Taylor Dotson Email & Phone Number

Kettering, Ohio, United States

• Managed client satisfaction of our clients through exceptional service resulting in client retention and expansion.
• Strategically drove adoption of specific products and features within the Phreesia solution and ensure maximum business benefits for the client.
• Grew revenue by identifying clients that have the opportunity for add on/upsell products, built a business case for the client, demonstrated those products, implemented them, then present ROI.
• Partnered with client executives and key business leaders to present Executive Business Reviews remotely and maintain strong relationships with clients, serving as their primary point of contact for inquiries, support.

• Assessed needs: Identified skills gaps and training needs through surveys, interviews, and focus groups
• Designed training: Created training materials, online learning modules, and course materials
• Delivered training: Conducted training sessions using a variety of methods, such as lectures, group discussions, and simulations
• Evaluated training: Assessed the effectiveness of training programs through surveys, assessments, and feedback
• Administered: Scheduled classes, setting up equipment, and coordinating enrollment
• Supported managers: Helped managers design personalized development career paths

• Assisted in Nextgen and ModMed implementations for 6 practices, totaling over 30 offices.
• Lead, managed and successfully implemented Phreesia software into 14 practices, totaling over 80 offices.
• Conducted pre-go live training and onsite support training for Phreesia and Nextgen implementations.
• Managed daily troubleshooting for the Phreesia software for all practices.
• Conducted post go live training to ensure best practices were being utilized and followed.
• Produced analytics for all offices on Phreesia to show money collections and insurance eligibility.

Cincinnati, Ohio, United States

• Lead interdepartmental teams to complete assigned projects on time, to specifications, with accuracy and efficiency.
• Developed detailed projects to achieve best practice and implement companywide standardization in reference to patient services.
• Ensured all projects are presented in a timely manner and communicated with all appropriated parties.
• Developed and update training materials tailored towards on-boarding new staff and enhancing the performance of current staff for revenue cycle and other business systems impacting revenue cycle.
• Kept well-informed of all regulations and standards to assure compliance with directives issued by governmental/regulatory agencies or third-party payers.
• Prepared and delivered presentations in person including demonstrations, train-the-trainer and end user classes and special training courses as needed.

Beavercreek, Ohio, United States

• Billed same day services using ICD-10 procedure codes.
• Entered insurance information and utilize software provided to confirm insurance eligibility.
• Assisted with implantation of the Nextgen computer system and effectively trained coworkers.
• Triage phone calls, schedule patients and assist with doctors needs daily.
• Collected co-payments, past due balances and assist with collection concerns, payment plans, and patient assistance program enrollment.
• Scheduled patients for follow up appointments, testing and consults as ordered by the provider.

Springfield, Ohio, United States

• Worked in materials management and stocking and ordering products.
• Audited and reordered medical supplies as needed to ensure continued support for physicians.
• Managed the release of medical records, audited charts, and scanned medical records into the electronic medical record system.
• Scheduled outpatient procedures.
• Responsible for answering and triaging phone calls to appropriate departments