• Build and maintain complex Google Sheets with interconnected workbooks • Utilize advanced formulas including ARRAYFORMULA, QUERY, REGEX, IMPORTRANGE, FILTER, VLOOKUP/XLOOKUP for large datasets • Create dynamic dashboards and reports for easy data visualization • Optimize spreadsheet performance to handle large volumes of data efficiently • Assist with operational tasks to support team productivity and workflow management

• Utilize your familiarity with Simple Practice EMR system to manage patient records efficiently and accurately. • Update and maintain new patient information, medical history, and treatment plans. • Provide exceptional customer service by promptly and professionally responding to patient inquiries via phone, email, or chat. • Explain our services to new patients, ensuring they have a clear understanding of how our systems work and what to expect. • Assist healthcare professionals in scheduling appointments, managing calendars, and coordinating follow-up care. • Collaborate with medical billing teams to ensure accurate coding and billing information. • Maintain strict patient confidentiality and adhere to HIPAA regulations in handling sensitive medical information. • Work closely with the team to ensure seamless coordination and communication.

• Draft, review, and manage internal and external correspondence, ensuring clarity, professionalism, and alignment with leadership objectives. • Coordinate seamless domestic and international travel, anticipating needs and optimizing schedules for productivity. • Curate agendas, brief materials, and actionable summaries to ensure meetings are focused and productive. • Collaborate with teams across the organization, anticipating needs, solving problems, and driving initiatives forward. • Conduct research and synthesize information to provide strategic recommendations and context for decision-making. • Prepare reports, presentations, and insights that empower the CEO to make informed decisions quickly. • Support key initiatives by tracking progress, preparing briefs, and ensuring timely follow-ups, helping projects move forward efficiently. • Manage the CEO’s schedule strategically, optimizing time for high-impact decisions and priorities.

• Perform accurate data entry and maintain organized digital records • Manage inbound and outbound email communications in a professional and timely manner • Support team coordination, including follow-ups and information sharing • Assist with administrative and miscellaneous tasks as needed to support executives and teams • Ensure confidentiality and professionalism in all communications and documentation