• Deliver high-quality, evidence-based psychotherapy to older adults in a virtual setting. • Design personalized treatment plans to meet the unique needs of each patient. • Work independently while being part of a collaborative and supportive care team. • Manage electronic documentation efficiently using our streamlined EMR system. • Participate in regular team meetings, supervision, and training to ensure best practices.

Role Description Are you passionate about helping patients navigate their healthcare experience? Do you thrive in fast-paced environments where communication, organization, and compassion matter? Join GetixHealth as a Patient Coordinator and play a key role in delivering exceptional patient care and support! This is your opportunity to make a difference every day by helping patients with referrals, medications, lab work, imaging, scheduling, and treatment plan coordination. Your work ensures patients receive timely, accurate, and compassionate service throughout their healthcare journey. Qualifications - High school diploma or GED required - Bachelor’s degree preferred - 2+ years of customer service or healthcare experience preferred - 1+ years of EHR system experience (athenaOne preferred) - Strong understanding of medical terminology and insurance processes required - Experience working remotely preferred, especially in high-volume inbound and outbound call environments - Strong verbal and written communication skills - Proficiency in Google Suite, Microsoft Office, and other computer systems - Strong customer service mindset with compassion and professionalism - Ability to maintain confidentiality and comply with HIPAA regulations Requirements - Serve as the primary point of contact for patient questions regarding referrals, imaging, lab work, medications, and treatment plan needs - Collaborate with healthcare providers and facilities to ensure all aspects of patient care are coordinated effectively - Manage referrals, tests, procedures, and timely delivery of care services - Coordinate and communicate medication and authorization information with pharmacies and insurance providers - Communicate with patients and healthcare facilities regarding the status of labs, imaging, and medical services - Complete scheduling requests and schedule patients appropriately based on treatment plans - Utilize critical thinking to identify issues, evaluate options, and implement solutions - Maintain accurate patient records, demographic information, and documentation of all patient interactions - Monitor patient progress and satisfaction to identify opportunities for improvement - Treat patients with empathy, professionalism, and compassion in all written and verbal communication - Maintain HIPAA compliance and confidentiality at all times - Other duties as assigned Benefits - Comprehensive Health Coverage: Enjoy medical, dental, and vision plans available starting after 60 days of full-time employment. - Life & Disability Insurance: Benefit from basic life/AD&D, short-term, and long-term disability coverage, with optional voluntary life/AD&D plans. - 401(k) Plan: Eligible to participate in the company’s 401(k) plan after 6 months of continuous service. - Paid Time Off (PTO): Start accruing PTO from your very first day of employment. - Flexible Benefits: Customize your benefits package to fit your personal and family needs.

Role Description For patients who need care outside of Crossover’s Onsite and Near site clinics, we are actively curating a network of medical specialists in the community who will partner with us to coordinate and deliver excellent care. The focus is on demonstrated high-quality care, patient experience, practice efficiency, cost effectiveness, and a service level consistent with Crossover Health standards. This position will help to manage, update and curate this network in addition to taking over full logistical and workflow ownership of the referral process. This will include: - Capturing all incoming clinic requests for referrals - Managing the scheduling and appointment creation for all referrals - Communications between patient, specialist, and Crossover - Documentation in the appropriate tools Qualifications - At least 3 years of applicable experience (experience in a Primary Care setting preferred) - High school diploma/GED required - Proficient working with Google spreadsheets and/or Excel, database management and data tracking Requirements - Daily processing of referrals to secondary care, outside of Crossover Health (specialists, imaging, community resources, employer benefits) - Maintain high quality specialist, community service, and employer benefit directories - Maintain ongoing communication, tracking, and appropriate documentation on referrals to ensure continuity of care - Ensure that referrals are addressed in a timely manner - Assist with training relevant stakeholders (MDs and CNs) on the external referral process - Assist with prior authorizations as needed - Be the single point of contact between specialists, the clinic physicians, and the patients when care is needed outside of a Crossover Health clinic - Use clinical judgment and critical thinking to discern and refine the correct provider type and stratify the urgency of the referral - Generate a complete referral packet and ensure timely submission to the specialist of the appropriate clinical documents - Ensure the arrival of the packet at the specialist office and a timely patient appointment - Work within the parameters of the patient insurance benefits and consult with benefit specialists as needed - Troubleshoot downstream complications or unexpected circumstances - Interface regularly in a professional and collegial way with primary care MD’s and RN’s and clinic Hosts - Assist in the development of technology and service innovations - Perform other duties as assigned Benefits - The base pay range for this position is $25.89 to $34 per hour - Pay range may vary depending on work location, applicable knowledge, skills, and experience - This position will be eligible for 401K Physical Job Requirements - May require standing, walking and sitting for extended amounts of time - Occasionally lift and carry items weighing up to 50 lbs - Manual and finger dexterity and hand-eye coordination - Includes full range of body motion - Requires corrected vision, hearing and speech within normal ranges

• Provide individual, family, and group therapy via secure telehealth • Conduct comprehensive intakes and assessments • Develop culturally responsive, client-centered treatment plans • Collaborate with interdisciplinary care teams • Maintain timely and accurate documentation in our EHR • Support families with education, tools, and ongoing care coordination