Montserrat R. Ojeda
La Puente
Summary
Highly skilled and bilingual (English/Spanish) Patient Services Specialist with extensive experience in healthcare administration, outpatient clinic operations, patient relations, and appointment scheduling. Adept at coordinating patient flow, scheduling multispecialty and minor procedures, verifying insurance, and supporting physicians and staff in high-volume environments. Strengths include exceptional communication skills, proficiency in EMR systems (EPIC, ECW), and the ability to multitask under pressure. Dedicated to improving patient satisfaction and streamlining office workflows for operational efficiency. Known for punctuality, flexibility, and a strong work ethic. Highly motivated and adaptable team player ready to learn and contribute to a patient-centered care environment
Overview
7
7
years of professional experience
Work History
Patient Services Specialist Training Lead
DLP Eye Group
El Monte
02.2024 - Current
- Supported clinic flow from patient check-in to discharge in a fast-paced ambulatory setting.
- Led clinic orientation and training for new staff across multiple locations.
- Communicated professionally with physicians, technicians, and administrative staff to ensure seamless operations.
- Scheduled appointments and coordinated follow-ups and surgeries, maintaining accuracy under pressure.
- Verified insurance coverage, obtained authorizations, and handled billing inquiries with patients.
- Used EPIC and ECW to maintain up-to-date and accurate records.
- Acted as interim lead in supervisor absence, managing staffing and patient service delivery.
Patient Services Specialist
DLP Eye Group
El Monte
05.2023 - 02.2024
- Facilitated new patient registration, follow-up appointments, and records maintenance.
- Handled appointment queues and urgent rescheduling with efficiency and empathy.
- Supported multiple providers across various subspecialties in a high-volume clinic.
- Maintained HIPAA compliance while accessing and updating patient files.
- Educated patients on insurance eligibility, benefits, and financial responsibilities.
- Assisted patients with scheduling transportation when needed.
Front Desk Receptionist
My Chula Vista Doctors
Chula Vista
10.2022 - 03.2023
- Acted as first point of contact for patients in a community health setting.
- Verified insurance eligibility and scheduled appointments.
- Managed high-volume calls and walk-ins while maintaining professionalism.
- Updated patient records and prepared documentation pre-visit.
- Handled financial transactions, collected co-pays, and provided receipts.
Store Manager
Dollar Tree
Baldwin Park
09.2019 - 10.2022
- Hired, trained, and coached team members to ensure peak store performance.
- Managed payroll, scheduling, and daily operations.
- Oversaw inventory, vendor relations, and local marketing strategies.
- Delivered excellent customer service and handled conflict resolution.
Assistant Manager
Dollar Tree
Baldwin Park
08.2018 - 09.2019
- Assisted in day-to-day operations, including staff supervision and cash handling.
- Provided administrative and clerical support.
- Ensured sales targets were met through team leadership and strategy.
Education
Certificate in Terrorism Awareness for Dispatchers -
Rio Hondo College
Whittier, CA06.2022
Certificate in Public Dispatcher Training (POST Certified) -
Rio Hondo College
Whittier, CA05.2022
A.S. - Administration of Justice
Rio Hondo College
Whittier, CA12.2021
Certificate of Achievement - Administration of Justice
Rio Hondo College
Whittier, CA08.2020
High School Diploma -
Bassett High School
Bassett, CA06.2017
Skills
- Staff training
- Time management
- Customer service
- Patient feedback management
- Friendly and outgoing
- Insurance Verification & Eligibility
- HIPAA Compliance & Confidentiality
- Appointment Coordination & Follow-Up
- Front Desk & Back Office Support
- Professional Communication in High-Volume Settings
- Microsoft Office (Word, Excel, Outlook)
- High Emotional Intelligence & Empathy
- Bilingual: Fluent in English and Spanish
- Problem solving
- Team leadership
Timeline
Patient Services Specialist Training Lead
DLP Eye Group
02.2024 - Current
Patient Services Specialist
DLP Eye Group
05.2023 - 02.2024
Front Desk Receptionist
My Chula Vista Doctors
10.2022 - 03.2023
Store Manager
Dollar Tree
09.2019 - 10.2022
Assistant Manager
Dollar Tree
08.2018 - 09.2019
Certificate in Terrorism Awareness for Dispatchers -
Rio Hondo College
Certificate in Public Dispatcher Training (POST Certified) -
Rio Hondo College
A.S. - Administration of Justice
Rio Hondo College
Certificate of Achievement - Administration of Justice
Rio Hondo College
High School Diploma -
Bassett High School
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