiration allotted, provided and monitored by Federal Government as well internal Compliance Department and Administration. Call back and review for accuracy, all account maintenance done in branch. Responsible for placing any necessary Reg CC Holds done in my branch, and reviewed all Reg CC Holdssubmitted by other Branch locations and correcting or sending back to branch for corrections. Process Levies, Subpoenas, reviewed large items daily. Process chargebacks, and returned mail. Handled all research requests submitted regardless of location where requested or how request was received (in person, in branch-mail, or via phone, also all City, State, and Government requests for documentation. If documents requested were too old they were archived on Microfiche or Microfilm,search then consisted of running queries and reports to track down the general location of archived information to complete the request. These Research Requests consisted of but not limited to, old statements, copies of transactions, legal documentation and any other documents that we have may have on file.Once located print everything pertaining to each specific request and forward to requesting party. In charge of organizing all branch storage areas, keeping them clean and fully stocked with supplies, in charge of ordering the supplies and all marketing materials. Keeping clear, concise, accurate records of expenses making sure To not exceed monthly and quarterly budgeted amounts as well as individual limits assigned to me, and provided by branch manager, operations officer and Administration. Balancing ofaccount records, vault, and ATM. Also responsible for surprise teller cash counts for monthly certifications, assist tellers with overrides in system, approvals and processing their buys and sells of cash. Ordered branch cash and handled or assisted operations with shipping of cash, responsible for review of teller transactions to locate and rectify discrepancies in customers transactions and accounts as well as teller cash outages.Provided back up to Operations Officers. cross-selling additional products, Review all documents prepared or obtained from other departments or by mail, for accuracy and completeness, then scan into the system.

Contact this candidate