-- Clients --Carilion Clinic: 2022University of Chicago: 2020-2022; 2023-- Notable Work --o Organized research charging workflows; routing and pricingo Enhanced claims automation for research related claimso Implemented additional strategies to avoid claim edits and automate claim fieldso Implemented a new-to-Epic external collections vendor o-- Functionality: Account assignment/withdrawal, automated notes intake, automated remittance, vendor-initiated account returns, and automated patient settlement intake into Epico Implemented SP Follow-up vendor and two external collections vendors for new hospital locationo Implemented topic-focused dashboards for billing directors & managerso Enhanced Charge Router functionality for handling telehealth related charges and downstream claimso Developed extensive solutions for managing the impacts of the COVID19 pandemic o-- Reporting and System Action build for identifying COVID-related charges and accounts o-- Charge Router Handler solutions to charging needs (such as vaccine billing) o-- Billing review and statement hold workflowso Organized the billing side of implementing Epic Financial Assistance (with automated SP discounting)o Deconstructed late charge automation workflows, documenting all criteria for operational consideration o-- Provided recommendations for rebuilding the system action framework to increase automationo Implemented client billing workflows for outsourced lab billing and student health departmentso Served as a primary HB resource for two service area rollouts – one ASC and one multiple dept hospitalo Implemented Epic’s Price Estimates functionality in an HB and SBO contexto Coordinated updates and rollouts with common third-party vendors like RevMD, Diamond, and 3M

- Contracted for a scoped project to implement a modern claims processing system through an independent software vendor- Documented existing WPS technical solutions and requirements into deliverables for the vendor- Gathered business requirements through direct engagement with business/operational owners - Pursued technical solutions and additional development under an Agile process framework (Scrum)- Coordinated and completed testing for vendor’s software solutions to ensure they satisfied all gathered business requirements

- Brought on for a scoped project to reconcile payroll and benefits data between two ERP systems - Identified sources of discrepancy in the data interface between the two newly-implemented systems- Created, reviewed, and completed imports for mass data corrections based on direct analysis- Designed reporting options in Oracle to facilitate error analysis in the long run- Provided feedback to the data interface to improve future data integration and accuracy

- Responsible for the overall success of the hospital billing application of multiple Epic customers.- Build and maintain strong long-term relationships with client organizations. - Organize the implementation and deployment of Epic’s latest functionality on an ongoing basis. - Proactively identify opportunities for customer financial and EHR success.- Lead customer IT analysts on system build and technical troubleshooting.- Guide customers with technical recommendations on workflows and system management.- Educate users and technical staff to more effectively use and maintain customers’ EHR systems.- Act as a mediator and communicator between customers’ billing IT and operational divisions. - Successes:- Guided my organizations through the replacement of dozens of automated workflows with more robust and efficient options, saving hundreds of hours on analyst and end user commitments.- Lead organizations through eight product version upgrades with minimal disruption.- Resolved costly errors from end users and IT oversights, minimizing disruption and mitigating cost.- Facilitated the rollout of IT systems to new sites, enabling smooth growth in operations.- Developed an analytical tool that Epic customers use to quantitatively evaluate their revenue collections practices for efficacy.

- Analyzed commercial bank customers for financial strength and credit risk. - Investigated customer credit and financial histories to identify red flags. - Identified errors in financial statements. - Consolidated financial information and assigned risk ratings to borrowers.- Presented analysis of loan packages to senior bank officers.- Monitored borrowing bases to ensure revolving lines of credit were not overextended.- Performed sensitivity analysis on loan packages to guide bank decisions on loan renewal.

- Led meetings with prospective and existing clients, and developed personalized financial plans to meet insurance and retirement needs.- Provided individuals with recommendations for life/health insurance and annuity products. - Networked to expand regional membership and sales.- Received Career Sure Start Award for production goals.

- Resolved university customer calls, provided solutions and appropriate follow-up.- Organized and analyzed statistical data on customer feedback for department.