Kelly Riley Email & Phone Number

Lansing, Michigan, United States

Manage all incoming urgent and routine clinical referrals for pre-authorization. Operate multiple computer applications including EPIC electronic health records software to schedule patient appointments, testing, procedures, and surgeries for the Thoracic and Cardiovascular Institute. Act as a liaison between hospitals, health plans, physicians, and patients.Notable Outcomes:• Review and handle 50-75 daily incoming faxed and internal system referrals for completeness and follow up for additional information if necessary• Transcribe referrals and enter all vital information from the referring provider into a referral for a patient so that the correct visit type can be scheduled• Responsible for patient registration, verification of benefits, insurance authorizations, and scheduling patients for appointments with appropriate providers based on urgency at seven Sparrow TCI Clinics • Interview patients for the purpose of scheduling and/or pre-registration. Collect complete and accurate confidential demographic and financial information to comply with regulatory agencies and billing requirements• Track, and monitor referral until completion Leadership Accomplishments:• Nominated and selected for the Sparrow Caregiver Spotlight for 2023:https://www.sparrow.org/news/july-2023-caregiver-spotlight-kelly-riley

Lansing, Michigan, United States

Facilitated new patient intake by answering preliminary questions and assisted patients through the process of appointments prior to orthodontic treatment. Scheduled patients, prepared fee estimates, presented treatment plans, prepared and reviewed legal contracts, contacted insurance companies for patient benefits and eligibility, billed insurance companies for patient treatment, worked with dental offices and specialists regarding the care of mutual patients including referrals, processed payments, and kept all patient information up to date using our scheduling management tool.Notable Outcomes:• Utilized Dolphin Imaging and Management Solutions for 2D/3D Xray imaging and gathered important information from the patient’s chart as necessary. Inputted payment history or other financial data into each patient account.• Translated orthodontic codes for insurance estimates and insurance billing.• Facilitated Adoption Subsidy & Foster Care verification from the State of Michigan. Once approved, completed all necessary paperwork for each appointment.• Responsible for all daily financials by ensuring all payments were posted and verified all checks, cash, and money orders were accounted for and balanced.Leadership Accomplishments:• Presented a marking plan using a social media platform to increase new patient business.• Encouraged the usage of Dolphin Imaging and Management Solutions as a CRM to keep track of all important information regarding patient treatment, chart notes, records, and financial history.• Created training materials and mentored new hires throughout the onboarding process.• Completed proper charting of initial exam and diagnostic findings to create formal letters for dentists.• Handled collections for down payments and any missed monthly payment deadlines, worked out payment plans cases, and escalated to management when appropriate.

East Lansing, Mi

Oversaw the processes for collecting client data, the integrity of the information, and the applicability and usefulness of data provided to clients.Notable Outcomes:• Managed the technical development and goals of the Reporting and Data Department.Oversaw implementation and management of internal tools utilized to perform reporting and data tasks, including Decision Source, Grasp, and data cleansing applications.• Developed processes that supported the workflow needed for incoming requests & projects.• Engaged in identifying new technology tools that supported the goals of the department.• Fulfilled reporting needs of clients by scoping the project and executing the requirements. • Joined account managers as they met (both virtually and in-person) with clients to fully understand reporting needs.• Established relationships with both clients and our account managers.Leadership Accomplishments:• Reduced number of fatal and non-fatal errors in data by 50%.• Worked with the CTO and President to develop a strategic plan of supporting internal staff & external clients.• Maintained role of being company’s Subject Matter Expert in DecisionSource; crosstraining others as needed.

Lansing, Michigan Area

Plan and execute successful meetings, trainings, webinars, and events throughout Michigan. Manage the process in its entirety from the planning stage, running the event, and carrying out post-event evaluations and process improvement discussions. Notable Outcomes:• Procure venues and catering for trainings and Association meetings, communicate with suppliers, handle logistics, manage budgets and invoicing, negotiate quotes and agreements with vendors, monitor timeframes and budgets, and manage risk.Leadership Accomplishments: • Streamlined the Association’s process of document sharing and collaborative revision of legal forms through OneDrive implementation and training; resulting in increased organizational effectiveness and enhanced communication.

Lansing, Michigan Area

Developed the first Inside Sales Pilot position, with focus on recovering lost clients, bringing in new business, and initiating customer success techniques to keep retention rates high for existing large business accounts. Focused on driving revenue for Enterprise Accounts in verticals including manufacturing, healthcare, schools, and HVAC companies.Notable Outcomes:• Cold called on new and lost businesses daily in the Michigan, Ohio, & Indiana territory. This activity brought in an average of 6 new accounts per month and 25 lost clients per month that had not done business in up to 16 years.• Created marketing materials including industry specific collateral for manufacturing opportunities.• Researched companies to develop contact lists for prospecting lucrative organizations in my territories.• Effectively utilized CallProof CRM to track and prioritize opportunities and detailed account and client information to deliver custom touch points, including exceptional follow through, to close the sale.• Used Take Stock for Account Management activities such as order entry, customer history, and quoting.Leadership Accomplishments:• Developed expectations and responsibilities as the sole representative on the first Inside Sales Department at Midwest Air Filter. This included developing sales strategies, goal setting, forecasting, tracking trends, creating customized marketing materials, and carrying out a successful strategy for inside sales efforts.• Developed and implemented personalized client packets specific to client verticals.Proposed a plan, after much research and trend seeking, to target lucrative markets as a prospecting effort for new business, which would include manufacturing with goals of $10k sales based on company sizes of up to 50 employees.

Okemos, Michigan

Assessed clients’ business problems to recommend appropriate solutions, brought in new business, and expanded existing accounts while building and maintaining strong and trustworthy relationships with high value clients. Kept retention high by helping clients understand the value in TechSmith software products over competitor products.Notable Outcomes:• Top selling Sales Representative for 6 years.• 77% average sales opportunity close rate in 2015 & 2016.• Managed and maintained an average of 1200 high value accounts per year.• Held sales record for having the largest revenue producing quarter with 67% growth.• Generated, maintained and managed a quarterly sales pipeline of over $1.5 million.• Developed and executed sales campaigns which included collaboration with the internal marketing division to drive proactive sales, with focus on the Fortune 1000 companies.• Effectively utilized Salesforce CRM to track and prioritize opportunities and detailed account and client information to deliver custom touch points including exceptional follow through to close the sale.• Worked closely with Channel reseller representatives to ensure success of customer experience. • Prepared resellers via conference and Skype calls to deliver product and licensing information to client.• Specialized in custom licensing models and agreements, addendums, and contracts.Leadership Accomplishments:• Utilized background in education to successfully train new sales representatives on best technical practices as well as sales processes and procedures. Material was taught in group as well as one-on-one to match personal learning styles.• Involved in the screening and interview process for both the Inside and Enterprise Sales Teams to confirm potential candidates would be an asset to a team’s collaborative environment and company culture.

Okemos, Michigan

Front line for the sales department, handling a high volume of inbound communication. Evaluated needs and proposed appropriate solutions to customers. Demonstrated how TechSmith products could be of great value based on pain points.Notable Outcomes:• Recruited to take on additional tasks handling larger sales opportunities in a supporting role for the Enterprise Account Team. Was mentored and trained to handle small to medium size business (SMB) renewals and pre-sales questions.• Handled a large volume of inbound communication with prospective and existing clients through support systems, phone calls, email, web-based inquiries, and instant chat while providing excellent and efficient customer care.• Demonstrated efficiency in a fast-paced environment by responding to the highest quantity of Salesforce leads on the team while maintaining accuracy and outstanding customer support.• Assisted customers with account status inquiries, subscription management, and answered pre-sales and post-sales questions while also working closely with resellers and distributors to support channel sales.Leadership Accomplishments:• Lead on product release teams, responsible for completing assigned tasks before deadlines and providing the Sales Team with information and tools necessary for a successful release.• Mentored two new hires, responsible for overseeing their training and integration into the Sales Team.

Bachelor'S Degree, Elementary Education And Teaching, 3.8

Bachelor Of Science (B.S.), Elementary Education