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Andy Phan Email & Phone Number

Customer Support at a Practice Management Software Company | PtEverywere at PtEverywhere
Location: Raleigh, North Carolina, United States 9 work roles 2 schools
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Current company
Role
Customer Support at a Practice Management Software Company | PtEverywere
Location
Raleigh, North Carolina, United States
Company size

Who is Andy Phan? Overview

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Quick answer

Andy Phan is listed as Customer Support at a Practice Management Software Company | PtEverywere at PtEverywhere, a company with 5 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Andy Phan.

Andy Phan previously worked as Customer Support Specialist at Pteverywhere and Billing Representative at Alert Medical Alarms Inc. Andy Phan holds Master Of Arts - Ma, Strategic Communication, 4.0 from Liberty University.

Company email context

Email format at PtEverywhere

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PtEverywhere

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Profile bio

About Andy Phan

Andy Phan is a Customer Support at a Practice Management Software Company | PtEverywere at PtEverywhere. He possess expertise in microsoft excel, microsoft word, microsoft outlook, powerpoint, microsoft office and 3 more skills.

Listed skills include Microsoft Excel, Microsoft Word, Microsoft Outlook, Powerpoint, and 4 others.

Current workplace

Andy Phan's current company

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PtEverywhere
Pteverywhere
Customer Support at a Practice Management Software Company | PtEverywere
raleigh, north carolina, united states
Employees
5
AeroLeads page
9 roles

Andy Phan work experience

A career timeline built from the work history available for this profile.

Customer Support Specialist

Current

Raleigh, North Carolina, United States

  • Pilot RCM (Revenue Cycle Management) project with technical analysts while consulting 50+ hybrid clinics to increase workflow efficiency and reduce significant insurance claim errors between B2B2C.
  • Utilize Google Meet and CRM platforms, including Jira and HubSpot to service 30+ tickets daily (2000+ clients total), working with sales team to resolve hardships and negotiate for retentions.
  • Produce 150+ general and RCM online correspondence templates by categories that substantially reduce ticket turnaround by 5X and coordinate Knowledge Base articles to lessen support workloads.
  • Improve vendor communication between the US and international team members turnaround time by 3X by establishing protocols and templates to track technical cases and general inquiries.
  • Propose solutions and turn data insights into production by working with the technical team while continuously reviewing business needs, refine priorities, and outline milestones and deliverables.
Jan 2021 - Present

Billing Representative

  • Concluded over 1000+ irregular payments and settlement goal set at the beginning of the employment by refiling insurance claims that was set in the course of three months period.
  • Acquired proper authorization through PA Medicare site by identifying and designating over 30+ care coordinator direct contacts to patient profiles to reduce intermission between calls.
May 2020 - Aug 2020

Manager

Philadelphia, Pennsylvania

  • Established recruitment plans, interviews, and evaluation standards for intercultural field staff in accordance to HIPAA and other legal requirements to ensure patients are getting proper care.
  • Intercommunicated with local communities, including churches, temples, and associations, to educate and promote home care program offered by Medicaid to generate an average of 30+ leads per event
  • Operated Bolt CRM platform to guarantee 200+ potential clients are well-informed about the program while participating their intercultural events to build multicultural relationships.
  • Administered and approved payroll transactions for all contract employees from 7 locations while ensuring customer services are provided in a timely matter for Chinatown branch.
Jan 2019 - Jul 2019

Finance Coordinator

Lj&K Inc

Mt. Sterling, KY

  • Generated and analyzed daily and monthly financial statements and business summary to attain data based on products and services to alleviate business risks and supplies turnaround time.
Jul 2018 - Jan 2019

Math Tutor

Developmental Math Department

Taught and mentored university level math courses such as algebra, statistic, finance, and math for liberal art

Jan 2016 - May 2018

Finance Reporting Intern

Arlington, Virginia

  • Reconcile employee monthly expenses and create financial and budgeting reports for 30+ entities.
Sep 2017 - Dec 2017

Financial Analyst Internship

Charlotte, North Carolina

  • Researched different accounting systems, and launched QuickBooks training for international offices.
Jun 2017 - Aug 2017

Chief Financial Officer

Fma International Club

Liberty Univeristy, Lynchburg, VA

Communicated with business professionals and professors regarding our monthly eventPrepared budgeting plans and issuing new funds to host business professional speakers each monthProvide cash disbursement reports to the Student Government Association

Aug 2016 - Jul 2017

Financial Analyst

Student Asset Management Fund Club

Liberty University, Lynchburg, VA

Created weekly report using MS Word, Excel, and PowerPoint to invest in the stock market using real cash

Aug 2016 - Jul 2017
Team & coworkers

Colleagues at PtEverywhere

Other employees you can reach at pteverywhere.com. View company contacts for 5 employees →

2 education records

Andy Phan education

Bachelor Of Science (Bs), Accounting And Finance, A

Activities and Societies: Alpha Lambda Delta, Financial Management Association (FMA), Student Asset Management Club (SAM.

FAQ

Frequently asked questions about Andy Phan

Quick answers generated from the profile data available on this page.

What company does Andy Phan work for?

Andy Phan works for PtEverywhere.

What is Andy Phan's role at PtEverywhere?

Andy Phan is listed as Customer Support at a Practice Management Software Company | PtEverywere at PtEverywhere.

Where is Andy Phan based?

Andy Phan is based in Raleigh, North Carolina, United States while working with PtEverywhere.

What companies has Andy Phan worked for?

Andy Phan has worked for Pteverywhere, Alert Medical Alarms Inc, Excel Companion Care, Lj&K Inc, and Liberty University.

Who are Andy Phan's colleagues at PtEverywhere?

Andy Phan's colleagues at PtEverywhere include Tin Bui, Jonathan Davis, Jordan Phillips, and Jeff Vajay.

How can I contact Andy Phan?

You can use AeroLeads to view verified contact signals for Andy Phan at PtEverywhere, including work email, phone, and LinkedIn data when available.

What schools did Andy Phan attend?

Andy Phan holds Master Of Arts - Ma, Strategic Communication, 4.0 from Liberty University.

What skills is Andy Phan known for?

Andy Phan is listed with skills including Microsoft Excel, Microsoft Word, Microsoft Outlook, Powerpoint, Microsoft Office, Customer Service, Public Speaking, and Leadership.

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