Hyremote

• Serve as the first point of contact for prospective patients and referring providers via phone, web forms, referrals, and text communication. • Explain the treatment process, answer common patient questions, and use provided training resources to handle basic inquiries accurately. • Ask intake-related medical history questions, including past and current medications, and document information carefully. • Create and update patient records in the CRM and EMR. • Help patients complete required forms, review submissions thoroughly, and follow up on missing or incomplete information. • Schedule telehealth evaluations with providers, coordinate next steps based on approval status, and arrange induction-phase appointments, including twice-weekly sessions for the first four weeks. • Verify insurance benefits, call payers when needed, and initiate prior authorizations through payer portals or by phone. • Guide patients through the intake and treatment process, especially when they need help with portals, forms, or appointment logistics. • Escalate complex insurance or clinical questions to the appropriate internal team while keeping the patient moving through the process.

• Capture and organize information from emails, WhatsApp, voice notes, and meetings, translating it into structured tasks, calendar events, and clear priorities into a centralized system. • Own and maintain task and project tracking by keeping the system current, documenting key details (history, decisions, next steps), and providing clear, regular summaries of progress, priorities, and outstanding items. • Work directly with leadership to review priorities, align on next steps, and ensure execution stays on track through proactive follow-ups. • Manage scheduling and coordination, including meetings, timelines, shifting priorities, and maintaining key business and personal reminders. • Assist with email organization and flag important communications. • Continuously refine and improve the organizational system (Trello or similar tools).

• Conduct high-volume outbound calls to property owners and potential clients using company-provided lead data. • Identify interest levels and qualify prospects based on their needs and responses. • Clearly communicate service offerings while adapting your approach depending on different client scenarios. • Maintain organized and accurate records of leads, calls, outcomes, and follow-ups within the tracking system. • Follow up with prospects multiple times to maintain visibility and increase conversion chances. • Perform check-ins with existing and past contacts to uncover new opportunities. • Pass qualified and interested leads to the owner for closing. • Collaborate with your manager during initial training and transition to handling outreach independently.

• Review and categorize employee and vendor expenses across multiple credit cards, ensuring charges are legitimate and properly classified within QuickBooks. • Attach receipts to corresponding transactions in QuickBooks, verifying documentation for completeness and accuracy. • Enter bills and transactions from client inboxes into QuickBooks, categorizing data based on prior entries. • Contact vendors or employees by phone to clarify unclear or questionable charges, such as hotel fees. • Manage transactions from bank feeds, allocating expenses to the correct categories within QuickBooks.

• Assist in onboarding newly assigned properties by inputting data into Rent Manager and sending introductory communications to tenants. • Manage tenant communication professionally via phone and email, including lease follow-ups, service requests, and general inquiries. • Enter rent rolls, lease renewals, and maintenance-related notes accurately into Rent Manager. • Coordinate with building supers to facilitate unit and boiler access, manage invoice receipts, and support payment processing. • Populate lease templates with rent details, scheduled increases, and relevant regulatory codes; ensure timely delivery to tenants. • Track pending tenant responses, maintain system updates, and deliver accurate reporting for internal use and court submissions.

• Manage inbound referrals from various sources and promptly initiate the admissions and intake process. • Conduct detailed intake conversations in both English and Spanish with individuals in complex situations, including those recently discharged from hospitals, experiencing homelessness, or involved in the justice system. • Ask structured screening questions to assess client needs and determine appropriate next steps. • Obtain and process necessary documentation, including Releases of Information (ROI), ensuring all paperwork is accurate and complete. • Coordinate evaluations, prescriptions, and follow-up services with providers and peer support teams. • Maintain consistent communication via phone and email to guide clients through each stage of the referral and admissions journey. • Handle sensitive and high-emotion conversations with empathy, professionalism, and composure. • Document all client interactions and case updates within CRM systems such as Salesforce. • Follow up persistently to ensure referrals are successfully converted into active cases.

• Monitor incoming emails from clients and funding partners. • Review and organize new client communications and document submissions. • Upload and categorize documents in the CRM and link them to the correct deal. • Forward funding offers and deal details to the appropriate funding partner. • Log funder responses into the CRM with the correct status and notes. • Maintain accurate and up-to-date deal records in the CRM. • Handle approximately 500–600 updates and emails per day.

• Make high-volume outbound cold calls to targeted leads to introduce Instructor Mobile’s OSHA compliance training software. • Use provided scripts to engage leads and deliver a concise value proposition. • Identify and qualify potential prospects by gauging interest and scheduling demos with the sales lead. • Log call activity, outcomes, and notes consistently into a CRM (HubSpot/Apollo). • Send templated follow-up emails and maintain ongoing communication with interested leads. • Collaborate with the sales lead to pass off warm prospects for product demos and further discussions. • Follow up with leads who requested callbacks or were unavailable during initial contact attempts.

• Review and analyze incoming financial statements, including bank statements and applications. • Identify and categorize deposits, fundings, and recurring debits. • Enter financial data into spreadsheets and internal systems with precision. • Cross-check statements for inconsistencies, such as undisclosed fundings. • Assess and summarize real business revenue by filtering out non-revenue transactions. • Maintain accuracy to prevent funding errors or miscalculations. • Upload completed spreadsheets and statements into company software.

• Assist with IT tasks such as user management, password resets, and printer troubleshooting to support day-to-day client needs. • Manage incoming helpdesk tickets through voice and chat support, offering first-level troubleshooting and escalating as needed. • Utilize systems like Active Directory and Office 365 for user access updates, permissions, and account support. • Work closely with the FAST Team and tech leadership to build skills and gradually transition into more technical responsibilities over time.