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Results-driven and visionary Director of Implementation and Customer Success Leader with a proven track record in spearheading strategic planning and execution within the healthcare technology sector. Recognized for establishing and optimizing client relationships and driving exceptional satisfaction rates. Demonstrates leadership in transitioning clients through comprehensive onboarding processes and overcoming roadblocks. Adept at implementing quality performance metrics, serving as a partner to Executive Leadership, and achieving revenue goals. • Impactful Leadership – Seeks to provide team members with the tools, knowledge, and training they require to meet their goals, attain the organization’s objectives, and advance in their careers. • Change & Transformation – Approaches challenges fearlessly and showcases skill in ushering in solutions that turn around underperforming aspects of the business and boost profitability. • Positive Client Outcomes – Leads as the client-facing representative of the brand. Possesses an unparalleled ability to build meaningful relationships that result in long-term loyalty and retention.
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Director Of ImplementationRelatientGreenwood, Sc, Us -
Director, Clinical ImplementationsCorrohealth Aug 2024 - PresentPlano, Texas, Us -
Director Of ImplementationRelatient Jun 2022 - Nov 2023Atlanta, Georgia, UsLed the planning, execution, and finalization of client projects involving the company’s technology platforms and solutions. Collaborated with cross-functional teams and partners. Meticulously drove project timelines and coordinated the comprehensive implementation of software with clients while guaranteeing alignment with expectations, best practices, and objectives. Created and executed upon continuous improvement initiatives and developed tools and models that delivered improved outcomes and efficiencies. • Coached and inspired a team of nine direct reports with dotted line responsibility over 18 staff members.• Formulated a seamless client transition process from Sales to Implementation and further to the Client Success team; results delivered an impressive surge in client satisfaction• Commanded executive attention by delivering impactful weekly presentations on revenue goals and weekly, monthly, quarterly, and yearly achievements; proactively addressed potential risks and outlined strategic mitigation efforts. • Innovated and fine-tuned SalesForce dashboards to revolutionize revenue tracking and project management analysis for augmented organizational insights. • Set up and tracked Key Performance Indicators (KPIs) for the Implementation team; attained 124% client engagement rate (requirement was 95%). -
Manager—Implementation SpecialistsThe Craneware Group Dec 2019 - Jun 2022Deerfield Beach, Florida, UsRecruited to hold responsibility for overseeing the successful implementation of the company’s software solutions while leading and mentoring three cross-functional teams and fostering a culture of excellence, collaboration, and innovation. Guaranteed high-quality customer support, problem solving, performance management, and operational excellence. • Grew team headcount from 14 to 21 during tenure while increasing revenue by 36%.• Worked to develop Revenue Cycle Management (RCM) workflows that were applicable to clients of all specialties. • Partnered with the Client Success team on the introduction of new processes and procedures; results improved customer satisfaction from 84% to 96% very satisfied ranking.• Empowered clients with comprehensive knowledge about the advantages of the 340b program; simultaneously ensured HIPAA compliance with software utilization. • Demonstrated proficiency in navigating SalesForce and Certinia (Financial Force); synched Sales, Financial and Project Management tracking processes. • Optimized operational planning and resource allocation; utilized JIRA for documentation and tracking, integrated customer feedback, and drove continuous improvement initiatives. -
Sales Senior Solution SpecialistAllscripts 2010 - 2019Chicago, Il, UsProvided advanced technical expertise and strategy to clients to ensure best-in-class implementation and application of healthcare IT solutions. Showcased deep knowledge and acted as a trusted advisor on system configuration, customization, and optimization to meet specific requirements and goals. • Designed demo presentations showing the RCM flow from Practice Management through EHR systems, designed to mimic prospect’s internal workflows.• Orchestrated smooth collaboration with the Sales team and prospective clients; delved into complex workflows, ensured integration with company systems, and created compelling sales demonstrations via desktop and mobile platforms. • Engineered and maintained a portfolio of streamlined, reusable, and reliable software templates that proved instrumental in delivering impactful demonstrations. • Defined and collected customer requirements from demo feedback and translated them into clear and comprehensive specifications for product enhancements; subsequently offered feedback to the Product Development team. -
Manager—Implementation SpecialistsAllscripts 2004 - 2010Chicago, Il, UsLed a team of 22 geographically dispersed Implementation Specialists operating across the United States. Provided guidance, coaching, and support to ensure successful project delivery while overseeing the end-to-end implementation process, confirming all endeavors were completed on-time, within scope, and met quality standards. Partnered with clients to understand their needs, address complaints, offer consultation on best practices, and confirm a seamless experience. • Recognized as a SME both in clinical and RCM workflows (EHR and Practice Management); played a pivotal role as a primary point of contact with regard to the functionality and capability of company products; the implementation model that was established during tenure with the enterprise continues to be used.• Spearheaded implementation workflows on Allscripts systems; equipped team members with the necessary skills and knowledge. Results optimized productivity and achieved 98%+ client satisfaction. • Led the development of template content roll-out of 18 specialties, e.g. Primary Care, Behavioral Health, Orthopaedics, Neurology, by working with clinicians to understand greatest needs in their assessments and treatment plans of patients; was SME on the use of EHR in documenting specialty/diagnosis-specific charting.• Pioneered a restructuring of Project Managers and Implementation Specialists; results delivered a paradigm shift in the Implementation Services Department, marked efficiency improvements, and elevated operational effectiveness. • Revamped new product training and enhanced engagement methodologies; realized an 89% reduction in turnover. • Managed P&L dynamics and drove a significant decrease in discrepancies while ensuring timely project implementations and high levels of client satisfaction. • Fostered and fortified collaborative partnerships with Sales staff; facilitated seamless handoffs from Sales to Implementation and created synergy that heightened client satisfaction. -
Senior Implementation SpecialistAllscripts 2003 - 2004Chicago, Il, Us -
Implementation SpecialistAllscripts 2001 - 2003Chicago, Il, Us -
Training & Education ManagerAnmed Health Medical Center 2000 - 2001
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Training & Education DeveloperUniversity Of Minnesota Physicians And Clinics 1998 - 2000
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Pharmaceutical Account Consultant/Prime TherapeuticsBlue Cross Blue Shield Of Minnesota 1997 - 1998Eagan, Mn, Us -
Bcbsmn Electronic Data Interchange (Edi) Marketing And Training CoordinatorBlue Cross Blue Shield Of Minnesota 1994 - 1997Eagan, Mn, Us
Kathy K Phelps Skills
Kathy K Phelps Education Details
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Pillsbury CollegeEnglish/Communications
Frequently Asked Questions about Kathy K Phelps
What company does Kathy K Phelps work for?
Kathy K Phelps works for Relatient
What is Kathy K Phelps's role at the current company?
Kathy K Phelps's current role is Director Of Implementation.
What is Kathy K Phelps's email address?
Kathy K Phelps's email address is ka****@****sys.com
What schools did Kathy K Phelps attend?
Kathy K Phelps attended Pillsbury College.
What are some of Kathy K Phelps's interests?
Kathy K Phelps has interest in Children.
What skills is Kathy K Phelps known for?
Kathy K Phelps has skills like Salesforce.com, Training, Healthcare Information Technology, Healthcare, Leadership, Software Implementation, Ehr, Management, Program Management, Software Documentation, Hipaa, Emr.
Who are Kathy K Phelps's colleagues?
Kathy K Phelps's colleagues are Rajat Jain, Rodney Carrigan, Pranay Dekate, Aditya Raut, Ashlesha Ghogare, Ashton Scordo, Louzinha Carvalho.
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