Healthcare professional with experience in benefits verification, patient access, and intake processes. Demonstrated success in streamlining patient onboarding and authorization workflows through effective team collaboration. Strong knowledge of insurance policies and healthcare coding, alongside proficiency in relevant software.
Overview
12
12
years of professional experience
Work History
Intake Coordinator
Premier Infusion and Healthcare Services, Inc.
Torrance
11.2025 - Current
Process incoming referrals from physician offices and other referral sources to initiate patient intake for home infusion therapy services
Submitted, tracked, and followed up on prior authorization requests to medical plans and pharmacy benefit managers, ensuring timely approvals and patient access to services
Coordinated with internal teams including pharmacists, home health, billing, and desk techs to effectively resolve intake, authorization, and SOC issues, facilitating seamless patient onboarding
Communicated with patients and caregivers to collect missing documentation, explain home infusion services, and clarify financial responsibilities, enhancing patient understanding and satisfaction
Enter and maintain patient demographic, clinical, insurance, and physician information in Caretend
Prepare and complete required SOC documentation, including Consent For Treatment and Financial Obligation Estimate form
Manage inbound and outbound calls with patients, physician offices, case managers, and nursing agencies
Provide ongoing customer service and education to patients and referral sources throughout the intake and onboarding process
Maintain referral logs and patient document tracker
Intake Coordinator
KabaFusion
Chicago
07.2025 - 09.2025
Conducted initial welcome calls to onboard new home infusion patients, facilitating safe transitions from hospital/clinic to home while verifying personal, medical, and insurance information
Processed and advanced new home infusion referrals by entering accurate demographic, diagnostic, and treatment data in CPR+
Verified insurance eligibility and infusion therapy coverage across multiple payers
Submitted and tracked prior authorization requests with medical plans and PBMs
Calculated patient financial responsibility and communicated copays, addressing billing concerns to enhance patient understanding of costs
Collaborated with sales and clinical teams to ensure completeness of referral documentation, improving referral processing efficiency
Initiated and followed up on peer-to-peer reviews and appeals to support treatment approvals
Completed start-of-care documentation including Admissions Agreement, Financial Agreement, and ABN
Coordinated with care teams to schedule delivery and nursing services for patients.
Benefits Verification Specialist
CVS Health
Mt. Prospect
12.2020 - 07.2025
Verified coverage for commercial, PBM, Medicaid, and Medicare patients for IVIG, SCIG, and specialty drug infusion and nursing services
Engaged with payer websites and PBMs to obtain eligibility and authorization for patient services
Re-verified benefits for medication or payer changes, preventing registration and billing delays
Contacted insurance carriers and medical groups to confirm financial risk and network participation for HMO policies, ensuring compliance with reimbursement protocols
Reviewed insurance contracts, CPT/HCPCS code requirements, and plan pricing to ensure a path to payment
Reviewed specialty intake workqueues in Epic to ensure all new patient referrals included required documentation and accurate insurance information
Created patient cost estimates and communicated financial obligations.
Selected as a pioneering team member of the Blue Cross Blue Shield Specialty Intake Team initiative, improving intake accuracy and turnaround time
Key contributor to Project Cedar (1,500-patient transition) and Project Capri (pharmacy closure transition project).
Patient Access Representative
NorthShore University HealthSystem
Skokie
12.2019 - 08.2020
Secured timely insurance authorizations for diagnostic tests and procedures to facilitate patient care and expedite treatment
Registered patients and verified Medicare, Medicaid, and commercial insurance eligibility through NEBO and OneSource, communicating financial responsibilities clearly
Scheduled new and existing patients for radiology and physician exams in Epic, including STAT and same-day procedures requiring departmental approval
Processed patient requests for referrals, prescriptions, and medication refills, ensuring seamless communication across multiple hospital departments
Conducted COVID-19 screening and reviewed exam prep instructions for MRI, CT, Ultrasound, and X-ray appointments
Achieved 92%+ Quality Assurance call score, demonstrating commitment to accuracy, professionalism, and enhanced patient satisfaction
Remained fully compliant with HIPAA and organizational privacy standards
Verified physician licensure via NPPES and IDFPR databases to maintain regulatory compliance
Service Experience Manager
Nordstrom Rack
Northbrook
02.2014 - 09.2019
Coordinated talent acquisition via Workday, streamlining scheduling and onboarding processes
Drove sales growth by 2.1% and achieved a 5.4% increase in credit card sales through training initiatives
Managed payroll, deposits, and financial variance reports, ensuring accuracy and compliance with budgetary guidelines
Facilitated team meetings and led process standardization projects, enhancing operational efficiency