Maria Pealyo
Pomona,CA
Summary
Dynamic Onboarding Intake Specialist at WebPT Inc, skilled in case management and compassionate communication. Achieved significant reductions in client wait times through process improvements, while maintaining data confidentiality and accuracy. Proven ability to assess client needs and foster collaboration across teams, enhancing service delivery and client satisfaction.
Overview
16
16
years of professional experience
Work History
Onboarding Intake Specialist
WebPT Inc
08.2013 - Current
- Managed client intake processes, ensuring accurate documentation and timely service delivery.
- Collaborated with multidisciplinary teams to assess client needs and develop tailored plans.
- Utilized case management software to track client progress and maintain updated records.
- Conducted initial assessments to gather vital information and identify appropriate resources for clients.
- Implemented process improvements that reduced wait times for client services significantly.
- Answered phone calls and provided new clients with the required paperwork to initiate Onboard.
- Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.
- Maintained accurate, up-to-date client records for reliable reference and communications.
- Ensured client confidentiality by adhering to strict privacy policies when handling sensitive information during the intake process.
- Facilitated smooth transitions between different departments by effectively communicating relevant client information at each stage of their journey within the organization.
- Collaborated with other departments to streamline workflow processes, resulting in increased efficiency and a more cohesive organizational structure.
- Monitored progress towards service plan goals.
- Facilitated patient intake processes, ensuring accurate data collection and compliance with regulatory standards.
AR Specialist
Administrative Resources Services
03.2009 - 08.2013
- Managed accounts receivable processes, ensuring timely invoicing and payment collection.
- Analyzed aging reports to identify overdue accounts and implemented follow-up strategies.
- Collaborated with cross-functional teams to resolve discrepancies and improve cash flow.
- Developed and maintained strong relationships with clients for effective communication on account status.
- Increased customer satisfaction levels by promptly addressing inquiries regarding billing issues or adjustments needed on their accounts.
- Improved accounts receivable efficiency by streamlining payment processing and invoice management.
- Reviewed accounts monthly to assess aging and pursue the collection of funds.
- Reduced outstanding balances by implementing effective collection strategies and negotiating favorable payment terms.
- Managed efficient cash flow reporting, posted cash receipts, and analyzed chargebacks, independently addressing and resolving issues.
- Handled a high volume of inbound calls on the reconciliation of delinquent accounts.
- Performed targeted collections on past due accounts aged over 120 days.
- Provided ongoing training for junior team members on best practices related to accounts receivable management, increasing overall departmental knowledge and expertise.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Submitted cash and check deposits and generated cash receipts to record money received.
- Analyzed account discrepancies, facilitating swift resolutions and reducing outstanding balances.
- Managed accounts receivable processes, ensuring timely invoicing and collections.
Education
Trade School - Medical Billing And Coding
Computer Career Connection
Colton03-2006
High School Diploma -
Garey High School
Pomona, CA06-2001
Skills
- Data entry
- Intake assessment
- Compassionate communication
- Critical thinking skills
- Case management
- Customer service
- Active listening
- Data confidentiality
Languages
Spanish
Limited Working
Timeline
Onboarding Intake Specialist
WebPT Inc
08.2013 - Current
AR Specialist
Administrative Resources Services
03.2009 - 08.2013
Trade School - Medical Billing And Coding
Computer Career Connection
High School Diploma -
Garey High School
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