Case Manager Patient Access

Ludie J. Beard

Dallas, TX ***** 773-***-**** *****.*****@*****.*** linkedin URL

Professional Profile

Results-driven professional with extensive experience in patient access, insurance management, billing, and case management. Skilled in reviewing documentation, resolving discrepancies, and ensuring compliance. Recognized for strong attention to detail, problem-solving ability, and a deep understanding of healthcare systems to support accurate and efficient claims processing and office operations.

Core Competencies:

Insurance verification and benefit management

Communication skills

Documentation review

Decision making

Research and analytical thinking

Medical terminology

Time management

Administrative and organizational skills

Work Experience

EVERSANA LIFE SCIENCE, Chesterfield, MO 12/2024– 05/2025

Provides support and care for patients focusing on medication dispensing, clinical expertise, and patient adherence.

Case Manager, Patient Support Navigator

Responsible for guiding patients through complex treatment journeys by coordinating benefits verification, prior authorizations, and financial assistance programs. Provided ongoing support to ensure medication access, adherence, and strong customer service.

Served as sole case manager for 60 to 80 patients. Fielded incoming calls from patients, caregivers, and physicians. Assessed patient needs and matched need to appropriate resources and support. Served as single point of contact, patient educator and advocate.

Conducted benefits investigations and prior authorization with payers for approximately 150 patient visits per week, ensuring timely patient access to prescribed medications by verifying insurance coverage and obtaining required approvals from health plans.

Received and routed incoming data to the appropriate team/department related to patient support programs (enrollment form, insurance information, and prescription), triaged information, and performed accurate data entry.

Provided scripted information to patients about reliable sources of information through various resources empowering patients to make informed decisions about their care.

METHODIST MANSFIELD MEDICAL CENTER, Mansfield, TX 02/2017 – 12/2024

A 262-bed, full-service, acute care hospital

Patient Registration Coordinator and Office Manager (11/2021 – 12/2024)

Responsible for patient intake, insurance verification, and appointment scheduling. Maintained compliance with hospital policies and supported departmental workflows.

Served as workers’ compensation case manager for approximately 50 patients per month, collaborating with insurance adjusters to obtain authorization, medical reports, and plans of care.

Welcomed patients and managed clinic phone lines as needed, ensuring smooth communication and prompt assistance.

Oversaw patient registration processes for clinic appointments, coordinating follow-up visits and scheduling future appointments as needed, ensuring accurate and efficient front-end operations.

Performed medical billing functions, including the accurate reporting of clinic charges and reconciliation of accounts to maintain financial accuracy.

Clinical Office Coordinator, Peri Anesthesia Testing (02/2017 – 11/2021)

Managed front-office operations, supported clinical staff, and ensured efficient patient scheduling, records management, and communication across departments. Maintained smooth workflows and delivered excellent patient service.

Oversaw office operations with office staff to ensure that patient files were complete and prepared for upcoming appointments, maintaining accuracy and timeliness in patient documentation.

Collaborated with a multidisciplinary team, including medical offices, administrative, and support staff, to ensure patients are safely cleared for outpatient procedures and surgeries, adhering to established protocols and safety standards.

Managed various administrative and support tasks as assigned, demonstrating flexibility and commitment to the smooth functioning of office operations and patient care coordination.

CHILDREN’S HEALTH MEDICAL CENTER OF DALLAS, Dallas, TX 10/2015 – 02/2017

A comprehensive pediatric healthcare system in North Texas, offering care for children from birth to age 21.

Patient’s Access Representative

Assisted patients by collecting and entering confidential information, scheduling appointments, and handling billing inquiries, ensuring a smooth and efficient patient experience.

Oversaw patient check-in and check-out processes for clinic appointments, coordinating follow-up visits and scheduling future appointments as needed.

Facilitated new patient registration and admissions by gathering necessary information and completing required authorizations and referrals for services, ensuring a seamless intake process.

Performed medical billing functions, including the accurate reporting of clinic charges and reconciliation of accounts to maintain financial accuracy.

ANN & ROBERT H. LURIE CHILDREN’S HOSPITAL OF CHICAGO, Chicago, IL 05/2009 – 06/2015

A nationally ranked, pediatric acute care hospital, known for its innovative research, superior pediatric care.

Administrative Assistant

Supported director-level staff by maintaining calendars and creating correspondence and reports. Screened telephone calls, greeted visitors, and resolved inquiries.

Provided Quality Assurance Audits for HIPPA compliance on patients’ records and routed them to the Medical Records Department for scanning.

Checked patients in and out of clinic appointments, scheduled future appointments, collected co-pays, and managed billing and reconciliation functions.

Greeted and checked in patients, managed patient information, and assisted with tasks such as scheduling appointments.

Education

Master of Science (MS), Healthcare Administration, Grand Canyon University, Phoenix, AZ

Bachelor of Arts and Science (BASc), Interdisciplinary Studies, Governors State University, University Park, IL

Professional Development / Other

Certification, Bronze, improvement Academy (2021)

License, Pharmacy Technician, Eversana Life Science (2024)

Technology

Microsoft Office Suite: Outlook, Word, Excel, SharePoint, Power Point, and Access 2013

Electronic Health Records and Management Software: EPIC, CHIMS, Candace Scheduling, Pioneer

Insurance and Claims Processing Tools: Availity, Spark EPA, ACTIS

Multi-line Phone Systems

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