MARIA LOURDES LLACUNA
Healthcare Virtual
Assistant/General V.A/Zoho
CRM Specialist
I LEARNED THE
VALUE OF HARD
WORK BY
WORKING HARD.
Camiguin, Philippines 9100
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OVERALL SKILLS SET
Demonstrated expertise in Zoho One, leveraging key applications including Zoho CRM, Email Marketing,
Zoho Books, Zoho Inventory, Zoho Desk, SalesIQ, Zoho Mail, and Zoho People to support scalable
workflows, accurate data management, and robust operational infrastructure.
Detail-oriented Healthcare Administrative and Utilization Review professional with proven experience
managing patient data, coordinating care, and supporting clinical workflows in fast-paced healthcare
environments. Proficient in ReviewStat and Arriba for utilization review submissions, insurance eligibility
verification, report generation, and secure electronic record management in compliance with HIPAA
standards.
Strong background in handling inbound calls, reviewing patient history and clinical data through EMR
systems (Devero, Kinnser, Practice Perfect), and maintaining effective communication using Slack and
Ooma. Adept in email and calendar management using Google Workspace and Outlook, with
exceptional attention to detail, time management, and organizational skills to ensure efficient healthcare
operations.
Proficient in graphics and video editing, proficient in creating engaging visual content and marketing
materials using Canva, CapCut & Photoshop. Experienced in optimizing videos for social media platforms,
editing visuals for clarity and impact, and producing polished multimedia content that supports branding,
promotions, and client engagement.
Demonstrated expertise in collaboration, communication, and task management platforms including
Microsoft Teams, Zoom, Skype, RingCentral, Google Voice, Viber, WhatsApp, Discord, Asana, Trello,
Notion, and Calendly, supporting efficient remote coordination and streamlined workflows.
Experienced in using digital and business tools such as Facebook, Instagram, LinkedIn, TikTok,
Pinterest, YouTube, Meta Business Suite, QuickBooks, PayPal, Upwork, WellSky, and ChatGPT to
support social media management, financial tracking, productivity, and operational efficiency.
Dedicated to continuous research and professional growth, staying ahead of trends in marketing,
technology, and business innovation.
WORK EXPERIENCE DETAILS
MEDICAL INTAKE COORDINATOR - SHEARWATER HEALTH INC.
NOVEMBER 2022 - MARCH 2026
Utilized ReviewStat and Arriba software to efficiently manage patient data, generate reports, and streamline workflows to
improve the review processes in the healthcare industry
Accurately enter patient information into the system, ensuring data integrity. Verified patient insurance eligibility through
ReviewStat and Arriba.
Submit requests for utilization review for specific procedures or services and collected necessary medical records and
documentation to support the review process.
Provided comprehensive administrative support to healthcare providers, medical record management.
ZOHO CRM SPECIALIST - ZOHO CORPORATION
APRIL 2025 - DECEMBER 2025
Managed core operations using Zoho Books, CRM, and Inventory, including invoicing, sales pipeline activities, and stock
control.
Maintained accurate, organized data across Zoho People, Projects, Social, Mail, Desk, and Creator.
Processed Sales Orders, Purchase Orders, Tasks, and Support Tickets from initiation to completion.
Designed and implemented workflows, automations, reminders, and approval rules to streamline operations.
Customized modules, fields, templates, dashboards, and reports across various Zoho applications.
Handled social media scheduling, analytics, and engagement through Zoho Social, and managed email setup and
configurations in Zoho Mail.
INTERNSHIP
MEDICAL INTAKE SPECIALIST - ACCESS THERAPY
APRIL - JUNE 2022
Scheduled patient for home therapy visit of the clinician
Collaborate with doctors and therapists on home visits and treatment plans.
Answer inbound calls in a timely and friendly manner
Checked patient history , physical and other pertinent data from EMR ( Devero, Kinnser)
Used Slack , Ooma app as the mode of communication within the intake team and clinicians.
Calling the physician and therapists regarding patient's need and order follow up.
Some of the Platforms I Use
Company I worked with