See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Kim-tram Phan is a seasoned professional with a strong background in customer relations, information management, and education. With experience in various roles, including Program Coordinator and Small Business Owner at BPSOS Center for Community Advancement, Inc., and Data Analyst Coordinator at WorkCare, Inc., Kim has developed a unique blend of skills in data analysis, customer service, and team building. She holds a Bachelor of Arts degree from the University of California, Irvine, and has worked in multiple industries, including healthcare and education.

Experience

    • Program Coordinator and Small Business Owner
      • Mar 2023 - Present

  • Etsy
    • Camarillo, California, United States
    • Small Business Owner
      • Dec 2020 - Present
      • Camarillo, California, United States

  • WorkCare, Inc.
    • Anaheim, California, United States
    • Case Analyst
      • Jan 2022 - Apr 2022
      • Anaheim, California, United States

      As a Case Analyst, I am responsible for processing all aspects of case referrals in accordance with client specific medical management and accommodation services (MMAS) program requirements to determine the best clinical triage path on a case-by-case basis. The following is a summary of my role:• Management may assign or reassign duties and responsibilities to this job at any time.• Retrieve and organize case referral documentation in accordance with client specific medical management and accommodation services program requirements• Process and manage appeal cases to assure that all parties and documents are submitted accurately and timely.• Using critical thinking and judgement, assess the medical information and client referral request to determine the best resource on a case-by-case basis• Process all aspects of the medical referral to both internal clinical and external subcontracted vendors ensuring compliance with regulatory requirements and client service level agreements• Upon completion of case, ensure all reports and case closure system documentation meet quality standards• Provide exceptional customer service by exhibiting a high sense of urgency, exceptional follow up/follow through and positive communications, both verbally and in writing• Ensure the accuracy, completeness, and adherence to the appropriate process before moving case to the next level• Demonstrate attention to detail as well as reviewing documentation through all applicable systems• Identify issues and raise concerns to the supervisor to develop a plan for resolution• Identify process improvements to gain efficiencies• Assist with meeting presentations and reports• Perform additional duties and assume additional responsibilities as identified by the director to ensure the efficient operation of the MMAS Department

  • Workcare
    • Anaheim, California, United States
    • Data Analyst Coordinator
      • Feb 2020 - Jan 2022
      • Anaheim, California, United States

      As a Data Analyst Coordinator, I am responsible for specific processes or activities that support the delivery of case referrals in accordance with client specific medical management and accommodation services (MMAS) program requirements. The following provides a summary of my responsibilities:• Apply established criteria to appropriately assign cases to the WorkCare Case Analysts andphysicians, and raise any issues or ideas for improvement.• Schedule timely conferences between WorkCare or vendor physicians and client's casemanagers using critical thinking skills to assist all parties in scheduling most efficiently.• Timely processing of all fax requests to the appropriate treating provider/s and seek solutionsif information originally provided by the client case manager is inaccurate.• Access, process, and QA monthly invoices.• Update the MMAS Physician calendar and proactively outreach to physicians to ensureaccuracy.• Consistently sending out physician schedule/changes reminders to team to ensure MMASteam is always working from most updated information.• Backup assigned case analyst responsibility for specific referral type/s• Provide exceptional customer service by exhibiting a high sense of urgency, exceptional followup/follow through and positive communications, both verbally and in writing• Ensure the accuracy, completeness, and conformance to all relevant workflow processes• Demonstrate attention to details as well as thoroughly reviewing documentation through allapplicable systems• Identify issues and concerns as they arise and bring them forward to the supervisor to developa plan for resolution• Attend conference calls/meetings as needed• Meet deadlines and company goals• Assist with meeting training presentations, progress reports and onboarding new employees.• Performs additional duties/administrative functions and assumes additional responsibilities asidentified by the Director for the efficient operation of the MMAS Department

    • United States
    • Hospitals and Health Care
    • 400 - 500 Employee
    • Client Relations Representative
      • Jan 2019 - Feb 2020

      As a Client Relations Representative, I am responsible for communications with clients and authorized agencies both verbally and in writing in order to schedule and complete corporate health exams. The following is a summary of my duties and responsibilities.1. Responsible for scheduling and completion of corporate health exams. Primary duties include but are not limited to:a. Verify past medical records to authorize protocols for current exams.b. Maintain correct database of client, employees and clinic information. Update as necessary.c. Interface between labs and clinics for supplies and results.d. Report Work Clearances, keeping contractual obligations.e. Schedule and run client specific reports on an as needed basis.f. Quality Assurance of client issues with WorkCare, Lab and Clinic vendors.g. Bring problems or concerns expressed by client(s) to the CRR Team Leader. 2. Attend conference calls as needed. 3. Meet deadlines and company goals. 4. Performs additional duties and assumes additional responsibilities as identified by supervisor for the efficient operation of WorkCare.

    • Medical Surveillance Information Specialist
      • Oct 2013 - Jan 2019

      - Record data by operating office equipment, coding information and resolving processing problems.- Analyze documents and compile reports for physicians to review.- Determine whether client’s medical conditions and documents are valid for work continuation or work employment.- Compile, copy, sort, and file records of office activities, business transactions, and other activities.- Compile, copy, sort and file records of office activities, business transactions, and other medical surveillance duties.- Contributes to team efforts by accomplishing individual, related tasks to achieve the needed results. - Assist team to obtain necessary components for the completion of the work clearance process.- Overview other member’s processing to minimize unnecessary errors and delays.- Answer telephones, direct calls and take messages.- Communicate with clinics to confirm information, request components, and address any other issues regarding client’s medical cases.- Communicate with client’s employees regarding their medical history questionnaires in order to help physicians better evaluate the reports.- Protect organization's value by keeping information confidential.- Perform complex office duties requiring different approaches and methods from one assignment to another.- Solve and fulfill tasks efficiently through use of perseverance, prior knowledge and adaptation.

  • Kumon
    • Garden Grove
    • Tutor
      • Jun 2004 - Oct 2013
      • Garden Grove

      - Remediate student’s learning disabilities and develop student’s learning ability.- Provide daily lessons in English and Math for academic growth.- Tutor in various English subject matters such as writing, grammar, reading, reading comprehension, etc.- Tutor in Math from basics to calculus.- Teach students from Kindergarten to 12th grade.- Correct all English and Math assignments without delay.- Assist children individually or in small groups.- Observe students’ performances and present results to supervisor and/or students’ parents.- Organize and label materials for lesson preparation before, during, and after lessons.- Assess and record students’ progress and present results to supervisor and/or students’ parents.

    • Teacher
      • Jun 2013 - Jul 2013
      • Irvine

      - Tutor and assist children individually or in small groups on basic English and Math subjects.- Observe students’ performances.- Organize and label materials to prep for upcoming classes.- Assess and record students’ progress and present them to supervisors and/or clients.- Reinforce learning concepts from the Eye Level Learning Center Standards.- Recognize each student’s unique learning levels and create learning schedule based on each unique levels.- Encourage students to embrace the learning environment by making it entertaining for them.

    • Advisory Intern
      • Aug 2012 - Dec 2012
      • Santa Ana

       Prepare clients for job interviews with tips on how to be presentable with proper attire and demeanors. o Aid as client’s personal shopper for job interview preparations.o Help clients pick out proper business outfits to fit their personal imageso Meet with clients individually or in small groups during the selection of their business attireso Make sure clients are satisfied and their additional needs are accounted for. Manage donations and necessary products for clients to be presentable for employment.o Establish which donations are proper for the program.o Edit details of the boutique and loading rooms.o Load and organize products into the proper storage room.

    • Student Researcher
      • Mar 2012 - Dec 2012
      • Irvine

      - Conduct own two researches on Social Behaviors.- Participate in field data collection and collect proper field notes and interviews.- Establish data entry based on effective field notes to contribute to research.- Search for references and compile compose a proper research paper on Social behaviors.- Receive praise from Academic staff for researches reports.

Education

  • 2007 - 2012
    University of California, Irvine
    Bachelor of Arts (B.A.), Social Ecology

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Education Management”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles