this is me (1).png

Hey there, I’m Ashliegh.

Since 2019, I have virtually assisted small—to medium-business owners with their administrative woes, helping them organize their systems and operating procedures. OrganizedAF allows me to diversify my skill set through exposure to different environments and challenges and extends my reach to make an impact in more lives.

I aid businesses with implementing efficiency enhancements, including support with transitioning to EHR Software. I enjoy learning new software systems and finding the best ways to “work smart, not hard” by maximizing software features.

Another key interest of mine is developing and managing Standard Operating Procedures. In 2022, I supported a business in identifying operational gaps and took the lead in developing and implementing a comprehensive Standard Operating Procedures manual. As an extension to this initiative, I designed a web-based onboarding sequence to support new contractors, aiming to enhance the efficiency, quality and consistency of the onboarding experience.

Separate from OrganizedAF, I have been employed with a local counselling centre since 2017. As the clinic’s Office Manager and primary administrative support, my multifaceted role spans an extensive range of responsibilities and leadership aspects, including but not limited to client onboarding, ongoing client support, managing the schedules of multiple providers and locations, handling basic day-to-day HR-related activities and talent acquisition. My adaptable skillset can be leveraged in many employment opportunities and industries.

I thrive in projects requiring individual and group brainstorming, out-of-the-box thinking and business creativity. I am fulfilled in roles that allow freedom to conceive and implement innovative ideas.

One of my best friends once told me that “it doesn’t matter what the task is, you will find a way to learn about it and master it.”

SKILLS & SOFTWARE PROFICIENCIES

  • Administration, Office Management, Executive Assistance

  • Supporting Allied Health Providers

  • Scheduling

  • Accounts Payable, Accounts Receivable

  • College of Alberta Psychologists Standards of Practice (advanced)

  • Reception, Client Relationship Management (CRM), Customer Service

  • Sales & Negotiation

  • Canva, Adobe Suite, Microsoft Office Suite, Google Suite, JaneApp (expert), OwlPractice (advanced), WordPress, Squarespace, Wix, QuickBooks (intermediate), Simply Accounting (novice), Windows OS, iOs (Apple)

  • Intake Coordination

  • Confidentiality, HIPPA, PIPEDA

  • Operations Management

  • Basic Human Resources

  • Canadian Psychological Association Code of Ethics (advanced)

  • Expedient client rapport and relationship-building

  • Billing with most common third-party insurers, including return to work and disability claims (CanadaLife, SunLife, WCB)

LICENSES & CERTIFICATES

  • Intermediate Level – Counselling Ethics: The Consent Process
    Dawn McBride (2021)

  • Psychological First Aid (PFA) Virtual Care in a Pandemic for Indigenous Communities
    Alberta Health Services (2021)

  • Indigenous Canada
    University of Alberta (2020)

  • TASC Suicide Prevention
    LivingWorks (2020)

  • Alberta General Insurance Level 1
    Alberta Insurance Council (2017)

EXPERIENCE

OrganizedAF.ca
Virtual Business Manager

  • Analyze business workflows and procedures to identify inefficiencies, implement improvement strategies, enhance productivity, and reduce administrative burden.

  • Provide virtual support to allied health professionals for billing, email management and system implementation.

  • Facilitate strategy discussions to assist clients in achieving their goals.

  • Offer general support in proofreading, client communication, and software training.

  • Perform basic bookkeeping tasks, including month-end reconciliation and year-end procedures.

  • Handle CPP & EI filings (AB), accounts receivables, accounts payable, invoicing and collections.

Private Psychotherapy Practice
Office Manager & Executive Assistant

CLIENT SERVICES & OPERATIONS

  • Maintain confidential client records, files and emails.

  • Manage end-to-end client journey, including intake, scheduling and support.

    • Intakes: first point of contact; determine presenting concern(s), evaluate potential therapeutic matches based on clinician therapeutic interests, client availability and insurance coverage.

    • Navigate complex scheduling and intake scenarios.

    • Evaluate custody arrangements to support the procurement of appropriate consent/supporting court documentation for minors.

  • Build rapport and relationships with clients, establishing initial trust and safety.

  • Maintain meticulous contact logs for client incidental contact.

  • Coordinate with clinicians to track progress and caseloads and estimate realistic wait times.

  • Optimize administrative functions and oversee day-to-day operations.

  • Develop, implement and enforce office policies and procedures.

  • Delegate administrative tasks to clinicians, following up to ensure deadlines are met.

  • Coordinate schedules for multiple providers and locations in different provinces (time zones).

FINANCIAL MANAGEMENT

  • Process payments and manage accounts receivables.

  • Perform all direct billing functions and insurance claim processing.

  • Monitor financial trends, regularly reporting findings to the Director.


MARKETING

  • Maintain and update the clinic website and marketing materials.

HR AND ADMINISTRATION

  • Perform day-to-day HR activities, including interviews, onboarding, and offboarding.

  • Manage inventory of consumables.

  • Respond to, perform or arrange general office maintenance.

Personal Lines Insurance Brokerage, Edmonton AB
Level 1 Insurance Broker

  • Managed all aspects of the insurance transaction, from providing quotes to post-sale file maintenance.

  • Conducted comprehensive consultations to assess insurance needs and evaluate risk factors.

  • Recommended tailored coverage options based on clients’ needs and financial considerations.

  • Ensured prompt delivery of documentation.

  • Proactively managed policy renewals and updates, keeping clients informed of changes.

  • Identified opportunities for cross-selling or up-selling additional products to meet evolving client needs.

  • Developed relationships with underwriters, negotiate terms and secure coverage.

  • Created and maintained an organizational system for client documents, prioritizing privacy and protection.