Winning Assistants LLC

• Assist with daily healthcare administrative and operational tasks. • Coordinate prior authorization documentation with physicians and healthcare providers. • Manage 485 Certifications and Plan of Care (POC) renewals. • Prepare, organize, and maintain Medicaid compliance documentation. • Upload, organize, and maintain patient documentation within the EMR system. • Track staff licenses, TB tests, certifications, and credential expiration dates. • Follow up with nursing staff regarding expiring documents and required renewals. • Schedule supervisory visits with RN supervisors. • Ensure documentation remains organized, accurate, and HIPAA compliant. • Provide general virtual administrative support across multiple departments. • Organize and maintain digital files and company documentation. • Prepare and distribute offer letters through DocuSign. • Assist with interview scheduling and coordination. • Conduct virtual orientation sessions for newly hired employees. • Generate and distribute company newsletters. • Track client birthdays and send personalized birthday greetings. • Recommend workflow improvements and support process optimization initiatives. • Perform additional administrative and operational tasks as assigned. • Answer inbound phone calls professionally and route urgent concerns appropriately. • Provide dependable phone coverage during business hours and support after-hours coverage as the business grows. • Deliver exceptional customer service while maintaining professionalism and empathy. • Handle confidential information while adhering to HIPAA standards. • Make warm outbound calls to prospective clients and marketing leads. • Follow up with interested prospects and nurture relationships. • Schedule appointments and discovery calls for qualified leads. • Manage appointment reminders and ongoing lead follow-up. • Maintain accurate notes and updates within the CRM/EMR system. • Assist with basic social media posting and audience engagement. • Support the team with additional marketing-related administrative tasks as needed.

• Manage, maintain, and update candidate records within the CRM system to ensure data accuracy and completeness. • Process resume backlogs using proprietary AI/GPT tools. • Extract candidate information from resumes and accurately input data into the CRM. • Summarize candidate resumes using custom GPT tools to support recruiter evaluations. • Extract relevant skills and keywords from resumes to improve candidate matching and searchability. • Create, configure, and maintain job orders within the CRM system. • Source qualified candidates through LinkedIn, Facebook Groups, and other online platforms. • Build, organize, and maintain candidate pipelines for current and future hiring needs. • Collect, organize, and manage candidate resumes and recruitment documents. • Perform high-volume data entry while maintaining exceptional accuracy and attention to detail. • Assist with WIX website updates, including posting job opportunities and entering job-related information. • Provide light bookkeeping and administrative support as needed. • Support recruiters with operational and administrative tasks to improve recruitment efficiency. • Maintain confidentiality when handling candidate and company information. • Continuously identify opportunities to improve recruitment workflows and operational processes.

• Answer inbound calls promptly and professionally. • Respond quickly to new patient inquiries and convert leads into scheduled appointments. • Follow up with prospective patients through phone, email, and text. • Maintain excellent customer service throughout the patient journey. • Schedule, reschedule, and confirm patient appointments using Jane EMR. • Perform courtesy insurance eligibility and benefits verification for out-of-network patients. • Update and maintain accurate patient information in the EMR. • Follow up with inactive patients to encourage them to return for care. • Build relationships with referring providers such as orthopedic clinics, hand surgeons, and other medical offices. • Conduct outreach to referral partners to help grow the practice. • Manage the owner's calendar and email as needed. • Complete other administrative tasks to support daily operations.

• Medical Billing: Manage the full medical billing cycle, including claim submission, insurance claim follow-up, payment posting, denial resolution, and overall billing workflow. • Patient Communication: Handle inbound and outbound calls professionally. • Respond to billing inquiries from patients and insurance companies. • Provide timely follow-up regarding outstanding balances or claim-related concerns. • Athena EMR & Documentation: Accurately document billing activities and communications in Athena EMR. • Maintain organized billing records. • Ensure timely follow-up on outstanding accounts. • Team Collaboration: Work closely with the office team to resolve billing questions, account discrepancies, and other payment-related issues.

• Answer inbound patient calls promptly and professionally, assisting with questions, requests, intake, follow-ups, and general coordination. • Schedule, reschedule, and confirm patient appointments while maintaining accurate appointment details in the EMR. • Provide warm, clear, and helpful bilingual communication to support patient satisfaction and maintain a high call-answering rate. • Perform insurance verification and eligibility checking when needed. • Ensure insurance details, patient information, and related documentation are accurate, confidential, and properly updated. • Coordinate with the appropriate team members regarding patient concerns, insurance updates, or scheduling issues. • Assist with email management, front desk coordination, and daily administrative tasks. • Follow structured workflows while adapting to client needs when necessary. • Identify workflow gaps or issues and proactively communicate possible improvements.

• Serve as the virtual front desk by answering incoming phone calls professionally and promptly. • Respond to patient emails and inquiries with excellent customer service. • Schedule, reschedule, and confirm patient appointments. • Maintain provider calendars and ensure efficient scheduling. • Verify patients' insurance benefits and eligibility. • Perform general healthcare administrative tasks and maintain accurate patient information. • Support daily clinic operations to ensure smooth workflow. • Conduct outbound calls to previous patients to encourage appointment scheduling. • Help re-engage inactive patients to improve provider schedules and practice growth. • Maintain professional, empathetic communication during outreach. • Assist with updating the practice's website as needed. • Support basic social media management and content updates. • Help maintain an engaging online presence to support practice growth. • Provide basic billing assistance when needed. • Support billing-related administrative tasks and be open to learning additional responsibilities as the practice grows.

• Process medical claims accurately for oral surgery procedures • Perform cross-coding between dental and medical insurance • Review documentation to ensure accurate coding and billing submission • Support insurance reimbursement processes and resolve billing discrepancies • Maintain accurate billing records and documentation • Verify insurance eligibility and benefits as needed • Assist with claim follow-ups and reimbursement tracking • Ensure all billing activities comply with HIPAA and healthcare regulations • Protect confidential patient information and maintain accurate documentation • Utilize Open Dental to manage billing workflows, patient records, and practice information • Collaborate with providers and administrative staff to support billing workflows • Maintain organized billing records and reports • Assist with workflow improvements and operational projects as assigned • Perform additional administrative duties to support the practice as needed

• Manage appointment scheduling and patient reminders • Coordinate completion of new patient forms, consent forms, and payment requirements prior to appointments • Maintain and organize patient records and documentation • Respond to patient inquiries and correspondence • Coordinate communication between patients and healthcare professionals • Assist with pre-operative and post-operative patient coordination • Ensure required medical clearances and health documentation are completed prior to surgery • Support the treatment coordinator with administrative tasks and documentation preparation • Prepare reports, spreadsheets, and documentation trackers • Maintain accurate information within the Open Dental practice management system • Assist with insurance coordination and EOB processing • Ensure all patient communication and records follow HIPAA compliance standards

• Schedule and manage medical, dental, physical therapy, specialist, concierge physician, neurology, executive health, and wellness appointments. • Coordinate referrals, imaging, laboratory work, blood tests, and follow-up care. • Confirm appointments and complete all required pre-visit paperwork. • Monitor healthcare portals daily for: - Provider messages - Test results - Prescription updates - Required follow-up actions • Communicate professionally with physicians, specialists, clinics, pharmacies, and healthcare providers to ensure seamless continuity of care. • Coordinate travel-related medical appointments when necessary. • Review medical reports, provider visit summaries, and treatment recommendations. • Identify required follow-up actions, medication changes, referrals, and ongoing treatment plans. • Maintain organized electronic medical records and healthcare documentation. • Track provider recommendations and ensure all action items are completed. • Maintain healthcare trackers, visit history logs, and medical documentation. • Verify insurance eligibility and patient benefits. • Obtain and manage prior authorizations. • Coordinate insurance approvals for procedures, imaging, specialists, and treatments. • Follow up on pending authorizations. • Communicate with insurance companies regarding claims, reimbursements, billing questions, and coverage issues. • Work directly with providers and billing departments to resolve insurance-related concerns. • Maintain accurate documentation of all insurance activities. • Coordinate prescription refill requests. • Communicate with pharmacies regarding medication updates and dosage changes. • Track medication and supplement inventory to prevent interruptions. • Coordinate supplement ordering and functional medicine programs. • Assist with preventive healthcare, nutrition programs, and wellness initiatives. • Manage complex healthcare calendars. • Conduct proactive calendar reviews and resolve scheduling conflicts. • Coordinate appointments across multiple healthcare systems. • Organize travel-related healthcare logistics. • Assist with executive administrative tasks as needed. • Maintain accurate scheduling records and reminders. • Maintain detailed task trackers and healthcare logs. • Ensure all open items receive timely follow-up until resolved. • Monitor pending referrals, prescriptions, insurance matters, and provider communications. • Prepare concise weekly status updates. • Escalate urgent healthcare matters promptly. • Healthcare appointment coordination and provider communication. • Medical records review, follow-up actions, and continuity of care. • Prescription, supplement, insurance, and wellness management. • Executive healthcare administration. • Healthcare scheduling and insurance coordination. • HIPAA-compliant handling of confidential medical information.

• Verify patient insurance eligibility and benefits before scheduled appointments. • Review deductibles, copays, coinsurance, and patient financial responsibility. • Ensure insurance information is accurate and updated within the EHR/EMR. • Document all eligibility verification activities accurately and thoroughly. • Submit and obtain prior authorizations through insurance portals and payer websites. • Monitor pending authorization requests and follow up with insurance companies as needed. • Communicate authorization updates promptly to providers and clinic staff. • Maintain accurate records of authorization status and supporting documentation. • Create new patient charts and update existing medical records. • Ensure patient demographics and insurance information remain complete and accurate. • Maintain organized documentation within the electronic medical record system. • Answer overflow inbound phone calls when the in-office team is unavailable. • Assist patients with general inquiries in a courteous, professional, and empathetic manner. • Route calls appropriately and ensure timely message delivery. • Support the front office with insurance-related administrative tasks. • Maintain strict HIPAA compliance and protect patient confidentiality at all times.