Microsoft 365
Donna Jaeger
L
Templeton,CA
Summary
Resourceful Specialist offering expertise in problem-solving, data analysis and customer service. Adept at quickly learning new technologies and processes for driving success. Proven track record of successfully managing multiple projects and developing innovative solutions. Top-notch communicator with excellent time management, administrative and customer service skills.
Overview
20
20
years of professional experience
Work History
Clinician Support Specialist
Mindpath Health
Sacramento, CA
07.2019 - Current
- Monitors 50+ clinician’s schedules to ensure they are maximized for efficient patient scheduling, timely patient flow, and to utilization.
- Continuous monitoring of email inboxes and ticketing system (Zendesk) and handles escalated issues appropriately.
- Performs duties with professionalism, exhibits outstanding customer service, and always operates with sensitivity to diverse landscape of healthcare.
- Provides administrative and technical support to clinicians for CME (Continuing Medical Education), financial reimbursement, licensing as well as other admin tasks as assigned.
- Utilizes attention to detail skills on a professional level.
- Maintains confidentiality of issues and adheres to all applicable regulations, including HIPAA and PHI.
- Answers clinician requests and/or escalate provider requests appropriately to ensure physician receive timely information to concerns.
- Supports new clinician onboarding to assure candidate is successfully processed internally by start date
- Provides ongoing feedback to manager regarding training needs, clinician performance and process improvement
- Close collaboration with Operations, Clinical, teams to develop a system to ensure that changes to the clinical community are delivered with consistent high quality
- Continuous improvement of our current processes
- Developing a deep understanding of the needs of our business and of the clinician role
- Firmly advocating for the clinician experience and informing our overall strategy for effective, consistent, and clinician-oriented change management
- Strategic prioritization
- The primary gatekeeper for changes to the clinical community, keeping a strong eye for protecting and advancing the clinician experience
- Upholds strong partnerships and feedback loops with cross-functional partners to ensure that changes are delivered thoughtfully, responsibly, quickly, and accuracy
- Prepares reports and creates documents including PowerPoint presentations, both formatting and adding content.
- Accomplished multiple tasks within established timeframes.
- Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
Office Manager
Mindpath Health Previously Community Psychiatry
San Luis Obispo, CA/Atascadero, CA
07.2019 - 11.2020
- Managed daily administrative tasks to ensure smooth operations within the medical office environment.
- Created and managed electronic patient records, encompassing data entry and administrative functions related to insurance, billing, and accounts receivable.
- Maintained strict confidentiality of sensitive patient information, adhering to HIPAA guidelines and safeguarding against potential data breaches.
- Communicated effectively with staff members, physicians, and patients, employing active listening and interpersonal skills.
- Managed 2 office locations, 6 clinicians and 4 office staff.
- Coordinated regular staff meetings to address challenges, discuss solutions, and share best practices within the team.
- Provided proper scheduling of patients, ensuring timely, and effective allocation of resources and calendars.
- Leveraged patient feedback and performed continuous process improvements to streamline day-to-day business operations and patient satisfaction.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Updated reports, managed accounts, and generated reports for company database.
Administrative Assistant
Pacific Psychiatry, Inc.
San Luis Obispo, CA
10.2018 - 07.2019
- Front desk management for three providers, including check-in, copay, deductible and balance collections.
- Billing, coding and medical/insurance records management for major carriers, including Medicare.
- Professionally answering main phone lines to either assist or direct the caller to the appropriate person(s).
- Coordinate daily pharmaceutical-related matters including but not limited to refills and prior-authorizations.
- Maintain scheduling for all providers as well as next day reminder calls, insurance eligibility/verification checks.
- Prepping and tracking visit authorizations including CCPN, TriCare, and The Holman Group.
- Ensuring appropriate documentation in the patients chart to track accuracy and efficiency.
Non- Traditional Student Services Advocate
University of California, Santa Barbara
Isla Vista, CA
08.2017 - 06.2018
- Built a system of support for non-traditional university students by coordinating services and providing community building opportunities.
- Delivered student-centered advocacy for individual needs in a professional setting.
- Provided front-line reception and services to students from diverse levels of need including: crisis, financial, housing, and childcare referrals.
- Within the Division of Student Affairs, I provided population specific support for academic achievement.
- Participated in the Student Leadership Retreat for Student Affairs. Aimed at generating collaborative relationships for better Divisional outcomes.
- Assisted with applications and collected required paperwork to help individuals register for supportive services.
- Maintained a positive relationship with the Isla Vista/Santa Barbara communities to build and nurture dynamic partnerships.
Student Affairs Student Council Treasurer
University of California, Santa Barbara
Isla Vista, CA
08.2017 - 06.2018
- Appointed by the Vice Chancellor of Student Affairs, to advise on current trends, needs, and programs of undergraduate population
- Assisted in organizing successful school-wide events through careful planning, budgeting, and resource management.
- Attended school and board meetings, staying up-to-date on school policies and procedures.
- Review and provide informed feedback on diverse initiatives in the Division to senior leadership
- Participate in education to better understand Student Affairs philosophy and logistics.
Administrative Assistant
Geosolutions
San Luis Obispo, CA
05.2014 - 09.2016
- Performed all administrative duties to ensure successful operations of geological engineering company.
- Professionally managed client information in an accurate and customer-focused manner.
- Compiled reports and data-driven projects for assessment of services.
- Provided front-desk support and clerical assistance as required.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Public Affairs Student Ambassador
Cuesta College, California
San Luis Obispo, CA
08.2014 - 06.2015
- Represented the College Foundation Board of Directors to diverse constituents in outreach and engagement activities.
- Served on the College Re-Entry Committee for Non-Traditional Students, to promote dialogue regarding current barriers of the adult student population as they further their academic progress.
- Created new organization to provide support for parent, veteran, and or re-entry students.
Medication Case Manager
Community Health Centers of the Central Coast
Templeton, CA
02.2004 - 01.2010
- Managed all front desk scheduling, billing, and medical/insurance records management for major carriers, including Medicare.
- Oversaw an average of 300-500 patients weekly in a fast-paced office.
- Created open lines of communication between the patients, physicians, and staff to ensure accurate follow-through of information.
- Coordinated daily pharmaceutical-related matters to verify and expedite a high volume of prescription needs.
- Assisted patients in navigating insurance coverage complexities to ensure access to necessary medications without undue financial burden.
- Communicated effectively with patients from diverse cultural backgrounds, adapting explanations to meet individual needs for enhanced understanding.
- Served as a liaison between pharmacy services and nursing staff, facilitating communication for enhanced interdisciplinary collaboration.
- Implemented innovative solutions for medication storage and inventory management, optimizing efficiency while maintaining regulatory compliance.
Education
Bachelor of Arts - Sociology
University of California, Santa Barbara
Santa Barbara, CA06.2018
Associate of Arts - Sociology
Cuesta Community College
San Luis Obispo, CA05.2016
Associate of Arts - Arts and Humanities
Cuesta Community College
San Luis Obispo, CA05.2016
Associate of Arts - Social and Behavior Sciences
Cuesta Community College
San Luis Obispo, CA05.2016
Skills
- Consistent and professional written and oral communication skills
- Ability to work in diverse and fast-paced environments
- Decisive and team-oriented
- Excellent time management
- Creative leader
- Management collaboration
- Expert Problem Solving
- Documentation Management
- Quality Assurance
- Process Improvement
- Idea Development and Brainstorming
- Proficient in Microsoft 365
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeLocation Preference
RemoteHybridImportant To Me
Work-life balanceCareer advancement401k matchFlexible work hoursCompany CultureSoftware
Canva
Smartsheets
Clickup
Timeline
Office Manager
Mindpath Health Previously Community Psychiatry
07.2019 - 11.2020
Clinician Support Specialist
Mindpath Health
07.2019 - Current
Administrative Assistant
Pacific Psychiatry, Inc.
10.2018 - 07.2019
Non- Traditional Student Services Advocate
University of California, Santa Barbara
08.2017 - 06.2018
Student Affairs Student Council Treasurer
University of California, Santa Barbara
08.2017 - 06.2018
Public Affairs Student Ambassador
Cuesta College, California
08.2014 - 06.2015
Administrative Assistant
Geosolutions
05.2014 - 09.2016
Medication Case Manager
Community Health Centers of the Central Coast
02.2004 - 01.2010
Bachelor of Arts - Sociology
University of California, Santa Barbara
Associate of Arts - Sociology
Cuesta Community College
Associate of Arts - Arts and Humanities
Cuesta Community College
Associate of Arts - Social and Behavior Sciences
Cuesta Community College