Administrative, data entry, research, intake assessments,coordination

Sophia Nettles-Freeman New Haven, CT ***** 203-***-**** ********@********.***

Education:

Albertus Magnus College, New Haven, CT May 2020

Bachelor’s Degree, Sociology

Skills:

Microsoft Word, Outlook, Excel, Access, PowerPoint, EPIC, Adobe, Zoom, Workday, Redcap, OnCore, Box, Qualtrics, Institutional Review Board (IRB) compliance, Zebra, Gelato, (SSADDA) Semi-Structured Assessment for Drug Dependence and Alcoholism, Paychex, ADP, Aura, Netsmart, HMIS, DCMM Rep-Payee, HIPAA Compliance, Medical Terminology, DBT, CBT, Motivational Interviewing, Trauma-Informed Care, Mindfulness, Person-Centered Planning, Wrap Around Model, Harm Reduction, Columbia Scale Risk Assessment, ASAM Assessment, Biopsychosocial, Google Docs, Calendar, Gmail, Sheets, ONET, Broad Stripes CRM, Hire Right, DocuSign Work Experience:

New Haven Works, New Haven, CT February 2023 – Present Career Counselor

Assist over 100 plus New Haven residents, with their career development plans.

Process client intakes, develop career plans, and job matching and referrals through Microsoft Outlook, Zoom, ONET, Broad Stripes CRM, Hire Right, and DocuSign, Google Calendar, and Gmail.

Evaluate client skills and work history, and prepare tailored resumes and cover letters using Microsoft Word, Broad Stripes CRM, Hire Right through one-to-one meetings via phone or Zoom

Conduct research on labor market trends and training opportunities using ONET, Broad Stripes CRM, and Excel

Collaborate with stakeholders, for community events, candidate referrals, and recruitment by drafting email correspondences and scheduling meetings using Outlook, Gmail, and Zoom Yale University, New Haven, CT November 2023 - February 2025 Research Associate II

Developed clinical research processes by drafting MOP’s, consent forms, advertisements ensuring IRB compliance using social media, Word and Outlook.

Coordinated research studies by prescreening, scheduling participants and assigning research staff schedules using Qualtrics, Oncore, Access, Excel, Outlook, EPIC and Google Voice.

Managed purchases of lab supplies using Outlook, Workday and vendor websites to ensure continuity of department workflow and regulatory compliance.

Monitored a budget of $10,000 by requesting spend authorizations, inputting formulas into Excel and processing financial expense reports using Workday and Outlook.

Administered research assessments by obtaining informed consent, inputting human subjects data, reported adverse events and generated reports using Excel, Adobe, Oncore, Redcap and Qualtrics.

Engaged with stakeholders to coordinate patient schedules and collection, storage and delivery of biological specimens using Gelato, Oncore, Excel, Outlook, Google Voice, Zoom and in person meetings. Hartford Healthcare, Middletown, CT June 2021 - Present Clinical Assistant, (Per Diem)

Manage patient admissions and discharge process by ensuring the accurate transfer of patient personal belongings, chart records and medication are processed and then document encounter into Epic

Facilitate recovery-based groups, supporting residents in achieving recovery goals, and document participation in Epic

Apply crisis intervention techniques and engage emergency services as needed to de-escalate crises. Retreat Behavioral Health, New Haven, CT May 2022 - June 2023 Team Therapist

Directed and supported a team of 20 staff as clinical lead by assigning staff to process patient admissions, and creating employee schedules using Microsoft Outlook, Excel and Paychex.

Processed employees payroll, time off request, time adjustments and reviewed department fiscal budget of

$1 million to remain in compliance using Paychex.

Audited clinical charts and generated reports to ensure quality of care, improve compliance and ensure adherence to state regulations using Aura EMR and Microsoft Excel.

Facilitated supervision, staff meetings, Tx team meetings, created performance reviews, meeting minutes and case plans using Adobe, Outlook, Word, Excel, Aura EMR and Zoom.

Collaborated with stakeholders to onboard/terminate employees, audited patient/employee files and generated financial records using Outlook, PowerPoint, Excel, Zoom, Aura EMR and Paychex.

Reviewed and updated policy and procedure handbook, to ensure regulatory compliance and continuity of care using Word, Adobe, Aura EMR and Paychex’s.

Implemented and documented crisis interventions, individual, and group counseling sessions leveraging MI, DBT, CBT, Mindfulness, QPR and EMR Aura.

Advanced Behavioral Health Inc., New Haven, CT February 2019 - November 2022 YAS Financial Coordinator, (6/2021 to 11/2022)

Administered oversight by coordinating delivery of services and maintained organization compliance for Connecticut regulations and Federal tax law.

Directed and supported 2 staff by executing training, supervision, assigning cases, audit of case work and case intervention support.

Corresponded with stakeholders to generate payments, resolve discrepancies, complete grants, review budget of $35k monthly to retrieve tax data using Outlook, DCMM and Zoom

Created forms, audited documentation, processed employee timesheets, reconciled budgets, and approval processed disbursement of funds using, DCMM- Rep Payee, Adobe, Excel, ADP

Analyzed and input formulas to create and generate financial reports using DCMM- Rep Payee and Excel. Women’s Recovery Coach Case Manager, (2/2019 to 6/2021)

Implemented case management services for 75 families by processing intake assessments, and creating recovery plans using Advix, Outlook and Motivational Interviewing.

Documented, scanned, and input encounter notes, DDAP assessments and collateral encounters using Advix.

Researched resources analyzed eligibility requirements and facilitated the application process for grants, medical benefits, and all other referrals.

Assisted clients in creating financial budgets, booking transportation and medical appointments using templates, Adobe, Excel, LogistiCare, Veyo, and internet search engines. Continuum of Care, Inc., New Haven, CT May 2014 - October 2018 Mental Health Worker

Assisted residents in creating meal plans, educational goals, financial budgets, booking transportation and medical appointments using templates, Adobe, Excel, LogistiCare, Veyo, and internet search engines.

Researched resources analyzed eligibility requirements and facilitated application processes to assist residents in achieving care plan goals.

Utilized therapeutic interventions to resolve crisis situations for adults living with physical disabilities and coping with mental health and substance use disorders.

Input data for services rendered to resident into Netsmart and HMIS.

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