Experienced Financial Clearance Specialist with a strong background in referrals, insurance verification, and patient coordination. Bilingual Spanish/English, highly organized, and skilled in accurate documentation, communication, and multitasking.
Overview
14
14
years of professional experience
1
1
Language
Work History
Financial Clearance Specialist
Umass Memorial Medical Group
Worcester, MA
12.2022 - Current
Full time remote position
Verified insurance requirements and prior authorization criteria before submitting referral documentation.
Processed documentation with accuracy, ensuring compliance with regulatory requirements and internal procedures.
Maintained accurate referral records in electronic health systems, supporting clean case tracking.
Communicated with providers, patients, and payers to confirm referral status and next steps.
Streamlined referral processes for increased efficiency, resulting in timely appointments for patients.
Promoted clear communication between primary care providers and specialists through detailed documentation and follow-up calls.
Maintained accurate records on in-progress and completed referrals, ensuring full data integrity throughout the process.
Demonstrates knowledge and understanding of all job-related policies and procedures and adheres to and consistently applies the Financial Clearance Policy in all patient cases.
Member Service Representative
UHealth Solutions
Worcester, MA
03.2022 - 12.2022
Full time remote position
written and oral communication skills
• Responded to high volume of inbound phone calls from members, providing assistance and resolving inquiries
• Transferring calls to the appropriate department
• Make outbound calls to assist members
• Actively listened to customers, addressing requests with professionalism and empathy to enhance member satisfaction
• Met or exceeded department key performance indicators, demonstrating commitment to service excellence
• Adheres to assigned schedules to ensure appropriate phone coverage.
• Maturity and ability to exercise sound judgment
• Strong computer and telephone multitasking skills
• Navigate through multiple systems
• Accuracy in data input and documentation
Responded to member inquiries regarding eligibility, benefits, claims, and plan coverage with accuracy and professionalism.
Resolved service issues by researching account details, documenting outcomes, and coordinating follow-up with internal teams.
Processed enrollment, demographic, and account updates while maintaining compliance with confidentiality and quality standards.
Per Diem Relief Residential Counselor
Veterans Inc
10.2021 - 03.2022
Cultivated positive relationships with clients, staff, volunteers, and visitors to foster a supportive environment.
Maintains resident safety and confidentiality. Utilize the wand to check all bags as residents enter the facility; administer breathalyzer and random drug tests to all clients; and forward incoming calls for residents.
Compiled and submitted comprehensive shift and incident reports detailing activities, incidents, and emergencies to ensure accurate documentation.
Maintains safety and security of the building, company vehicles, and all Veterans Inc. property on site.
First responder for client-related emergencies, RCs are trained in CPR, First Aid, and Narcan administration.
Completed special projects and duties for various teams.
Intake Coordinator
Seven Hills Foundation/ YOU Inc
Worcester, MA
12.2019 - 09.2021
Full time remote position
Handled all incoming calls to Intake Department, ensuring timely and professional communication with clients.
Adhered to procedures for booking and authorizing intake appointments, providing initial insurance verification prior to client visits.
Completed client intake forms and assigned clients to appropriate programs based on needs.
Scheduled intake appointments and maintained calendars for streamlined client access and timely service delivery.
Coordinated intake referrals, gathering demographic, clinical, and insurance information for accurate case initiation.
Assistant Program Director
The Mentor Network
Worcester, MA
06.2018 - 12.2019
developed short and long term goals for Adult Day Health Program to enhance service delivery and participant engagement
directing and supervising all aspects of the program
personnel management: interview and select appropriate candidates, assure orientation of all staff, assure participation in appropriate in service and certification program
ensured compliance with standards established by Department of Health and Human Services, maintaining program integrity and quality of care
overseeing program safety and emergency evaluation plans
Managed the admissions process to ensure smooth intake of participants into the program.
Organized transportation logistics to ensure timely arrival and departure of participants.
establish collaborative relationships to ensure necessary support services are available to members and their families
developed and implemented marketing plan for program to increase community awareness and participant enrollment
Supervised residential program operations, ensuring compliance with person-centered support plans and service standards.
Social Service Coordinator
The Mentor Network
Worcester, MA
09.2017 - 06.2018
Advanced to role of Assistant Director, overseeing department operations.)
completed quarterly notes and yearly social assessments for each client, ensuring accurate documentation of progress and needs
cComplete behavioral care plans for each client
hosted monthly client meetings to address concerns and questions, fostering open communication and engagement with the center
host quarterly participant and family advisory council meetings with clients and individuals in the community to discuss program changes or client concerns
assisted floor staff in meeting client needs, enhancing overall support and care delivery
complete molst and health proxy paperwork
participate in weekly care plan meetings with nurses to discuss any questions or concerns
AMAG Care Manager
AllCare Plus Pharmacy
Northborough, MA
05.2017 - 09.2017
Obtained client information through telephone calls, client interviews, and verification processes to ensure accurate data entry
Contacting insurance companies for benefit investigation and coverage eligibility
Completing prior authorizations with attention to detail and accuracy, to then have the prepared prior authorization reviewed by a clinical pharmacist
Assisted patients in enrolling for manufacturer and non-profit copay assistance programs, facilitating access to necessary medications
Providing customers with courteous, friendly, fast and efficient service
Intake Coordinator
Century Homecare
09.2015 - 08.2016
Performed new patient intake procedures at a healthcare facility.
Identified appropriate candidates for home care services.
Assessed referred patients for treatment suitability
Obtained initial and ongoing insurance and managed care benefits for insurance providers.
Verified eligibility and benefits, reducing delays in admission and treatment authorization.
Relief Residential Counselor
Community Health Link
Worcester, MA
10.2013 - 08.2016
Supervised clients in daily activities to ensure safety and well-being.
Supported clients with daily living tasks to promote independence.
Maintained an environment that protects safety and well-being being of clients
Collaborated with team members to deliver effective client care.
Certified Scheduling Coordinator
Ace Medical Services
Worcester, MA
05.2015 - 09.2015
Took incoming referrals and completed the intake form accurately and entered information into the system.Reviewed
the need list daily and calls for patients.
Performed all scheduling activities.
Maintained accurate schedules for clients and staff, ensuring optimal resource allocation and service delivery.
Worked with the Supervareor/Clinic Manager to ensure that all start of cares is assigned to the appropriate staff.
Called hospitals to notify them that we offer fully certified services when our clients are admitted.
Actively worked to encourage departmental growth (networking with referral sources).
Organized and filed documents systematically to maintain efficient record-keeping.
Took a client complaint/concern and passed the message on to the Supervisor for resolution.
Developed new processes to streamline workflows and enhance operational efficiency.
Ensured that only authorized visits are scheduled.
Notified the Agency of emergencies, sickness, and other imminent occurrences that may affect the client caseload as quickly as possible relative to the event's occurrence.
Prepared clinical client folders.
Ran assigned daily/weekly reports.
Participated in on-call rotation to provide support during after-hours emergencies.
Executed various tasks as needed to support overall team operations.
Office Coordinator
Ace Medical Services
Worcester, MA
06.2014 - 05.2015
Ensured professional and courteous phone responses to enhance client communication.
Managed inventory of office supplies and forms to maintain operational efficiency.
Arranged the postal needs of the branch (postage, pickups, mailings)
Coordinated branch postal services (postage, pickups, mailings) to support timely communications.
Supported various tasks for C.E.O and C.O.O. in daily operations.
Administrator and or D.P.S Branch Manager.
Filed all patient/client time sheets and visit notes.
Reviewed time sheets prior to submission of payroll
Assisted with the physician orders process.
Prepared new charts as needed.
productive and uses time efficiently.
Followed instructions, is-punctual and attendance is acceptable.
Executed various tasks as needed to support team objectives.
Part-time Teller
TD Bank
Worcester, MA
03.2013 - 03.2014
Provided Delivered exceptional customer service at TD Bank by addressing inquiries and resolving issues promptly. to all TD Bank customers.
Responsible for processing transactions, cashing checks and meeting with clients' needs
Referred customers to appropriate departments, facilitating effective resolution of their inquiriesss
Processed deposits, withdrawals, cash advances, and loan payments with accuracy and efficiency.
Balanced cash drawer daily, resolving discrepancies and maintaining strict control over cash limits.
Assisted customers with account inquiries, transaction corrections, and basic service requests.
Financial Clearance Specialist at UMass Memorial Medical Center - University CampusFinancial Clearance Specialist at UMass Memorial Medical Center - University Campus