Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Milagro Ochoa

Modesto

Summary

A focused Client Service Specialist understanding the importance of customer service in the healthcare industry. Highly skilled, well organized, with demonstrated knowledge of healthcare procedures and 5+ years of client and patient experience. Self-starter with excellent judgment and multitasking abilities.

Overview

13
13
years of professional experience

Work History

Client Service Associate II

Guardant Health
08.2023 - Current

• Responsible for receiving and responding to all types of communication: phone, email and web inquiries from customers (physician offices, laboratories, and hospitals), sales representatives and patients

• Contribute to volume growth in the territory by resolving cases quickly with a sense of urgency

• Work in a team environment and contribute to the department and company goals

• Keep precise and clear documentation of all email, fax, phone communications and follow up activities

• Adhere to Standard Operating Procedures (SOP’s) pertaining to data entry and data verification requirements

• Contact physicians and other medical personnel to obtain missing information required to complete the order entry process

• Partner with the Clinical lab to ensure client information is correctly entered

• Assist with kit ordering, coordinating Offsite Phlebotomy Services as needed

• Communicate to clients, patients and sales team using Salesforce (CRM) and other integrated software platforms

• Achieve team and individual goals and monitor personal metrics

• Use problem solving skills to resolve customer complaints and escalated situations

Client Service Support II

Invitae
02.2021 - Current
  • Provide email and phone support to customers: physicians, clinics, medical staff, and patients
  • Constantly achieve team and individual goals and monitor personal metrics
  • Consult with thes ales team, client relationship manager, billing, and lab operations to resolve discrepancies and create effective solutions
  • Facilitate clients during theentire sample to report process, and assist with educating clients on policies and processes
  • Contact hospitals and clinics to confirm patient demographics, ICD-10 codes, genetic test panels, and insurance, to resolve data discrepancies
  • Assist with coordinating sending of collection kits and arrangement of phlebotomy draws for patients
  • Contact; as primary POC for ordering healthcare providers
  • Resolve patient/customer complaints by identifying problems and coordinating appropriate corrective actions to enhance client satisfaction
  • Able to demonstrate professional attitude and courtesy with clients when interfacing with clients and patient

Data Processing Associate

Invitae
12.2017 - 02.2021
  • Ensure accurate data and medical records while maintaining a well organized filing system
  • Transferred data from handwritten clinician orders to digital systems, maintaining minimal data entry errors
  • Identified discrepancies in order information, efficiently triaging over issues monthly to appropriate teams via Salesforce and JIRA
  • Prioritized projects to meet team goals in timely manner
  • Consistently completed all daily tasks and assignments
  • Maintain strict standards of quality and policies to adhere to HIPPA compliance
  • Trained and assisted new hires on diagnostic procedures in both verification and documentation
  • Contributed to ad hoc projects, including presentations and reports, enhancing team knowledge and process understanding

Data Entry Clerk

Sutter Health
09.2017 - 12.2017
  • Ensured employee data and consent surveys into computer records
  • Verified entered client and account data by reviewing, correcting, deleting, or reentering data; combining data from when account information is incomplete; purging files to eliminate duplication of data.
  • Ordered Tuberculosis test for nurses and assisted with troubleshooting
  • Documented data for patients, employees, doctors into “EHS” system
  • Compiled, sorted, and verified accuracy of data of TB and Flu vaccine
  • Maintained order in clinical environment, nurse workstation and administrative office
  • Maintained medical staff confidence and protected operations by keeping information confidential

FRONT DESK COORDINATOR

Invitae
01.2017 - 08.2017
  • Greeted clients entering the establishment with positive attitude
  • Assisted clients with sign-in for meetings with employees
  • Maintained e-mails and calendar for office workday
  • Collected and filed mail for employees

Caregiver

Home Support Services, IHSS
10.2011 - 08.2016
  • Caregiver for the“disabled” population over the age of 60
  • Maintained housing and clean rooms
  • Assisted residents with daily living activities such as changing, bathing, and bathroom needs,
  • Accompanied patients to clinics and appointments

Education

BACHELOR OF SCIENCE - Public Health Education

San Francisco State University
San Francisco, CA
08.2017

Skills

  • High customer service standards
  • Project organization
  • Salesforce, Jira, Microsoft Word, Excel
  • Strong problem and solving ability
  • Pleasant demeanor
  • HIPPA compliance
  • Administrative support
  • Collaborate, team player
  • Critical Thinker
  • Responding to Difficult Customers
  • Excellent Attention to Detail
  • Operational Efficiency
  • Communication Skills
  • Strong Interpersonal skills
  • Adaptability; quick learner

Timeline

Client Service Associate II

Guardant Health
08.2023 - Current

Client Service Support II

Invitae
02.2021 - Current

Data Processing Associate

Invitae
12.2017 - 02.2021

Data Entry Clerk

Sutter Health
09.2017 - 12.2017

FRONT DESK COORDINATOR

Invitae
01.2017 - 08.2017

Caregiver

Home Support Services, IHSS
10.2011 - 08.2016

BACHELOR OF SCIENCE - Public Health Education

San Francisco State University
Milagro Ochoa