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04Workflow Coordination

Patient Access & Service Coordination

Organization
Northwell Health
Role
Call Center Representative
Dates
September 2020 – June 2022

Coordinated high-volume scheduling and services between patients, physicians, and internal teams, keeping workflows and patient information accurate across internal healthcare systems.

Context

High-volume patient access work that required accurate scheduling and coordination across patients, physicians, and internal teams.

What I Coordinated

Scheduling, referral coordination, and appointment preparation.

Process & Documentation

Maintained accurate workflows and verified and updated patient information across internal healthcare systems.

Communication & Collaboration

Coordinated services with patients, physicians, and internal teams and communicated information clearly.

Prioritization

Prioritized urgent requests and resolved scheduling and access issues.

Responsibilities

  • Managed high-volume scheduling
  • Coordinated services with patients, physicians, and internal teams
  • Prioritized urgent requests
  • Maintained accurate workflows
  • Verified and updated patient information
  • Supported referral coordination
  • Supported appointment preparation
  • Worked across internal healthcare systems
  • Communicated information clearly
  • Resolved scheduling and access issues

What This Demonstrates

Client/patient communicationWorkflow coordinationData accuracyPrioritizationReferral coordinationSchedulingCross-functional communication

Stakeholder Map

Stakeholder groups, not individuals. Solid badge = groups I interacted with directly; outline = broader stakeholder groups.

Operations Leadership

Direct
Role in the Work
Provided operational priorities and direction; reviewed workflow needs and progress.
Primary Interest or Need
Progress, issues, KPIs, and consistent operations across practices.
How I Coordinated / Communicated
Worked closely with my Operations Manager, provided updates, prepared recurring operational reports, and participated in quarterly reviews.
Stakeholder CommunicationIssue EscalationOperational Coordination

Patient Access Team

Direct
Role in the Work
Executed scheduling and access workflows; participated in process changes, training, and implementation.
Primary Interest or Need
Clear, accurate processes and support when workflows change.
How I Coordinated / Communicated
Facilitated team meetings, communicated process updates, maintained SOPs, and provided training and 1:1 coaching.
Meeting FacilitationChange CommunicationTraining & Adoption

Clinical Teams

Direct
Role in the Work
Coordinated around patient-care and operational workflows.
Primary Interest or Need
Workflows that support patient care without disruption.
How I Coordinated / Communicated
Coordinated with clinical teams on operational initiatives and workflow improvements.
Cross-Functional CollaborationRequirements Gathering

IT / Systems Teams

Direct
Role in the Work
Supported system enhancements and workflow changes.
Primary Interest or Need
Clear workflow requirements and issues reported accurately.
How I Coordinated / Communicated
Collaborated with IT teams on system enhancements and supported operational readiness when systems changed.
Requirements GatheringCross-Functional Collaboration

Providers / Medical Practices

Broader group
Role in the Work
Participated in scheduling and operational workflows across the 12+ practices supported.
Primary Interest or Need
Accurate scheduling and consistent processes at each practice.
How I Coordinated / Communicated
Supported initiatives and workflow standardization carried out across the practices.
Operational CoordinationRelationship Management

Patients

Direct
Role in the Work
End users affected by scheduling, access, and workflow processes.
Primary Interest or Need
Timely, accurate scheduling and a clear access experience.
How I Coordinated / Communicated
Supported through high-volume scheduling, issue resolution, and accurate patient information.
Conflict / Issue ResolutionStakeholder Communication

New Employees / Team Members

Direct
Role in the Work
Received onboarding, training, and process guidance.
Primary Interest or Need
Confidence and clarity on workflows and expectations.
How I Coordinated / Communicated
Coordinated onboarding activities, supported training schedules, and provided guidance and coaching.
Training & AdoptionAction-Item Tracking

Skill tags: transferable project-management skill demonstrated through professional experience.

Portfolio case study based on professional experience. Confidential, proprietary, patient, employee, and organizational information has been omitted or generalized.