Guiding Ellie Mental Health franchises through the Revenue Cycle Process

Consistently deliver World Class Service and use proper phone etiquette to exceed sales and KPI goals.Assist in protecting company assets including accurate inventory and cash management.Identify trends through shopping the competition and other trend resources.Process direct delivery orders to be shipped to customers.Implement store sets and merchandise to maintain company standards within the store.Process incoming shipment.Maintain organization of stock room .

Manage a team of 40+ associates with follow up and in-the-moment training to ensure clients are getting exceptional service.Create training plan which brought up customer information capture from 34% to 87% in one month. Create weekly schedule for all team members.Lead bi-yearly inventory as point-person for entire IN/KY Market.Create outreach media to draw customers into the store.Plan and execute community outreach events, driving traffic and promoting local community businesses.Maintain company reputation by ensuring all employees are complying with company and legal requirements by coordinating, initiating and enforcing programs and procedures.Perform quarterly Loss Prevention audits to ensure store is maintaining proper protocols. Maintain confidentiality with store and client personal and payment information.Monitor store supply levels and ensure levels do not drop while staying within monthly supply budget.Formulates marketing at a local level to maintain client loyalty.Ensure associate, management, and store KPIs are being exceeded.Process outbound online orders to be shipped directly to clients. Keyholder duties.

Review all medical documentation submitted against standards, applicable insurance regulations and relevant guidelines to determine whether patients qualify for the durable medical equipment being prescribed and ordered. Provide recommendations to Clinical Review Team members and Sales Representatives as to whether we should revise, addend, or retain current documentation based on use of appropriate guidelines.Submit documentation to Medicare and various other insurance companies to receive approval to deliver durable medical equipment.Have telephonic discussions with insurance providers as necessary to discuss interpretations of guidelines and regulations as they relate to determining medical necessity.Assist in documentation training as needed within the Clinical Review Team and with Sales Representatives. Participate in new process development, implementation and training. Participate on all relevant regulatory update calls as they relate to durable medical equipment and education regarding changing regulations. Monitor all regulatory activity as it relates to the industry.Provide clinical support to sales representatives through conference calls, as well as accessibility for question and answers.

Answer incoming phone calls to troubleshoot with patients on issues with DME equipmentPrepare paperwork necessary for preauthorization from insurance companiesCommunicate with patients regarding the status of their orders and repairsReview paperwork received back from doctors and communicate what corrections are needed for submission to insurance companiesOrder parts from vendors to be shipped to patientsMaintain a knowledge of private health insurances and requirements for authorizationProcess paperwork properly to ensure orders can be billed to insurance companies

Promoted from Sales Associate to Sales Lead/Assistant Manager Created and implemented training to drive e-mail capture up by 10% in first month in a new store.Provide excellent customer service.Resolve client issues as smoothly as possible to ensure the client's happiness.Exceeding store credit card goals by training associates in-the-moment.Co-planned and executed the most successful Outreach Event the district had seen in 3 years.Perform bi-monthly Operational Assessments to ensure all company and OSHA protocols are being followed.Plan and execute all store merchandising to comply with company standards.Maintain supply inventory while remaining under-budget.Manage all incoming shipment and marketing.Create organizational flow for all back stock.Keyholder Duties

Provided customers with excellent customer serviceManaged client issues and ensured the client was satisfied with the outcomeEncouraged employees to provide better customer service by providing on the floor training and leading by exampleMade sure store was meeting our hourly and daily goalsPerform opening and closing store tasksEnsured store maintenance, cleaning and appearance was up to company standardsEnsured that all company policies were being followed at all timesReceived and processed shipment