Lori K Swick

Experience

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  Allstate Insurance

  Aug 1998 - Feb 2000

  Sales Associate / Front Office Administration

  * Quoted, wrote and issued automobile, homeowners, life and ATV insurance policies. * Handled heavy call volume. * Trained new employees. * Traveled on site to write new insurance policies. * Met, greeted and ensured customer

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  Kevin Hart Architecture

  Feb 2000 - Aug 2003

  Junior Designer /Draftsperson

  * Assisted senior designers in development from preliminary design to full working drawings. * Developed construction drawings / documents for clients, builders and contractors. * Organized bid lists, ran plots / blueprints, ran office errands and answered heavy call volume. * Traveled to project sites for field measurements, photographing and client interaction. * Generated two-dimensional CAD drawings for client review and approval. * Assisted in design of small additions / renovations of residential projects. Show less

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  Bath & Body Works and White Barn

  Dec 2003 - Sept 2005

  Sales Lead - Management Team

  * Entrusted with opening and closing store procedures / duties / responsibilities. * Positively influenced associate’s behaviors on both the sales floor and back room. * Created consistent, high-quality in-store experience for customers. * Lead and directed associates with positive sale strategies and establishing customer rapport. * Drove profitable top-line sales growth. * Ran and assistant directed after hour floorsets. * Greeted customers, while introducing product selection, location and availability. * Assisted customers with purchasing decisions. * Ran cash register. * Organized stock room and display shelves with product. * Assisted management with closing procedures / duties / responsibilities. * Proficient in product knowledge of existing store inventory. Show less

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  Joseph F. Savin Architect

  Feb 2004 - May 2004

  Designer / Draftsperson (contract position)

  * Hired for single project contract work of residential lofts in Royal Oak, MI. * Developed interior floor plan drawings for residential loft design. * Organized drawing packages for client/contractor review. * Generated two-dimensional CAD drawings for client review and approval. * Traveled to project site for field measurements, photographing and client interaction.

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  Mom365

  Mar 2010 - Jan 2015

  Newborn Photographer

  * Responsible for greeting Mom in her hospital room and congratulating her on the birth of her baby. * Provided encouragement for Mom and family members to have photos taken to commemorate this once in a lifetime event. * Ensured the photo session is an exciting, enjoyable event for all family members. * Provided assistance for Mom and family in selecting photo packages, birth announcements and keepsakes. * Entrusted with gathering accurate, and private, information from Mom and sending orders to MOM365 for processing. * Followed HIPPA laws and procedures, in a medical environment. * Worked professionally and cooperatively with hospital staff and personnel. * Exceeded personal monthly sales goals. Show less

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  Suzette L. Boyd, M.D. OB/GYN

  Jun 2011 - Jul 2015

  Medical Receptionist / Front Office Administration

  www.suzetteboydmd.com * Conducted opening office procedures. * Greeted patients and ensured patient comfort. * Managed and coordinated patient scheduling for private practice physician and in-office sonographer. * Managed, documented and processed patient payments. * Organized patient payments for office manager. * Pulled and filed daily patient charts. * Administered daily patient confirmation calls. * Aided in establishing more efficient billing and payment procedure and documentation process. * Documented and relayed patient correspondence to office medical assistants, office manager, office accountant/billing specialist and physician. * Established rapport and relationships with patients and medical representatives. * Copied and submitted patient medical records. * Organized, cleaned and stocked front office and patient lobby/waiting room. * Followed HIPPA laws and procedures, in a medical environment. Show less

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  Dallas Financial Wholesalers

  Jul 2015 - Mar 2016

  Financial Services Administrator / New Business Specialist / Contracting & Licensing Administration

  www.ronrawlings.com* Scrubbed new business annuity applications * Submitted annuity applications to over 30 insurance companies * Followed applications from submission to commission * Communicated with insurance agents, underwriters and financial representatives to ensure policies issued in an efficient and timely manner * Contracted agents with insurance companies * Ran agent credit reports, via TransUnion * Pulled agent state licenses, trainings and vectors Show less

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  Blink Eyecare - Dr. Kayla Gaddis, O.D.

  Mar 2016 - Sept 2016

  Front Office Optical Administrator - Assistant Marketing Coordinator

  www.blinkmckinney.com*Managed patient charts, electronic health records, front office inventory, incoming calls, and patient tracking*Maintained front office statistical reports*Completed vision and medical insurance verification, as well as billing and insurance claim verification*Scheduled and confirmed patient appointments while maintaining effective daily patient schedule*Tracked patients from entry to departure*Evaluated, collected and posted patient fees and payments*Educated current and potential patients on practice and physician*Assisted in practice marketing, including organizing and attending marketing events Show less

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  HerKare

  Sept 2016 - Feb 2017

  Client Account Manager

  www.HerKare.com*Operated as the lead point of contact for all matters specific to patients*Built and maintained strong, long-lasting patient relationships*Developed and implemented office policies and procedures*Managed insurance verification for new patients*Conducted periodic audits to ensure patient records were current and accurate*Conducted periodic audits to ensure patient superbills were complete and correct*Liaised with vendors regarding equipment, supplies and marketing*Communicated with patients regarding billing questions and complaints to ensure patient satisfaction*Oversaw patient account management, including intake forms and agreements in providing complete patient care*Oversaw scheduling and engaged MD, NPs and MAs on an as-need basis*Attended to patient attrition through patient analysis*Promoted marketing lead sources not identified by corporate marketing*Developed and cultivated direct business relationships with outside companies within reasonable proximity*Attended business networking events, including health fairs and health related community events*Logged all daily field marketing within CRM software Show less

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  Swelling Treatment Center

  Feb 2017 - Jul 2017

  Operations Coordinator

  www.swellingtreatmentcenter.com*Led in building overall business plan, for company launch date of March 2017*Certified in Compression Therapy*Designed medical office setting for patients and occupational therapists, including ordering, arranging and setup of all new office furniture, machines, IT and supplies*Managed and oversaw all aspects of clinic operations including administration, billing, referral report and adherence to clinical protocols*Interviewed, hired and trained new staff *Oversaw all staff operations and HR*Tracked office supply usage and purchased supplies as needed to ensure adequate inventory*Arranged maintenance visits for office when applicable*Developed and implemented office policies and procedures*Managed insurance verification for new patients*Conducted periodic audits to ensure patient records were current and accurate*Conducted periodic audits to ensure patient superbills were complete and correct*Liaised with vendors regarding equipment and supplies*Communicated with patients regarding billing questions and complaints to ensure patient satisfaction*Managed employee PTO requests*Oversaw payroll and acted as main point of contact for payroll company*Oversaw scheduling and engaged OTs and MAs on an as-need basis*Created and maintained contact lists of employees, vendors and all office contacts*Ensured all monthly bills pertaining to office were paid in a timely manner*Communicated daily with physician liaisons to ensure all patient referrals were contacted*Created medical and billing charts for each new referral Show less

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  Grace Home Health, Inc. Plano TX

  Aug 2017 - Mar 2020

  Patient Care Liaison

  Grace Home Health is a privately-owned, Medicare-certified home health agency providing a full range of skilled home care services to seniors in the DFW metroplex. Grace Home Health is committed to delivering the best care and service to our clients, which we believe is home care that is patient-centered, safe, timely, cost-effective, and performed with excellence.

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  Lifeway Hospice, LLC

  Mar 2020 - Jun 2020

  Community Liaison

  We provide care to all age groups during the final stages of life. You will have an experienced team of physicians, registered nurses, certified nurse aides, medical social workers, counselors, and trained volunteers available to help you and your family manage your illness.Your physician and Lifeway Hospice will work with you to set up a comprehensive plan of care to manage your symptoms and assess the needs of your family. Your family or another caregiver will be with you, and members of our team will make regular visits to ensure your comfort. A nurse and a physician are on-call 24 hours a day, seven days a week to give you and your family support and care when you need it.Lifeway’s physicians, our Medical Directors, provide additional support to patients’ existing physician(s). They are an additional resource for the hospice team, the community doctor, the patient, and their family. While patients can choose for one of our Medical Directors to be the attending physician, most often we play a coordination role with the patient’s existing doctor. Show less

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  CarePlus Hospice

  Jun 2020 - Nov 2021

  Continuum Care Community Liaison

  https://cphospice.comExperience the “plus” that makes us different. Expert palliative care and pain management. Offering routine hospice care, respite care, continuous care, inpatient care, bereavement services and family support. Caring for patients and their families. Meet our expert clinical team working to meet your physical, psychosocial, emotional and spiritual needs. Total patient-centered care.Expert care. Extraordinary compassion.

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  Spectrum Health Solutions

  Jun 2020 - Jan 2024

  Patient Advocate
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  V-CARE HOME HEALTH INC

  Jan 2024 - Apr 2024

  Account Executive
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  Texas Health Resources

  Apr 2024 - now

  Infusion Pharmacy Account Liaison