Lucy Greatrick
Okotoks,AB
Summary
Driven and resourceful administrative professional with 10+ years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments. Detail-oriented with superb people-skills and public relations experience. Proven track record of maintaining efficient office operations equipped with the ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
16
16
years of professional experience
Work History
Medical Office Assistant
Satori Group
10.2022 - Current
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Improved patient satisfaction by efficiently scheduling appointments and managing patient records.
- Enhanced patient care with timely and accurate data entry of medical histories, prescriptions, and lab results.
- Assisted physicians in providing high-quality care, completing insurance forms and handling referrals promptly.
- Contributed to a positive work environment by maintaining organized files and facilitating clear communication between staff members.
- Reduced wait times for patients through effective appointment scheduling and efficient front desk management.
- Maintained strict compliance with HIPAA regulations, ensuring the confidentiality of sensitive patient information.
- Provided compassionate support to patients during check-in/check-out process, addressing concerns and answering questions as needed.
- Coordinated successfully with healthcare providers to ensure timely delivery of test results and prescription refills for patients.
- Enhanced office productivity by assisting in training new hires on software systems, office procedures, and best practices.
- Provided professional administrative support during board meetings, including agenda preparation and minute-taking duties.
- Proactively identified areas requiring attention or improvement aligning priorities effectively in line with management preferences.
Medical Office Assistant
Foothills Family Practice
09.2021 - Current
- Facilitated and managed busy switchboard, co-coordinating patient care throughout the clinic
- Scheduled, canceled and re-arranged appointments
- Maintained electronic medical records (EMRs) – update patient allergies and demographics (Personal Health Number, address, phone number) and record each visit
- Measured vital signs (blood pressure, heart rate, oxygen saturation, height and weight, waist circumference, etc.) of each patient and recorded in electronic medical record
- Responded to patient general inquiries, reminders and follow-up calls
- Organized patient referrals and managed database of patient information
- Day-to-day administrative tasks including mail, scanning, photocopying and faxing
- Prepared examination rooms; setup, and maintain (restock) medical supplies and equipment in all examination and procedure room
- Sanitization of medical equipment and storage following strict protocols
- Daily COVID screening, obtaining patient temperatures, COVID sanitizing throughout the clinic
- Prepared and distributed requisitions for referrals
- Scanning, downloading and linking of patient labs and documents into Electronic Medical Record
- Administered requests for patient information (transfer patient files to/from other clinics, printing files, etc.) in accordance with protocols, ensuring confidentiality is maintained
- Navigated internal Medical Computer Systems including Wolf EMR and Netcare.
Administrative Support III
Alberta Health Services
06.2021 - 09.2021
- Covid 19 Vaccine delivery administration support
- Greeted and support members of the public to access Covid Immunization services
- Checked in patients, updated and amended profile data as required
- Use of Meditech, SharePoint, Clinibase, Netcare and other AHS Systems
- Creation of new profiles for visitors and update Senior Officer
- Assisted new employees and support them in role
- Cleaned and sanitized administration areas
- Any other administration requests by Senior Officers
- Use of AHS internal computer systems.
Estate Manager
Anchor Hanover Group
02.2018 - 01.2021
- Operational management of 30 Senior Living rental units and 8 individual units located rurally
- Coordination of routine, preventative and emergency maintenance by organizing contractors and vendors in a professional and timely manner ensuring compliance to company standards
- Property management by supervising day to day repairs ensuring properties are well maintained and managed within budgets whilst providing excellent customer service
- Setting of annual budgets and monthly reporting to maximize company profitability whilst meeting customer expectations
- Monthly cost tracking including processing of invoices for contractors and customers
- Facilitated customer social and leisure activities, providing new initiatives to prevent social isolation within the senior citizen community
- Performed regular Health and Safety checks, reporting on company database to ensure compliance with company regulations
- Managed upcoming void units, marketing and organizing site viewings for potential new customers
- Providing information and documents required for new tenancies
- Office management including new tenancy documentation, proof reading, minutes of meeting, responding to e-mails, telephone queries, schedule and confirm appointments, facilitate property viewings
- Authorized payments of contracted services
- HR and Admin duties; onboarding/offboarding new employees, email communication with contractors/staff/customers, collaborated and facilitated company meetings, event and workshops to include travel arrangement, logistics and catering
- Accessed, monitored and input private and confidential data, adhering to company policies and procedures
Benefit Assessment Officer
Barnsley Metropolitan Borough Council
08.2012 - 02.2018
- Responded to, investigated and resolved complex queries in relation to government benefits available to customers, both verbal and written
- Carried out financial assessment of benefit claims, working on databases inputting data correctly and complying with Data Protection
- Contributed to the prevention and detection of fraud, reporting any discrepancies to Fraud Team
- Developed Administration, Training and HR Process for new staff
- Assisted in mentoring of staff, proof reading and checking documents before dispatch
- Assembled data and prepare periodic and special reports, manuals and correspondence.
- Enhanced assessment accuracy by streamlining data collection and analysis processes.
Facilities Administration Officer
Barnsley Metropolitan Borough Council
04.2008 - 08.2012
- Building maintenance checks and management including security and access control
- Assisted in the development of policy manuals and procedures, contributing to increased organizational clarity and effectiveness.
- Contributed to increased productivity levels by providing comprehensive training sessions on new software applications for staff members.
- Contributed to team goal-achievement by collaborating with staff to develop customer service improvement initiatives.
- Handled sensitive information discreetly, maintaining confidentiality at all times.
- Contributed to office safety by enforcing workplace policies and following emergency procedures as needed.
- Maintained high levels of organization within the office space through regular supply inventory checks and proactive restocking efforts.
- Processed purchase orders, service contracts and financial reports.
- Improved building safety by conducting regular inspections and addressing potential hazards promptly.
- Reduced downtime of essential equipment through proactive preventative maintenance tasks.
- Streamlined work order processes, enabling a quicker response time to address maintenance issues.
- Provided training to new hires on proper maintenance procedures, fostering teamwork among the staff members.
Education
Medical Office Assistant Certificate - Medicine
Bow Valley College, Canada
Calgary01.2022
Stress Management Diploma -
UK Professional Development Academy
Barnsley, England09.2020
Business Administration Level 2 - Business
College
Barnsley, England09.2001
Advanced Level 2 Certificate in Business Administration - Business
Oxford, Cambridge & RSA
Barnsley, England09.2001
High School -
Holgate School
Barnsley, England07.2001
Skills
- Medical Records Maintenance
- HIPAA Compliance
- EMR Software
- Problem-Solving
- Attention to Detail
- Workload Management
- Records Management
- Appointment Coordination
- Medical Records Management
- Schedule & Calendar Planning
- Document Preparation
- Business Correspondence
- Information Confidentiality
- Meticulous Attention to Detail
- Advanced MS Office Suite
Languages
English
Native or Bilingual
Timeline
Medical Office Assistant
Satori Group
10.2022 - Current
Medical Office Assistant
Foothills Family Practice
09.2021 - Current
Administrative Support III
Alberta Health Services
06.2021 - 09.2021
Estate Manager
Anchor Hanover Group
02.2018 - 01.2021
Benefit Assessment Officer
Barnsley Metropolitan Borough Council
08.2012 - 02.2018
Facilities Administration Officer
Barnsley Metropolitan Borough Council
04.2008 - 08.2012
Medical Office Assistant Certificate - Medicine
Bow Valley College, Canada
Stress Management Diploma -
UK Professional Development Academy
Business Administration Level 2 - Business
College
Advanced Level 2 Certificate in Business Administration - Business
Oxford, Cambridge & RSA
High School -
Holgate School
Similar Profiles
Soo RugdeeSoo Rugdee
Senior Business Consultant at Satori GroupSenior Business Consultant at Satori Group
Miray ChallahMiray Challah
Medical Office Assistant at Satori Group, Aspen Medical Clinic, Pediatrics ClinicMedical Office Assistant at Satori Group, Aspen Medical Clinic, Pediatrics Clinic
Ken Brown NMLS 2142152Ken Brown NMLS 2142152
Mortgage Loan Officer at Satori Financial Mortgage Group, LLCMortgage Loan Officer at Satori Financial Mortgage Group, LLC