Summary
Overview
Work History
Education
Skills
Core Competencies
Certification
Awards and Honors
Timeline
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Sheena Patel

Charlotte

Summary

Strategic Wellness Leader & Health Coach | Founder-Level Operator Driving Growth and Client Outcomes
Entrepreneurial healthcare leader with 8+ years of experience scaling wellness programs, leading cross-functional clinical teams, and optimizing operations for client-centered growth. Founded and directed a profitable chronic illness wellness program, improving patient outcomes while boosting revenue. Certified Health and Wellness Coach with a passion for coaching, innovation, and strategic planning in the wellness space.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Chronic Illness Health and Wellness Coach

Riverview Family Medicine and Urgent Care
02.2022 - Current
  • Founded and scaled a comprehensive wellness coaching program, supporting 100+ patients with chronic health conditions using individualized diet, activity, and behavior plans.
  • Oversaw program operations including budgeting and forecasting —achieving a 12% increase in clinic revenue from wellness services in the first year.
  • Collected and analyzed patient progress data to track KPIs such as adherence, ER visit reduction, and health risk factors—achieving a +90% improvement in adherence among high-risk patients.
  • Expanded patient base by leading group health education sessions and coordinating outreach events that raised community engagement and clinic visibility.
  • Developed a scalable and customizable care program tailored to individual patient needs, resulting in a 97% patient satisfaction score.
  • Partnered with clinical leadership to integrate the program into care pathways and support broader organizational quality goals.

Emergency Medical Technician- Triage Lead

Riverview Family Medicine and Urgent Care
11.2020 - 06.2023
  • Mentored clinical teams and optimized triage workflows, driving operational excellence and reducing patient wait times by 20%.
  • Conducted quality audits and collaborated with leadership to implement corrective action plans and staff performance improvement initiatives.
  • Led evidence-based practice implementation projects and coordinated simulation exercises to improve response times and reduce clinical error.
  • Managed patient intake and acuity-based triage, increasing department throughput and reducing average wait time by an estimated 20%.
  • Delivered vaccinations and COVID-19 education during the pandemic response. Delivered orientation and training of less experienced clinic staff in specific clinic operations and procedures.
  • Reported findings to quality departments after conducting routine restraint audits and worked with team to devise corrective actions for deficiencies.
  • Provided skilled, timely and level-headed emergency response to critically-ill patients using medical equipment and medications.
  • Participated in evidence-based practice project implementation, competency development and simulation activities.
  • Leveraged feedback and process improvement opportunities to create safer and healthier environment and increase patient satisfaction.
  • Delivered high level of quality care to diverse populations while overseeing patient admission and triaging based on acuity and appropriate department admission.
  • Collaborated with leadership to devise initiatives for improving clinical staff satisfaction, retention and morale.
  • Offered exceptional care and support to individuals recovering from acute incidents and dealing with chronic conditions.

Lead Emergency Medical Technician

Piedmont EMS
06.2021 - 03.2023
  • Directed multidisciplinary emergency teams, fostering resilient, high-performance teams under pressure.
  • Trained staff on life support skills, oxygen therapy, wound care, and proper safety protocols.
  • Delivered medical reports with 99% accuracy, maintaining compliance with protocols and improving continuity of care.
  • Recognized as EMT of the Year (2022) and Challenge Coin Recipient for leadership and service.

Emergency Medical Technician

Fort Mill EMS
06.2016 - 07.2020
  • Provided direct patient care in emergency situations, triaging based on acuity and ensuring efficient care delivery.
  • Collaborated closely with hospital staff to coordinate smooth patient handoffs and accurate documentation.
  • Administered emergency medications and managed critical incident response with calm, focused leadership.

Education

Bachelor of Arts - Exercise And Sport Science

University of North Carolina At Chapel Hill
Chapel Hill, NC

Skills

  • EMR/EHR Systems (Athena, EPIC, etc)
  • Microsoft Office (Excel, PowerPoint, Word)
  • Patient Documentation & Safety Compliance
  • Staff Training & Development
  • Clinical Protocols & Triage
  • Quality Audit Reporting
  • Process Mapping / Root Cause Analysis

Core Competencies

  • Clinical Quality Improvement
  • Health Program Development
  • Budget & Resource Management
  • Team Training & Leadership
  • Patient Safety & Triage Oversight
  • Strategic Planning & Execution
  • Performance Metrics & Reporting
  • EMR/EHR Optimization
  • Preventive & Chronic Care Coaching
  • Interdepartmental Collaboration

Certification

  • ACE Health and Wellness Coaching 2022
  • EMT-B 2016
  • CPR
  • Bloodborne Pathogens 2016
  • IV administration 2021
  • Basic Life Support (BLS): American Heart Association 2016

Awards and Honors

  • EMT of the Year – 2022, Piedmont EMS
  • Challenge Coin Recipient – 2023

Timeline

Chronic Illness Health and Wellness Coach

Riverview Family Medicine and Urgent Care
02.2022 - Current

Lead Emergency Medical Technician

Piedmont EMS
06.2021 - 03.2023

Emergency Medical Technician- Triage Lead

Riverview Family Medicine and Urgent Care
11.2020 - 06.2023

Emergency Medical Technician

Fort Mill EMS
06.2016 - 07.2020

Bachelor of Arts - Exercise And Sport Science

University of North Carolina At Chapel Hill
Sheena Patel