Kathryn Erd Email & Phone Number

United States

Milwaukee, Wisconsin

•Responds to initial referral, gathering detailed information to provide the Administrative Team the best opportunity for a positive patient care plan and outcome.•Documents all pertinent information in the EMR checking for accuracy and compliance with Versiti quality measures to prevent variances.•Support the team during peak case load, performing chart reviews from the EMR and data entry into the electronic record, freeing up others to focus on quality patient care. • Volunteer for projects to support the administrative staff and community outreach, regrouping as objectives change.

Milwaukee, Wisconsin, United States

I have l have been a paid preparer for 4 tax seasons, as a part-time preparer. I am taking tax update and skills classes, for the upcoming tax season.• Prepare personal 1040, multi-state, and small business tax returns and amendments for Federal and State returns using tax software •Successfully completed yearly tax training and took advanced courses to further my knowledge of tax law and changes• Assist clients in the IRS requirement for tax filers • Provide feedback and instruction to first-year tax preparers

Germantown, Wisconsin, United States

Clinic supervisor for 3 locations, with an Orthopedic Staff of 35-42 Advanced Providers and Caregivers. •Monitor and analyze budget/spending for payroll, supplies, equipment, and incentives. • Interview and hire new employees for the department, identifying training needs. Initiate work development plans/disciplinary action• Meet with teams to discuss ways to improve the Physician's Patient Satisfaction scores, which lead to increased patient and staff satisfaction• Round on up to 42 Caregivers and Advanced Providers per month. Identifying supply chain and equipment issues and research resolution options. Take action to resolve complaints or grievances.•Drafted key documents to serve as Proctor Plans used in the Orthopedic Physician Assistant credentialing process.•Executed Service Recovery Plan when problems arise with clinic patients•Conduct staff meetings monthly at 2 locations•Member of the Orthopedic Marketing Committee to discuss market growth, trend, and strategies to grow the department

Milwaukee, Wi

Started as Clinic Supervisor and was promoted after 1 year to Clinic Manager for the Hospitalist at six Aurora Medical Centers with a staff of 40-50 physicians and 3-5 Nurse Practitioners and Physician Assistants. • Participated in the annual budgeting process for the department supplies, equipment, other expenses, and staff payroll.•Track and analyze accounting variances, quality and production metrics, and other reports as needed. •Developed processes for tracking and accounting for CME, gross pay adjustments, scheduling, and mandatory physician requirements•Improved process of scheduling for 50+ Hospitalist at four Aurora Medical Centers with a focus on patient satisfaction• Travel to North Markets to participate in monthly physician team meetings, interviewing, onboard, or other operational functions as needed for physicians and apps •Interview and onboard physicians and APPs. Work with credentialing departments to complete privileges before the start date.• Liaison for locum tenens, coordinates the on-boarding, scheduling, payroll, credentialing•Managed Project for renovations of the Hospitalist Suite using Lean Processes

Milwaukee, Wisconsin, United States

•Analyze financial reports to assist in forecasting sales, inventory and staffing needs to stay within budget• Develop budgets and prepare statistical reports to track sales, purchases, and inventory with results related to a positive net income in 95% of every quarter within the last 5 years• Redesigned procedures to improve the quality and efficiency of recruiting, hiring, and training new team members•Reconcile month-end accounting statements and daily reconciliation of general ledger to provide accurate financial reports and tax filing• Increase company sales by 30% in the first year, consistently increased sales in subsequent years by creating a retail annex in the Milwaukee Public Market•Developed presentations and instructional classes for community groups, averaging 15 per year•Maintained store accounts payable, receivables, and payroll

Bachlors Of Science, Business Administration, 3.74

Certificate, Project Management