Patient Medical History & Intake Form

Short description: Designed a structured, interactive patient intake form in Excel featuring custom data validation dropdowns, categorized symptom checklists, and organized sections for demographics, medical conditions, and lifestyle history.

🔗https://docs.google.com/spreadsheets/d/1LEqb0n7x_a248PkkEBWf9czcyGSJAtS0/edit?usp=drive_link&ouid=110371939602083061969&rtpof=true&sd=true

Digital Patient Appointment Request Form

A user-friendly Excel booking form built for telehealth and clinic practices to streamline patient onboarding, department routing, and preferred appointment time selection.

🔗https://docs.google.com/spreadsheets/d/1giN23xfxMDU9I1zkI7TIJUkDsFiQcHAj/edit?usp=drive_link&ouid=110371939602083061969&rtpof=true&sd=true

Google Calendar Appointment Scheduling & Booking System

Short description: Demonstrates proficiency in managing practitioner schedules and streamlining patient bookings using Google Calendar. Highlights the ability to structure availability slots, prevent scheduling conflicts, send automated reminders, and maintain a seamless, organized workflow for daily clinic appointments.

Calendly Multi-Service Patient Appointment & Telemedicine Scheduling

Short description: Showcases expertise in configuring Calendly to manage multi-service booking workflows for both in-person and telemedicine consultations. Captures automated timezone conversions, intake questionnaire integration, and secure video consultation link distribution to enhance the overall patient onboarding experience.

Calendly Custom Branding & Practice Identity Setup

Short description: Illustrates the setup of branded patient self-scheduling portals aligned with a practice’s visual identity and professional standards. Demonstrates attention to detail in customizing notification templates, booking flow messaging, and confirmation pages to ensure a cohesive patient experience.

Patient Encounter Record & Medical Documentation

Short description: Exhibits skill in accurate and structured medical charting, transcribing patient interaction details, chief complaints, and care plans into standardized electronic medical records (EMR). Emphasizes strict adherence to medical privacy standards and clinical documentation protocols.

CMS-1500 Health Insurance Claim Form & Billing Preparation

Short description: Highlights hands-on experience in medical billing preparation and accurate entry of patient, provider, ICD-10, and CPT coding data onto CMS-1500 insurance claim forms. Focuses on minimizing submission errors and supporting efficient claims processing for healthcare practices.

Explanation of Benefits (EOB) Summary & Claim Adjudication

Short description: Demonstrates the ability to review, analyze, and document Explanation of Benefits (EOB) statements to track claim status, deductibles, copays, and adjustments. Showcases competence in identifying billing discrepancies and supporting patient balance follow-ups.

Patient Appointment Tracker & Scheduling Log

Short description: Showcases meticulous tracking and logging of patient appointments, attendance statuses (confirmations, reschedules, and no-shows), and administrative follow-ups. Demonstrates the use of data organization to optimize clinic efficiency and reduce missed appointments.