Allisa Beitz
Helena
Summary
Healthcare professional with strong foundation in supporting medical teams and providing patient care. Proven ability to handle clinical and administrative tasks with precision. Known for fostering teamwork and adapting to evolving healthcare needs. Proficient in patient interaction and medical record management.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Certified Medical Assistant
St. Peter's Health
Helena, MT
06.2023 - Current
- Assisted in patient examinations and procedures, ensuring adherence to safety protocols.
- Administered medications and vaccinations, providing patient education on proper usage.
- Maintained accurate electronic health records, improving data retrieval efficiency.
- Coordinated with healthcare team to streamline patient flow and enhance service delivery.
- Mentored junior staff on clinical procedures and best practices for patient care.
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Called and faxed pharmacies to submit prescriptions and refills.
Patient Access Specialist
St. Peter's Health
Helena, MT
10.2022 - 06.2023
- Facilitated patient registration processes, ensuring data accuracy and compliance with healthcare regulations.
- Managed insurance verification procedures to streamline patient access and reduce delays in care delivery.
- Coordinated scheduling for appointments, optimizing provider availability and enhancing patient satisfaction.
- Trained new staff on patient access protocols, fostering a collaborative team environment and improving service quality.
- Maintained patient confidentiality by adhering to HIPAA guidelines and hospital policies.
- Provided exceptional customer service, addressing patient concerns promptly and professionally.
- Collected and entered patient demographic and insurance data into computer database to establish patient's medical record.
- Handled sensitive situations involving distressed patients with empathy maintaining professionalism throughout interactions.
- Collaborated with clinical staff to ensure seamless coordination of care for patients.
- Secured patient information and confidential medical records in compliance with HIPAA privacy rule standards to protect patient's privacy.
- Collected and validated patient demographics and insurance information.
- Verified insurance coverage and obtained necessary authorizations to ensure timely billing and reimbursement.
- Participated in ongoing training programs to stay current with industry trends and best practices in patient access services.
- Identified insurance payment sources and listed payers in proper sequence to establish chain of payment.
- Performed patient scheduling and registration functions to serve as initial contact point for medical office visits.
- Managed high call volume while maintaining a professional demeanor, ensuring accurate communication of information.
- Prepared patient identification band and completed admissions papers.
- Obtained signatures from financial responsibility and treatment procedures from patients or guardians.
- Stayed calm under pressure to and successfully dealt with difficult situations.
Nursing Assistant
Rocky Mountain Care Center
Helena, MT
08.2022 - 10.2022
- Help residents live life to the best of their abilities
- Provided compassionate patient care, ensuring comfort and safety during daily activities.
- Monitored vital signs, documenting changes to inform healthcare team of patient conditions.
- Assisted patients with daily living activities, promoting independence and dignity.
- Checked patient vitals such as temperature, blood pressure, and blood sugar levels.
- Promoted good oral and personal hygiene by aiding patients with shaving, bathing, and teeth brushing.
- Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
- Utilized proper body mechanics and assistance devices when transferring patients, minimizing the risk of injury for both parties.
- Ensured prompt response to call lights, addressing patient needs in a timely manner.
- Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
- Prevented bedsores by regularly repositioning patients and implementing proper wound care techniques.
- Implemented fall prevention measures by identifying high-risk patients and maintaining clutter-free environments around bedsides.
- Cared for residents in assisted living facility and delivered high-quality support to meet needs.
Dealership Accountant 1
Lithia Motors, Inc.
Helena, MT
06.2021 - 08.2022
- Posting car deals cleaning schedules
- Managed month-end close processes to ensure accurate financial reporting.
- Developed and implemented streamlined accounting procedures for improved efficiency.
- Utilized advanced accounting software for data entry and reporting tasks.
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Used advanced software to prepare documents, reports, and presentations.
- Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
Office Manager/Bookkeeper
Hobby Lobby
Helena, MT
09.2015 - 06.2021
- Process previous day business and daily paperwork
- Streamlined office operations, enhancing workflow efficiency and productivity.
- Developed and implemented office policies, fostering a positive work environment.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
- Contributed to workplace safety by ensuring compliance with established emergency protocols and conducting regular equipment inspections.
- Conducted regular reviews of office procedures, identifying and implementing improvements for operational excellence.
PCA Personal Care Assistant
Aspen Gardens Assisted Living
Helena, MT
08.2013 - 09.2015
- (406) 457-0092
- Assisted residents with daily living activities, promoting independence and dignity.
- Monitored vital signs and reported changes in health status to nursing staff.
- Enhanced quality of life through engaging residents in social and recreational activities.
- Developed strong relationships with residents and families, fostering trust and communication.
- Ensured proper hygiene practices were followed by assisting with bathing, grooming tasks.
- Managed challenging behaviors in dementia patients using de-escalation techniques, creating a calm atmosphere within the care setting.
- Promoted social interaction among residents within a long-term care facility which enhanced overall quality of life.
- Facilitated personal hygiene management, feeding and ambulation.
- Helped patients with self-feeding and assisted feeding, based on individual needs.
- Facilitated recreational activities, enhancing social engagement among residents.
Customer Service Specialist
Office Depot
Helena, Montana
04.2013 - 08.2013
- Customer Service Specialist: Assist customers in purchasing office equipment and computer essentials
- (406) 449-6694
- Delivered exceptional customer service by resolving inquiries and issues efficiently.
- Assisted customers in selecting products, enhancing their shopping experience and satisfaction.
- Trained new team members on customer engagement strategies and operational procedures.
- Developed and maintained knowledge of products, promoting upselling opportunities during interactions.
- Analyzed customer feedback to identify trends and recommend improvements to management.
- Collaborated with cross-functional teams to streamline operations and enhance overall efficiency.
- Assisted new employees with training, sharing best practices for handling difficult situations and achieving positive outcomes.
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Developed rapport with customers, fostering long-term relationships and repeat business.
- Actively participated in team meetings and professional development workshops, continuously seeking opportunities to enhance skills and provide exceptional customer service.
Education
Associate of Applied Science - Accounting And Bookkeeping
Helena College
Helena, MT12-2028
High School Diploma -
Helena High School
Helena, MT02-2010
No Degree - Normal High School Curriculum
North Summit High School
Coalville, UT01-2010
No Degree - Middle School Education
Helena Middle School
Helena, MT01-2001
Skills
- Bookkeeping
- Office Management
- Accounts Payable
- Accounts Receivable
- Microsoft Outlook
- Microsoft Excel
- Data Entry
- Type 50 WPM
- Microsoft Word
- Phone Etiquette
- HIPAA compliance
- Medical terminology
- Specimens collection and processing
- Patient scheduling
- Multitasking and organization
- Basic life support
- Safety compliance
- EMR / EHR
- Immunization administration
Certification
- CCMA - Certified Clinical Medical Assistant
Assessments
- Working with MS Word documents — Familiar
- January 2021
- Knowledge of various Microsoft Word features, functions, and techniques
- Full results: Familiar
- Customer focus & orientation — Highly Proficient
- Responding to customer situations with sensitivity
- Full results: Highly Proficient
- Administrative assistant/receptionist — Proficient
- Using basic scheduling and organizational skills in an office setting
- Full results: Proficient
- Accounting skills: Bookkeeping — Familiar
- Calculating and determining the accuracy of financial data
- Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
Timeline
Certified Medical Assistant
St. Peter's Health
06.2023 - Current
Patient Access Specialist
St. Peter's Health
10.2022 - 06.2023
Nursing Assistant
Rocky Mountain Care Center
08.2022 - 10.2022
Dealership Accountant 1
Lithia Motors, Inc.
06.2021 - 08.2022
Office Manager/Bookkeeper
Hobby Lobby
09.2015 - 06.2021
PCA Personal Care Assistant
Aspen Gardens Assisted Living
08.2013 - 09.2015
Customer Service Specialist
Office Depot
04.2013 - 08.2013
Associate of Applied Science - Accounting And Bookkeeping
Helena College
High School Diploma -
Helena High School
No Degree - Normal High School Curriculum
North Summit High School
No Degree - Middle School Education
Helena Middle School