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assistant_terry

Julia W.

@assistant_terry

Medical Assistant and Personal Assistant

Estados Unidos
Inglês
Algumas informações são exibidas no idioma inglês.
Sobre mim
Hello and welcome to my profile! I’m a detail-oriented, client-centered Virtual Assistant with 6 years of experience, including 3 years in healthcare and 3 years as an Executive Assistant. I have hands-on experience in medical billing, EMR/EHR systems, CRM tools, administrative support, and customer service, both virtually and on-site. I support healthcare professionals and busy executives by streamlining daily operations so they can focus on what matters most, patient care and business growth. Feel free to message me with any questions or to discuss how I can support your business.... Saiba mais

Habilidades

a
assistant_terry
Julia W.
offline • 
Tempo médio de resposta: 15 horas

Conheça meus serviços

Assistência geral
I will be your experienced executive assistant
Assistência geral
I will offer my healthcare and medical virtual assistant services

Experiência profissional

Freelance

Executive Personal Assistant

Freelance • Meio período

Dec 2021 - Present4 yrs 5 mos

Key Responsibilities ● Manage emails, appointments, and calendar scheduling to ensure efficient use of CEO time. ● Organize and oversee events and conferences, including booking venues, coordinating speakers, and managing participant registrations. ● Create and schedule content for social media platforms, engage with followers, and monitor online presence. ● Draft and send correspondence, newsletters, and updates to members, partners, and donors. ● Maintain and update databases, contact lists, and member information. ● Assist in updating website content, ensuring information is current and accurate. ● Conduct research on relevant topics to support CEO work and prepare informational materials. ● Provide personal assistance to the CEI, including handling personal errands, travel arrangements, and other tasks as needed.

Medical Administrative Assistant

Premiercare Hospital Group • Período integral

Dec 2020 - Sep 20221 yr 9 mos

Key responsibilities ● Processed, documented, and tracked medical insurance claims, ensuring accuracy and completeness before submission ● Verified patient billing details and supporting documents to minimize claim rejections and delays ● Maintained organized records of claims, invoices, and remittance advice for audits and follow-ups ●Liaised with insurance providers and internal departments to resolve claim discrepancies and payment issues ● Set up of weekly meetings and conference rooms for attendees of meetings and conferences ● Attend to phone calls and make provision for back-up voicemail assistance to the corporate office ● Deposit funds in the bank, and prepare book journal entries affiliated with such deposits ● Organize meetings, and communicate periodically with members of staff and other personnel ● Organize travel arrangements, planning and programming of meetings. ● Manage construction projects within the premises and handle all repairs

Medical Administrative Assistant

Juja Road Hospital • Período integral

May 2019 - Dec 20201 yr 7 mos

● Collection and follow up of all payments due for the hospital ensure all NHIF clients are captured in the system and invoice raised. ● Maintain up to date assets register and posting quarterly depreciation schedules ● Vetting all hospital expenditure and advising on areas of concern if need be. ● Effective administration of petty cash: Manage the petty cash budget, expenditure and create summary reports. ● Create a weekly and monthly financial analysis: income, versus expenditure and variance reporting. ● Develop, maintain, update and share with the management all finance documents ● Plan, manage and oversee all audits, including facilitation of external audits. ● Support the management (CEO) to ensure float register is duly updated on an ongoing basis to ensure sufficient funds are available to support hospital operations ● File and remit assigned statutory deductions with respective bodies-KRA etc ● Suggest changes or improvements to increase accuracy, efficiency, and cost reductions. ● Create, and updating invoice-tracking template with invoice details and invoice follow-up info ● Payroll preparation and administration of employee benefits. (Permanent staff, Local Contractors and External contractors). ● Deductions and filing of statutory returns accordingly- PAYE, NHIF, NSSF, WHT, VAT, NITA, HELB, SACCO and Pensions. ● Updating the Master payroll and reconciliation of Payroll accounts on a monthly basis. ● Supervise daily administrative operations ● Monitor expenses and suggest cost-effective alternatives ● Create quarterly and annual budgets ● Develop and implement effective policies for all operational procedures ● Prepare work schedules ● Maintain organized medical and employee records ● Monitor administrative staff’s performance