Kelly Shatford
Nelson,NSN
Summary
Dynamic Medical Secretary with extensive experience at Nelson Bays Primary Health, excelling in patient scheduling and medical record management. Proven ability to enhance office efficiency through effective communication and attention to detail. Skilled in insurance verification and adept at fostering strong patient relationships, ensuring confidentiality and high-quality administrative support.
Overview
3
3
years of professional experience
3
3
Certification
Work History
Medical Secretary
Nelson Bays Primary Health
Nelson, Richmond
11.2015 - Current
- Managed patient scheduling and appointment confirmations efficiently.
- Processed medical records and maintained patient confidentiality diligently.
- Assisted healthcare providers with administrative tasks and documentation needs.
- Prepared patient charts for physicians prior to appointments, including updating existing information.
- Answered incoming calls in a professional manner and directed them to the appropriate personnel.
- Created new patient files when needed and ensured that all documents were properly filed in each file folder.
- Assisted with check-in and check-out of patients in an efficient manner, ensuring all necessary forms were completed accurately.
- Verified patient demographics and insurance information prior to each visit or procedure.
- Monitored patient messages sent via email or phone message system and responded accordingly.
- Answered phone calls to provide assistance, information, and medical personnel access.
- Performed data entry tasks related to patient information into various databases.
- Maintained accurate patient records and filing systems according to established policies and procedures.
- Managed daily calendars for multiple providers, setting up appointments as needed.
- Applied knowledge of medical terminology and insurance processes to support office administration productivity.
- Compiled physical and digital documents, charts, and reports.
- Prepared correspondence such as letters, reports or memos on behalf of the office staff.
- Coordinated referrals between primary care physicians and specialists as required.
- Participated in staff meetings and contributed to quality improvement initiatives.
- Prepared examination rooms and assisted in basic patient care as needed.
- Conducted follow-up calls to patients for appointment reminders and care instructions.
- Provided administrative support to medical staff, including data entry and document preparation.
- Facilitated communication between patients, physicians, and other healthcare professionals.
Office Administrator
Brightwater Engineering
Brightwater, Nelson
07.2013 - 10.2015
- Maintained accurate records and files for project documentation.
- Assisted in preparing reports and presentations for management review.
- Handled incoming correspondence, directing inquiries to appropriate personnel.
- Completed day-to-day duties accurately and efficiently.
- Prioritised and organized tasks to efficiently accomplish service goals.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
Medical Secretary
Nelson DHB
, Nelson
2004 - 07.2013
- Very much the same as my current role.
- Managed patient scheduling and appointment confirmations efficiently.
- Processed medical records and maintained patient confidentiality diligently.
- Assisted healthcare providers with administrative tasks and documentation needs.
- Prepared patient charts for physicians prior to appointments, including updating existing information.
- Answered incoming calls in a professional manner and directed them to the appropriate personnel.
- Created new patient files when needed and ensured that all documents were properly filed in each file folder.
- Assisted with check-in and check-out of patients in an efficient manner, ensuring all necessary forms were completed accurately.
- Verified patient demographics and insurance information prior to each visit or procedure.
- Monitored patient messages sent via email or phone message system and responded accordingly.
- Answered phone calls to provide assistance, information, and medical personnel access.
- Performed data entry tasks related to patient information into various databases.
- Maintained accurate patient records and filing systems according to established policies and procedures.
- Managed daily calendars for multiple providers, setting up appointments as needed.
- Applied knowledge of medical terminology and insurance processes to support office administration productivity.
- Compiled physical and digital documents, charts, and reports.
- Prepared correspondence such as letters, reports or memos on behalf of the office staff.
- Coordinated referrals between primary care physicians and specialists as required.
- Participated in staff meetings and contributed to quality improvement initiatives.
- Prepared examination rooms and assisted in basic patient care as needed.
- Conducted follow-up calls to patients for appointment reminders and care instructions.
- Provided administrative support to medical staff, including data entry and document preparation.
- Facilitated communication between patients, physicians, and other healthcare professionals.
Education
Business Administration And Management
NMIT
Nelson 01-2014
Skills
- Medical terminology
- Patient scheduling
- Medical record management
- Data entry accuracy
- Insurance verification
- Customer relationship management
- Document preparation
- Time management
- Effective communication
- Problem resolution
- Conflict management
- Attention to detail
- Phone reception
- Database administration
- Patient check-in
- Administrative support experience
- Adaptable to change
- Telephone customer support
- Patient confidentiality adherence
- Electronic recordkeeping
- Medical terminology
- Appointment coordination
- Customer service
- Patient appointment coordination
Languages
New Zealand Sign Language
Limited
Certification
- Full New Zealand driver's license (Class 1)
- Attended update of CPR - February 2024
- Building Cultural Competence - May 2025
Affiliations
- I love hiking and being in the outdoors
- I enjoy reading a good novel
- Keeping fit through exercising in my home gym, biking, and playing with my grandchildren
References
References available upon request.
Timeline
Medical Secretary
Nelson Bays Primary Health
11.2015 - Current
Office Administrator
Brightwater Engineering
07.2013 - 10.2015
Medical Secretary
Nelson DHB
2004 - 07.2013
Business Administration And Management
NMIT