Building and maintaining an integrated automation infrastructure that connects web forms, paid media lead sources, insurance verification services, and the Zoho CRM environment into a single continuous workflow.
Managing the full lifecycle of every patient and prospect inquiry, from initial capture through data validation, insurance verification, benefit reporting, and CRM record creation, without manual re-entry at any stage
Standardizing and normalizing all incoming submission data (formatting, demographics, state and contact fields) to ensure clean, consistent records enter the CRM
Routing and segmenting inquiries by source and campaign (Google Ads, Facebook, and direct/organic) to preserve accurate marketing attribution and support performance reporting
Verifying insurance eligibility and coverage in real time through a live payer-connected verification service, including eligibility summaries, coverage discovery, and Medicare ID lookup
Generating and delivering full benefit reports directly into each patient record, giving staff coverage detail without payer phone calls or separate portal logins
Monitoring system performance continuously, including transaction volume, response times, success rates, and error conditions, with full audit logging across all API activity
Optimizing workflow logic, conditional paths, and verification rules on an ongoing basis to improve accuracy, reduce processing time, and adapt to payer and platform changes
Supporting and scaling the system as volume grows, so increased lead flow is absorbed by the automation rather than by additional staffing
Reducing manual data entry, duplicate records, and downstream billing surprises by confirming coverage before the point of service
Lead Routing Workflow
Patient Validator — Patients
Patient Validator — Prospects
Full Benefit Report
API Transaction Log
Recruiting Support
Providing daily monitoring and screening support to help the St. Joseph Medical team identify and secure qualified candidates efficiently.
Monitored Indeed job postings and applicant flow on a daily basis
Reviewed incoming Gmail applicants daily, screening for qualified candidates
Forwarded vetted, high-potential candidates to Alicia and Elena for further evaluation
Email Marketing
Designed, built, and deployed monthly newsletters and targeted email campaigns to nurture the patient base and drive re-engagement.
May Newsletter
June Newsletter
July Newsletter
August Newsletter
September Newsletter
"Did You Know" Email
Built the July newsletter, updated company name to "St. Joseph Medical" (dropping "Corp"), and migrated it to Zoho
Built the September V2 newsletter including closed transactions
Direct Mailer
SMS / MMS Marketing
CGM Qualification MMS
National Wellness Month MMS
SMS Campaign 1
SMS Campaign 2
Content / Creative
Created ad creatives, product visuals, and promotional content for Dexcom G7 and Libre CGM campaigns, including static images, animated explainer content, and video assets.
Dexcom G7 Content
Product Showcase
Full Kit Display
Box Detail
App Feature Breakdown
Infographic
Libre CGM Content
Libre CGM Creative 1
Libre CGM Creative 2
Libre CGM Creative 3
Libre CGM Video
Libre 3 Animated Explainer Video
Created an animated explainer video and MMS creative (both male/female imagery versions)
Created a National Wellness Month MMS and V1 August Newsletter, plus a V1 Mailer
Logo Design — CM Partners
Designed and iterated on multiple logo concepts for CM Partners, exploring a range of typographic and emblem styles to establish a polished brand identity.
Social Media
113
Social Posts Published Since May
3 posts per platform, every week
Published 3 pieces of content per platform every week across Facebook and Instagram
