April Tate
Auburn
Summary
Detail-oriented Client Service Assistant skilled in client education, confidentiality compliance, and process improvement. Proven ability to manage multiple projects while providing exceptional support.
Overview
27
27
years of professional experience
Work History
Client Service Assistant
Placer County
Auburn
10.2020 - 11.2023
- Assisted clients with inquiries regarding services and resources available in the county.
- Collaborated with team members to streamline client service processes and enhance communication.
- Educated clients on available programs, benefits, and eligibility requirements effectively.
- Addressed client needs promptly through effective management of incoming calls and emails.
- Maintained confidentiality of client information in compliance with county policies.
- Monitored inventory levels and placed orders when necessary.
- Managed multiple projects simultaneously while meeting deadlines.
- Performed administrative tasks such as data entry, filing, and document preparation.
- Scheduled client appointments based on individual needs, ensuring optimal service delivery.
Patient Service Representative
Sutter Health
Sacramento
08.1996 - 02.2012
- Streamlined patient appointment scheduling and registration processes for enhanced operational efficiency.
- Assisted patients with insurance verification and benefit inquiries daily.
- Verified insurance information, collected payments, and scheduled appointments.
- Maintained accurate patient records in electronic health systems consistently.
- Provided compassionate support to patients during check-in and check-out procedures.
- Resolved patient concerns and issues promptly to maintain high levels of patient satisfaction.
- Informed patients about available services through Sutter Health to improve their understanding of healthcare options.
- Collaborated with medical staff to streamline patient flow and communication.
- Coordinated referrals and follow-up appointments with specialists.
- Answered incoming calls in a professional manner.
- Adhered to HIPAA regulations when handling confidential patient information.
- Assisted with scheduling follow-up appointments according to provider availability.
- Inputted patient demographic data into electronic health record system.
- Scanned completed forms, identification and insurance cards, maintaining patient documents folder.
- Registered patients by verifying records to update computer system and patient charts.
- Greeted patients upon arrival and directed them to the appropriate area.
- Ensured all necessary paperwork was completed prior to patient visits.
- Informed patients about payment options, billing policies, and procedures related to their visit or procedure.
- Obtained proper authorization and identification to release confidential medical records.
- Assisted with the completion of medical forms and records.
- Provided helpful assistance by anticipating and responding to needs of patients and family members.
- Provided support with various tasks such as scheduling tests, ordering supplies.
- Ran credit card batches and balanced deposits on a daily basis.
- Prepared letters and documents for mailing as requested by supervisor or physician staff.
- Verified demographics and insurance information to register patients in computer system.
- Obtained necessary signatures for privacy laws and consent for treatment.
Education
High School Diploma -
Colfax High School
06-1991
Skills
- Customer relationship management
- Client education
- Appointment scheduling
- Data management
- Process improvement
- Confidentiality compliance
Timeline
Client Service Assistant
Placer County
10.2020 - 11.2023
Patient Service Representative
Sutter Health
08.1996 - 02.2012
High School Diploma -
Colfax High School