Jatiana Donaldson
Sacramento
Summary
Diligent Administrative Assistant with over 7 years of customer service excellence, adept in data entry and office administration. Comprehensive knowledge in managing patient records and ensuring data accuracy. Successfully maintained compliance with healthcare regulations along with effective use of electronic health records (EHR) systems. Demonstrated success at Pacific Clinics by enhancing privacy protocols and streamlining onboarding processes. Proficient in Microsoft Excel and known for exceptional professional telephone demeanor. Achieved significant improvements in client satisfaction and operational efficiency.
Overview
6
6
years of professional experience
Work History
Administrative Assistant II
Pacific Clinics
04.2024 - Current
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- As a representative of the agency, provides consistent, effective customer service and maintains appropriate professional communication with members of outside agencies, vendors, youth, and/or families as well as internal customers across programs and departments.
- Manages and maintains daily calendar, meetings, performs specific work procedure assignments, acts as a liaison between finance and programs, provides reports and data internally and externally as required.
- Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
Fiscal Clerk
C.O.R.E. Medical Clinics
06.2021 - 03.2024
- Performs audits on billed services including the counseling time audit.
- Performs data collection and data entry and produces reports as required.
- Processes billing to various payers including county and private insurance.
- Maintains funding codes in system and other related administrative functions as needed.
- Collaborates with the front desk to provide patient services, complete intakes, and daily operations.
- Utilize Medi-cal provider portal to verify and audit patient insurance
- Utilize EHR systems Methasoft, Avatar, and Salesforce for patient chart management
Customer Service Representative
Faneuil
09.2018 - 12.2019
- Assist California residents in enrollment and management of Covered California health insurance plans.
- Provide efficient and effective service to customers and prospects on all patron based services to a variety of inquiries and customer needs.
- Excellent written, verbal and interpersonal communication skills with supervisors, peers, and customers.
- Exercises independent thinking in meeting customer expectations.
Education
High School Diploma -
John F Kennedy High School
Sacramento, CA06-2016
Skills
- 7 years of Customer service
- 4 years Data entry
- Office administration
- Internal auditing
- Microsoft Word
- Microsoft Excel
- Microsoft outlook
- Professional telephone demeanor
- Scheduling and calendar management
- EHR systems
- HIPAA compliance
Affiliations
- AHIMA Student membership
- CHIA Student membership
Additional Work History
Assistant Property Manager - Extra Space Management Inc.,
December 2019 - May 2021
Timeline
Administrative Assistant II
Pacific Clinics
04.2024 - Current
Fiscal Clerk
C.O.R.E. Medical Clinics
06.2021 - 03.2024
Customer Service Representative
Faneuil
09.2018 - 12.2019
High School Diploma -
John F Kennedy High School
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