GoLean Health

• Answer patient calls professionally and warmly • Return voicemails and follow up with patient inquiries • Maintain accurate call logs and patient intake notes • Assist with scheduling preparation and appointment coordination • Request and organize medical records, imaging reports, and referral documents • Support prior authorization tasks when applicable • Escalate complex patient, insurance, or clinical concerns appropriately • Help maintain simple workflows and administrative trackers

• Answer inbound patient calls professionally and promptly • Respond to patient texts, voicemails, emails, and fax-related messages • Schedule new patient appointments and collect complete intake information • Confirm, cancel, and reschedule existing patient appointments • Prioritize new patient inquiries and referral opportunities • Follow up on missed calls, inactive patients, and rescheduling needs • Help convert patient inquiries into booked appointments • Maintain accurate scheduling notes and communication records • Coordinate with clinic staff to help protect provider schedules • De-escalate patient concerns involving scheduling, billing confusion, or insurance questions • Support communication workflows using Weave and MacPractice • Follow HIPAA and patient privacy standards at all times

• Manage patient calls, emails, portal messages, website inquiries, missed calls, and voicemails • Provide warm, polished, and professional communication for concierge patients • Schedule telehealth, concierge, mobile, and follow-up appointments • Manage the provider's calendar and help protect blocked time, travel time, and personal commitments • Support new patient intake, onboarding, and follow-up tracking • Verify insurance eligibility and assist with prior authorization tasks when needed • Follow up with warm leads, former patients, referrals, and marketing inquiries • Maintain a lead tracker for outreach, responses, next steps, and conversion status • Queue prescription or refill requests in the EMR for provider review • Use or learn PracticeQ for scheduling, records, and documentation support • Input historical paper chart information into the EMR • Identify workflow gaps and recommend simple process improvements • Provide regular updates on completed tasks, pending items, and patient follow-ups

• Clinician Invoice & Claims Reconciliation: Receive and organize invoices from 7 to 8 clinicians. • Review each clinician's unique pay rate and invoice details. • Verify that clinician notes are completed before payment is approved. • Cross-check invoices against claims/payment data. • Confirm whether claims have been paid before endorsing clinician payouts. • Flag missing notes, unpaid claims, or invoice discrepancies. • Maintain a recurring tracker showing paid, unpaid, pending, and ready-for-review items. • Send clean, accurate updates to the office manager for final review. • Insurance Verification Support: Verify patient eligibility and benefits. • Check co-pays, deductibles, and co-insurance. • Contact insurance providers when portal details are incomplete. • Communicate verified benefit details to the front-desk team. • Referral, Intake & Document Organization: Review emails, faxes, and messages for referral information. • Organize referral details and patient intake documents. • Ensure intake forms are placed in the correct EMR buckets. • Help keep patient documentation and administrative workflows organized.

• Provide live medical scribing support during telemedicine visits • Help keep charts updated, organized, and ready for provider review • Assist with chart preparation before appointments by reviewing notes, labs, medications, and relevant patient history • Enter key clinical details into the EMR, including main concern, diagnosis context, and medication information • Support lab ordering workflows, including selecting the correct lab facility, attaching diagnosis codes, and helping ensure orders are complete • Assist with reviewing referrals, authorizations, and supporting documents before patient visits • Handle prior authorizations as part of the clinic's daily workflow • Provide Spanish-English bilingual support, including real-time translation during patient interactions when needed • Help support patient coordination and scheduling workflows • Manage high volume of calls when not actively scribing • Step in for backup phone and admin support when in-office staff need coverage • Communicate clearly with the clinic team regarding urgent updates, follow-ups, and task status • Maintain high standards for confidentiality, HIPAA compliance, and documentation accuracy

• Reviewing patient schedules in advance to prepare charts • Pulling lab results, imaging reports, and prior consultation notes into the EMR • Accompanying the doctor virtually during patient visits to record clinical notes and documentation accurately • Handling incoming calls and scheduling appointments during non-scribing hours • Relaying information between the physician and patients • Assisting the doctor between back-to-back appointments to maintain a smooth clinic flow