Danielle Engels
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Danielle Engels Email & Phone Number

Location: Cranston, Rhode Island, United States 2 work roles 1 school
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Role
Client Services Specialist
Location
Cranston, Rhode Island, United States
Company size

Who is Danielle Engels? Overview

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Danielle Engels is listed as Client Services Specialist at WealthCare Investment Partners, a Registered Investment Advisor ("RIA"), a with 5 employees, based in Cranston, Rhode Island, United States. AeroLeads shows a matched LinkedIn profile for Danielle Engels.

Danielle Engels previously worked as Client Services Associate at Wealthcare Investment Partners, A Registered Investment Advisor ("Ria") and Bariatric Navigator/ Medical Secretary at Brown Surgical Associates. Danielle Engels holds Medical Administrative/Executive Assistant And Medical Secretary from Katherine Gibbs School.

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Email format at WealthCare Investment Partners, a Registered Investment Advisor ("RIA")

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WealthCare Investment Partners, a Registered Investment Advisor ("RIA")

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About Danielle Engels

Danielle Engels is a Client Services Specialist at WealthCare Investment Partners, a Registered Investment Advisor ("RIA").

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Danielle Engels's current company

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WealthCare Investment Partners, a Registered Investment Advisor (
Wealthcare Investment Partners, A Registered Investment Advisor ("Ria")
Client Services Specialist
smithfield, rhode island, united states
Website
Employees
5
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2 roles

Danielle Engels work experience

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Bariatric Navigator/ Medical Secretary

Answers all incoming telephone calls and responds to messages retrieved from the answering service, refers calls to the appropriate person as needed and follows through to ensure timely response. Monitors and manages proper handling of all incoming referrals (fax, phone, EMR) and schedules appointments in a timely manner.Ensures accuracy of all patient demographic information and pertinent data in the patient’s medical record.Prepares patient charts prior to the office visit verifying that all necessary paperwork and/or test results are available for the scheduled appointment.Ensures efficient practice patient flow.Schedules office appointments, office procedures, tests, imaging studies, in-patient and out-patient procedures. Ensures all necessary paperwork is submitted to the appropriate hospital department. Contacts patients and families as necessary.Obtains referrals for office visits, authorizations for surgical procedures/tests, and diagnostic imaging. Maintains tracking mechanisms to ensure timely receipt of patient’s imaging and pathology results.Obtains proper authorization and submits timely release of patient’s medical record form.Manages all surgical services billing and hospital services billing performed by the physician with timely submission of operative notes and accompanying documentation to the Billing Office.Completes all insurance, TDI, and Workers Comp forms.Assists with completion and timely submission of credentialing and reappointment applications.Coordinates administrative appointments and meetings for designated physician(s).Prepares and submits check requests.Maintains up to date CME files.Updates physician information on the CAQH (Council for Affordable Quality Healthcare) website (if applicable)Coordinates transcription for the physician(s), if applicable.

Jan 2008 - Feb 2023
Team & coworkers

Colleagues at WealthCare Investment Partners, a Registered Investment Advisor ("RIA")

Other employees you can reach at wcip1.com. View company contacts for 5 employees →

1 education record

Danielle Engels education

  • Katherine Gibbs School
    Katherine Gibbs School
    Medical Administrative/Executive Assistant And Medical Secretary
FAQ

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What company does Danielle Engels work for?

Danielle Engels works for WealthCare Investment Partners, a Registered Investment Advisor ("RIA").

What is Danielle Engels's role at WealthCare Investment Partners, a Registered Investment Advisor ("RIA")?

Danielle Engels is listed as Client Services Specialist at WealthCare Investment Partners, a Registered Investment Advisor ("RIA").

Where is Danielle Engels based?

Danielle Engels is based in Cranston, Rhode Island, United States while working with WealthCare Investment Partners, a Registered Investment Advisor ("RIA").

What companies has Danielle Engels worked for?

Danielle Engels has worked for Wealthcare Investment Partners, A Registered Investment Advisor ("Ria") and Brown Surgical Associates.

Who are Danielle Engels's colleagues at WealthCare Investment Partners, a Registered Investment Advisor ("RIA")?

Danielle Engels's colleagues at WealthCare Investment Partners, a Registered Investment Advisor ("RIA") include Brian Corriveau, Aif®, Russell Winthrop, Aif, Nolan R. Beattie, and Jason Imondi.

How can I contact Danielle Engels?

You can use AeroLeads to view verified contact signals for Danielle Engels at WealthCare Investment Partners, a Registered Investment Advisor ("RIA"), including work email, phone, and LinkedIn data when available.

What schools did Danielle Engels attend?

Danielle Engels holds Medical Administrative/Executive Assistant And Medical Secretary from Katherine Gibbs School.

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