MeisterIT Systems

• Prepares case files and Disability Benefits Questionnaires (DBQ) assigned in the client portal. • Reviews and bookmarks medical records and creates a synopsis to answer medical opinion questions based on the veteran's medical history. • Remotely assists the medical provider during a scheduled appointment of a veteran. • Accesses, navigates, and prepares different apps in the medical provider's computer in the exam room prior to the scheduled appointment. • Remotely interviewing the veteran via the approved video or telephone conference platform. • Transcribing the medical history based on the veteran's answers to the questions in the DBQ. • Documenting all the physical examination findings in the appropriate section of the DBQs. • Completes all the sections of the DBQ spreadsheets after each appointment. • Meets with medical providers to discuss each assigned case to determine the final diagnosis per DBQ and for approval of medical opinions. • Transfers data from the DBQ spreadsheet to the client portal. • Submission of DBQs in the client portal. • Answering queries/addendum reports from the client's QAs. • Coordinates with the medical providers and other team members regarding the scheduled appointments per day.

• Prepares case files and Disability Benefits Questionnaires (DBQ) assigned in the client portal. • Requests, downloads, and saves medical records in SharePoint. • Monitors provider portals for fresh cases and lists these cases in the VES sheet and sets up for billing in the case tracker sheet. • Monitors for addendum; prepares addendum sheet and tags the Nurse VA assigned to the case. • Case management - monitoring of timely submission of cases; monitoring for TAT (turnaround time achievement) • Prepares sign-in sheet and appointment forms, and submits sign-in sheet to VES after appointments. • Coordinates with the medical providers and other team members regarding the scheduled appointments per day. • Submission of provider available dates for scheduling of cases. • Keep track of billing and receivables; must perform billing and recon from time to time. • Document keeping (in SharePoint). • Must have good communication skills to assist the veterans, medical providers, and colleagues as well. • Must be able to work independently, with minimal supervision. • Must be flexible in work changes, as needed. • Must be accountable for all assigned cases. • Maintain productivity standards with speed and accuracy. • Follows company policies and procedures. • Respects and maintains HIPAA confidentiality guidelines. • Assist in the creation of process-related templates, if needed. • Perform other job-related duties as assigned by the immediate supervisor or manager. • Takes care of incoming phone calls and initiates outside calls when needed.

• Work with the marketing department to get and understanding of the short term and long term marketing targets and then develop content strategies accordingly • Creating content which will catch maximum customer interest • Writing and reviewing content for websites, social media pages and public communications • Optimize Search Engine Optimization driven content and increase the site traffic • Ensure that the content is compliant with the copyright and data protection laws • Maintain consistency in content and ensure alignment with the brand history and plans • Update the website, social media and content pages periodically • Conducting research on the key SEO terms and incorporating them into the content to achieve maximum viewership

• Research Independent Living Resources for Patients • Setting up practice and updating patient files • Create form for case notes, assessments, and narratives • Create protocol for contacting patients and sending inventories • Follow up on delinquent payments and resolve denied payments • Search for Personal Care Attendant needs and compose advertisement • Assist with creation, editing and publishing of book

• Attends teleconference meetings and lead the case discussion • Taking rough notes that accurately reflect the decisions and discussion that took place during the meeting • Ensuring that a copy is filed appropriately, keeping all minutes together in a file for future reference • Intense review of each case • Create a high-level summary of each case with main points systematically outlined • OCR and Bookmarking of PDFs of medical records • Carefully monitoring the calendar of events • Writing of an Affidavit of Merit (AOM) for cases that require an AOM • Conduct continuous research on common medicolegal case topics • Create a spreadsheet that contains a brief synopsis of each case and links to files • Assist the Doctor during calls with attorneys

• Manage all aspects of daily accounting including, but not limited to: accounts receivable (A/R), accounts payable (A/P), revenue recognition, transaction reconciliation, and general ledger in QuickBooks Online and Bill.com. • Invoice, receive, and recognize project revenue accurately and on time. • Collaborate directly with our clients or their A/R representatives to resolve questions and issues promptly. • Plan and schedule remittance to third-party contractors, vendors, banks, and institutions ensuring all payables are submitted and in accordance with terms. • Maintain weekly cash flow projections for the two business units. • Monitor cash and funding balances regularly in tandem with A/R aging and cash flow projections. • Review, classify, and remit payment to employees for monthly expense reports and fringe benefits. • Manage tax filing and remittance for state business, sales, and F&E taxes and ensure compliance with the Department of Labor and the Internal Revenue Service. • Collaborate with our corporate CPA, finance advisors, and secured vendors as needed to ensure compliance with all additional legal and regulatory requirements. • Develop financial models that forecast business outcomes and profits. • Manage monthly/quarterly/annual book closing including P&L and balance sheet reconciliation and analysis. • Evaluate historical and current financial data to understand the company’s financial condition. • Write data-backed reports to support the management team in making strategic business decisions. • Measure financial risk associated with investment decisions. • Prepare documentation to assist in responding to investment and M&A opportunities.

• Issue invoices for payment collection from merchants and partners • Maintain Accounting Invoice folder • Analyze internal reports to identify inconsistencies, delinquencies, and insufficient payments • Various account reconciliations • Support Accounting team with various reports and projects • Responsible for maintaining accurate information in QuickBooks Online • Setup and Maintain vendor information and records • Assist with composing monthly partner residuals

• Accountable for daily management of assigned cases, adhering to client turnaround time • Complete preliminary review of medical cases ensuring all tasks are completed in a timely fashion • Maintain productivity standards with speed and accuracy • Support non-clinical staff with clinically related questions or issues that arise related to case review • If needed, actively cross-trains to perform reviews of multiple case types to provide a flexible workforce to meet client needs • Assist team members with questions, participates in team meetings • Participates in ongoing training programs to ensure quality performance in compliance with applicable standards and regulations • Recommend new methods to improve departmental procedures • Follows company policies and procedures • Respects and maintains HIPAA confidentiality guidelines • Assists in the creation of process-related templates, if needed

• Daily review of employee expense claims for accuracy • Daily categorization by GL account and class code of bank and credit card transactions • Matching bank and credit card expense transactions to existing expense claims and payments received to the corresponding customer invoices • Weekly emails to the team for missing expense claims need to match with bank/credit card expense transactions • Assistance with month end reconciliations of bank and credit card accounts • Assistance with booking standard recurring month end journal entries (depreciation, prepaids, etc.) • Accounts Payable invoice entry • Assistance with month end review of recurring monthly expenses to ensure all invoices for expenses have been booked in each period