• Draft and update Individual Plans of Care (IPOCs) using clinician completed Diagnostic Assessments and FIRPP notes • Complete Child and Family Team (CFT) documentation • Complete CALOCUS assessments • Administer and score standardized assessment questionnaires as needed, including PHQ 9, GAD 7, and similar measures • Engage in minimal collaboration with clients, families, and clinicians as needed to complete documentation accurately • Maintain compliance with CARF, SC Medicaid, and payer documentation standards • Document all work in the EHR system • Meet assigned deadlines and turnaround expectations on a per event basis

• Provides clinical training and support to customers, as a subject matter expert in dosimetry. • Ensures customer preparedness to operate equipment according to safe use guidelines. • Assists in managing the customer’s clinical expectations. • May coordinate or lead customer and/or employee training courses. • Conducts large group presentations at seminars, training programs, and trade shows. • Formulates complementary support training information in the form of quick tips, workbooks, video-media and implementation guides. • Works with cross-functional teams to support and enable best services and optimize customer relations. • Performs other duties as assigned by Training Operations and/or Applications Manager.

• Support the Implementation Specialist with new account onboarding and implementation activities from kickoff through account handoff. • Assist in coordinating implementation timelines, deliverables, follow-up items, and internal deadlines. • Help prepare, organize, update, and distribute training materials, job aids, account guides, scripts, and other implementation resources. • Coordinate virtual training schedules, meeting invitations, attendance tracking, and related implementation logistics for remote learners and internal stakeholders. • Maintain implementation trackers, training records, assessment results, completion logs, and other related documentation in an accurate and timely manner. • Document trainee grades, quiz results, completion data, and other implementation-related records in designated trackers, drives, or systems. • Support account readiness by helping track setup items such as access requests, logins, materials readiness, and other pre-launch needs; escalate issues as appropriate. • Help maintain version control for implementation documents, SOPs, checklists, training materials, and shared folders or drives. • Assist with process documentation, protocol organization, and account setup preparation to support a smooth implementation process. • Send follow-up communications, track open items, and help keep Client Relations, Performance Development, Operations, and other teams aligned on deliverables and deadlines. • Shadow implementation meetings, planning sessions, and training activities to build working knowledge of all major Implementation Specialist functions. • Assist with updates to account-specific content and support refresher training, continuing education, or implementation follow-up as assigned. • As skills develop, assist with leading portions of training, implementation tasks, or account transition activities under guidance. • Help monitor implementation progress and proactively raise concerns related to delays, missing information, readiness risks, or training issues. • Support successful handoff of newly implemented accounts to Team Leads, Performance Development team members, and Operations. • Cross-train in all major duties of the Implementation Specialist role with the expectation of progressively taking on increased responsibility over time. • Perform other duties as assigned based on department, client, and company needs.

• Serve as the primary point of contact for customers following initial onboarding and deployment • Deliver ongoing program updates and operational check-ins to key customer stakeholders • Proactively monitor account health and platform usage to drive adoption and value realization • Support customer issue resolution, including preparation, live syncs, and post-meeting follow-ups • Partner with Sales, Product, and Engineering to deliver a seamless customer experience across touchpoints • Translate customer goals into platform configurations, success plans, and measurable outcomes • Identify expansion opportunities and partner with Sales on renewal and upsell efforts