ROMELYN GUILLERMO

- conduct meetings to understand clients' financial goals, needs and current financial status

- educate clients on financial products, insurance options and investment strategies

- recommend suitable life insurance and investment products aligned with client's goals

- ensure all insurance activities are conducted completely and transparently

- build and maintain long term relationships with clients

- participate in regular training, CE credits to stay current with industry trends and regulations

• Provide regional administrative support across multiple clinic locations, ensuring consistency in procedures and policies, as well overseeing daily clinic operations.
• Proven track record of managing a team of over 40 employees, driving efficiency and maintaining high standard of patient care and clinic performance.
• Adept at optimizing workflows, training staff and coordinating with regional teams to ensure smooth operations and superior service delivery.
• Possess strong multi-tasking skills, with ability to simultaneously manage various tasks, meetings, projects and schedules.
• Conducts interview, new hires orientation and on-boarding process.
• Train and mentor staff on best practices for healthcare billing and insurance processes, improving accuracy and efficiency.
• Develop and implement policies and procedures to improve clinic operations and reduce billing errors.
• Coordinate and manage billing processes for WSIB, EHP and Motor Vehicle Accidents (MVA), ensuring timely and accurate claim submissions to Lifemark and HCAI.
• Prepare and submit insurance claims for MVA-related injuries, resolving discrepancies with auto insurance providers.
• Oversee MVA patient intake referrals, scheduling, and follow-up to ensure a positive patient experience.
• Maintain compliance with healthcare regulations, insurance requirements, and billing codes.
• Handle employee and provider payroll, payroll taxes, HST/GST using Quickbooks, and CRA-related issues.
• Manage Accounts receivable to follow up on past due accounts.
• Assist in resolving any administrative problems across the network.
• Collaborate with Clinic director and operational manager to maintain consistency in clinic operations and patient care across locations.

• Perform clerical duties such as data entry, maintaining a filing system, scanning, faxing, collecting forms, medical results, and insurance information necessary from patients.
• Organize schedule, bookings and confirm patient appointments.
• Send out invoices to WSIB, HCAI and EHP such as Telus Portal and Provider Connect.
• Accounts receivable to follow up on past due accounts, monthly reconciliation (Quickbooks).
• Handling of cash, cheques, debit and credit card.
• Assist in resolving any administrative problems.
• Maintain office supplies inventory.

• Orients the patient to the treatment area and prepares therapy rooms.
• Administer electrical modalities, such as TENS, IFC, Ultrasound and traction equipment on patients.
• Guide and teach patients stretching/strengthening range of motion, balance and posture correction exercises.
• Confer with Physiotherapist to discuss and evaluate patient information for planning, modifying and coordinating treatment.
• Suspends specific interventions if a patient has an adverse reaction or if the patient is at risk and consults with the Physiotherapist.
• Accurately document any changes with patient information and treatment plans.
• Monitoring and reporting changes in the health status to the Physiotherapist.
• Prepare and clean up equipment after treatments.