Samuel Gerner Email & Phone Number

San Francisco, California, US

• ERP system management, administration, and development
• Financial systems architecture and controls
• IPO Readiness

Burlingame, California, US

• ERP system management, administration, and onboarding for international acquisitions
• Taxation system implementation for US and international sales tax calculation, filing, VAT, and e-invoicing
• Revenue cycle development for revenue recognition and medical billing compliance
• Project manager for a financial institution switch managing systems, AP and AR accounts, and data reporting

San Francisco, California, US

• Completed Netsuite ERP implementation leading the go-live process and cutover
• Systems architecture and scripting for full company end to end from quote to fulfillment and payment
• Financial system flows incorporating Netsuite with ADP, Bill.com, Avalara, and custom reporting
• Entity relationship mapping for Salesforce, Netsuite, Calcuquote, Inovaxe, and FactoryLogix data streams
• Led testing for a smart factory parts library and inventory management system

Oakland, California, US

• Managed the following Kaiser products:
• Covid-19 vaccine, triage, and isolation doctor toolkit
• Northern California Covid-19 website and outreach, with 10M+ users
• Automated health reminders and eAlerts
• Choose Your Doctor online
• Physician recruitment websites for Colorado, Hawaii, Washington, Oregon, Georgia, and California

San Francisco, CA, US

• Directed customization of EHR system to meet clinical, scheduling, billing, and payroll needs
• Implemented software roll outs introducing new solutions for health records, purchase orders, file sharing, mobile support and job tracking
• Planned and documented workflows, procedures, and user roles with flow modeling
• User acceptance testing and documentation of new technology initiatives
• Contract negotiations and RFP review establishing new lines of business
• Chairman for agency wide employee recognition

San Francisco, CA, US

• Directed a team of 8 software engineers in India supporting a health record system for 3 agencies
• Established E-bill process for Medi-Cal services in San Francisco and San Mateo for three non-profit agencies
• Compiled user stories and drafting business requirements for developers and engineers in an agile environment
• Project lead for ONC accreditation and client portal blue button functionality
• Successfully sold and launched EHR software for two non-profit agencies serving four county health plans

Palo Alto, California, US

• Utilized EPIC Software to scrub and post charges for physicians, track payment status, and resolve payment issues
• High level financial audits for missing units, documentation, reports, and payment
• Planned and implemented new data systems for two departments
• Received 5 Stanford Awards and the Nelson Staffing Employee of the Month

• Streamlined patient intake and scheduling with automated processes
• Created data systems between multiple agencies and functions increasing staff efficiency
• Audited clinic records for acquisition feasibility, with direct action plans from clinical and sales data
• Started a smart mailing system