• Manage prior authorizations for vascular surgery procedures • Submit and track radiology authorizations (CT, MRI, MRA, CTA, Ultrasound) • Monitor authorization requests and update CPT codes when procedures change • Prepare and submit authorization letters and supporting documentation • Communicate with insurance companies regarding approvals, denials, modifications, and status updates • Manage TriWest and Veteran authorization requests • Review patient charts and gather supporting clinical documentation for insurance submissions • Collaborate with providers and nurses to obtain missing clinical information • Verify insurance eligibility and patient benefits • Handle HMO referrals and referral follow-ups • Review patient notes and identify appropriate CPT codes • Generate patient cost estimates based on CPT codes and insurance coverage • Verify copays, deductibles, and out-of-pocket expenses • Assist with patient billing inquiries and insurance-related questions • Process and follow up on medical record requests • Ensure imaging reports, laboratory results, and medical records are received before appointments • Review clinical notes and extract relevant information for authorizations • Maintain accurate documentation within the EHR/EMR system • Monitor internal communications and respond to authorization-related requests in real time • Follow up on billing claims and insurance issues • Manage documentation related to referrals, insurance, billing, and patient records • Provide administrative support for healthcare operations and scheduling workflows • CGM EMD (CompuGroup Medical EMD) • Microsoft Teams • SIP Trunk VoIP System • Sangoma Digium App

• Complete patient intake coordination from start to finish • Collect and document patient information accurately • Update and maintain patient records within Practice Better • Ensure all intake documentation is complete and organized • Answer incoming phone calls and manage patient inquiries professionally • Conduct non-clinical consultations and patient outreach calls • Follow up with referred patients and manage referral workflows • Coordinate communication between patients and providers • Provide compassionate and trauma-informed support during sensitive conversations • Verify insurance eligibility, benefits, and coverage details • Communicate insurance information clearly to patients • Ensure accuracy in insurance verification and documentation • Schedule appointments and manage provider calendars • Set up meetings via Zoom and Google Meet • Monitor and respond to emails promptly • Track outstanding tasks, referrals, and follow-ups • Handle receptionist and front desk administrative duties • Assist with executive assistant and general administrative support • Support day-to-day clinic operations and workflow management • Maintain HIPAA-compliant handling of all patient information • Document patient interactions accurately and thoroughly • Maintain confidentiality and professionalism at all times

• Coordinate and manage scheduling for client appointments, meetings, and project timelines. • Update and maintain scheduling systems to reflect accurate availability and bookings. • Communicate with clients and internal teams to confirm schedules and address changes. • Monitor and resolve scheduling conflicts to optimize resource utilization. • Maintain accurate records of schedules and related communications. • Provide administrative support related to scheduling activities as needed.

• Respond to client enquiries via phone calls, email, SMS, and messaging platforms promptly and professionally. • Act as the first point of contact when the business owner is unavailable. • Send follow-up messages and review requests using provided templates. • Handle routine guest messages for co-hosted short-term rental properties (training provided). • Pre-screen new client enquiries and basic job applications. • Assist with cleaner scheduling and job allocation using Tradify. • Coordinate job changes and communicate updates to the team via WhatsApp. • Follow up with cleaners regarding missing information or schedule changes. • Assist with coordination of linen and laundry pickups when required. • Maintain and update the client database on Google Sheets with accurate records and service history. • Organise Google Drive, spreadsheets, and documents. • Prepare simple summaries and reports (bookings, feedback, enquiries). • Manage the business owner's personal and business calendar using Motion. • Post job advertisements for cleaners and assist with basic applicant tracking. • Book and manage appointments when requested. • Research potential commercial cleaning clients. • Identify potential DVA (Department of Veterans' Affairs) client opportunities. • Build and maintain a prospect list. • Monitor community groups and platforms for new opportunities. • Assist with outreach messages or introductions. • Help collect photos and videos from cleaners for social media. • Create and schedule social media posts and reels. • Help prepare simple flyers or promotional materials. • Review timesheets and support payroll. • Prepare invoices and payment follow-ups. • Create social media content and identify automation opportunities.