Sofia Velasquez Mesa

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Referral Coordinator

CareMaxClareMedica:

Dec 2023 - Current (2 years 8 months)

As a Referral Coordinator, I managed the referral process from primary care physician (PCP) offices, utilizing medical portals such as Availity, Healthsun, Careplus, UHC, Solis, Oscar, Wellcare, Avmed, and Sunshine to ensure seamless communication and coordination. My responsibilities included processing referrals and maintaining accurate records using the Caremax CRM system, as well as reaching out to patients and medical centers to schedule specialist appointments, arrange durable medical equipment (DME) supplies, and coordinate home health aide (HHA) and nursing services related to various medical specialties. Additionally, I employed Microsoft 365 tools, including Excel, to filter and track referrals effectively. My experience in virtua

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scheduling

Professor X:

Jan 2022 - Jan 2023 (1 year 1 month)

Worked as in charged of making appointments on ECW, refills, medical records, basic billing issues, contact with insurances, doctor, review medical documents and faxes for a facility in Fl.

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agent

Prosperar BPO:

Jan 2022

Worked as an incharged of leading potential clients to provide our services, handling between 500 to 1000 calls and voicemails per day.

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Travel Associate

IGT SOLUTIONS:

Jan 2021 - Jul 2021 (7 months)

As a Travel Associate, I was responsible for managing a high-volume customer service line, handling between 150 to 230 calls per day. I utilized CRM tools and Housecall Pro to streamline customer onboarding, track interactions, and ensure efficient issue resolution and technical support. My role required a high level of proficiency in Google Sheets for data management and the ability to provide expert virtual assistance to clients. In addition to managing inbound customer support inquiries, I performed outbound calling tasks to proactively follow up with clients, ensuring comprehensive service and maintaining strong customer relationships throughout their travel experience.

Sofia Velasquez Mesa

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