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Jonie Wheaton, MAHCL, CMA(AAMA)
Accounting Clerk/Secretary

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About me
Scientific Trunk Program Manager, Medical Student Education at University of Michigan Medical School
Education

Baker College
2009 - 2013Associate's of Applied Science Medical AssistantActivities and Societies: Medical Assistant Advisory Board

Baker College
2013 - 2015Bachelor's degree Health Services Administration
Siena Heights University
2018 - 2019Master of Arts - MA Healthcare Leadership
Baker College
1998 - 2002Associate's degree General Business
Columbia Central High School
1986 - 1998General Regular/General High School/Secondary Diploma Program k-12
Experience

Ann Arbor Technical Services, Inc.
Feb 2000 - Nov 2007Accounting Clerk/Secretary
Ann Arbor Technical Services, Inc
Feb 2000 - Nov 2007Accounting ClerkAccounts Payable - match, code, post, run checks and reconcile credit cardsAccounts Receivable - invoicing, statementsBalance credit card statements/bank reconciliationJob CostClerical, Data EntryConfidential business letter and report compositionPurchasingMulti-line phone system, taking messagesArranging appointments, flights, rentals cars and hotelsFiling, mail merge, organization

University of Michigan Health Systems
Nov 2007 - Feb 2014Internal Medicine/Medicine Faculty HospitalistsNotification of admissions and discharges to the primary care physician Patient AppointmentsInpatient/Outpatient Tests and Procedures CoordinationPrior AuthorizationsOutside Hospital Record Retrieval - Including Path slides and all Radiology DiscsDaily Working Rounds on New Patients with Patient Profiles for each patientDischarge Navigator Updating and Maintenance in CareWebFaxes, copies, filing, organization, special projectsCareweb, Carelink, Outlook 2010 Show less
Clinical Assistant
Oct 2009 - Feb 2014Unit Clerk
Nov 2007 - Oct 2009

University of Michigan Health System
Jan 2014 - Jan 2014Outpatient Service Assistant
University of Michigan Health System
Feb 2014 - Dec 2015Panel Manager - Dexter Health Center• Manage patient care gaps reports including, but not limited to, MiChart Gaps reports and QMP reports.• Manage MiPCT (Michigan Primary Care Transformation) report working in collaboration with Providers, Care Navigator, Social Worker, Nurses and other care team members. • Review MCIR (Michigan Care Improvement Registry) to verify patient needs for additional immunizations/vaccinations and update MiChart Immunizations as appropriate.• Contact patients with identified gaps in care and communicate recommended tests/services to the patient. Provide additional resources to under insured patients.• Schedule/arrange necessary appointments with the patient’s primary care provider (PCP), nurse or medical assistant based on preventive and chronic disease patient care gaps.• Generate orders and referrals in MiChart per protocols and standing orders.• Communicate with health center providers, nurses and/or social worker through MiChart InBasket message regarding patient needs or concerns.• Obtain non-UMHS/external patient health information as appropriate.• Review and process external records, loose reports and prepare documents for scanning per guidelines.• Update MiChart Health Maintenance, Immunizations, History, Allergies, Demographics, PCP information as appropriate. Maintain MiChart PCP integrity by routinely reviewing patient population, identifying patients that have transferred care and updating MiChart PCP. • Review returned/undeliverable patient mail and attempt to contact patient by phone. Document call/attempted calls and update EHR Demographics and PCP as appropriate.• Assist staff with patient questions regarding “Birthday” letters.• Generate reports using MiChart as needed to support health center quality initiatives.• Assist in training newly hired Panel Managers, clinical and office staff as needed.• Communicate/discuss current and future quality measure targets at health center and department meetings on a routine basis. Attend meetings Show less

University of Michigan Medical School
Dec 2015 - nowAdministrative Lead for the Scientific Trunk Phase of the medical student curriculum. Partner with multiple Faculty Course Directors and approximately 50 Faculty Leads in the development and delivery of the Scientific Trunk, a required phase for first year medical students. Planning and implementation of Block sequences and the longitudinal threads. In addition, be responsible for cataloging and documenting learning experiences throughout the curriculum and supporting committee operations and reporting. Show less Promotion / title change in February 2019. Continue to support Assistant Deans for Curriculum and Assessment, Evaluation and Quality Improvement by performing principal functions of the position, utilizing administrative expertise for: calendar management, planning and organizing travel, planning and administering retreats and events, preparing manuscripts for journal submissions, submitting travel and hosting reports, p-card purchasing and reconciliation, drafting Medical Student Performance Evaluations and other correspondence, and collaborating while interacting with faculty, students, and staff. Promotion granted a Co-Leader position for the Transition to Clerkship Course. Responsible for crafting the Scientific Trunk Calendar and the overall Medical School Calendar for each matriculating class. I am the Administrator for the Curriculum Policy Committee (CPC) which is the higher governing body that provides guidance and approval for medical school courses and the Administrator for the Curriculum Operation Subcommittee (COS) which is underlying to CPC. Show less Administrative Assistant Senior to the Assistant Dean for Curriculum and the Assistant Dean for Educational Research and Quality Improvement. In this role, I perform the principal functions of the position, utilizing administrative expertise for: calendar management, planning and organizing travel, planning and administering retreats and events, preparing manuscript for journal submissions, submitting travel and hosting reports, p-card purchasing and reconciliation, drafting Medical Student Performance Evaluations and other correspondence, and collaborating while interacting with faculty, students, and staff. In addition, I'm an active team member in the Office of Medical Student Education -Curriculum Administration unit, providing assistance to the Director of Curriculum and Compliance and acting as the principal support for several curricular meetings.Provide administrative support to Assistant Dean for Educational, Research & Quality Improvement and Assistant Dean for Curriculum Services: General Administrative, Research, Publication & Survey Support, Teaching Support.Provide support to Curriculum & Compliance Director and participate as member of curriculum administration team: General Administrative, Administrative Coordination of UMMS Curriculum Review Structure. Show less
Program Manager for Scientific Trunk
Jul 2021 - nowCurriculum Administrative Specialist
Nov 2020 - Jul 2021Administrative Specialist Associate
Dec 2015 - Nov 2020Senior Administrative Assistant
Dec 2015 - Feb 2019Administrative Specialist Associate at University of Michigan Medical School
Dec 2015 - Dec 2015
Licenses & Certifications

Certifed Medical Assistant (AAMA)
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