• Create and manage invoices using FreshBooks. • Handle multi-method payments including Stripe (credit cards), Crypto, PayPal, Wire, and ACH. • Track and reconcile client payments across multiple methods. • Collaborate with internal teams to ensure billing accuracy and resolve discrepancies promptly. • Build polished, client-ready itineraries using Travefy. • Select seats and incorporate relevant travel preferences and memberships (e.g., Known Traveler Number, Frequent Flyer Numbers). • Coordinate with Concierge and Booking teams to ensure accurate and timely delivery of all client-facing documents. • Support execution of daily booking workflows and related tasks • Ensure bookings and related operational actions are completed accurately and on time • Follow internal SOPs and identify opportunities for process improvement.

About Wider Circle Wider Circle is a mission-driven healthcare organization working to improve health outcomes for older adults and complex populations by addressing social and clinical barriers to care. Through trusted relationships and community-based support, we partner with health plans and local organizations to help members navigate healthcare, stay engaged in care, and live healthier lives. We are launching a new clinical pilot that integrates physicians, care navigators, and community support teams to create a more coordinated and human approach to care. The Role: We are looking for a Patient Operations Associate to be the primary point of contact and logistical driver for our members. In this role, you own the "Everything Surrounding Care" space—ensuring that from the moment a referral arrives, the patient has everything they need to successfully meet with their clinician. As a startup, we move fast. This role is for someone who loves to solve puzzles, thrives in a high-volume environment, and is comfortable with their daily tasks evolving as we build better systems. Responsibilities: What You’ll Do - The "First Impression": Conduct rapid outreach to new referrals, welcoming them to the program and setting the tone for their care journey. - Intake & Eligibility (The VOB): Perform Verification of Benefits (VOB) and confirm program qualification to ensure a seamless billing path. - The Calendar Lead: Own the scheduling and rescheduling loop. You are responsible for ensuring patients show up for their E/M visits and resolving "no-show" hurdles. - Tech Troubleshooting: Act as a "Member Concierge," helping patients navigate our platform, sign consents, and fix audio/video issues before their appointments. - Data Integrity: Maintain a "Zero Inbox" mentality within our Case Management Systems, ensuring every interaction is documented for clinical continuity and reimbursement. - Startup Agility: Assist the Operations team in testing new workflows, documenting "what works," and taking on special projects as the company scales.

Description REPORTS TO Head of Personal Injury & Human Resources ROLE SUMMARY At BrainStim, we combine advanced non-invasive neuromodulation with ethical, patient-centered care. BrainStim Centers is seeking a Personal Injury Case Operations Manager to support personal injury matters from the medical side of the organization, with a focus on case evaluation, intake review, and continuous assessment of case health, alongside hands-on operational involvement throughout the patient and case lifecycle. This position is predominantly remote and must be California-based. PRIMARY RESPONSIBILITY: CASE EVALUATION & INTAKE REVIEW · Review prospective personal injury cases for appropriateness, case viability, and overall fit · Identify risk indicators that may impact treatment progression, documentation, billing, or professional relationships · Prioritize cases and follow-up actions based on urgency, complexity, and risk profile · Communicate intake outcomes and next steps clearly with internal teams and referring law firm staff · Maintain accountability for decisions and downstream case flow CASE OPERATIONS & PROCESS MANAGEMENT · Maintain hands-on involvement in the operational flow of PI patient treatment · Monitor case progression from intake through treatment completion · Schedule patients and coordinate care with clinical teams and case managers · Track documentation, authorization status, and treatment adherence · Identify gaps, delays, or breakdowns in process and take appropriate corrective action · Provide consistent reporting on case status and operational metrics to management COMMUNICATION & COORDINATION · Serve as a primary point of contact for case-related communication with law firm staff · Maintain warm, professional, and time-sensitive communication with patients, case managers, and internal teams · Navigate difficult or high-pressure conversations with composure and clarity · Explain medical and process-related concepts clearly to non-clinical stakeholders · De-escalate tense situations while maintaining clear expectations and follow-through DOCUMENTATION, BILLING & LEGAL PROCESS SUPPORT · Support subpoena, records, and documentation processes related to PI cases · Create invoices and collaborate with internal teams on billing workflows · Ensure records are accurate, complete, and aligned with case requirements · Maintain organized, compliant documentation throughout the case lifecycle REPORTING & OPERATIONAL INSIGHT · Monitor trends in case health, documentation quality, and workflow performance · Advise management on operational gaps and optimization opportunities · Support implementation of new processes or operational initiatives as needed SCOPE & ROLE PARAMETERS · Functions within established clinical, legal, and operational standards · Exercises evaluative judgment related to case readiness and risk indicators · Does not provide legal advice or clinical care · Does not supervise staff REQUIRED QUALIFICATIONS · 5–7+ years of experience in personal injury operations, medical-legal coordination, or legal operations · Demonstrated experience managing complex, multi-step case processes · Strong understanding of PI workflows and law firm coordination · Strong analytical skills with measured, consistent attention to detail · Excellent written and verbal communication skills · Ability to manage time-sensitive priorities and competing demands · Proficiency with technology and software, including Excel · Aptitude for understanding medical, neurological, and psychiatric terminology · Self-directed, reliable, and receptive to direction EDUCATION · Bachelor’s degree required (Healthcare, legal studies, science, communications, or related fields preferred) WORK ENVIRONMENT · Predominantly remote · Occasional in-office meetings or training in California · Prolonged computer and desk work

• Lead efforts to continuously improve and innovate service delivery in collaboration with internal functional leads. • Represent partner services by introducing and/or reviewing suggested policy changes. • Drive development of annual Tides Center operating plan. • Develop and implement portfolio training and technical assistance programs. • Architect, lead, and project manage all portfolio-wide strategic communications.