• Supervise, train, and mentor billing staff, assigning work to ensure all claims are processed according to company guidelines. • Oversee the submission of Notice of Admissions (NOA), RAP (Requests for Anticipated Payment), and final claims in EMR systems. • Conduct regular audits of patient records to ensure compliance with Medicare regulations and all payer standards. • Monitor and reduce accounts receivable (A/R) days and denial rates, developing strategies to improve collections and reduce revenue leakage. • Review and resolve complex denied claims, submitting appeals and managing the follow-up process. • Generate and analyze daily/weekly/monthly billing reports to monitor trends and report to management. • Partner with clinical managers, nurses, and clinicians to ensure OASIS documentation and physician orders support accurate billing. • Assist in development of and enforce billing policies and procedures, keeping the team updated on payer changes. • Assign any Office Authorization as needed for patient care to continue without delay, until authorization has been submitted and returned with a decision. • Monitor Zendesk, WellSky fax inquiries, and incoming faxes throughout the day to update patient authorization status and adhere to any failed faxes in WellSky requiring more information to process authorization. • Analyze and reconcile complex issues and problems. • Prepare and analyze appropriate reports and other business correspondence. • Identify needs and opportunities and present them to the supervisor with recommended solutions. • Meet productivity goals assigned by the Authorization Supervisor. • Adhere to federal, state, and agency regulations and policies to maintain confidentiality of patients and agency information per HIPPA requirements. • Respond to all inquiries with a resolution to concerns and/or discrepancies.

• Lead the execution of comprehensive billing cycles for high-net-worth and multi-entity RIA/TAMP portfolios, ensuring absolute accuracy and regulatory compliance. • Serve as the internal Orion power-user; architecting complex fee structures, automating tiered billing schedules, and optimizing platform configurations to support firm growth. • Design and implement rigorous data integrity frameworks and "zero-defect" reconciliation processes to catch anomalies across platforms. • Lead the billing onboarding for large-scale firm migrations, translating intricate advisory agreements into functional billing logic. • Continuously evaluate our tech stack (Orion, CRMs, and Reporting tools) to streamline workflows, reduce manual intervention, and increase departmental throughput. • Act as the primary point of escalation for complex billing discrepancies, providing professional, high-touch support to financial advisors. • Partner with Finance, Compliance, and Operations leadership to align billing practices with industry regulations (SEC/FINRA) and internal revenue goals.

Role Description NeoGenomics is looking for a Global Receiving Specialist based out of our remote Non-CA team who wants to continue to learn in order to allow our company to grow. The Global Receiving Specialist plays a critical role in supporting the purchase-to-pay process by ensuring the timely and accurate completion of three-way matching between purchase orders, receipts, and supplier invoices. This role partners closely with internal customers and cross-functional Supply Chain teams to support operational continuity, financial accuracy, and compliance with company policies and financial controls. Core Responsibilities: - Confirm receipt of goods and/or services as well as accuracy and validity of supplier invoices. - Enter receipts for goods and/or services for expense purchase orders within Oracle Fusion ERP. - Communicate and collaborate with internal and external partners across multiple departments and organizations, including but not limited to NeoGenomics sourcing, warehouse (inventory and receiving), logistics, accounts payable (AP), laboratory operations, Research and Development (R&D), logistics, suppliers, and service providers. - Assist with development and maintenance of purchasing operations documentation while complying with such documentation as NeoGenomics procedures, policies, and work instructions at all times. - Analyze data as needed to identify issues/trends relevant to Purchasing program/processes. - Identify and contribute to process improvements efforts of department processes. - Serve as point of contact for all questions and requests pertaining to expense purchase order receipts. - Assist with training employees for expense purchase order receiving as needed. - Adhere to financial controls. - Other duties and projects as assigned or as needed to support NeoGenomics operations. Qualifications - 2+ years of preferred, 1+ year required purchasing and/or receiving experience, preferably in healthcare or clinical laboratory industry. - Associates degree in Business, Supply Chain, Procurement, Finance, or related field preferred. - Experience in healthcare or clinical laboratory industry preferred. - Experience with Microsoft Office suite applications, Word, PowerPoint, Excel, experience working with ERP systems a plus. - Understanding of purchase-to-pay concepts and processes. - Ability to function independently. - Excellent customer service and interpersonal skills to serve internal customers. - Ability to work in a collaborative team environment with department managers/directors and clinical staff. - Excellent oral and written communication skills and demonstrated ability to communicate well at all levels of an organization. Requirements - Works full time (a minimum of 40 hours per week minus approved holidays and time off) productively and efficiently to perform assigned tasks and contribute to achievement of NeoGenomics and departmental goals and objectives. - Communicate professionally and effectively while responding and taking action in a timely manner (one business day or less). - Adheres to NeoGenomics’ core values. - May be required to work off hours to support different time zone and international locations. Benefits - Career development and empowerment through internal career coaches. - Training opportunities to expand knowledge base. - Highly competitive benefits with a variety of HMO and PPO options. - Company 401k match along with an Employee Stock Purchase Program. - Tuition reimbursement and leadership development. - 16 days of paid time off plus holidays. - Wellness courses and highly engaged employee resource groups.

Role Description NeoGenomics’ Purchasing Operations team is a service-oriented function that supports all NeoGenomics departments, laboratories, and staff across global locations. The Purchase Requisition Preparation Specialist plays a critical role in supporting laboratory and business operations by preparing, monitoring, and managing purchase requisitions for goods and services in a timely and accurate manner. This role partners closely with internal customers and cross-functional Supply Chain teams to ensure purchasing processes are completed efficiently, in compliance with company policies and financial controls, while delivering a high level of customer service and operational support. Core Responsibilities - Prepare, submit, monitor, and manage purchase requisitions for direct and indirect goods and services. - Communicate and collaborate with internal and external partners across multiple departments and organizations, including but not limited to NeoGenomics sourcing, warehouse (inventory and receiving), logistics, accounts payable (AP), laboratory operations, Research and Development (R&D), logistics, suppliers, and service providers. - Assist with development and maintenance of purchasing operations documentation while complying with such documentation as NeoGenomics procedures, policies, and work instructions at all times. - Analyze data as needed to identify issues/trends relevant to Purchasing program/processes. - Identifies and contributes to process improvements efforts of department processes. - Serve as point of contact for all questions and requests pertaining to purchase requisitions. - Assist with training employees for purchase requisition preparation as needed. - Adheres to financial controls. - Other duties and projects as assigned or as needed to support NeoGenomics operations. Position Expectations - Achieves desired level of competency and accuracy for the purchasing processes and responsibilities, as defined in established NeoGenomics documentation such as procedures, policies, and work instructions. - Works full time (a minimum of 40 hours per week minus approved holidays and time off) productively and efficiently to perform assigned tasks and contribute to achievement of NeoGenomics and departmental goals and objectives. - Communicate professionally and effectively while responding and taking action in a timely manner (one business day or less). - Adheres to NeoGenomics’ core values. - May be required to work off hours to support different time zone and international locations. Qualifications - 1+ year purchasing experience required. - Associates degree in Business, Supply Chain, Procurement, Finance, or related field preferred. - Experience in healthcare or clinical laboratory industry preferred. - Experience with Microsoft Office suite applications, Word, PowerPoint, Excel; experience working with ERP systems a plus. - Understanding of purchase-to-pay concepts and processes. - Ability to function independently. - Excellent customer service and interpersonal skills to serve internal customers. - Ability to work in a collaborative team environment with department managers/directors and clinical staff. - Excellent oral and written communication skills and demonstrated ability to communicate well at all levels of an organization.