Experience

CMS Nextech

• United States
• Facilities Services
• 1 - 100 Employee

• Account Specialist

  • Oct 2022 - Present

  Serve as point of contact between various internal and external departments. Reviewing both quotes and invoices being sent to clients for approval, resolving issues as needed. Monitoring integration between client systems with internal systems, making changes as needed. Managing work order priority and escalating assigned jobs as needed/requested. Implementing policy changes within the organization based on client needs. Implementation of automation to manage outlying quirks, notification of relevant parties, and streamlining reporting processes.

• Qualist Analyst

  • Feb 2022 - Oct 2022

  Reviewing outgoing Quotes and Invoices, ensuring client based pricing is within expectations. Implementing and updating review processes based on client requirements. Creating and presenting financial reports based on type of HVAC or Refrigeration repairs performed. Communication with operations teams to ensure clarity of work needing to be performed.



MDS (Medical Data Systems, Inc.)

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Collections Team Lead

  • Nov 2020 - Dec 2021

  Lead a team of representatives in collection efforts on behalf of healthcare clients, reviewing workflow and setting individual goals to ensure client satisfaction. Streamlining processes for researching missing documentation received by third parties, client based inquiries, and dispute resolution. To further facilitate this, several Visual Basic Applications were self developed to integrate with existing systems to compile raw data and identify and categorize issues into a priority based report.

• Collections Risk Analyst

  • Oct 2019 - Nov 2020

  Managed large Excel-based data sets, conducting risk analysis on accounts with open balances for healthcare organizations, identifying compliance issues, problems with repayment schedules, generation of reports for client review, and submitting corrections within client systems. High-priority accounts were to be identified by researching original discussions along with any amendments requested by patients. Several Excel Macros were self developed to streamline identification process while adhering to individual client policies, cutting overall turnaround time and reducing backlog.

• Collections Agent

  • Jun 2019 - Oct 2019

  While in this role, I assisted in financial collection efforts on behalf of several healthcare clients, including one time payments, payments over a period of time, settlement requests, and billing insurance. An average of 125 outbound calls were made daily, averaging 63 active discussions while maintaining average call time of 5 minutes. While in this role, patient information was verified in accordance with HIPAA regulations to discuss account balances, services, and insurance billing information. Accounts were notated with call transcripts, payments, demographic updates, or requests submitted for review by other departments.