Lisa Summerson

• Managed staff scheduling for optimal coverage, ensuring efficient operations.
• Handled employee-related issues to improve performance, professional conduct, and attendance reliability.
• Handled customer issues with diplomacy, ensuring satisfactory resolution while preserving long-term client relationships.
• Developed and maintained strong relationships with customers to increase loyalty, trust and satisfaction.
• Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
• Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
• Established team priorities, maintained schedules and monitored performance.
• Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
• Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
• Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
• Processed applications in a timely manner, meeting deadlines while maintaining attention to detail in reviewing applicant materials.

Hired at inception of company and helped to create and implement policies and procedures.

• Established relationships with Insurance Companies and created workflow for verifying Eligibility and obtaining authorization.
• Assisted in setting up office Equipment and Supplies needed for operational success
• Helped create Schedules and support new Employees as they navigated through Orientation,
• Managed admissions department employees and provided oversight with Intake processes
• Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
• Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
• Evaluated employee performance and conveyed constructive feedback to improve skills.
• Assisted in organizing and overseeing assignments to drive operational excellence.
• Defined clear targets and objectives and communicated to other team members.
• Established performance goals for employees and provided feedback on methods for reaching those milestones.
• Provided QA for orders written and scheduled frequency orders according to Medicare Guidelines.
• Managed Medical Records employees to ensure compliance with regulatory standards.

• Responsible for daily schedules of 48 clinicians and over 300 patients making sure we stayed in compliance with Medicare Guidelines for Oasis visits, certification periods and Supervisory visits while also assisting clinicians with productivity requirements
• I was promoted into a role where I was responsible for Insurance Verification and Eligibility, and was also tasked with assisting Intake when needed
• Called patients to explain their policy’s Home Health benefits and their financial responsibility for Deductibles and coinsurance/copays
• Obtained Insurance authorization for all services ordered and maintained records including reauthorization as needed until services were discontinued
• Verified Insurance policies on all active patients monthly to ensure policies were still effective and did not transfer to another payer
• Coordinated all correspondence with Discharge planners, patients, and clinicians to make aware of any changes in Insurance policies or guidelines that would impact patient care
• Established and maintained contracts with Workers Comp and IV companies
• I started as Scheduling Coordinator before I was given the position of Insurance Specialist and Intake support
• I pride myself on the experience I gained in those positions to be well rounded to work with clinicians and Insurance Companies to provide the care required for our patients
• I was also on an On Call rotation for nights and weekends to answer questions or problems with patients or hospital discharge planners.

• Processed all Commercial Insurance at Intake for payer verification and authorization for requested services
• Kept records of all current authorization and expirations for reauthorization purposes
• Maintained manual on all Insurance Companies and contracts
• Liason with Case Managers for all Commercial Plans and advocated for patient services and new orders
• Made team aware of any updates and/or changes as Insurance Companies announced new policies and procedures
• Coordinated all correspondence with Workers Comp Case Managers, established contracts and negotiated rates for new referrals
• Responsible for getting contracts with IV companies on patients discharged from facilities with home IV care.

• Provided administrative support to the site director and managed day-to-day functions of the business
• Backed up and assisted HR Manager as needed
• Coordinated site events and visits from Business Leaders
• Site director administration – Processed end of month paperwork and sent to DMAS
• Managed director’s meeting calendar, maintained and updated relevant spreadsheets for Quality and Utilization, worked closely with Facilities Manager and supported 8 departments with administrative needs
• Office management – Approved employee mileage and completed reimbursement forms, uploaded documents into electronic medical records, approved time cards and payroll for 86 employees, sent participant payments to business office, approved and forwarded bills to business office for payment as well as followed up to ensure payments were made, 24 hour call rotation for facility, uploaded monthly call schedule for two departments in the 24 hour call center, monitored use of company credit card and reconciled monthly statements, organized and maintained conference room calendar
• Enrollment coordinator – scheduled and organized center visits for potential new participants and families, gave tours of facility and explained the program to community members and businesses.

• Covered all Administrative aspects of Transportation
• Assessed new intakes for the program every month and put them on a transportation schedule, communicated with family members and participants about problems or changes to participants’ route times, revised routes to accommodate pick up and drop off times for every participant, ensured appointments, hospital discharges, and respite stays were covered, driver management, including approval of time off and vacation requests, worked with outside agencies for extra transportation needs, ordered new vehicles as needed, hired new drivers, and was accountable for vehicle maintenance and cleaning

• Secretarial duties including: Answering telephones, accountability for document upkeep consisting of copying, faxing, and scanning of documents, receiving transmittals, maintenance of government files, upkeep of resident Management System, administrative duties included writing letters, collecting monthly reports, administrative support to Contract Engineers, responsible for attending meetings and taking minutes, worked closely with contractors and employees on job sites, approved certified payroll for contractors and all sub contractors’ employees

• Managed all front line staff, successfully transitioned office to Electronic Medical Records, housekeeping staff supervision, maintained office equipment, coordinated all meetings and training of office staff, input all charges, billed all insurance companies, patient billing, posted all payments from patients and insurance companies, ran monthly reports and followed up on insurance denials and appeals, maintained and negotiated Insurance Contracts, HIPAA Compliance Officer, picked up mail at post office, sorted and distributed mail, balanced books for end or month/quarter/year

• Billing and Insurance, blood drawing, vital signs, fetal monitoring, assisted physician with in office procedures, ordered supplies, scheduled appointments in the office and at the hospital, coordination of care for patients and families

• Made patient appointments, insurance referrals and administrative duties, phlebotomy, chemistry analysis on blood work, vital signs, audiograms, EKG’s, and scheduled hospital procedures

• Scheduled appointments, assisted doctor with in-office procedures, vital signs, phlebotomy including: urinalysis and EKG’s, audiograms, coordinated office and hospital schedules for doctors

• Completed all Federal paperwork to register large yachts with the US Coast Guard, coordinated closing dates with boat dealerships, lienholders and clients, performed closings for mortgage companies, and completed all paperwork with Coast Guard for Federal Registry