Experience with the following tasks
Scribing Responsibilities
Performed live scribing mainly for the medical director and other clinical providers including nutritionists and naturopathic doctors
Managed chart preparation, referrals, labs/imaging, scheduling, prescription/supplement orders and refills, and patient communication.Review of lab results and other patient documents/ medical recordsTrained new scribes and monitored their progress. Identified areas of improvement and provided necessary support.
Transfer of Care Management, Scheduling, and Care Coordination
Checked patient records thoroughly and coordinated with the primary healthcare provider.
Ensured continuity of care by reaching out to patients and scheduling initial visits
Coordinated with the wellness coordinator to schedule initial appointments and follow-ups.
Facilitating care coordination of treatment plans for the patient
Coordinated team communication and addressed urgent patient concerns.
Annual Physical and Primary Care Provider TrackerVerifying if the patient is seeing the practice for primary care and taking note of who they are seeing for outside PCPFacilitating scheduling them for their Annual Physical
Phone Triage Call
Accepted telephone calls from patients and other parties with varying levels of acuity and types of medical/ clinical concernsPerformed health assessment based on the patient’s concerns and responses to questionsRefer patients to appropriate medical facilities or providers for care utilizing approved guidelines as needed
Medical BillingChecking if IV Care Coordination Visits require Billing or notPutting alert status for cash visits who are not paying membership for the practice
Other Clinical Admin Tasks/ Responsibilities
Reviewed medical records and collaborated with pertinent parties to gather supplementary information for drafting a Letter of Medical
Managing Fullscript for back-ordered supplements and coordinating with the team for alternativesSending out Annual Physical Exam/ Wellness Woman Exam questionnaires
Ensured research, patient education photos, and resources were added to Mighty Networks of CIH Intranet Clinician Forum to enrich the platform's value.Attending Monthly Integrative Meetings and HVA meetings
MARKETING ADMIN TASKS
Podcast TranscriptionEnsured accurate representation of dialogue.
Identified speakers accurately throughout transcriptions.
Proofread transcriptions for grammatical errors, typos, and inconsistencies.
Website Management
Updated staff bios, photos, and
Aligned job postings with job hiring platforms like Indeed
Created and maintained calendars for group visits, health coaching sessions, and podcast recordings.
Added patient information to the mold support group spreadsheet.
CRM
Tagged new group visit attendees in ConvertKit.
Created new group visits and health coaching groups.
Conducted monthly patient list cleanup to maintain list hygiene.
Other Marketing Admin Tasks
Created Google forms for satisfaction and feedback surveys.
Collaborated with the digital marketing coordinator to optimize strategies and initiatives.
Copied new patient
Ensuring postings such as podcasts and webinars are timely posted on different social media platforms like YouTube, Spotify, Soundcloud,
- Lead Generation of warm and cold leads
- Social media postings creation using Canva
- Writing articles for company website
EHR & other software used: Charm EHR, RingCentral, Outlook, Mighty Networks, Youtube,
Software and Apps used: Charm EHR, RingCentral, Outlook, Mighty Networks, Youtube,
Skills
- excellent written and verbal communication skills, with an eye for detail
- honest, work with integrity, and with good social skills
- knowledgeable and proficient in Microsoft Word, Excel and PowerPoint, Google sheets, typing skill: 50 wpm
- fluent in English
- can follow instructions and willing to be trained
- reliable and responsive to communication
“My business would not be able to go forward if it was not for them”
Gaurab - Adhikari
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