Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kasi L Hepler

Greenville

Summary

Dynamic Medical Office Specialist with a proven track record at Eyecare Center, excelling in patient relations and administrative efficiency. Adept at navigating complex insurance flowsheets and enhancing patient experiences. Recognized for strong organizational skills and a commitment to continuous improvement, driving sales and ensuring compliance with HIPAA standards.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Medical Office Specialist

Eyecare Center
New Bern
01.2024 - Current
  • Utilized Total Patient Experience from first point of contact to build relationships between patients, technicians, optometrists, and opticians
  • Improved administrative duties and ensured access to proprietary software
  • Managed administrative responsibilities such as forms, referrals, notices, machinery, co-management, transportation, specialists, HIPPA, registration paperwork, scheduling, emails faxes, and insurance verification
  • Liaison between Medicare/Medicaid transportation services, referrals with Veteran Affairs, and scheduling with social workers, probation officers, and counselors
  • Ensured patient flow starting with scheduling through EHR, admissions, prior authorizations, referrals, to pretesting with OPTOS machinery, eye pressure, visual acuities, to doctor handoffs, ending with optical care, checkout, and sales
  • Built patient insurance flowsheets with proper ICD - 9, ICD – 10 and OPT H/AL/30 codes for routine appointments, medical appointment, and follow-ups
  • Maintained co-management between patient specialist referral for surgeries and optical medical conditions, both urgent and non-urgent

Medical Front Office Specialist

Eyecare Center
New Bern
01.2024 - Current
  • Resolved patient collections, billing edits, patient portal access, and care concerns
  • Performed administrative tasks such as answering phones, triaging medical patients, sending out referrals, visual field notes, emails, faxing medical records, diabetic reports, and updating patient notes and appointments from other providers, reminder calls, confirmations, cancellations, waitlist, and scheduling
  • Conducted virtual eye exams with virtual machinery and telemedicine optometrists and technicians
  • Adapted to high volume and fast paced healthcare setting with daily updates to third party regulations, company policies, and patient HIPPA standards
  • Consistently engaged in training courses and Microsoft Teams meetings for questions, clarity, and feedback amongst co-workers and managers at other locations
  • Boosted sales of contacts, spectacle lens, eyecare accessories such as eye drops and cases through negotiation and needs based assessments
  • Ordered and dispensed contact lens and glasses
  • Input Rx for glasses, CX for contact lens
  • Investigated billing edits, debt and collections, virtual doctor coding
  • Completed daily reconciliation, close day, and countdown cash drawer procedures
  • Trained manager and coworkers on insurance authorizations and front desk tasks

Insurance Sales Agent

MedicareInsurance.com
Centennial
01.2021 - 01.2022
  • Exceeded sales quotas with warm leads
  • Executed closing Medicare deals with new and current clients
  • Conducted Needs based assessments
  • Provided products across multiple major companies
  • Familiar with and worked AEP, OEP, and SEP
  • Navigated CMS systems and doctor networks
  • AHIP certified
  • Worked with Humana, Blue Cross Blue Shield, WellCare, Molina, Aetna, Oscar, Florida Blue, Medicaid, Medicare ... etc.
  • Customer service, follow-ups, appointment setting

Insurance Agent Team Member

State Farm
Greensboro
01.2020 - 01.2021
  • Interviewed current clients about financial needs and coverages
  • Processed applications, payments, corrections, endorsements, and cancellations
  • Promoted agency products in person, in writing, and by phone
  • Researched coverage and premium options
  • Followed up regarding online information requests
  • Developed leads and retention strategies for current clients
  • Problem solved disputes between claims & coverages between banks & other insurers
  • COI, FS1, DL123, jewelry appraisal, change of beneficiaries, DSS
  • Specialized Tim Lindon Training for sales, pivoting, and auto quotes
  • Promoted US Bank products

Education

B.S. - Cognitive Neuroscience

University of Arizona
05-2028

Transfer Credit - Computer Information Systems

Davidson County Community College
Lexington, NC
01.2017

DIPLOMA -

Chaparral High School
Parker, CO
01.2008

Skills

  • Total Patient Experience
  • Attention to Detail
  • Organization/Planning
  • Prioritizing/Problem Solving
  • Communication
  • Anticipates Needs
  • Research and Analysis
  • Motivated Team Player
  • Ability to Learn Fast
  • Multitask
  • Adapt to Fast Paced Environment
  • Administration
  • Admissions
  • Demographics
  • Referrals
  • Collections
  • Trainer
  • Insurance Authorizations
  • Third Party Regulations
  • Medical Billing and Coding
  • Medical Terminology
  • Medical Records
  • Data Extraction
  • CMS EPIC
  • MyChart
  • E360
  • EHR/EMR HIPPA
  • Patient to Doctor Relations
  • Diagnosis and Co-management
  • Insurance Flowsheets
  • Triage and Pretesting
  • Billing Discrepancies and Care Concerns
  • Contact Sales
  • Spectacle Lens Prescriptions
  • Eyecare Accessories
  • Former Licenses in Property
  • Casualty
  • Life
  • Health
  • Pet Med
  • US Bank
  • State Farm product knowledge
  • Claims
  • NC DOI Laws
  • CO DOI Laws
  • Customer Service Representative
  • Phone System
  • Call Transfer
  • Microsoft Suite
  • Data Entry
  • Customer Service Trainer
  • Insurance Verification
  • Benefits Trainer
  • Medicare Insurance

Certification


• CCRPS Clinical Research Associate Certification, 01/01/25 - Present, In Progress

Timeline

Medical Office Specialist

Eyecare Center
01.2024 - Current

Medical Front Office Specialist

Eyecare Center
01.2024 - Current

Insurance Sales Agent

MedicareInsurance.com
01.2021 - 01.2022

Insurance Agent Team Member

State Farm
01.2020 - 01.2021

B.S. - Cognitive Neuroscience

University of Arizona

Transfer Credit - Computer Information Systems

Davidson County Community College

DIPLOMA -

Chaparral High School
Kasi L Hepler