Heidy Michelle Ochoa
Indio
Summary
Versatile Patient Access Intake Specialist skilled in patient registration, data management, and training on healthcare software. Experience in optimizing workflows and enhancing communication between departments to support high-quality patient care.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Patient Access Intake Specialist
Planned Parenthood of the Pacific Southwest
Coachella
10.2021 - Current
- Collected and verified patient information during the intake process.
- Educated patients on services available and assisted with forms and documentation.
- Scheduled appointments and coordinated patient flow in a busy clinic environment.
- Maintained accurate electronic health records using patient management software.
- Responded promptly to customer inquiries regarding registration process, insurance coverage, billing issues.
- Coordinated with providers to ensure accurate patient data and reduce wait times.
Template Specialist
Planned Parenthood of the Pacific Southwest
Rancho Mirage
12.2024 - 12.2025
- Helped manage communication between departments to ensure smooth operations.
- Performed quality assurance testing on newly developed software applications.
- Worked closely with the scheduling office to support clinician staffing and organizational planning for all health centers.
- Developed EPIC templates under the Patient Access Manager’s guidance, aligning with center utilization to optimize booking and availability
- Managed scheduling and logistics for patient appointments and services.
- Coordinated with other departments to ensure efficient workflow processes.
Epic Credentialed Trainer
Epic Health Services/ Planned Parenthood
Rancho Mirage
07.2023 - 03.2024
- Assisted users in navigating Epic systems efficiently and effectively.
- Delivered training sessions on Epic software functionalities and best practices.
- Provided on-site support for end-users during go-live activities.
- Collaborated with IT team to develop technical solutions that meet the customer's requirements.
- Facilitated virtual classroom instruction utilizing a variety of teaching methods.
- Created user documentation, including job aids and quick reference guides.
Education
Phlebotomist Certification -
Phlebotomy USA
Palm Desert, CA05-2026
High School Diploma -
La Quinta High School
La Quinta05-2019
Skills
- Patient registration
- Insurance verification
- Patient data management
- Quality assurance
- Healthcare software knowledge
- Document organization
- Team collaboration
Certification
- EPIC Credentialed Trainer
- CPR/BLS Certified
- Certified Phlebotomist Technician
Languages
English-Advanced
Spanish- Native
Timeline
Template Specialist
Planned Parenthood of the Pacific Southwest
12.2024 - 12.2025
Epic Credentialed Trainer
Epic Health Services/ Planned Parenthood
07.2023 - 03.2024
Patient Access Intake Specialist
Planned Parenthood of the Pacific Southwest
10.2021 - Current
Phlebotomist Certification -
Phlebotomy USA
High School Diploma -
La Quinta High School