Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Aezee Joon Roma

Aezee Joon Roma

Mabalacat City,Philippines

Summary

Strategic Operations and Compliance Leader with over 10 years of experience in healthcare operations, quality assurance, and client relationship management. Led cross-functional teams to develop operational strategies, implement quality management systems, and enhance organisational performance. Skilled in designing scalable workflows, KPI dashboards, and SOPs while driving continuous improvement initiatives to support organisational growth.

Overview

1
1
Certification
10
10
years of professional experience

Work History

Agency Operations and Compliance Manager

OMNI Therapy Inc.
06.2026 - Current
  • Led the company's Quality Assurance and Agency Operations functions, ensuring compliance with home health documentation standards, regulatory requirements, and internal quality benchmarks.
  • Developed and implemented operational policies, workflows, and quality improvement initiatives to improve efficiency across multiple departments.
  • Oversaw QA teams responsible for reviewing therapy documentation, monitoring productivity, audit performance, and documentation accuracy.
  • Managed operational relationships with home health agency partners, addressing compliance concerns, process improvements, and service quality.
  • Designed reporting dashboards and performance metrics to monitor department health, identify operational risks, and support leadership decision-making.
  • Led investigations of documentation issues, patient complaints, and operational incidents while coordinating corrective actions with internal teams and agency partners.
  • Spearheaded the development of Agency Operations & Management Services (AOMS), expanding operational support services for home health agencies, including QA, documentation, intake coordination, and administrative operations.
  • Collaborated with executive leadership on strategic planning, service expansion, staffing models, and continuous process improvement initiatives.

Account Manager

OMNI Therapy
12.2023 - 05.2026
  • Served as primary liaison between home health agencies and internal departments, facilitating timely coordination of therapy services to enhance patient care.
  • Managed client relationships by resolving operational concerns, providing service updates, and maintaining high levels of customer satisfaction.
  • Coordinated communication among therapists, care coordinators, staffing teams, QA, and home health partners, ensuring seamless patient care operations.
  • Monitored service delivery, addressed escalations, and implemented solutions to improve client experience and operational efficiency.
  • Supported business development by identifying opportunities to strengthen partnerships and expand service offerings.
  • Supported workflow improvements, policy implementation, and cross-department collaboration to achieve operational goals.

Quality Assurance Supervisor

OMNI Therapy Inc.
10.2020 - 11.2023
  • Led Quality Assurance team in reviewing physical therapy, occupational therapy, speech therapy, and OASIS documentation to ensure compliance and quality standards.
  • Ensured clinical documentation met Medicare, CMS, payer, and home health agency requirements before submission.
  • Conducted quality audits, monitored productivity, tracked performance metrics, and coached team members to maintain documentation accuracy and compliance.
  • Developed QA standards, training materials, and review guidelines to promote consistency across the department.
  • Collaborated with therapists and agency partners to resolve documentation deficiencies and improve clinical documentation quality.
  • Identified workflow bottlenecks and implemented process improvements to reduce turnaround times while maintaining compliance standards.
  • Supported leadership in monitoring department performance through comprehensive reporting and analysis of quality metrics.

Staffing Coordinator

OMNI Therapy Inc.
06.2019 - 09.2020
Staffing Coordinator
  • Coordinated therapy referrals by matching qualified therapists with patient assignments, ensuring optimal alignment of location, discipline, availability, and payer requirements.
  • Managed therapist scheduling while ensuring timely patient coverage and minimizing missed or delayed visits.
  • Facilitated communication with therapists, home health agencies, and internal teams to ensure clarity on referrals, scheduling updates, and staffing changes.
  • Monitored open referrals and proactively resolved staffing challenges to maintain service continuity.
  • Maintained accurate scheduling records, tracked referral status, and ensured timely follow-up on pending assignments.
  • Optimised staffing workflows and improved referral turnaround times through effective coordination and communication.

Customer Representative / Team Lead

Iqor Philippines
06.2016 - 12.2018

Operations Supervisor (2018 – 2019)

  • Supervised team of customer service representatives, achieving service level agreements (SLAs), quality metrics, and customer satisfaction goals.
  • Monitored team performance through coaching sessions, performance reviews, and real-time support.
  • Conducted performance analysis and implemented action plans, enhancing operational results.
  • Collaborated with training, quality assurance, and workforce management teams to achieve business objectives.
  • Developed team members through coaching, mentoring, and performance management.

Training Lab / Trainer (2017 – 2018)

  • Facilitated new hire training and nesting programs for customer service representatives.
  • Conducted product, systems, and customer service training while evaluating trainee performance.
  • Partnered with operations leaders to improve training effectiveness and transition readiness.
  • Provided coaching and feedback to support employee development and performance improvement.

Customer Service Representative (2016 – 2017)

  • Delivered customer support for Sprint customers through inbound service channels, resolving billing, technical, and account-related concerns.
  • Resolved billing, technical, and account-related concerns while maintaining quality and customer satisfaction standards.
  • Consistently met productivity, quality, and performance targets.

Education

Bachelor of Science - In Nursing

Holy Angel University
Angeles City, Pampanga
01-2010

Bachelor of Science - In Nursing

Holy Angel University
Angeles City, Pampanga

Skills

  • Compliance auditing
  • Regulatory knowledge
  • Compliance and auditing
  • Compliance reporting
  • Risk assessment
  • Quality improvement
  • Quality assurance procedures
  • Policy writing
  • Policy analysis
  • Policy revising
  • Report drafting
  • Data analysis
  • Performance metrics
  • Process optimization
  • Operational strategy
  • Team leadership
  • Training development
  • Internal auditing
  • Client relationship management
  • Cross-department collaboration
  • Written communication
  • Verbal communication
  • Detail orientation
  • Decision-Making authority
  • Staff training

Certification

  • HIPAA
  • Sexual Harrassment
  • Vistage - Emerging Leader

Timeline

Agency Operations and Compliance Manager

OMNI Therapy Inc.
06.2026 - Current

Account Manager

OMNI Therapy
12.2023 - 05.2026

Quality Assurance Supervisor

OMNI Therapy Inc.
10.2020 - 11.2023

Staffing Coordinator

OMNI Therapy Inc.
06.2019 - 09.2020

Customer Representative / Team Lead

Iqor Philippines
06.2016 - 12.2018

Bachelor of Science - In Nursing

Holy Angel University

Bachelor of Science - In Nursing

Holy Angel University
Aezee Joon Roma