Portfolio

Featured Projects

Each project tells the story of a real business challenge, the solution I helped implement, and the impact it had on the organization. Together, they demonstrate my experience in leadership, process improvement, stakeholder collaboration, and project coordination across People, Process, and Business Environment.

Knowledge Management

Centralized Patient Access Knowledge Base

As our department grew, I noticed that important information was scattered across emails, shared drives, and personal notes. I created a centralized knowledge base that gave the Patient Access team one trusted place to find provider information, insurance guidelines, scheduling workflows, and department procedures.

Q2 2022 – Q4 2022·Project Coordinator, Patient Access
Knowledge ManagementDocumentationStakeholder CommunicationQuality Assurance
People & Training

New Hire Training & Onboarding Program

As our team continued to grow, I recognized the need for a more consistent onboarding experience. I designed a structured training program that combined systems training, workflows, and coaching to help new Patient Access representatives build confidence, become productive faster, and deliver a consistent patient experience.

2021 – 2025 (ongoing cohorts)·Training Coordinator
TrainingCoachingMentoringLeadership
Process Improvement

Scheduling Workflow Standardization

Scheduling processes varied across practices, creating unnecessary rework and inconsistent patient experiences. I analyzed existing workflows, identified bottlenecks, and introduced standardized scheduling processes that improved consistency, reduced errors, and helped teams work more efficiently.

2022 – 2023·Workflow Coordinator
Workflow OptimizationProcess ImprovementRoot Cause AnalysisChange Management
Quality Assurance

Performance Improvement Program

Team performance varied widely, making it difficult to deliver a consistent patient experience. I created a structured coaching program that combined QA reviews, call observations, and personalized development plans to improve performance, build confidence, and create more consistent results across the team.

2022 – 2025·Performance Improvement Coordinator
CoachingMentoringQuality AssuranceLeadership
Reporting & Analytics

Operational Performance Reporting

Leadership needed a clearer view of operational performance across multiple practices. I created recurring KPI reports that transformed raw data into meaningful insights, helping leaders identify trends, monitor performance, and make informed decisions.

2021 – 2025·Operational Reporting Coordinator
ReportingData AnalysisDocumentationStakeholder Communication
Testing & Readiness

EMR Implementation Readiness

EMR updates needed to be thoroughly tested before rollout to avoid disrupting patient scheduling and daily operations. I partnered with IT and operational leaders to validate system changes, document expected workflows, and prepare frontline staff for a smooth and successful go-live.

2022 – 2025·Operational Tester / Readiness Coordinator
Quality AssuranceRisk IdentificationOperational ReadinessChange Management
Documentation

Standardizing Operational Documentation

As our department continued to grow, I noticed that documentation was inconsistent and often outdated. I led the effort to standardize templates, organize resources, and establish documentation standards that made information easier to maintain, easier to find, and more reliable for the entire team.

2022 – 2025·Documentation Owner
DocumentationKnowledge ManagementQuality AssuranceProcess Improvement
Leadership Development

Future Team Lead Development

Mentored high-performing representatives into team-lead readiness through structured development.

2023 – 2025·Mentor / Development Lead
MentoringLeadershipCoachingChange Management
Root Cause & Resolution

Operational Problem Resolution

Owned resolution of recurring operational issues by isolating root causes and driving corrective action.

2022 – 2025·Resolution Owner
Root Cause AnalysisProcess ImprovementChange ManagementDocumentation
Cross-Functional

Cross-Functional Operational Coordination

Coordinated between Patient Access, providers, IT, and practice management to keep operations aligned.

2021 – 2025·Operational Liaison
Cross Functional CollaborationStakeholder CommunicationLeadershipDocumentation