Winning Assistants LLC

• Generate qualified booked calls profitably through Meta Ads • Launch, manage, and optimize Meta ad campaigns daily • Manage campaigns spending thousands per day • Scale winning campaigns aggressively while maintaining efficiency • Monitor ad account health and performance • Test new campaign structures, audiences, and scaling methods • Analyze performance trends and identify bottlenecks quickly • Reduce CPA and improve overall funnel efficiency • Identify winning ad angles • Suggesting new hooks and messaging • Researching competitors • Analyzing winning creatives • Identify creative fatigue early • Structure creative testing systems • Give feedback to editors/content creators • Analyze landing page performance • Monitor KPIs daily • Create performance insights and recommendations • Identify scaling opportunities • Spot inefficiencies quickly • Report findings clearly to leadership

• Manage inbound phone calls, including answering and routing calls through the business line • Handle and organize email communications • Manage provider calendars, appointments, and scheduling coordination • Coordinate patient scheduling and follow-ups • Assist with insurance verifications and eligibility checks • Process prior authorizations as needed • Support patient care coordination and administrative workflows • Maintain accurate and organized records • Perform additional delegated administrative tasks • Possibly provide basic social media support and content creation when needed

• Manage incoming patient calls with professionalism and empathy • Handle patient intake, scheduling, appointment confirmations, and calendar coordination • Follow up on personal injury referrals and new patient inquiries • Verify insurance eligibility and assist with administrative processing • Coordinate patient care and ongoing appointment follow-ups • Communicate with attorneys, providers, and professional offices regarding cases • Send and receive medical records, lien agreements, and related documentation • Maintain accurate patient records and administrative documentation • Support backend administrative workflows and general office coordination • Utilize Jane EHR and other healthcare systems for patient management • Manage communication through Google Voice, WhatsApp, Zoom, and Google Chat • Provide bilingual Spanish-English support to patients and referral partners

• Accurately document patient visits and medical notes • Assist providers with detailed medical documentation • Ensure completeness and accuracy of patient records • Support SOAP note preparation and clinical documentation workflows • Reduce documentation burden on medical assistants • Handle inbound and outbound patient calls professionally • Assist with patient communication and follow-up • Support administrative coordination related to patient care • Assist with patient triage support • Help route patient concerns appropriately • Support clinic administrative workflows and documentation tasks

• Prepare patient charts for daily visits • Manage and process prescription refills • Enter and manage medical orders • Conduct patient callback follow-ups • Respond to patient messages in a timely manner • Provide medical documentation support • Assist with limited scheduling tasks when needed • Maintain accurate and organized patient records • Support daily clinical workflows and operations • Follow HIPAA guidelines and patient confidentiality standards at all times

• Answer inbound patient calls and inquiries regarding wellness and aesthetic services such as Hormone Replacement Therapy (HRT), Botox, Fillers, Integrative wellness treatments, Preventative and personalized healthcare services • Manage appointment scheduling, rescheduling, confirmations, and calendar coordination • Conduct patient follow-up calls after procedures and treatments • Perform patient retention and 4-week follow-up calls • Send Google review outreach messages and manage review links • Manage patient messaging and communication • Assist with calendar and email management • Provide billing and insurance verification support • Maintain professionalism, confidentiality, and excellent patient care standards • Support daily front desk and administrative operations remotely • Answer inbound calls promptly and prevent voicemail overflow • Conduct post-procedure patient follow-up calls • Manage Google review outreach and patient retention efforts

• Greeting patients virtually and assisting with the check-in process. Conducting face-to-face patient interactions via tablet during check-in • Collecting patient co-pays and deductibles and confirming patient details • Answering inbound phone calls and responding to patient inquiries • Scheduling, confirming, and managing patient appointments accurately • Performing patient communication and follow-ups • Supporting patient care coordination through remote administrative tasks • Completing back-end administrative support as needed • Entering and maintaining accurate patient data in the patient management system • Using EMR/EHR systems (WebPT experience preferred) • Remaining present in a virtual video conference room with camera on for the entire shift to support real-time collaboration

• Manage rejected claims follow-up and resolution • Track claim submissions and monitor for denials or rejections • Investigate claim issues and coordinate corrective actions • Communicate directly with insurance companies regarding billing and reimbursement concerns • Handle insurance credentialing fixes and provider enrollment issues • Ensure provider credentialing remains updated and active within insurance systems and Tebra Care • Process insurance verification and eligibility checks • Support copay collection and insurance coordination workflows • Manage prior authorization workflows • Transfer patient information from Zocdoc into Tebra EMR • Assist with schedule management and calendar optimization • Maintain organized follow-up systems and documentation tracking • Collaborate closely with internal staff to support operational efficiency

• Answer incoming calls and manage high-volume phone communication • Handle patient inquiries and correspondence professionally • Schedule and coordinate patient appointments • Confirm appointments and send reminders • Perform dental insurance verification and basic claims processing • Coordinate appointment schedules to optimize provider availability • Provide basic front-desk administrative support • Maintain accurate and organized documentation within practice systems

• Assist with licensing and compliance requirements for an aesthetic medicine practice • Answer patient calls and manage patient inquiries professionally • Handle patient-related questions and scheduling coordination • Support the launch and day-to-day administrative operations of the practice • Manage and organize emails across six different business email accounts • Sort, prioritize, and respond to emails in a timely manner • Unsubscribe from junk mail and maintain organized inbox systems • Handle calendar management and scheduling • Conduct follow-ups on various business and operational matters • Respond to VRBO and vacation rental booking requests • Coordinate with cleaning staff for property turnovers • Follow up with handymen, contractors, and maintenance providers • Assist with ongoing rental property operations and coordination • Provide executive-level administrative support across multiple businesses • Help improve organization and workflow systems • Assist with personal and professional task management • Support ongoing operational growth and business expansion initiatives