SnappyCX

• Conduct Chronic Care Management (CCM) follow-up calls with eligible patients • Build positive relationships with patients and encourage ongoing engagement in their care plans • Accurately document all patient interactions and care activities within established timelines • Maintain and update CCM tracking logs using Google Drive and Google Sheets • Utilize Office Ally as the primary Electronic Health Record (EHR) system • Coordinate patient care activities and ensure all required documentation is complete and compliant • Monitor patient progress and escalate concerns to the appropriate clinical team when necessary • Collaborate with providers and other healthcare professionals to support continuity of care • Maintain strict HIPAA compliance and protect patient confidentiality at all times • Perform additional administrative and care coordination duties as assigned

• Answer inbound patient calls professionally and courteously • Schedule, reschedule, and confirm patient appointments • Follow up with patients regarding intake forms and outstanding documentation • Maintain accurate patient records within the EMR system (Tebra) • Respond to general patient inquiries and provide excellent customer service • Communicate scheduling updates and documentation requirements to patients • Perform general administrative and clerical duties as needed • Ensure HIPAA compliance and maintain patient confidentiality at all times

• Manage the full medical billing and Revenue Cycle Management (RCM) process • Monitor and follow up on aging Accounts Receivable (AR) and outstanding claims • Investigate and resolve claim denials, payment discrepancies, and reimbursement issues • Verify patient insurance eligibility and benefits • Complete provider credentialing and recredentialing processes • Maintain accurate billing, credentialing, and provider records within Athena • Communicate with insurance companies regarding claims, credentialing, enrollments, and payment issues • Maintain accurate documentation within the practice management system • Support additional healthcare administrative tasks as needed • Ensure compliance with HIPAA regulations and medical billing best practices

• Answer inbound patient calls professionally and courteously. • Schedule, reschedule, and confirm patient appointments. • Follow up with patients regarding intake forms and outstanding documentation. • Maintain accurate patient records within the EMR system (Tebra). • Respond to general patient inquiries and provide excellent customer service. • Communicate scheduling updates and documentation requirements to patients. • Perform general administrative and clerical duties as needed. • Ensure HIPAA compliance and maintain patient confidentiality at all times.

• Build, launch, and manage paid campaigns across Meta Ads (Facebook and Instagram) for all three brands • Manage Google Ads campaigns and maintain Google Merchant Center product feed health • Execute campaigns across multiple objectives: awareness, traffic, conversions, and retargeting • Apply incremental budget scaling rather than aggressive jumps that destabilize delivery • Provide direction on ad creative based on performance data, not personal preference • Provide regular performance reporting in plain language, not just raw platform metrics

• Conduct Chronic Care Management (CCM) follow-up calls with eligible patients • Build positive relationships with patients and encourage ongoing engagement in their care plans • Accurately document all patient interactions and care activities within established timelines • Maintain and update CCM tracking logs using Google Drive and Google Sheets • Utilize Office Ally as the primary Electronic Health Record (EHR) system • Coordinate patient care activities and ensure all required documentation is complete and compliant • Monitor patient progress and escalate concerns to the appropriate clinical team when necessary • Collaborate with providers and other healthcare professionals to support continuity of care • Maintain strict HIPAA compliance and protect patient confidentiality at all times • Perform additional administrative and care coordination duties as assigned

• Serve as a liaison between contracts, patients, patient families, HHAs, and care team. • Ensure effective communication and identify areas of concern during interactions. • Support the delivery of high-quality patient care. • Schedule work assignments based on Home Care Worker training. • Document all communications accurately in HHA Exchange. • Communicate effectively with patients, family members, clinicians, and other departments. • Provide information to healthcare professionals. • Consult with family members to ensure ongoing care needs are met. • Advise on discharges and changes in services. • Complete required reports accurately and timely. • Manage overtime and travel time requests. • Utilize tools to locate aides and provide directions. • Manage mutual and linked cases and respond to emails and voicemails promptly. • Adapt quickly to agency or industry changes.

• Build, launch, and manage paid campaigns across Meta Ads (Facebook and Instagram) for all three brands • Manage Google Ads campaigns and maintain Google Merchant Center product feed health • Execute campaigns across multiple objectives: awareness, traffic, conversions, and retargeting • Develop a monthly and quarterly paid media strategy aligned with retail and online calendar, product launches, and seasonal demand • Maintain a rolling paid media calendar across all brands showing what is live, what is scheduled, and what is in development • Provide regular performance reporting in plain language, not just raw platform metrics

• Own and evolve the content pillar strategy (Founder Story, Expert Authority, Product in Real Life, CEO Behind the Scenes, Community and Culture) • Build monthly content calendars aligned to the established weekly posting rhythm and the content delivered by the videographer • Recommend strategy adjustments based on what is and is not driving engagement and growth • Develop platform-specific strategy as needed (Instagram primary, with recommendations on TikTok, Facebook, and YouTube as relevant) • Bring informed point of view and proposed strategy to planning conversations, rather than waiting to be told what to post • Schedule and publish all approved content across owned social channels on a consistent cadence (currently 5 days per week on the feed) • Manage the content scheduling tool (currently Later) and ensure nothing is missed or delayed • Coordinate timing with the videographer's delivery schedule so content goes out within the planned windows • Maintain a rolling content calendar visible to the founder, showing what is scheduled and what is needed • Write captions in the founder's authentic first-person voice: personal, energetic, confident, and specific rather than generic or advisory • Match caption tone to content pillar (educational and authoritative for Expert Authority content, warm and personal for Founder Story content, etc.) • Maintain consistent brand voice across all platforms while adapting format to each platform's norms • Monitor and respond to comments and DMs in a timely manner, in the founder's voice or an approved brand voice • Identify and escalate any sensitive, negative, or time-critical messages to the founder directly • Proactively engage with community members, customers, and relevant accounts to build relationships and visibility • Identify user-generated content and customer tags worth resharing • Track engagement, follower growth, reach, and content performance across all managed channels • Report monthly on what content is performing best and why, with clear recommendations • Identify trends, formats, or topics worth testing based on performance data and platform trends • Flag underperforming content patterns early rather than continuing them by default

• Manage the end-to-end medical billing and revenue cycle process for home healthcare services • Process and submit medical claims accurately and efficiently • Verify patient insurance eligibility and benefits • Track, monitor, and follow up on submitted insurance claims • Investigate and resolve claim denials, billing discrepancies, and reimbursement issues • Coordinate with Massachusetts insurance carriers regarding claims processing and payments • Maintain accurate billing records and documentation within CollaborateMD • Ensure billing practices remain compliant with HIPAA standards and regulations • Provide administrative support related to billing and reimbursement operations • Support inbound and outbound communication with patients and insurance providers as operational needs expand