-Member of AltaMed Data Stewardship Team representing Marketing & Patient Services. Represented the department as a subject matter expert and that user reporting requirements were met through multiple transitions (NextGen to EPIC, EZCAP-6, Microsoft Dynamics CRM)-Served as liaison to CRM architect in the upgrade to most recent iteration of Microsoft Dynamics CRM. Key focuses included automation of marketing call lists, streamlining of call center agent workflow, physician relationship management and documenting enrollment workflow from prospect to patient. Dashboards to indicate campaign effectiveness, call center productivity, and overall growth due to marketing efforts in planning stages. Managed training schedule of internal and external data consumers and entry personnel.-Supervised the Independent Physician Association (IPA) Specialist incentive program. This includes report compilation, validation, and the documentation of credits and charge backs to the Marketing and Patient Services team to be provided for payroll. Managed the evolution of the report and provided use requirements for self-service application to contracted programmer.-Provided reports on net/gross enrollment for the Cal Medi-Connect and Medicare lines of business as well as call center productivity. Other reports generated upon request.-Provided call and mail lists for Aging In and event outreach.

Utilized previous experience in home health and managed care systems to create software specification for new Home Health product.Provided use case scenarios for design of scheduler module, initial UI interface, and appointment scheduling.Research into licensing requirements for clinical assessments from both private clinicians and organizations.Provided subject matter expertise on Medicare and Medicaid guidelines for home healthcare regulatory requirements, billing of services, and limitations. Proposed system of alerts and prompts based on revenue codes and procedural coding for administrative, billing, and clinical personnel.

Client: Ingram MicroProvided updates to Ingram Micro subsidiary European storefront through Magento CMS. Coordinated with Product Marketing Manager to update datasheets before upload and locate products at end of life cycle, update collateral source document from product management software.

Client: Alignment HealthcareData entry and patient validation for Online Scheduling Pilot for Health Plan’s Initial Assessment (Jumpstart) Program. Documentation of data quality issues and coordination with IT to insure patients correctly entered into EPIC and Allscripts EMR and website appointment offerings matched to internal patient records.Utilization of Geographic Information System Software to plot out patients effective in 2017 to address care center coverage, patient demographics, member population outsourcing, and market characteristics in California, North Carolina, and Florida markets. Creation of presentations based on this data to be disbursed to executive level.Reconciling Allscripts and EPIC appointment and business intelligence reports. Update and maintenance of logs documenting changes and updates, coordinated with call center representatives to address deficiencies or unreleased data.

Consultation and program design for data and reporting projects. Creating VBA programs to track internal business metrics such as referral sources, requested physicians and services, financials, and invoice creation. Creation of websites to house content for digital signage and in-practice advertising. Client: Pacific Center for Plastic SurgeryCreation of VBA system to manage subcapitation contract with Monarch Healthcare previously handled by legacy system due to conversion to AthenaHealth EMR. Development of reports to assist in digitalization of Second Trimester screening reports. Scrubbing and verification of laboratory data to correctly associate with patients. Client: Orange Coast Women’s Medical Group

50+ hour externship. Access to medical records systems, coding, chart deficiencies, EPIC, record validation and scanning. Assisted in the removal of five month backlog of Emergency Room Day of Service backlog.

Updated and created new contacts in Netsuite from new sources and legacy sources and associated them with preexisting and newly created campaigns, thus improving followup and analysis of event/campaign effectiveness.Maintained and updated conference calendar for 2014, researching exhibition costs, speaking deadlines, and conference dates.Upgraded and created records of independent and organizational donors in ETapestry, facilitated mailings and attendance verification for “Breaking the Barrier!” MIND Research Institute 2013 Awards Gala. Handled correspondence with gift donors for silent auction and maintained an updated record of all gifts donated for auction.Handled shipments of marketing literature and materials to sales representatives, handled virtual store orders and reduced backlog.

Eliminated 6-week backlog of RAF (Risk Assessment Factor) score computations, verified data and input into Quarterly Wellness ReportScheduling clinician home visits required zoning of Bay area clients into manageable territories, factoring in clinician security, specialties and patient densityIdentified opportunity to pre-screen Medicare into ‘first time’ and ‘recurring’ visit categories to reduce scheduling delays and telephone consultationsMaximized efficiency of Medicare eligibility verification by pre-sorting inactive, deceased, and hospice patients. Reduced amount of time to verify eligibility and begin services.