LISA VIVIANO
Warrington
Summary
Professional healthcare coordinator with extensive experience in patient management and administrative support. Known for strong communication skills, team collaboration, and adaptability to changing needs. Expertise includes patient scheduling, medical records management, and insurance verification. Reliable and focused on achieving optimal outcomes for patients and healthcare teams.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Remote Executive Assistant
Little Feet Therapy
05.2022 - Current
- Ensured all invoicing and payments were processed accurately and on time, optimizing financial workflows
- Completed the intake process for new patients, ensuring all necessary documentation and information were accurately collected
- Verified insurance coverage for each new patient to ensure accurate billing and service eligibility
- Manage multiple projects through full project lifecycles
- Coordinated and maintained complex executive schedules, including appointments, meetings, and coordinating and managing travel arrangements
- Served as the primary point of contact for potential clients, responding to emails and phone calls, and managing intake processes
- Check, log, and/or disseminate phone messages to relevant staff
- Established and maintained client records within our electronic healthcare system
- Ensured that all relevant paperwork was completed accurately prior to submission for approval
- Liaised with therapists and staff to monitor caseloads and coordinate client services, ensuring seamless communication and workflow
- Manage detailed project documentation
- Created and maintained Excel spreadsheets for client caseloads, ensuring data accuracy and accessibility
Remote Patient Coordinator
Lenape Valley Foundation
08.2020 - 08.2024
- Managed a caseload of45-75 children, coordinating services and maintaining consistent communication with families and providers
- Counsel and track families through the intake process using a variety of online platforms
- Conducted a variety of psychometric assessments to evaluate cognitive, behavioral, and emotional functioning, ensuring accurate data collection and interpretation for comprehensive reporting.
- Scheduled and conducted virtual meetings with families, therapists, and providers, ensuring all parties were informed and aligned
- Create and compile Individualized Family Service Plans and Evaluation Reports to send to the family
- Send out referrals to local providers to ensure families are placed with therapists
- Coordinate and participate in evaluations, progress monitor meetings, intakes, and annual reviews with families, therapists, and providers
- Manage the Outlook calendar to effectively schedule and track deadlines, ensuring all tasks are completed on time
- Developed and maintained Excel spreadsheets for tracking caseloads, improving data management, and reporting efficiency
- Ensure all documentation from the caseloads is placed into the child electronic health record in DocuWare
- Document all activities and interactions for each case within the caseload, maintaining accurate and comprehensive case notes
- Mentored new hires, including explaining company policies, procedures, and practices
- Monitored compliance with HIPAA regulations regarding confidentiality of patient information
- Ensured all paperwork related to patient care was completed accurately and timely
- Assisted with the development of efficient office procedures for improved workflow
Paraprofessional
Hatboro Horsham School District
09.2013 - 06.2020
- Provide group and individual assistance with student academic and behavioral performance, as outlined in the IEP
- Direct student with classwork, homework, testing, and communication
- Support inclusion, socialization, and independence within the school setting
- Administered and analyzed psychometric tests, utilizing results to inform individualized client plans and facilitate informed decision-making processes.
- Maintained detailed records required by the student plan through consistent collection and organization of data such as daily communication logs, emails, and charts
- Provide support to students with Life Skills, Emotional Support, and Behavioral Support
- Assists the teacher in a variety of ways to implement the instructional program, including working directly with children in small groups or on a one-to-one basis
- Establish effective rapport with students to motivate them to develop attitudes and knowledge needed to provide a good educational foundation
- Assisted in grading, reviewing, and providing feedback on assessments utilizing rubrics
- Delivered student assignments via online platforms such as Canvas and OneNote
- Responded promptly to all incoming emails
- Participates in community-based outings, field trips, and transition activities with assigned students
- Contribute to IEP meetings to ensure that the students are meeting goals and to discuss the advancement of the student
- Inputted student goals into Access for data analysis
- PSSA monitor and proctor
Executive Administrative Assistant
Mutual Abstract Company
05.2002 - 01.2010
- Ensured accurate completion of all paperwork for real estate transactions, such as agreements of sale, escrow deposits, mortgages, and certifications
- Effectively ensured timely completion of training program deadlines by managing a team of employees
- Performed detailed property searches to clear titles of all liens or judgments, ensuring efficient transactions for buyers and sellers
- Successfully engage in team-oriented environments requiring constant interaction with realtors, mortgage processors, attorneys, and the public while adhering to strict timelines
- Successfully coordinated the scheduling of settlements, meetings, and appointments for company agents
- Executed a range of administrative and clerical duties that involved faxing documents, distributing memos, responding to phone calls, scanning files, and inputting data
- Conducted screening process for potential employees through phone and in-person interviews
- Contributed to the selection and development of new hires
- Answered incoming telephone calls from internal and external customers promptly and professionally; transferred calls appropriately; responded to inquiries in a timely manner
- Prepared agendas for meetings; took minutes during meetings; distributed meeting notes to appropriate personnel
Education
BS - Psychology
Pennsylvania State University
State College, PASkills
- Administrative Support
- Workforce Management
- Team Supervision
- Psychometric Testing
- Data Entry
- Workflow Planning
- Scheduling Coordination
- Customer Relations
- Scheduling and calendar management
- Document Management
- Project Management
- Conflict Resolution
- Technology Proficiency
- Compliance (HIPAA)
Certification
Certified Mental Health Assistant
Timeline
Remote Executive Assistant
Little Feet Therapy
05.2022 - Current
Remote Patient Coordinator
Lenape Valley Foundation
08.2020 - 08.2024
Paraprofessional
Hatboro Horsham School District
09.2013 - 06.2020
Executive Administrative Assistant
Mutual Abstract Company
05.2002 - 01.2010
BS - Psychology
Pennsylvania State University
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