Dalenia Montgomery
Colorado Springs
Summary
Healthcare Support Professional experienced in managing patient interactions and administrative tasks. Delivered exceptional customer service through strong collaboration and adaptability to changing needs. Contributed to team goals by focusing on scheduling, patient communication, and problem-solving to enhance patient satisfaction.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Patient Service Representative
Premier Surgery Center
Colorado Springs, CO
10.2025 - Current
- Worked part-time as front desk PSR in busy office from December 2024 to May 2025, returning in October to support peak season alongside nurses and doctors. Here, we check in patients daily for scheduled cataract surgery and collect payment according to verified insurance or out of pocket cost with varied deductibles/co-insurance. Entered patient demographic information into profiles prior to appointments, created patient charts, and confirmed appointments made by nursing staff. We print many materials a week ahead of time for charts, scan and file to keep office organized and clean lobby area regularly. Assisted patients and families with complex questions and billing inquiries, ensuring clarity and support during their visits. Worked overtime and PRN to support office needs during peak hours.
- Managed patient scheduling to optimize clinic workflow and enhance patient experience.
- Facilitated effective communication between patients and healthcare providers to ensure accurate information exchange.
- Processed insurance verifications and authorizations to streamline patient admissions and reduce delays.
Tax Assembler
Sorren
Colorado Springs, CO
03.2025 - 08.2025
- Assisted tax partners and paraprofessional team with incoming email inquiries to assemble various tax documents daily, both electronically and in paper copy, handling documents of varying complexity.
- Maintained attention to detail across multiple software systems while managing tax docket, ensuring timely assembly by coordinating with department to address errors prior to completion.
- Collaborated with team members to streamline assembly processes and improve workflow efficiency.
- Cross-trained in various roles to enhance team support and flexibility. to support team with back up work or in absence and to increase experience and tax knowledge.
- Listened to multiple trainings for steady knowledge and better application of software.
- Collaborated with team members to streamline assembly processes, enhancing workflow efficiency and supporting overall team productivity.
Accounting Clerk
Dataman Agency - Colorado Springs Utilities
Colorado Springs, CO
11.2023 - 09.2024
- This temporary contract role has been completed. It was a contract position as an Accounting Invoice Clerk to support the Accounts Payable Utilities department. The position ended September 26, 2024. Managed daily entry of vendor invoices, performed calculations, coding, and posting, and reviewed documents for errors with various accounting software. Processed invoices weekly to meet Thursday disbursement and check run deadlines. We also assist with two Outlook mailboxes with a varying volume of workloads through the day. Special projects and monthly invoices, and direct pays take priority. I have a passion for accounting and enjoy the variety of the work.
- Processed invoices and reconciled accounts, ensuring accurate financial records.
- Maintained general ledger entries and prepared monthly financial statements.
- Assisted in payroll processing and employee expense reimbursements efficiently.
Accounting Specialist II/Bookkeeper
Humane Society/Add Staff
Colorado Springs, CO
10.2022 - 08.2023
- Collaborated with manager, controller, and director of finance to maintain accounting principles and procedures, ensuring accuracy and adherence to deadlines. Served as lead accountant in absence of others, processing accounts payable through invoice verification, bank and credit card reconciliations, coding, entries, reports, expense reports, check processing, and bi-weekly remote deposits. Managed standard purchase orders and check requests while overseeing control procedures for incoming mail.
- Reconciled and prepared daily deposits for 11 departments, audited daily reconciliations and entries in Excel spreadsheets, followed up on discrepancies for correction, and ensured proper documentation was uploaded. We resolved accounting and vendor problems and updated termed employee information in accounting software.
- Recognized for acting as lead and ensuring large donations were appropriately placed and processed.
Accounting Finance Tech
City Of Colo Springs/Add Staff Temp Agency
Colorado Springs, CO
09.2021 - 10.2022
- I enjoy working with Add Staff positions, since they have been flexible and allow me to have a great work/life balance. In this recent role, I supported a business Accounts Payable department in special construction projects that involves a very detailed system of intricate work in using People Soft and other Accounting software, and AIA billing. It was under Pikes Peak Rural Transportation Authority (PPRTA) with the City of Colorado Springs, and involved invoices from subcontractors and suppliers. Collaborated with project managers and department managers to maintain efficient workflow. Daily work consisted of accurate data entry onto multiple spreadsheets within Excel, verifying information, and researching any issues. Monthly I sent reports and completed two journals. I started with Add Staff September 2021, and this was my third assignment with them. The department at the City was not hiring on permanent for this position, but it was one I really enjoyed supporting.
- Ensured accuracy and consistency in account setup for construction vendors, maintaining organization and efficiency to complete the invoice cycle biweekly.
- Processed financial transactions accurately and efficiently, ensuring compliance with municipal regulations.
- Assisted in budget preparation by compiling financial data and preparing reports for management review.
- Maintained financial records using accounting software, enhancing data accuracy and accessibility.
Collections Specialist
Colorado Springs Orthopedic Group
Colorado Springs, CO
05.2021 - 08.2021
- I was referred to this role by a friend to test collections and see if I fit the role within 90 days. My primary responsibility was to work aging and current accounts in the Ortho EHR billing system, and determine the patient’s proper amount to be collected. In addition, this involved establishing payment plans to help patients manage payment of bills and the following:
- Sent delinquent accounts to designated collection agencies for resolution.
- Addressed walk-in patients' inquiries about explanation of benefits, statements, and payment plans.
- Provided receipts to patients via email or mail to confirm payment transactions.
- Recommended write-off actions to management based on account assessment.
- Addressed inquiries from billing companies within 24 hours to ensure efficient communication.
- Investigated accounts to confirm the correctness of billing entries and adjustments.
- Collaborated with practitioners, medical assistants, and staff to review and discuss collection accounts.
EHR Support Specialist
Family Care Center
Colorado Springs, CO
03.2021 - 05.2021
- As an Electronic Health (EHR) Specialist, I assisted temporarily as a support to management, but the role was still being configured in order to be busy enough to work full-time. Our focus was to be a subject matter expert on the Insync EHR system.
- Provided user support via phone, remote access, and/or in-person visits with exemplary customer service.
- Identified, researched, and resolved technical problems.
- Identify, researches, and resolves technical problems.
- Troubleshooting all aspects of the EHR system, for the setup and maintenance of Provider accounts in the EMR, and creating templates, care plans and other provider documentation tools.
- Worked with Clinical Directors and providers to create and update schedules and templates, and conducted new employee orientation.
Administrative Assistant (Remote) / Debt Collections - Medical Front and Back Office
Office of Psychiatry
Colorado Springs, CO
09.2020 - 02.2021
- In this role, I worked in office two months/then remotely to support the main doctor, the PA and nurses for the office. Communication was key with team and providers in order to keep the needs of the patient met. Flexibility and patience are a true asset as each day carries its own joys and challenges depending on the workload and various situations that can occur. This makes critical thinking a must, and the ability to make pertinent decisions in a quick timeframe critical.
- Facilitated patient scheduling to ensure timely appointments and optimal provider availability.
- Processed copays efficiently at the time of service to ensure accurate billing.
- Managed billing and collection of past due payments to support financial stability.
- Conducted consultations for new patient appointments to assess needs and schedule visits.
HIM/HIPAA Specialist
UCHealth
Colorado Springs, CO
01.2020 - 04.2020
- Completed an extended contract position with a focus on healthcare administration.
- Collaborated with HIM team to safeguard patient confidentiality and ensure HIPAA compliance.
- Acquiring, analyzing and protecting of digital and traditional medical information.
- Maintaining medical records for patients.
- Maintaining medical records for the patients.
- Monitor both paper and electronic medical records.
Accounts Payable / Office Support Clerk
Center for Cordera
Colorado Springs, CO
10.2019 - 01.2020
- Assisted in processing invoices for payment, gaining hands-on experience with spreadsheets and proprietary software.
- Processed accounts by organizing and managing financial records.
- Performed daily financial transactions by verifying, classifying, computing, posting, and recording accounts payable data.
- Responsible to verify discrepancies and resolving vendor’s payment issues and creating checks for vendor payment.
Business Office Assistant
Audiology/Hearing Center
Colorado Springs, CO
07.2002 - 08.2019
- I supported up to 15 Audiologists where I was awarded a Best Practices Award, Coordinated Care Award, and Compass Award.
- Provided excellent customer service to ensure the best experience for the patients, clients and members.
- Received and managed incoming calls in a busy phone queue to assist patients.
- Coordinate appointments for patients at multiple locations.
- Notify patients after reviewing their insurance plans, pricing or certain benefit coverage.
- Utilized P-card for monthly vendor invoice payments and reconciled statements for end-of-month reporting.
- Handled daily cash transactions and deposits for home office and six additional Denver locations.
Patient Registration Lead
Patient Registration
Colorado Springs, CO
02.2014 - 01.2018
- Supported the front desk by checking in patients, taking copays, and verifying insurance information.
- Built rapport with patients and accommodated scheduling changes to enhance patient experience.
- Addressed complex billing issues for patients to ensure accurate account management.
- Reconciled balanced drawer daily and generated reports to support patient care projects and financial tracking.
Education
Business (Certificate) -
Community College of Aurora
Aurora, CO01-2000
High School Diploma - undefined
Overland High School
Aurora, CO05-1999
Skills
- Patient scheduling
- Data entry proficiency
- HIPAA compliance
- Medical billing
- Health record management
- Customer service
- Customer relationship management
- Data entry proficiency
- Multi-line phone systems
- Call center
- Windows
- Microsoft Excel
- Phone and email etiquette
- File organization
- Conflict management
- Call center
Certification
- CPR Certification
Languages
English
Native or Bilingual
Spanish
Elementary
Timeline
Patient Service Representative
Premier Surgery Center
10.2025 - Current
Tax Assembler
Sorren
03.2025 - 08.2025
Accounting Clerk
Dataman Agency - Colorado Springs Utilities
11.2023 - 09.2024
Accounting Specialist II/Bookkeeper
Humane Society/Add Staff
10.2022 - 08.2023
Accounting Finance Tech
City Of Colo Springs/Add Staff Temp Agency
09.2021 - 10.2022
Collections Specialist
Colorado Springs Orthopedic Group
05.2021 - 08.2021
EHR Support Specialist
Family Care Center
03.2021 - 05.2021
Administrative Assistant (Remote) / Debt Collections - Medical Front and Back Office
Office of Psychiatry
09.2020 - 02.2021
HIM/HIPAA Specialist
UCHealth
01.2020 - 04.2020
Accounts Payable / Office Support Clerk
Center for Cordera
10.2019 - 01.2020
Patient Registration Lead
Patient Registration
02.2014 - 01.2018
Business Office Assistant
Audiology/Hearing Center
07.2002 - 08.2019
High School Diploma - undefined
Overland High School
Business (Certificate) -
Community College of Aurora