Jo 'Krista' Frazier
Missoula
Summary
I consider myself to be an outgoing individual who is self-motivated, and self-driven with a positive and personable demeanor. As a patient Coordinator in my previous position, I provided a positive patient experience through excellent customer service and quality patient care. Efficiently supporting the health care team by expertly facilitating patient registration, scheduling and Insurance verification.
Many of my previous positions required acute attention to detail, a high demand for accuracy, effective communication and collaboration. And the ability to perform in often fast-paced environments while maintaining focus and prioritizing work flow affectively to maintain efficiency.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Remote Assistant to Owner
Titan Glass
04.2022 - Current
- Assist with Project Management by maintaining monthly Schedule of Values and progress billing in Excel worksheets
- Prepare project Gant charts by coordinating with Sub schedules and in house crews and the material arrival times
- Prepare Monthly, Quarterly and year end financial statements
- Assist in 'Builder Approval requirements' required by financing institutes for projects with lender financing
- Quick books invoicing, monthly bank reconciliation, generate quarterly financial report, maintain AP accounts and process payroll
- Manage all company insurance policies for the business including quarterly workman comp hourly reporting and payments
- Complete Permit applications with City permit department
- Track job cost in Schedule of Values, review and input labor hours specific to each project monthly.
- Maintain Cash Flow monitoring with Excel sheets software and Knowify platform
Sales Support Specialist
City Home
01.2021 - 01.2022
- Assist Sales team with sales of high-end furniture, decor, and Interior Design services as well as custom design furniture orders
- Maintain regular correspondence with clients for all design services and merchandise orders. Keep current records of the process and follow up regularly by phone and email with clients regarding purchases, special orders and arrival dates and delivery ensuring oversight throughout the entire lengthy process
- Log location and track inventory of special orders or purchased inventory at multiple warehouse locations as well as with vendors
- Coordinate special orders verifying vendor availability and customizable options. Verify expected delivery of merchandise for multiple design clients while managing communication with customers or colleagues regarding unexpected delays or pertinent updates
- Operated a multi software platform with use of Outlook, CRM (Myriad), Slack, Excel spreadsheets to track and manage clients and orders, SharePoint and remote Square
- Cash handle and End of day balancing of monetary and credit card sale transactions as well as finalizing daily sales and end-of-day and month Financial Reports
Patient Access Representative
Peace Health Hospital
01.2020 - 01.2021
- Register patients upon arrival for medical appointments
- Verify demographics, scan and confirm insurance information as well as obtain referrals for insurance approvals and link to appropriate medical procedures or office visits when necessary
- Create records for medical staff
- Greet patients in a friendly and inviting manner, Answer Phones, Schedule appointments via phone as well as online scheduling system
- Input Medical orders and correspondence with medical staff regarding patients care plan
- Practice of extreme patient privacy and confidentiality, abiding by HIPAA
- Operate multiple common software programs simultaneously including EPIC- a complex electronic medical record system and insurance verification portal as well as Care Connect and My Chart
- Extreme accuracy of data entry and information input to ensure safety and quality control as well as obtaining signatures from patients and providing copies of all forms to patient as needed or required.
Administrative Assistant
Flatline Roofing
01.2018 - 01.2020
- Invoicing clients by preparing and sending via Quickbooks
- Record and process Accounts Receivable, maintain current client account data and balances in QuickBooks
- Filing records accurately, data entry and tracking projects in Excel, review time cards and payroll processing in QuickBooks
- Phone and email correspondence to facilitate operations of project including materials orders with vendors, crew schedules, and purchase orders as well as managing accounts payable accounts
- Monitoring and updating project status in a Schedule of Values tracking in Excel sheets
- Perform routine Bookkeeping tasks including monthly categorizing, reconciling monthly bank transaction, adding business assets and generating financial reports for owner review
- Restock and maintain office supplies
Education
University of Montana
Missoula, MTPortland Community College
Portland, ORSkills
- Medical Terminology and Clinic procedures Microsoft Office, Excell, Epic and EMR Proficiency
- Experience in Teams, Share point, Scheduling software and Quickbooks Online Proficient
- Experience in handling confidential information, Well-versed on HIPAA Privacy Laws
- Documentation and recordkeeping
- Data Confidentiality
Community Service
Camas Montessori School Board, Executive Board Member, 01/01/09, 12/31/11, Reading and review of financial statements, Overseeing business activities and collective decision making with fellow board members, Collaboration and making difficult financial decisions while having an emotional connection to outcomes, Learning about the overall operations of a non-profit organization, including budgeting for overhead, reading and evaluation of financial statements, raising funds for future projects as well as maintaining a positive cash flow
Certification
Intuit Quickbooks Online Certification
Timeline
Remote Assistant to Owner
Titan Glass
04.2022 - Current
Sales Support Specialist
City Home
01.2021 - 01.2022
Patient Access Representative
Peace Health Hospital
01.2020 - 01.2021
Administrative Assistant
Flatline Roofing
01.2018 - 01.2020
University of Montana
Portland Community College
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