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Work Background
Porter Ergon, LLAdministration and Operations Manager
Oct. 2024 - Aug. 2025United States, Denver• Oversee daily business operations to ensure maximum efficiency and effectiveness
• Manage and maintain client database using proprietary CRM software
• Develop, implement, and refine operational policies and procedures to improve workflow
• Coordinate and streamline communication between clients and vendors
• Monitor and ensure timely completion of assigned tasks and projects
• Support overall business operations through effective communication, organization, and client retention strategies
• Design and produce marketing materials for print and digital platforms using Canva
• Create and distribute monthly email campaigns via FloDesk to engage and retain clients
• Manage and optimize the company’s Google Business profile for online visibility
• Oversee client onboarding process, including appointment scheduling and profile management
• Provide administrative support and complete additional tasks as assigned
Indian Crest PediatricsQuality and Compliance Manager
Sep. 2022 - Sep. 2024United States, Arvada• Pull various reports from Citrix ShareFile and analyze data to find ways to improve performance
• Collaborate with office managers to create and update policies, procedures and workflows
• Ensure that reconciliations are being completed to ensure current patient data and up to date electronic medical records
• Complete patient recall as necessary to address care gaps
• Compile medical records and submit to insurance companies to complete HEDIS requests as needed
• Complete SOAP note and HEDIS medical record requests as needed
• Maintain database of employee trainings to ensure all new employees receive correct training and existing employees are up to date
• Maintain certification and license information for medical providers and ensure that they are up to date
• Ensure that Physician Assistant chart reviews are completed and kept up to date
• Manage the Asthma Registry Database for the practice
• Update employee handbook and job descriptions as needed
• Responsible for keeping HIPAA and OSHA paperwork up to date, updating as needed and seeing that all employees are notified of any changes
• Ensure that Business Associate Agreements are up to date and assist in getting new ones if they are not
• Act as Privacy and Security Office for the practice
Indian Crest PediatricsMedical Office Manager
Mar. 2015 - Dec. 2022United States• Oversee daily operations of primary care medical office
• Staff management, training and hiring
• Maintaining personnel files, including documentation of immunizations, licenses, and certifications
• Acted as custodian of Medical Records and completed HEDIS chart reviews
• Provider and staff schedule management
• Create and implement new policies, procedures and workflows, encouraging staff members to contribute their ideas
• Oversee document management and ensure compliance for OSHA and HIPAA
• Vaccine inventory management and ordering
• Oversee document management and ensure program compliance for Vaccine for Children Program within our office
• Supply inventory management and ordering
• Quality improvement reporting and monitoring, including patient recall
• Collaborated with the Pediatric Collaborative Network (PCN) on quality improvement projects and was a member of the PCN Immunization workgroup
• Implement and oversee software upgrades and interface setups
• Monitor and address patient/parent complaints
• Ensure annual calibration of clinical testing equipment
• Medical Assistant duties as needed to help when short staffed
• Front Office duties as needed to help when short staffed
Indian Crest PediatricsCertified Medical Assistant
Sep. 2003 - Mar. 2015United States• Check patients in and out and insurance verification
• Appointment scheduling and message taking
• Referral coordinating and monitoring
• Importing documents into EMR
• Completion of immunization records and health forms
• Appointment confirmations
• Patient registration updates
• Assisting with minor in-office procedures, cast removal
• Instrument sterilization and knowledge of sterile procedure
• Vital signs, hearing and vision screening
• Immunizations, phlebotomy, and urine catheters
• Performing in-house labs, lab requisitions
• Medication administration as ordered by physician
• Informing patients of lab results, phone triage
• Vaccine inventory and ordering
• New employee training
• Knowledge of OSHA procedures
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