Foundation Coordinator

• Feb 2020 - Present

Volunteer Staff

• Jun 2019 - Present

•Scanned patient records and inputting them into the patient database •Helped check patients into the clinic and compile patient information •Inspected patient records for missing information

Volunteer Staff

• Jan 2015 - Dec 2019

• Helped chart and record client information • Studied and tested for HIPPA Certification •Designed procedures and filing system for volunteers • Helped chart and record client information • Studied and tested for HIPPA Certification •Designed procedures and filing system for volunteers

Bookkeeper & Tax Preparer

• Jan 2017 - May 2018

• Managed client bookkeeping in QuickBooks • Prepare a Tax Return using TaxWise • Take client calls to schedule appointments and answer questions • Input data, and update client information in Excel • Perform various administrative tasks, such as scanning, copying, and filing • Managed client bookkeeping in QuickBooks • Prepare a Tax Return using TaxWise • Take client calls to schedule appointments and answer questions • Input data, and update client information in Excel • Perform various administrative tasks, such as scanning, copying, and filing