Jacquelyn Zlater
Business Intelligence Manager at Backpack Healthcare- Claim this Profile
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Bio
Experience
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Backpack Healthcare
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United States
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Hospitals and Health Care
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1 - 100 Employee
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Business Intelligence Manager
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Jun 2022 - Present
Fredericksburg, Virginia, United States As part of the executive team, met with other department leaders and executives to gather business requirements and reporting needs. Collected and cleaned data to ensure integrity of information. Developed and built reports in accordance with leadership requirements, then prepared reports in accordance with required schedule to ensure timely distribution to all affected stakeholders. Completed competitor analysis to gain insight to their services, marketing, and product… Show more As part of the executive team, met with other department leaders and executives to gather business requirements and reporting needs. Collected and cleaned data to ensure integrity of information. Developed and built reports in accordance with leadership requirements, then prepared reports in accordance with required schedule to ensure timely distribution to all affected stakeholders. Completed competitor analysis to gain insight to their services, marketing, and product offerings. Aided in strategic decision making regarding Youme’s product offering to ensure differentiation from competitors. Researched and analyzed State Medicaid reimbursement rates and made recommendations for penetrating new states. Provided analysis and insights to leadership to aid in strategic decision making. Show less
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Thriveworks
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United States
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Mental Health Care
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700 & Above Employee
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Reporting Analyst
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May 2021 - May 2022
Fredericksburg, Virginia, United States Business Analyst responsible for transforming data into information that can be utilized to make strategic business decisions and actions. This is done by acquiring data from multiple sources, creating reports on a regular basis, correcting any code issues, and ensuring that databases remain error-free and organized.
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Quality Analyst
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Aug 2020 - May 2021
Fredericksburg, VA, United States Use six sigma philosophy of DMAIC (Define, Measure, Analyze, Improve, Control) to understand quality issues, determine root cause, and implement change to reduce rate of error. Collect statistical data and create dashboards reports to update department executives of progress improvements. Update the knowledge base with new processes and procedures as mandate requires. Research quality escalation issues from franchise owners and corporate clinical directors. Resolve issues… Show more Use six sigma philosophy of DMAIC (Define, Measure, Analyze, Improve, Control) to understand quality issues, determine root cause, and implement change to reduce rate of error. Collect statistical data and create dashboards reports to update department executives of progress improvements. Update the knowledge base with new processes and procedures as mandate requires. Research quality escalation issues from franchise owners and corporate clinical directors. Resolve issues and provide coaching and feedback to scheduling team supervisors as appropriate. Monitor and score calls for quality and provide feedback to supervisors as a coaching tool for employees. Review new patient appointment set ups for quality and accuracy. Score and track reviews for trend tracking of common errors. Provide feedback and coaching to schedulers as needed. As company rapidly expands manages project of adding new locations and clinicians to systems enabling scheduling agents to access the new location and view availability to schedule new clients. Update and change clinician profiles as needed to ensure accurate information is available to schedulers. Developed and wrote standard operating procedures and designed a knowledge base website to house procedures for use by entire Sales and Support Department, a resource to reduce quality errors by providing employees with consistent and accurate information. Prepare new hire training classes by setting up new hire system access and resources prior to new hire start date. Aided in new hire training through responding to parking lot questions, role plays, monitoring calls during transition phase and providing coaching and feedback.
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Enrollment Specialist
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Feb 2019 - Aug 2020
Fredericksburg VA Responsible for helping prospective clients learn more about counseling or coaching services by explaining available services. Actively close sales leads, while providing exceptional customer service. Consistently closed 40+ percent of new client appointment inquiries driving increased revenue earnings. Communicated effectively via telephone and email with prospective customers. Inputted all gathered information for clients into computer system using Therapy Notes… Show more Responsible for helping prospective clients learn more about counseling or coaching services by explaining available services. Actively close sales leads, while providing exceptional customer service. Consistently closed 40+ percent of new client appointment inquiries driving increased revenue earnings. Communicated effectively via telephone and email with prospective customers. Inputted all gathered information for clients into computer system using Therapy Notes Electronic Health Records System while maintaining HIPAA - compliant practices and procedures. Documented patient medical information, case histories and insurance details to facilitate smooth appointments and payment processing. Coordinated patient scheduling and payments for billing. Managed master calendar and scheduled appointments for providers at 100+ offices based on optimal patient loads and clinician availability. Enhanced office efficiency by handling 30+ calls per day.
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Director Of Operations
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May 2017 - Sep 2018
Fredericksburg VA Oversaw appointment scheduling and directed all dispatching, routing and tracking of fleet vehicles. Streamlined office operations by computerizing activities, managing customer communications, invoicing, scheduling payments and tracking records and documents. Maintained filing systems. Organized and managed program development from conception through successful execution. Established efficient workflow processes, monitored daily productivity and implemented… Show more Oversaw appointment scheduling and directed all dispatching, routing and tracking of fleet vehicles. Streamlined office operations by computerizing activities, managing customer communications, invoicing, scheduling payments and tracking records and documents. Maintained filing systems. Organized and managed program development from conception through successful execution. Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities. Created and finalized contracts for Transportation services with customers and brokers. Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving. Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping. Tracked and recorded expenses and reconciled accounts to maintain accurate, current and compliant financial records. Completed weekly payroll for 5 employees and subcontractors. Handled all incoming business and client requests for information. Drove operational improvements which resulted in savings and improved profit margins. Built professional relationships with new customers and cultivated existing ones through active listening and intelligent open-ended questioning. Prepared and filed quarterly IFTA taxes in compliance with state and federal regulations. Show less
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Customer Service Representative
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Aug 2015 - May 2017
Fredericksburg Virginia
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Sales Advisor
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Dec 2014 - Aug 2015
Fredericksburg VA
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Intuit
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United States
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Software Development
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700 & Above Employee
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Employee Management Solutions Consultant
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Aug 2013 - Sep 2014
Fredericksburg Virginia
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Payment Specialist
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May 2011 - Jul 2013
Fredericksburg Virginia
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Small Business Consultant
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Dec 2005 - May 2011
Fredericksburg, Virginia
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Sales Consultant, Professional Accounting Solutions
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Aug 2004 - Dec 2005
Fredericksburg VA
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Student Loan Consolidation Specialist
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May 2002 - May 2004
Fredericksburg, Virginia
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Capital One
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United States
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Financial Services
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700 & Above Employee
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Disputes Correspondance Representative
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Apr 1998 - Jan 2002
Fredericksburg Virginia
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US Navy
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United States
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Armed Forces
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700 & Above Employee
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Seaman Apprentice
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Jan 1996 - Sep 1997
United States
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Education
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Eastern University
Master's of Business Administration, Business Administration, Management and Operations -
American Military University
Bachelor of Science - BS, Business Analytics -
Germanna Community College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General