Summary
Overview
Work History
Education
Skills
Timeline
Awards
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Danielle Reedy

Frederick

Summary

Dynamic customer success professional with a proven track record in cultivating strong client relationships and driving exceptional customer satisfaction. Expertise in identifying client needs and delivering tailored solutions, complemented by strong problem-solving and communication skills. Recognized for adaptability and a results-driven mindset, consistently contributing to process improvements and enhancing team cohesion. Committed to aligning with organizational goals to maximize customer retention and success while fostering a collaborative environment.

Overview

12
12
years of professional experience

Work History

Customer Success Advocate

Simple Interact
05.2022 - Current
  • Forge strong partnerships with customers, guiding them through every stage of their journey.
  • Handle a wide range of basic to moderately complex customer support tasks independently.
  • Take full ownership of the support lifecycle, from issue identification to satisfactory conclusion, accurately logging interactions.
  • Conduct thorough research and analysis to understand and resolve customer requests.
  • Actively coordinate with various internal teams to address complex issues, escalate bugs, or gather insights.
  • Proactively monitor customer performance data and usage patterns to identify potential issues and recommend best practices.
  • Contribute to the ongoing refinement of customer success and support processes, identifying inefficiencies and suggesting improvements.
  • Foster long-term customer satisfaction and loyalty, directly contributing to Simple Interact's continued growth and success.
  • Cultivate robust client relationships, providing guidance throughout their engagement lifecycle.
  • Independently manage a diverse array of customer support inquiries, ranging from fundamental to moderately intricate.
  • Assume comprehensive accountability for the support process, from initial issue identification to successful resolution, meticulously documenting all interactions.
  • Conduct exhaustive research and analytical procedures to comprehend and fulfill client requests.
  • Collaborate proactively with various internal departments to address complex challenges, escalate defects, or gather pertinent insights.
  • Systematically monitor client performance metrics and utilization patterns to proactively identify potential issues and propose optimal practices.
  • Contribute to the continuous enhancement of customer success and support protocols, pinpointing inefficiencies and recommending improvements.
  • Foster enduring client satisfaction and loyalty, directly contributing to the sustained growth and prosperity of Simple Interact.

Lead Medical Assistant

Colorado Center for Reproductive Medicine
09.2020 - 05.2022
  • Developed and implemented detailed training documents.
  • Scheduled and ensured training and education of new hires within the department.
  • Appointed as management team lead based on knowledge and demonstrated skills.
  • Predominantly worked on EMR routing documents to the correct department/RN.
  • Dealt with pharmacies and insurance regarding prescriptions and prior authorizations.
  • Sorted through medical records and uploaded faxes.
  • Organized documents and labs for doctors to ensure proper dosing for procedures.
  • Assisted in the back office with hysteroscopies, hysterosalpingograms, physicals, pap smears, and endometrial biopsies.
  • Assigned multiple side jobs including maintaining supply of methotrexate bags, creating weekend expectation sheets, and becoming a notary public for consent reviews.
  • Developed and implemented comprehensive training documentation.
  • Coordinated and ensured the timely training and education of new departmental hires.
  • Appointed as a management team lead due to demonstrated knowledge and skills.
  • Primarily focused on routing Electronic Medical Record (EMR) documents to the appropriate department or Registered Nurse (RN).
  • Liaised with pharmacies and insurance providers regarding prescriptions and prior authorizations.
  • Organized medical records and uploaded faxes.
  • Structured documents and laboratory results for physicians to facilitate accurate dosing for procedures.
  • Provided back-office assistance for hysteroscopies, hysterosalpingograms, physical examinations, Pap smears, and endometrial biopsies.
  • Undertook various supplementary responsibilities, including maintaining the supply of methotrexate bags, creating weekend expectation schedules, and becoming a notary public for consent reviews.

Medical Assistant

Alpine Dermatology
02.2020 - 09.2020
  • Assisted and prepared doctors for minor procedures (skin biopsies, cyst drainages).
  • Administered local anesthesia.
  • Greeted and roomed patients.
  • Provided patients with follow-up/history forms.
  • Refilled prescriptions.
  • Called patients with pathology results.
  • Maintained a tickler file for follow-up appointments.
  • Sent referrals for surgery.
  • Worked with insurance companies on prior authorizations.
  • Scheduled future appointments.
  • Documented patient/doctor communications in paper charts, ensuring attention to detail and organization.
  • Assisted physicians with minor procedures, including skin biopsies and cyst drainages.
  • Administered local anesthesia to patients.
  • Greeted and escorted patients to examination rooms.
  • Provided patients with necessary follow-up and history forms.
  • Processed prescription refill requests.
  • Communicated pathology results to patients via telephone.
  • Maintained a tickler file for scheduling follow-up appointments.
  • Coordinated surgical referrals for patients.
  • Liaised with insurance companies to obtain prior authorizations.
  • Scheduled future patient appointments.
  • Meticulously documented patient and physician communications in paper charts, ensuring accuracy and organization.

Medical Assistant

Boulder Community Hospital (Clinics)
03.2014 - 05.2019
  • Greeted and escorted patients to examination rooms, obtained vital signs, and administered immunizations.
  • Executed ear lavages, EKGs (including interpretation), and provided assistance with dermatologic and intra-articular injections.
  • Managed prescription refills and communicated laboratory results to patients via telephone.
  • Documented intake information, recorded immunizations and medication lot numbers, assigned and completed tasks, tracked orders, submitted refill requests, and updated demographic information utilizing Greenway EMR.
  • Configured physician filters and performed various other functions within Greenway EMR.
  • Provided training to new staff and was recognized as a Greenway Super User Trainer.
  • Demonstrated proficiency in MS Office suite products.

Education

Medical Assistant Certification -

PIMA Medical Institute
05.2014

Diploma - undefined

Arvada West High School
05.2009

Skills

  • Experienced with CRM platforms
  • Cross-functional coordination
  • Streamlined client onboarding
  • Customer service
  • Problem-solving
  • Time management
  • Multitasking and organization
  • Critical thinking
  • Team collaboration
  • Adaptability and flexibility
  • Creative problem solving
  • Medical terminology
  • Documentation
  • Team development
  • Remote support
  • Ticket management
  • Empathy and patience
  • Experienced in high-volume Greenway EMR utilization
  • Competent in ICD-9/10 and CPT coding and billing
  • Certified in CPR/BLS
  • Adherent to HIPAA and OSHA compliance standards
  • Capable of EKG interpretation
  • Experienced in surgical pre- and post-operative care
  • Proficient in treatment plan presentation
  • Highly proficient with Electronic Medical Records (EMR) systems
  • Competent in patient scheduling, rooming, and assessment
  • Capable of assisting with surgical and medical procedures
  • Demonstrated leadership abilities
  • Certified Notary Public
  • Skilled in obtaining prior authorizations

Timeline

Customer Success Advocate

Simple Interact
05.2022 - Current

Lead Medical Assistant

Colorado Center for Reproductive Medicine
09.2020 - 05.2022

Medical Assistant

Alpine Dermatology
02.2020 - 09.2020

Medical Assistant

Boulder Community Hospital (Clinics)
03.2014 - 05.2019

Diploma - undefined

Arvada West High School

Medical Assistant Certification -

PIMA Medical Institute

Awards

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Danielle Reedy