T.R. Partee

Partner SME at Kareo
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us****@****om
(386) 825-5501
Location
Newport Beach, California, United States, US

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Jonathon Lee

I've been fortunate to work with Tara over the past few years on a number of special projects and strategic initiatives. She has always been a trusted partner for me and my teams. Would highly recommend her without hesitation.

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Experience

    • United States
    • Software Development
    • 200 - 300 Employee
    • Partner SME
      • Jul 2017 - Present

      Kareo's partner integration medical software Implementation subject matter expert. API and HL7 troubleshooting. Kareo internal peer support for all departments. End User multi system workflow best practices consultant. CMS1500, UB04 Medical institutional billing, and MACRA assistance. Partner Escalations. Helping solve your complex healthcare medical billing software set up, and integration issues since 2012.

    • Sr. Implementation coach
      • Sep 2011 - Present

      Sr. Electronic Health Records, Medical Practice Mangement and Billing software implementations. *Works closely with doctors and medical office staff in the implementation and use of Practice Management (PM) software, to facilitating efficient insurance Billing, Patient Collection, and day-to-day operations. *Assists physicians, medical providers, and various medical office staff in learning and implementing new software to best maximize practice revenue. *Teaches Best practices… Show more Sr. Electronic Health Records, Medical Practice Mangement and Billing software implementations. *Works closely with doctors and medical office staff in the implementation and use of Practice Management (PM) software, to facilitating efficient insurance Billing, Patient Collection, and day-to-day operations. *Assists physicians, medical providers, and various medical office staff in learning and implementing new software to best maximize practice revenue. *Teaches Best practices, HIPAA compliance, and medical office user workflow on new software to medical personnel. *Responsible for explaining day-to-day operations with software for patient management , medical charting, and revenue collection in the complex world of medical insurance billing for medical practices. *Currently working closely with several partner companies for EHR software integration and troubleshooting. *In daily contact with multiple software partners for integration requests and troubleshooting with Partners such as Quest Diagnostics in the Care360 product space, Modernizing Medicine, Practice Fusion, Nexus, WebPT, Elation, BackChart, DigiChart and other electronic health record (EHR) software providers. *Project management with medical offices for integration of, and training in the use of new software's.

    • Non-profit Organization Management
    • 400 - 500 Employee
    • Freelance Risk Management consultant
      • 2009 - 2011

      Consultant for credit card regulation and policies compliance consultant in the card not present Digital merchant space. Online purchase transactional PCI, RIS ,TOS and DNC consultant for high-risk rated merchants. Successfully reduced charge back and fraudulent transactional activities to under 1% threshold for several clients currently under Visa and MasterCard international RIS program Consultant for credit card regulation and policies compliance consultant in the card not present Digital merchant space. Online purchase transactional PCI, RIS ,TOS and DNC consultant for high-risk rated merchants. Successfully reduced charge back and fraudulent transactional activities to under 1% threshold for several clients currently under Visa and MasterCard international RIS program

    • New products and Project Risk Management
      • 2008 - 2009

      *Project management and compliance officer for new promotional revenue such as gift card, Rx discount, gas vouchers, and various promotional products, *Fraud investigations to prevent fraudulent unauthorized purchases to mitigate Credit Card chargebacks. * Identifying and implementing best practices and policy changes to decrease reasons for Credit card chargebacks. * Merchant account RIS mitigation and compliance for online products in a card not present environment. * telemarketing… Show more *Project management and compliance officer for new promotional revenue such as gift card, Rx discount, gas vouchers, and various promotional products, *Fraud investigations to prevent fraudulent unauthorized purchases to mitigate Credit Card chargebacks. * Identifying and implementing best practices and policy changes to decrease reasons for Credit card chargebacks. * Merchant account RIS mitigation and compliance for online products in a card not present environment. * telemarketing and Robo Calling Do not call list compliance officer. Show less *Project management and compliance officer for new promotional revenue such as gift card, Rx discount, gas vouchers, and various promotional products, *Fraud investigations to prevent fraudulent unauthorized purchases to mitigate Credit Card chargebacks. * Identifying and implementing best practices and policy changes to decrease reasons for Credit card chargebacks. * Merchant account RIS mitigation and compliance for online products in a card not present environment. * telemarketing… Show more *Project management and compliance officer for new promotional revenue such as gift card, Rx discount, gas vouchers, and various promotional products, *Fraud investigations to prevent fraudulent unauthorized purchases to mitigate Credit Card chargebacks. * Identifying and implementing best practices and policy changes to decrease reasons for Credit card chargebacks. * Merchant account RIS mitigation and compliance for online products in a card not present environment. * telemarketing and Robo Calling Do not call list compliance officer. Show less

    • United States
    • Financial Services
    • 1 - 100 Employee
    • OrbitalPay, LLC design and launch project manager./GET merchant account transaction investigator.
      • 2007 - 2008

      Merchant Transaction ISO, and parent company of Orbital Pay, LLC * Drove creation and project of Orbital Pay, LLC an e-commerce platform for high risk merchants. Lead in online advertising, marketing along with merchant boarding. Orbital Pay won new processor of the year in 2008 and 2009. * Built a unique product vision and roadmap to maximize market opportunity and differentiate competitively. * Developed Mobility Payments strategy, plan and services. * Led the market using… Show more Merchant Transaction ISO, and parent company of Orbital Pay, LLC * Drove creation and project of Orbital Pay, LLC an e-commerce platform for high risk merchants. Lead in online advertising, marketing along with merchant boarding. Orbital Pay won new processor of the year in 2008 and 2009. * Built a unique product vision and roadmap to maximize market opportunity and differentiate competitively. * Developed Mobility Payments strategy, plan and services. * Led the market using sms verification, and unique back end merchant dash boards. * Lead the Orbital Pay product programming team, ZeCure security product development process, and PCI compliance. * Assisted in merchant transaction investigation, and underwriting for parent company. Show less Merchant Transaction ISO, and parent company of Orbital Pay, LLC * Drove creation and project of Orbital Pay, LLC an e-commerce platform for high risk merchants. Lead in online advertising, marketing along with merchant boarding. Orbital Pay won new processor of the year in 2008 and 2009. * Built a unique product vision and roadmap to maximize market opportunity and differentiate competitively. * Developed Mobility Payments strategy, plan and services. * Led the market using… Show more Merchant Transaction ISO, and parent company of Orbital Pay, LLC * Drove creation and project of Orbital Pay, LLC an e-commerce platform for high risk merchants. Lead in online advertising, marketing along with merchant boarding. Orbital Pay won new processor of the year in 2008 and 2009. * Built a unique product vision and roadmap to maximize market opportunity and differentiate competitively. * Developed Mobility Payments strategy, plan and services. * Led the market using sms verification, and unique back end merchant dash boards. * Lead the Orbital Pay product programming team, ZeCure security product development process, and PCI compliance. * Assisted in merchant transaction investigation, and underwriting for parent company. Show less

    • United States
    • Software Development
    • 700 & Above Employee
    • TRMS Investigator, Merchant services
      • 2006 - 2007

      * Transaction disputes investigator in the Jeff Besos escalations office. * Presided over merchant/customer disputes. *Analyzed complex disputed transactions between merchants and customers. * Adhered to policies, investigating, tracking and analyzing evidence to determining proper resolution of high dollar transactions. *Suggested improvements to Amazons online product cataloging platform. * Managed dispute service levels during high volume holiday season. * Drove to… Show more * Transaction disputes investigator in the Jeff Besos escalations office. * Presided over merchant/customer disputes. *Analyzed complex disputed transactions between merchants and customers. * Adhered to policies, investigating, tracking and analyzing evidence to determining proper resolution of high dollar transactions. *Suggested improvements to Amazons online product cataloging platform. * Managed dispute service levels during high volume holiday season. * Drove to achieve both merchant and Customer satisfaction. * Delivered regular feedback analysis to the lead team. Show less * Transaction disputes investigator in the Jeff Besos escalations office. * Presided over merchant/customer disputes. *Analyzed complex disputed transactions between merchants and customers. * Adhered to policies, investigating, tracking and analyzing evidence to determining proper resolution of high dollar transactions. *Suggested improvements to Amazons online product cataloging platform. * Managed dispute service levels during high volume holiday season. * Drove to… Show more * Transaction disputes investigator in the Jeff Besos escalations office. * Presided over merchant/customer disputes. *Analyzed complex disputed transactions between merchants and customers. * Adhered to policies, investigating, tracking and analyzing evidence to determining proper resolution of high dollar transactions. *Suggested improvements to Amazons online product cataloging platform. * Managed dispute service levels during high volume holiday season. * Drove to achieve both merchant and Customer satisfaction. * Delivered regular feedback analysis to the lead team. Show less

    • United States
    • Technology, Information and Internet
    • 100 - 200 Employee
    • Operations, Senior Fraud Investigator
      • 2001 - 2005

      Accretive Networks, a leading provider of advanced managed hosting services, co-location and advanced high-speed Internet access to businesses in the US. * Increased BBB ratings, increased customer confidence, and profitability while reducing Charge backs below 1% for high risk transactions. * Built a new fraud team and approach to international transaction services, going head-to-head with online fraud and winning. * Responsible for $10 million+ merchant accounts day to day… Show more Accretive Networks, a leading provider of advanced managed hosting services, co-location and advanced high-speed Internet access to businesses in the US. * Increased BBB ratings, increased customer confidence, and profitability while reducing Charge backs below 1% for high risk transactions. * Built a new fraud team and approach to international transaction services, going head-to-head with online fraud and winning. * Responsible for $10 million+ merchant accounts day to day operations. * Reported directly to CEO Service levels and chargeback risks. * Drove quick-hit analysis of customer risks, site issues, and pricing to maximize profitability. * Created collection department and fraud resolution center utilizing Law Enforcement.; America on Line is one of the oldest and best known ISP's. * Assisted in backend product development and investigations. * Responsible for closing out corporate fraud department daily operations. * Supervised billing personnel and assisted in internal investigations. * Ran and participated in meetings between marketing and fraud department. Show less Accretive Networks, a leading provider of advanced managed hosting services, co-location and advanced high-speed Internet access to businesses in the US. * Increased BBB ratings, increased customer confidence, and profitability while reducing Charge backs below 1% for high risk transactions. * Built a new fraud team and approach to international transaction services, going head-to-head with online fraud and winning. * Responsible for $10 million+ merchant accounts day to day… Show more Accretive Networks, a leading provider of advanced managed hosting services, co-location and advanced high-speed Internet access to businesses in the US. * Increased BBB ratings, increased customer confidence, and profitability while reducing Charge backs below 1% for high risk transactions. * Built a new fraud team and approach to international transaction services, going head-to-head with online fraud and winning. * Responsible for $10 million+ merchant accounts day to day operations. * Reported directly to CEO Service levels and chargeback risks. * Drove quick-hit analysis of customer risks, site issues, and pricing to maximize profitability. * Created collection department and fraud resolution center utilizing Law Enforcement.; America on Line is one of the oldest and best known ISP's. * Assisted in backend product development and investigations. * Responsible for closing out corporate fraud department daily operations. * Supervised billing personnel and assisted in internal investigations. * Ran and participated in meetings between marketing and fraud department. Show less

    • United States
    • Software Development
    • 700 & Above Employee
    • Sr. Fraud Investigator, AOL
      • 1996 - May 2001

      *Fraud prevention and billing operations Sr investigator. * Conducted and supervised various internal and external all credit card fraud investigations. *Responsible for physically securing an ultra high secure area within the Jacksonville corporate office, as well as making sure computer security protocols were followed. * Monitored and reported suspicious activity of internal employees phone calls and chats when credit card information was given over the phone. * Monitored and… Show more *Fraud prevention and billing operations Sr investigator. * Conducted and supervised various internal and external all credit card fraud investigations. *Responsible for physically securing an ultra high secure area within the Jacksonville corporate office, as well as making sure computer security protocols were followed. * Monitored and reported suspicious activity of internal employees phone calls and chats when credit card information was given over the phone. * Monitored and reported online activity of users in chat room sessions on AOL and email phishing. *Alerted CAT department to shut off user of AOL by of known or detected fraudsters and protected and AOL user accounts when fishing or fraud or malware was detected. * Worked with law enforcement in gathering information for several high-profile cases where various online services was used for criminal activity. * Responsible for not only monitoring and investigating AOL products but AIM, CompuServe, CS 2000, Gateway, EA purchases, and ICQ products. Show less *Fraud prevention and billing operations Sr investigator. * Conducted and supervised various internal and external all credit card fraud investigations. *Responsible for physically securing an ultra high secure area within the Jacksonville corporate office, as well as making sure computer security protocols were followed. * Monitored and reported suspicious activity of internal employees phone calls and chats when credit card information was given over the phone. * Monitored and… Show more *Fraud prevention and billing operations Sr investigator. * Conducted and supervised various internal and external all credit card fraud investigations. *Responsible for physically securing an ultra high secure area within the Jacksonville corporate office, as well as making sure computer security protocols were followed. * Monitored and reported suspicious activity of internal employees phone calls and chats when credit card information was given over the phone. * Monitored and reported online activity of users in chat room sessions on AOL and email phishing. *Alerted CAT department to shut off user of AOL by of known or detected fraudsters and protected and AOL user accounts when fishing or fraud or malware was detected. * Worked with law enforcement in gathering information for several high-profile cases where various online services was used for criminal activity. * Responsible for not only monitoring and investigating AOL products but AIM, CompuServe, CS 2000, Gateway, EA purchases, and ICQ products. Show less

    • United States
    • Armed Forces
    • 700 & Above Employee
    • Noncommissioned Officer in charge of day-to-day operations/radiologic technologist/ ultrasound tech.
      • Jun 1988 - Oct 1995

      *Ran complex technically demanding diagnostic exams on patients. *Responsible for logistical planning of patient flow and day to day operations for Radiology Department. * Created departmental budgets. radiologic equipment transportation and maintenance logistical plans, and schedule day-to-day operations for staffing a fully functional Radiology department. *Led training of various OSHA, radiation safety, records handling, Dosimetry , diagnostic x_ray QA and day to day skills for… Show more *Ran complex technically demanding diagnostic exams on patients. *Responsible for logistical planning of patient flow and day to day operations for Radiology Department. * Created departmental budgets. radiologic equipment transportation and maintenance logistical plans, and schedule day-to-day operations for staffing a fully functional Radiology department. *Led training of various OSHA, radiation safety, records handling, Dosimetry , diagnostic x_ray QA and day to day skills for lower ranked radiology staff. * Secured and maintained sensitive military patients records. Entered, appointments, radiologic exam components, and diagnosis information on DOS based computer system. Ordered various laboratory and bloodwork pre-contrast media exams. * Extensive ER, OR and trauma medicine experience. *Radiologic technologist, mammography tech, and ultrasound tech in a major medical centers. * Conducted imaging exams on patients and maintained several types of high tech medical imaging equipment. These included Siemens radiologic suites, GE suites, Franklin radiologic, Angeo suites, mammography suites, various CT scanners, Fluoroscopic scanners, portable imaging including c-arm, Doppler, Ultrasound, equipment. *Responsible for training reserve components of the US military for annual training at various locations nationwide. *Collaborated and training of radiologists in biopsy proticol, and medical image interpretation training. * Participated in several military mass casualty exercises. *Part of several medical center military exercises in joint ventures with UC Davis, Stanford, John Hopkins and several other major civilian medical institutions.

    • NCOIC Radiology
      • 1988 - 1995

      Noncommissioned officer in Charge of day-to-day operations. Pt scheduling, suite maintenance, Radiology services and patient care support for ER OR Nicu, ICU and in Pt wards. Diagnostic x-ray, fluoroscopy, Mammography, Angeo, and ultrasound specialist based at several major medical centers and military clinics.

Education

  • City College of San Francisco
    Certificates, certifications, Medical Technologist Continuing Education (CE) fluoroscopy,certs
  • Academy of Health Sciences, US, Army
    Bachelors equivalent, Diagnostic Radiology
    1988 - 1989
  • U.S. Army academy health sciences
    General medical orientation and life-saving skills
    1988 - 1988
  • Wayne High School
    Graduate, General required study with special emphasis on biology ,Science drama and the arts
  • University of Saint Francis
    Various courses
    1984 - 1985
  • US Army Academy a health sciences HHS
    Graduate, Diagnostic Radiology
  • USArmy AHS, FSH,TX
    BS Science

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