Accomplished Medical Records Analyst and Administrative Officer with over eight years of combined experience in medical records management, finance operations, and office administration. Skilled in accurately maintaining and auditing patient records, assigning ICD codes, and ensuring compliance with HIPAA and Medicare guidelines to support timely claim processing. Demonstrated expertise in streamlining office workflows, supervising staff, preparing financial and performance reports, and optimizing departmental operations. Proficient in electronic health records (EHR), practice management software, and accounting tools including QuickBooks and Xero, with a strong track record of delivering actionable insights that improve operational efficiency and support data-driven decision-making.
Gordon College
• Assisted clinical providers in documenting accurate medical records for patient service through live scribe and dictation
• Compiled, organized, and maintain patient information by utilizing the company’s Electronic Health Record (EHR) while maintaining strict confidentiality
• Coordinated ordering and inventory of wound care products and medical supplies to maintain adequate stock levels and ensure uninterrupted patient care
• Performed 50-60 surveillance a day to evaluate wound’s eligibility for advanced wound care treatment based on wound condition
• Assigned as a Quality Assurance Officer to review medical records to ensure accuracy and compliance with regulatory standards
• Assigned as the Audit Officer to analyze denied claims, correct documentation discrepancies, and realign charts for successful rebilling
• Assigned as the Training Officer to support new employees with smooth integration into company processes and standards
• Maintained flexible scheduling availability to effectively support clinical providers across multiple time zones (PST and EST)
• Conducted detailed financial analysis to identify trends, variances, and patterns impacting revenue and operational expenses using structured data review and basic financial modeling techniques
• Created, updated, and maintained Excel and Smartsheet tracking systems to monitor departmental metrics, improving data accuracy and reporting efficiency
• Performed regular bank reconciliations using QuickBooks Desktop, QuickBooks Online, and Xero to ensure alignment between internal records and bank statements
• Assisted in preparing financial reports and support documents for internal review, ensuring completeness, accuracy, and compliance with organizational standards
• Supported daily finance operations by verifying data entries, reviewing documentation, and maintaining organized financial records for audit readiness
• Entered and maintained lead activity data in HubSpot CRM, ensuring accurate documentation of sales interactions and clinic information
• Conducted online research on General Practice (GP) clinics and compiled organized records to support lead generation and future outreach
• Assisted the department head with administrative tasks, including contract preparation and coordination of onboarding requirements for new members
• Tracked clinic engagement and progress by maintaining updated records and organized reporting for internal use
• Managed daily administrative operations for a team of 50+ staff, optimizing office workflow, ensuring task prioritization, and maintaining compliance with city policies
• Prepared and analyzed periodic financial reports and quarterly performance reviews, supporting data-driven decisions and enhancing transparency in revenue collections and fund disbursement
• Oversaw and evaluated staff performance and office processes, implementing improvements that increased efficiency in document handling, data entry, and interdepartmental coordination
Act as first contact to book, confirm, or reschedule visits, balancing provider availability
Recording daily financial transactions, managing accounts payable/receivable, reconciling bank statement
Provides high-level administrative support, managing complex schedules, and communications to boost executive efficiency
Working alongside healthcare providers in all virtual assistance needed
Search the Internet for information on a wide variety of topics.
Preparing medical records by ensuring accurate information and compliance
