I help healthcare practices run smoother behind the scenes.
With over 5 years of experience in healthcare support, insurance workflows, and CRM systems, I specialize in coordinating medical documentation, managing insurance follow-ups, building workflow trackers, and maintaining HIPAA-compliant processes in fast-paced environments.
My background includes:
• Prescription processing and insurance verification (Humana Pharmacy – Salesforce Health Cloud)
• Medical records coordination and structured medical chronologies
• Insurance workflow tracking, billing follow-ups, and documentation review
• CRM management (Salesforce Health Cloud, SmartAdvocate, Clio, Filevine, Trello, Notion)
• Operations dashboards and process improvement
I focus not only on completing tasks, but on building organized systems that reduce delays, improve communication, and ensure nothing falls through the cracks. I am detail-oriented, compliance-aware, and comfortable working with providers, insurance carriers, and cross-functional teams.
Open to roles in healthcare administration, practice operations, insurance coordination, and executive support within medical environments.
Experience: 1 - 2 years
Proficient in Salesforce Health Cloud and other CRM systems for managing patient/member records, documenting service interactions, tracking workflows, and maintaining audit-ready records. Experienced in organizing dashboards, updating case notes, and ensuring data accuracy across systems.
Experience: 2 - 5 years
Experienced in medical insurance verification, prescription coverage coordination, claims follow-ups, and benefit clarification. Proficient in documenting insurance workflows using Salesforce Health Cloud while maintaining HIPAA compliance and accurate member records.
Experience: 2 - 5 years
Skilled in verifying patient eligibility, benefits, coverage limitations, copays, deductibles, and claim status through insurance portals and direct carrier communication. Experienced in documenting insurance details accurately and coordinating follow-ups to prevent billing delays.
Experience: 1 - 2 years
Provided high-volume inbound and outbound healthcare support, assisting patients with prescription refills, insurance inquiries, billing concerns, and service coordination while maintaining professionalism and empathy.
Experience: 2 - 5 years
Assisted with claims-related follow-ups, insurance documentation review, and coordination between providers and carriers. Ensured accurate claim information and supported timely reimbursement processes.
Experience: 2 - 5 years
Experienced in handling protected health information (PHI) in compliance with HIPAA standards. Maintained confidentiality, verified patient identity before discussing information, and ensured secure documentation and communication practices.
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