Casey Bachman

About Casey Bachman

My career has taken me through emergency services and animal care, which taught me how to stay calm under pressure, think critically, and genuinely listen to people. In my current role as a Patient Navigator, I apply those strengths in healthcare by leveraging Salesforce HealthCloud daily to manage patient data, coordinate care across teams, and enhance the overall experience for those we support.Beyond day-to-day case management, I have become the point person for Salesforce reporting in my department. I build and run reports that help leadership monitor productivity, spot trends, and create more strategic outreach opportunities for patients. These reporting tools not only improve patient engagement but also give managers and directors actionable insights to drive team performance.Outside of work, I have invested in growing my Salesforce skills through the Trailhead platform, where I earned my Ranger badge. This hands-on learning gave me a solid foundation in data management, process automation, and system efficiency, all of which I bring back to the team to work smarter, not harder.What motivates me most is finding ways to make systems and workflows more human-centered. I enjoy translating technical capabilities into real, positive outcomes for both teams and clients. Whether it is improving a process, solving a tough challenge, or building a new tool from scratch, I approach each opportunity with a focus on empathy, efficiency, and impact.I am currently exploring opportunities in client success, data analysis, or business analysis. If you are looking for someone who blends technical skill with a people-first mindset, I would love to connect and see how I can contribute to your team.

Experience

1. Patient Navigator

   United Therapeutics Corporation

   Aug 2024 — Present · Raleigh-Durham-Chapel Hill, NC, US

   Serve as a dedicated advocate and primary contact for patients and caregivers, guiding them through available resources and support options-Respond to incoming inquiries, triaging calls and directing them to the appropriate team to address patient and caregiver needs efficiently-Conduct initial assessments and welcome calls to identify patient needs, connecting them with tailored resources and support materials-Leverage Salesforce HealthCloud to track and manage patient workloads, generate detailed reports, and monitor patient statuses to ensure seamless care coordination-Run targeted Salesforce reports to identify outreach opportunities that enhance patient engagement, while also providing leadership with productivity insights to strengthen team performance-Serve as a Subject Matter Expert (SME) and go-to resource for the team, assisting with complex cases, mentoring colleagues, and supporting the training and onboarding of new patient navigators-Established and lead a Patient Navigator CARE Team initiative, fostering workplace culture, professional development, and collaboration among staff-Collaborate closely with internal and external teams to ensure timely, patient-centered service throughout the care journey-Uphold compliance with established protocols, policies, and SOPs, while contributing to departmental projects to enhance patient navigation services.

Education

• Durham Technical Community College

  Associate of Science - AS, Crisis/Emergency/Disaster Management

  2018 — 2020

• Talent Stacker | Career Development Program

  Salesforce Administration

• Trailhead by Salesforce

  Salesforce Administration