• Receive inbound and place outbound calls to insurance providers and patients when necessary • Receive, review, and respond to requests for assistance from leadership, client, and 3rd party business partners through various communication channels • Submit requests for corrections to appropriate teams when billing errors identified • Follow-up on corrected patient accounts to ensure billing accuracy • Own and manage reported issues and disputes spreadsheets

• Handle inbound and outbound calls while supporting patient access through scheduling, documentation, and coordination of care-related communications • Communicate with providers via phone, email, or through secure messaging within the clinical portal • Relay information between provider and patient, such as medication requests or requests for specialty services • Serve as a liaison between patients and clinical teams, ensuring timely and accurate appointment scheduling, referral coordination, and overall service delivery

• Assist in collecting and organizing documentation related to clients' R&D projects. • Collect and organize information for technical narratives under the guidance of senior consultants. • Use Excel to manage and analyze data related to SR&ED claims. • Support the team in ensuring all documentation complies with CRA guidelines. • Complete our onboarding program to understand our business, vision, and team, and learn how your role fits into our organization. • Conduct 1:1s with team members to learn more about SR&ED, technical writing, and data analysis. • Begin assisting with the organization and initial drafting of SR&ED documentation under the guidance of senior consultants. • Become confident in supporting SR&ED documentation independently. • Work on a variety of tasks, applying your skills in data management, client communication, and technical writing. • Collaborate closely with senior consultants, receiving feedback and guidance to refine your work. • Take on more responsibility in the preparation of SR&ED claims, contributing significantly to the overall process.

• Assist Patient's in the new/reorder process • Managing large amounts of inbound calls in a timely manner • Identifying patients needs, clarify information, research every issue and providing solutions • Evaluate patient's demographics and information as needed to complete requested orders • Process orders using Byram customized system (ERP) • Maintain patient's records by updating account information • Recommend additional products that may be necessary or available to the customer