Administrative Assistant and HR Support Specialist

LISA MORRIS

San Antonio, TX 210-***-****- ***********@*****.***

Dedicated Administrative Assistant with experience medical policies, procedures, and processes combined with Human Resources experience in personnel processing, reassignments, conflict resolution, change management, contract pay regulations, and supporting documentation. Proven expertise in cross functional, multi-level collaboration to conduct strategic planning to support and further organization goals. Highly efficient and we’ll established in administrative environments that are fast- paced and challenging. Experienced in human resource processes in a variety of sectors including agency codes, labor grade changes, wage processing, and separations. Exceptional computer experience, verbal and written skills, and communication abilities.

AREAS OF STRENGTH

Medical Terminology

Documentation Support

Employee Relations

Personnel Processing Problem-Solving

Diagnostic Procedures Strong Work Ethics

Detail Oriented Teamwork

Action Requests

Process Improvements

Communication Skills

New Employee Orientations

Compliance

MS Office Suite

KEY SKILLS ASSESSMENT

ADMINISTRATIVE ASSURANCE - Dedicated quality conscious, quality control expert, maintaining administrative data, auditing the data accuracy and timeliness, and ensuring compliance with regulatory standards. Provides exceptional customer services outlined in Code of Conduct Policy, resulting in customer satisfaction, and demonstrates support for the organization’s customer standards and guidelines.

HR COMMITMENT- Committed to the HR Division's behaviors and actions in courteousness, technical competence, flexibility, accountability, and conflict resolution. Demonstrates support for the organization’s customer standards and guidelines.

EMR Systems – ATHENA HEALTH, ECW (E-Clinical, Works, NextGen, Meditech, Medisoft, eMDs,

Electronic Pay Systems: Liquid-Pay, Phreesia

PROFESSIONAL EXPERIENCE

Baptist Health Network

MAR 2023-JUL 2026

SAN ANTONIO, TX

PATIENT CARE REPRESENTATIVE

Answer a high volume of incoming calls and schedule patient appointments, take messages for the back-office staff while they are in the clinic.

Optimizes patients’ satisfaction, provider time, and treatment room utilization by scheduling appointments in-person or by telephone accurately in a professional and timely manner.

Encourage patients to use patient portals and educate them how to use it to avoid long waiting times on the phone.

Welcomes and greets all patients and visitors, in person or on the telephone, answering or referring to inquiries.

Responsible for keeping the reception and waiting room areas clean and organized, including sanitizing door handles and surfaces.

Maintains patients' accounts by obtaining and updating existing patient demographics by collecting detailed patient information including personal and financial information.

Obtains revenue by recording and updating financial information, recording and collecting patient charges.

Explain to patients the coverage amounts provided by their insurance policy so they can understand why some procedures may be covered, while others are not. Collecting patient responsibility balances.

Protects patients’ rights by maintaining confidentiality of personal and financial information.

Maintain security by following procedures, monitoring logbook.

Follows established protocols for ensuring patient and specimen identification. Performs procedures pertaining to the collection of other specimens for laboratory testing such as throat culture, urine culture, etc. Obtain laboratory reports, review reports for accuracy, and distribute reports to appropriate clinical personnel according to established procedures Complies with all safety, infection control, and HIPAA policies and procedures. Provides exceptional customer service to all who utilize the laboratory, will stay to accommodate any late end of day patients.

NE METHODIST HOSPITAL

SEPT 2019- FEB 2023

SAN ANTONIO. TX UNITED STATES

FRONT OFFICE SPECIALIST- CARDIOLOGY CLINIC

APPOINTMENT SCHEDULING FOR TREADMILL STRESS TEST, ECHOCARDIOGRAM, LEXI SCAN.

Performs the full range of receptionist, recordkeeping, and miscellaneous clerical duties within the ambulatory setting. Enters, manipulates, and/or retrieves information and data from automated systems, such as, Composite Health Care System (CHCS), the Ambulatory Data System (ADS), the Armed Forces

Health Longitudinal Technology

Application (AHLTA), Medical Application and Process Solutions (MAPS), Patient Appointment System

(PAS), Defense Manpower Human Resource System information (DMHRSi) and Clinical Information System (CIS), as appropriate to the area assigned. Completes request forms, manually or automated, for individual patient orders, blood work, and other requests. Maintains and monitors patient appointment schedules for the clinic/practice. Schedules appropriate patient appointments manually and/or in CHCS. Coordinates and/or schedules patient appointments with other clinics or specialties. Visitors and telephone calls for the ward. Give messages to patients, doctors and nurses. Receives patients and visitors as the initial point of contact, in person or telephonically. Monitors and manages the Medicine Secure Messaging System (MSMS) at the clinic/practice level. Records and relays messages and/or redirect calls. Refers urgent messages and patient results for immediate actions. Obtains identifying information and determines the nature of the visit/call. Ensures eligibility for care, and contacts Patient Administration for verification. Provides information regarding the practice, clinic, and hospital policies, procedures, and locations to patients, family members, staff, etc. Monitors and communicates delays in scheduled appointments to the appropriate staff and patients. Resolves complaints of a local administrative nature and refers other complaints to the appropriate authorities. To a variety of routine inquiries (i.e., where a patient has been transferred). Maintains all patients' records, both electronic and paper, according to regulation ensuring each entry contains proper patient and health care provider identification. Files original medical documentation in the patients record, and copies of medical documentation into research files as necessary. Ensures the patient completes all necessary forms prior to being seen by the provider. Performs Quality Assurance monitoring, using appropriate tools regarding the completion and contents of the patients’ record. Responsible for the clerical duties inherent to the processing (reception), care, and out processing (transition) of outpatients, families/caregivers, and guests. Notifies appropriate staff of the patient's arrival. Reconciles end-of-shift/end-ofday processing and reports. Types routine correspondence, progress reports, medical statements, memoranda, and statistical reports using various automation systems and programs. telephone messages to include detailed laboratory reports, x-ray and test results; recognizes and refers STAT and ASAP reports to appropriate professional staff member. Responds to emergency calls and notifies emergency medical personnel. Follows clinic/practice communication procedures, which may include operating emergency phone lines, public announcements systems and emergency alarms. Receives minimum patient information and provides information to medical personnel. Clearly communicates with associated parties during emergency related operations. Appointments for patients with clinics, services, and consultants.

Cancer Care Center

Medical Front Office Specialist

August 2014- Feb 2017

San Antonio, TX United States

Performs the full range of receptionist, recordkeeping, and miscellaneous clerical duties within the ambulatory setting. Enters, manipulates, and/or retrieves information and data from automated systems, such as, Composite Health Care System (CHCS), the Ambulatory Data System (ADS), the Armed Forces

Health Longitudinal Technology

Application (AHLTA), Medical Application and Process Solutions (MAPS), Patient Appointment System

(PAS), Defense Manpower Human Resource System information (DMHRSi) and Clinical Information System (CIS), as appropriate to the area assigned. Completes request forms, manually or automated, for individual patient orders, blood work, and other requests. Maintains and monitors patient appointment schedules for the clinic/practice. Schedules appropriate patient appointments manually and/or in CHCS. Coordinates and/or schedules patient appointments with other clinics or specialties. Visitors and telephone calls for the ward. Give messages to patients, doctors and nurses. Receives patients and visitors as the initial point of contact, in person or telephonically. Monitors and manages the Army Medicine Secure Messaging System (AMSMS) at the clinic/practice level. Records and relays messages and/or redirect calls. Refers urgent messages and patient results for immediate actions. Obtains identifying information and determines the nature of the visit/call. Ensures eligibility for care, and contacts Patient Administration for verification. Provides information regarding the practice, clinic, and hospital policies, procedures, and locations to patients, family members, staff, etc. Monitors and communicates delays in scheduled appointments to the appropriate staff and patients. Resolves complaints of a local administrative nature and refers other complaints to the appropriate authorities. To a variety of routine inquiries (i.e., where a patient has been transferred). Maintains all patients' records, both electronic and paper, according to regulation ensuring each entry contains proper patient and health care provider identification. Files original medical documentation in the patients record, and copies of medical documentation into research files as necessary. Ensures the patient completes all necessary forms prior to being seen by the provider. Performs Quality Assurance monitoring, using appropriate tools regarding the completion and contents of the patients’ record. Responsible for the clerical duties inherent to the processing (reception), care, and out processing (transition) of outpatients, families/caregivers and guests. Notifies appropriate staff of the patient's arrival. Reconciles end-ofshift/end-of-day processing and reports. Types routine correspondence, progress reports, medical statements, memoranda, and statistical reports using various automation systems and programs.

telephone messages to include detailed laboratory reports, x-ray and test results; recognizes and refers STAT and ASAP reports to appropriate professional staff member. Responds to emergency calls and notifies emergency medical personnel. Follows clinic/practice communication procedures, which may include operating emergency phone lines, public announcements systems and emergency alarms. Receives minimum patient information and provides information to medical personnel. Clearly communicates with associated parties during emergency related operations. Appointments for patients with clinics, services, and consultants.

Union Treatment Center

Medical Receptionist

July 2012- June 2013

Killeen, TX United States

Responsible for the preparation of special and recurring reports and correspondence related to ward operations. Inputs data for time schedules and patient acuity into the Workload Management System for Nursing (WMSNi), makes Defense Medical Human Resources System internet (DMHRSi) input for staff assigned to unit and civilian staff payroll timecard input and maintains information databases. Using office automation equipment or dictating machine, transcribe narrative summaries (clinical resumes), mental status evaluations, physical profiles, Standard Operating Procedures, memorandums, monthly reports, awards, evaluation reports, and outlines for seminars and conferences. Maintains admissions and discharges record books. Transcribes doctor's orders. Charts patient’s vital signs. Prepares requests for laboratory tests, consultations, ambulances, and patient transfers. Maintains a variety of records, logs and reports such as diet rosters, census reports, admission and discharge records, and daily surgical listings. Reviews patient treatment records for accuracy, completeness and proper order for disposition to the appropriate office upon patient's discharge or transfer. Answers phones and greets patients and families in a courteous and respectful manner. Provides service recovery by addressing any concerns of patients and families in a calm and helpful manner, referring them to appropriate resources to assist with resolution. Creates a positive and service-oriented environment for patients, families, hospital staff members and visitors. Performs related clerical tasks including answering telephone and personal inquiries on ward operations while maintaining confidentiality. Make appointments. Notifies units of impending patient discharges and decides with units for escorts Answers inquiries from patients concerning a variety of medical, personnel and administrative matters determining the nature of inquiry and independently responds to all administrative questions. Orders and maintains general office forms and supplies. Calls in work orders for equipment maintenance. Using office automation equipment, types a variety of documents from handwritten and rough drafts with responsibility for selecting appropriate format, arrangements and spacing of material and for assembling any necessary enclosures to accompany finished correspondence. Refers to regulations, manuals and non-technical dictionaries. Prepares reports, searches for and compiles information and data from numerous and varied sources, which may require the extraction or adaptation of data. Input data as required. Maintains files, nursing service manuals and bulletin boards on assigned ward. Recognizes and reports potential safety problems to appropriate staff members. Performs low level disinfection of work area and equipment. Interview, explain and answer questions regarding TPCP to patients and their insurance companies. Explain options, entitlements, billing procedures, benefits, and rights. Assists patients in completing health insurance forms as necessary. Receive and validate insurance registration information received at the time of the patient's visit. Call numerous insurance companies to verify insurance coverage, amount of coverage, existing rules and regulations pertaining to patient's policy. Determines the type of policy, i.e., Medicare or Tri-Care Supplement, Employer Group, Individual, CarveOut, Indemnity or Health Maintenance Organization (HMO) and its application to the existing federal third party collection guidelines. Assist patients in completing insurance forms.

North Lamar Chiropractic

Medical Administration Assistant

February 2007-May 2011

Austin, TX United States

Responsible for the preparation of special and recurring reports and correspondence related to ward operations. Inputs data for time schedules and patient acuity into the Workload Management System for Nursing (WMSNi), makes Defense Medical Human Resources System internet (DMHRSi) input for staff assigned to unit and civilian staff payroll timecard input and maintains information databases. Using office automation equipment or dictating machine, transcribe narrative summaries (clinical resumes), mental status evaluations, physical profiles, Standard Operating Procedures, memorandums, monthly reports, awards, evaluation reports, and outlines for seminars and conferences. Maintains admissions and discharges record books. Transcribes doctor's orders. Charts patient’s vital signs. Prepares requests for laboratory tests, consultations, ambulances, and patient transfers. Maintains a variety of records, logs and reports such as diet rosters, census reports, admission and discharge records, and daily surgical listings. Reviews patient treatment records for accuracy, completeness and proper order for disposition to the appropriate office upon patient's discharge or transfer. Answers phones and greets patients and families in a courteous and respectful manner. Provides service recovery by addressing any concerns of patients and families in a calm and helpful manner, referring them to appropriate resources to assist with resolution. Creates a positive and service-oriented environment for patients, families, hospital staff members and visitors. Performs related clerical tasks including answering telephone and personal inquiries on ward operations while maintaining confidentiality. Make appointments. Notifies units of impending patient discharges and decides with units for escorts Answers inquiries from patients concerning a variety of medical, personnel and administrative matters determining the nature of inquiry and independently responds to all administrative questions. Orders and maintains general office forms and supplies. Calls in work orders for equipment maintenance. Using office automation equipment, types a variety of documents from handwritten and rough drafts with responsibility for selecting appropriate format, arrangements and spacing of material and for assembling any necessary enclosures to accompany finished correspondence. Refers to regulations, manuals, and non-technical dictionaries. Prepares reports, searches for and compiles information and data from numerous and varied sources, which may require the extraction or adaptation of data. Input data as required. Maintains files, nursing service manuals and bulletin boards on assigned ward. Recognizes and reports potential safety problems to appropriate staff members. Performs low level disinfection of work area and equipment. Interview, explain and answer questions regarding TPCP to patients and their insurance companies. Explain options, entitlements, billing procedures, benefits and rights. Assist patients in completing health insurance forms as necessary. Receive and validate insurance registration information received at the time of the patient's visit. Call numerous insurance companies to verify insurance coverage, amount of coverage, existing rules and regulations pertaining to patient's policy. Determines the type of policy, i.e., Medicare or Tri-Care Supplement, Employer Group, Individual, Carveout, Indemnity or Health Maintenance Organization (HMO) and its application to the existing federal third-party collection guidelines. Assist patients in completing insurance forms.

EDUCATION & TRAINING

ASSOCIATE’S APPLIED SCIENCE –

Medical Administration Assistant

Jul-2007

BLS CERTIFICATION

AUG-2026 -2028

AFFILIATIONS & AWARDS

Lisa Morris, Page 1

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