Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

Caring Intake Specialist with proven skills in time management, client registration and document processing. Highly organized and with an empathic communication style. Ready to bring 18 years' experience to a rewarding to new position.

  • Charting and clinical documentation
  • Multi-line phone operations
  • Patient scheduling
  • Client intake
  • Eligibility review
  • Consultation and advisory
  • Empathic communication
  • Application assessments
  • Edibility review
  • Time management
  • Customer service
  • Multitasking
  • Conflict resolution
09/2021 to Current Intake Coordinator Advocates | Dedham, MA,
  • Answered phone calls to provide assistance, information and medical personnel access.
  • Conducted patient intake interviews to collect medical information and insurance details.
  • Compiled physical and digital documents, charts and reports.
  • Prepared and sent financial statements to support bookkeeping functions.
  • Maintained positive attitude and effectively de-escalated clients during crisis situations.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Remained calm, stayed professional and provided exceptional service on calls, even when interacting with difficult individuals.
  • Frequently checked up on patients and offered assistance on using equipment.
  • Assessed patients in active drug and alcohol withdrawal and provided interventions to manage physical and psychological withdrawal symptoms.
  • Interviewed patients and reviewed patient files to determine medical histories, previous treatment and therapies and medication history.
04/2016 to 08/2021 Administrative Assistant/Receptionist Honeywell | Virginia, MN,
  • Recorded incoming consult requests for 2 neurosurgeons from 4 hospitals.
  • Obtained prior authorizations for radiology procedures utilizing clinical information.
  • Submitted MG-2 variances for workers comp patients to obtain testing and procedure approvals.
  • Scheduled Independent Medical Exams for doctors.
  • Prepared clinical IME reports dictated by the doctor, checked them over for corrections, and acted as a liaison to the hiring company.
  • Managed the doctors schedules, set up personal and lunch appointments and meetings.
  • Developed administrative processes to achieve organizational objectives and improve office efficiency.
  • Handled management of communication to executives by taking and making telephone calls, reviewing and prioritizing mail and composing and typing correspondence.
  • Led patients to exam rooms, answered general questions and prepared patients for physician by explaining process.
  • Created and maintained accurate and confidential patient files according to regulatory mandates.
  • Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
  • Helped patients complete paperwork and explained processes and procedures.
  • Answered 50-75 average daily phone calls to schedule appointments and address patient inquiries.
  • Adhered to HIPAA requirements to safeguard patient confidentiality.
  • Coordinated office schedules for new patients, diagnostic assessments and procedures.
  • Explained treatment procedures, medication risks, special diets, and physician instructions to patients.
  • Liaised between physicians and patients about needs, physician performance, changes and medication orders.
  • Worked with operating facilities to schedule procedures on behalf of 2 neurosurgeons.
9/2008 to 05/2016 Medical Assistant Adventist Healthcare | Fort Washington, MD,
  • Scheduled appointments for patients via phone and in person.
  • Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
  • Performed preliminary physical tests to accurately record results in patient history summary.
  • Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
  • Organized charts, documents and supplies to maintain team productivity.
  • Contacted pharmacies to submit and refill patients' prescriptions.
  • Educated patients about medications, procedures and physician's instructions.
  • Prepared treatment rooms for patients by cleaning surfaces and restocking supplies.
  • Efficiently performed insurance verification and pre-certification and pre-authorization functions.
  • Collaborated with local pharmacies to resolve and clarify issues with patient medication.
  • Maintained inventory, vaccination and product expiration logs to record updated documentation for tracking purposes.
  • Secured patient information and maintained patient confidence by completing and safeguarding medical records.
  • Trained newly hired top talent to fill key positions and maximize productivity.
Education and Training
Expected in 06/2003 Diploma | Ward Melville High School, Setauket, NY GPA:
Expected in 08/2025 Bachelor of Arts | Human Services St. Joseph's College, Long Island, NY, GPA:
  • Trained other employees and helped bring them up to the highest company standards.
  • Promoted from Receptionist to Intake Coordinator, in less than 12-months
  • Consistently maintained high customer satisfaction ratings.
  • Created highly effective new scheduling and monitoring procedure that significantly impacted efficiency and improved operations.

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School Attended

  • Ward Melville High School
  • St. Joseph's College

Job Titles Held:

  • Intake Coordinator
  • Administrative Assistant/Receptionist
  • Medical Assistant


  • Diploma
  • Bachelor of Arts

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