Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
References
Timeline
Generic

Erica Saldana

San Diego

Summary

Results-driven Project Supervisor with expertise in cash posting and credit balance resolution. Proven ability to enhance team performance and streamline processes, leading to improved revenue cycle outcomes.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Project Supervisor

Guidehouse Inc
San Marcos
08.2024 - Current
  • Oversee the Hospital's Cash Posting and Credit Balance Team
  • Assisted in training new staff on cash posting protocols and systems.
  • Maintained detailed records of postings, adjustments and other transactions for audit purposes.
  • Researched, analyzed and resolved discrepancies between payment amounts and account balances.
  • Worked closely with insurance companies regarding reimbursement issues.
  • Assisted internal departments with collection efforts by processing adjustments, refunds and rejections accurately.
  • Generated reports on monthly revenue cycle performance metrics such as denials, rejections, collections.
  • Reconciled unapplied payments using various sources including remittance advices, EOBs and statements.
  • Conducted periodic reviews of assigned accounts for accuracy and completeness according to department standards.
  • Processed credit balance requests for timely resolution and customer satisfaction.
  • Reviewed account discrepancies to ensure accurate financial records.
  • Maintained detailed documentation of credit balances and adjustments.
  • Trained new staff on credit balance processes and system navigation.
  • Monitored trends in credit balances to identify potential improvements in workflows.
  • Prepared detailed analyses of various aspects of the credit balance process.
  • Collaborated with other departments to ensure proper resolution of issues involving credits or refunds.
  • Reviewed customer accounts and processed credit balance refunds.

Supervisor

Synergy Orthopedic Specialists, Inc
San Diego
08.2021 - 08.2024
  • Supervise the billing and cash posting team
  • Oversee the preparation and submission of insurance claims and follow ups
  • Monitor productivity of accounts receivable staff
  • Ensure accurate and timely posting of adjustments and denials
  • Process time sheets bi-weekly
  • Collaborate with the patient collection’s teams
  • Prepare and approve refunds
  • Assist in payment posting

Payment Poster

Synergy Orthopedic Specialists, Inc
San Diego
08.2016 - 08.2021
  • Professionally represent our clients
  • Read and understand EOBs to appropriately apply payments
  • Process mail and prepare checks for deposit
  • Pull payments from clearinghouse and major insurance carrier websites
  • Understand and apply the principles of managed care contracts
  • Enter completed batch numbers into correct spreadsheet in a timely manner
  • Contact insurance carriers for additional details when payment information is unclear
  • Identify and report account problems, along with trends and patterns
  • Work as a team to ensure excellent service to our clients
  • Execute additional payment-related functions as necessary

Lead Reimbursement Specialist

Lifecare Solutions
San Diego
03.2015 - 08.2016
  • Working at the billing office for a DME Company
  • Responding to emails on the online patient portal and other billing offices
  • Answering incoming patient calls: 50+ daily
  • Researching and resolving all delinquent accounts
  • Processing all payments and refunds received daily
  • Working on bill edits & adjustments
  • Cross-training new employee hires
  • Verifying insurance coverage and updating insurance changes
  • Working effectively to reach revenue goals

Footwear Associate

Sears
San Diego
10.2014 - 03.2015
  • Assisting customers by identifying & meeting their requirements
  • Maintaining and keeping up with stockroom inventory
  • Placing online orders to meet customers’ needs
  • Setting up shoe displays and signs when needed
  • Receiving/organizing incoming inventory onto sales floor

Dispatcher/Office Administration

Life Care Solutions
San Diego
06.2014 - 07.2014
  • Working for a Medical Supply Company
  • Dispatching drivers’ routes daily
  • Following up on clinical phone calls
  • Scanning work orders and correspondence into folders

Education

Medical Office Administrative - Certificate

Concorde Career College
San Diego, CA
01.2014

Bookkeeping I & II - Certificate

Regional Occupational Program
Santa Ana, CA
01.2004

General Studies - Diploma

Saddleback High School
Santa Ana, CA
01.1999

Skills

  • Medical terminology
  • Cash posting and payment processing
  • Credit balance resolution and management
  • Team leadership and employee training
  • Problem solving and analytical skills
  • Attention to detail
  • Performance evaluations and feedback
  • Presentation skills
  • Data collection and entry
  • Provider portal navigation
  • Microsoft Office proficiency
  • Active listening skills
  • Accounts receivable and payable

Accomplishments

  • Employee of the Year 2023
  • Leader of the Quarter 2024

Certification

  • Medical Office Administration 2014

References

References available upon request.

Timeline

Project Supervisor

Guidehouse Inc
08.2024 - Current

Supervisor

Synergy Orthopedic Specialists, Inc
08.2021 - 08.2024

Payment Poster

Synergy Orthopedic Specialists, Inc
08.2016 - 08.2021

Lead Reimbursement Specialist

Lifecare Solutions
03.2015 - 08.2016

Footwear Associate

Sears
10.2014 - 03.2015

Dispatcher/Office Administration

Life Care Solutions
06.2014 - 07.2014

Medical Office Administrative - Certificate

Concorde Career College

Bookkeeping I & II - Certificate

Regional Occupational Program

General Studies - Diploma

Saddleback High School

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