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