Kharmin Velasquez
San Diego
Summary
Dedicated Client Service Associate with exceptional organizational skills and a proven ability to engage effectively with diverse clientele. Recognized for delivering outstanding customer experiences that drive satisfaction and loyalty. Seeking an opportunity to contribute expertise in a dynamic environment where hard work and commitment are prioritized.
Overview
5
5
years of professional experience
Work History
Assistant Manager
Kidz Dental Anesthesia
Spring Valley
02.2022 - Current
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Recruited and trained new employees to meet job requirements.
- Coordinated with dental providers regarding patient care and scheduling needs.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Provided guidance to staff on insurance coverage and payment options for patients.
- Collaborated with other healthcare professionals in order to provide quality care to patients.
- Assisted in training new employees on office policies and procedures related to dental services.
- Delegated work to staff, setting priorities and goals.
- Implemented staff scheduling procedures to provide full coverage, supporting organizational needs.
- Resolved customer complaints in a timely manner by investigating issues thoroughly.
- Ensured compliance with HIPAA regulations while handling confidential patient information.
- Maintained patient records, scheduled appointments, and handled billing inquiries.
- Managed operations for dental practice, facilitating excellent patient support services, direction, and guidance.
- Scheduled patient appointments and effectively handled cancellations and last-minute adjustments.
- Responded to patient queries and concerns to resolve issues in accordance with company policies and procedures, healthcare regulations and dental board standards.
- Managed household errands and other essential duties.
Assistant Manager
SmileBurst Dentistry
Spring Valley
01.2021 - Current
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Recruited and trained new employees to meet job requirements.
- Coordinated with dental providers regarding patient care and scheduling needs.
- Mediated conflicts between employees and facilitated effective resolutions to disputes.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Implemented strategies to improve efficiency in the day-to-day operations of the office.
- Assisted in training new employees on office policies and procedures related to dental services.
- Implemented staff scheduling procedures to provide full coverage, supporting organizational needs.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
- Hired, trained and monitored new office employees and took corrective action when necessary.
- Maintained patient records, scheduled appointments, and handled billing inquiries.
- Advised administrative staff on proper filing techniques and methods for maintaining medical records.
- Scheduled patient appointments and effectively handled cancellations and last-minute adjustments.
- Analyzed business performance data and forecasted business results for upper management.
- Interfaced with customers via email or telephone as required for problem resolution or account maintenance.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Developed procedures for tracking patient records and updating treatment plans as needed.
- Monitored inventory of dental supplies and placed orders when necessary.
- Managed all front desk operations, including phone calls and customer service inquiries.
- Built loyal patient following and retained return patients by providing empathetic and caring service.
- Briefed patients on dental procedures and payment plans to help make informed decisions.
- Instructed patients about postoperative instructions prescribed by their dentist.
- Provided chair-side assistance during dental examinations and procedures to boost efficiency and calm nervous patients.
- Prepared patients by explaining scheduled treatments and potential side effects.
- Kept accurate records of dental treatments provided for each patient's visit.
- Assisted in laboratory procedures such as mixing impression materials or pouring casts from impressions taken by dentists.
- Conducted routine maintenance of equipment used in dentistry operations.
- Sanitized equipment, cleaned treatment rooms and restocked supplies after each patient's treatment to maintain cleanliness and prepare for next patient.
- Sterilized instruments according to established guidelines and protocols.
- Established clean, sterile and welcoming environment for patients.
- Assisted dentist during examination by retracting patient's tongue and cheeks.
- Took preliminary impressions of patient teeth to prepare for custom impressions and fabrication of permanent dental work.
- Ensured compliance with infection control policies and procedures.
- Sterilized dental equipment using automatic washers to prevent cross contamination.
- Documented patient records with procedures performed and added notes taken to charts.
- Selected and prepared tools used for procedures by sanitizing and arranging.
- Laid out dental instruments and equipment before procedures.
- Fabricated temporary crowns or bridges from impressions taken by the dentist.
- Greeted patients upon arrival at the office and escorted them to an examination room.
- Took digital X-rays of teeth using radiographic equipment.
- Gave patients desensitizing agents to prepare for anesthetic administration.
- Educated patients on proper oral hygiene techniques and habits.
- Assisted dentist in providing dental treatment to patients, including taking patient medical histories and vital signs.
- Provided chair-side assistance during dental procedures, including passing instruments to the dentist and holding suction devices.
- Entered patient data into dental records system and observed confidentiality rules to maintain patient privacy.
- Applied sealants and protective coatings to teeth to protect enamel and prevent cavities.
- Gathered and reviewed patient records, data and health history to share with dentists for quick and accurate patient assessments, diagnoses and treatment.
- Passed instruments to dentist, gently sprayed water, suctioned fluids and mixed materials to support dentists during procedures.
- Helped maintain inventory levels of all dental supplies used in day-to-day operations.
- Provided support services such as stocking rooms with supplies, cleaning trays and changing linens between patients.
- Performed basic laboratory tasks, such as pouring impressions and trimming models.
- Educated patients on treatment procedures and post-procedure home care.
- Checked with participants throughout procedures to help alleviate anxiety.
- Took bitewing, periapical, panoramic and occlusal X-rays and prepared for dentists to review.
Patient/Dental Treatment Coordinator
Kidz Dental Anesthesia
Glendale
01.2021 - 08.2022
- Adhered to HIPAA requirements to safeguard patient confidentiality.
- Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
- Greeted incoming patients upon arrival at the office and assisted them with paperwork completion.
- Answered and managed incoming calls and emails.
- Demonstrated proficiencies in telephone, e-mail, fax, and front-desk reception within high-volume environment.
- Gathered medical information, dental health history and vitals from patients.
- Took customer payments and billed insurance companies for remaining balance.
- Performed administrative duties such as filing, faxing, photocopying, scanning documents.
- Prepared financial estimates for proposed treatments in consultation with dentists.
- Interviewed patients to complete case histories and intake forms.
- Created and maintained patient records, including insurance information, medical histories, and x-ray results.
- Assisted in the coordination of dental treatment plans for patients.
- Compiled and coded patient information or data in appropriate computer system.
- Verified, updated and entered patient information into system.
- Answered phone calls from current and prospective clients regarding their inquiries about treatments or procedures offered by the practice.
- Provided patients with guidance and education on dental care topics such as preventive maintenance and oral health issues.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Conducted testing of software and systems to ensure quality and reliability.
Patient Coordinator
SmileBurst Dentistry
Spring Valley
05.2020 - 03.2021
- Managed patient appointments, ensuring efficient scheduling and rescheduling as necessary.
- Demonstrated flexibility during changes to patient care practice.
- Reported liabilities and risk management concerns to supervisor for review.
- Cultivated positive relationships with patients to help facility meet satisfaction scores and patients obtain best possible care.
- Reviewed patient accounts on a regular basis to ensure accuracy of billing data.
- Answered incoming calls from patients, providers, and insurance companies in a courteous manner.
- Passionately focused on providing care and assistance to patients during times of illness or injury.
- Counselled patients on potential financial liabilities and payment requirements.
- Provided administrative support for patient care staff.
- Ensured compliance with HIPAA regulations related to the protection of confidential patient information.
- Pulled patient files and verified insurance before patient's appointment.
- Educated patients and families on health maintenance and disease prevention.
- Received patient inquiries or complaints and directed to appropriate staff members.
- Facilitated communication between patients and healthcare teams, acting as a primary point of contact.
- Assisted patients in understanding their care plans and healthcare options.
- Addressed and resolved patient concerns and complaints in a timely and empathetic manner.
- Completed registration procedures for patients, expertly inputting information to meet provider, facility and legal requirements.
- Assisted with the development of efficient office procedures for improved workflow.
- Developed and implemented patient intake forms to ensure accurate information was collected.
- Completed insurance verifications and claim forms for patient intake and processing.
- Provided support to patients regarding insurance coverage, payment plans, and other financial matters.
- Scheduled evaluations and procedures for patients.
- Managed medical records by filing documents into appropriate folders according to established protocols.
- Prepared patient charts prior to visits as well as updated records after each visit.
- Educated patients and caregivers on discharge instructions to sustain patient health and drive recovery objectives post-discharge.
Education
High School Diploma -
San Ysidro High School
San Diego, CA05-2020
Some College (No Degree) - Pre-Accounting
California State University Northridge
Northridge, CASkills
- Conflict resolution
- Customer service
- Record keeping
- Time management
- Effective communication
- Operational efficiency
- Cross-functional team leadership
- Communication skills
- Multitasking
- Team collaboration
- Verbal and written communication
- Professionalism
- Money handling
- Spanish fluency
- Employee timesheet processing
- Word processing
- Document organization
References
References available upon request.
Timeline
Assistant Manager
Kidz Dental Anesthesia
02.2022 - Current
Assistant Manager
SmileBurst Dentistry
01.2021 - Current
Patient/Dental Treatment Coordinator
Kidz Dental Anesthesia
01.2021 - 08.2022
Patient Coordinator
SmileBurst Dentistry
05.2020 - 03.2021
High School Diploma -
San Ysidro High School
Some College (No Degree) - Pre-Accounting
California State University Northridge
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