• Document patient consultations and procedures live during appointments • Prepare and review medical charts before and after patient visits • Capture accurate: Patient histories Exam findings Treatment plans Clinical notes • Format documentation using: SOAP notes Provider-specific templates EMR/EHR systems • Maintain accurate and organized medical records • Support provider follow-ups and patient communication workflows • Assist with: Orders Documentation updates Clinical coordination Administrative follow-up tasks • Verify prescriptions and initiate prior authorizations when needed • Coordinate documentation with healthcare providers and clinical staff • Help maintain efficient patient flow and provider productivity • Maintain HIPAA compliance and strict patient confidentiality • Ensure all medical documentation remains accurate, complete, and audit-ready • Follow provider documentation standards and clinical workflows • Stay updated on medical terminology and healthcare documentation best practices

• Submit clean claims electronically and via paper • Verify insurance eligibility, benefits, and coverage • Apply accurate: CPT codes ICD-10 codes HCPCS codes • Process claims across multiple specialties and payer types • Handle: Workers’ compensation claims Auto accident claims Out-of-network billing workflows • Review Explanation of Benefits (EOBs) and resolve claim discrepancies • Track denied or rejected claims and resubmit corrected claims • Follow up with insurance companies regarding unpaid or underpaid claims • Appeal claim denials and resolve billing discrepancies • Contact patients regarding outstanding balances and payment plans • Post payments and reconcile accounts accurately • Monitor AR aging and prioritize collection activities • Maintain HIPAA compliance and confidentiality standards • Keep detailed records of: Claims Payments Denials Appeals Patient billing communications • Stay updated on billing regulations, coding updates, and payer requirements • Ensure billing documentation remains accurate and audit-ready

• Document patient consultations and procedures live during appointments • Prepare and review medical charts before and after patient visits • Capture accurate: - Patient histories - Exam findings - Treatment plans - Clinical notes • Format documentation using: - SOAP notes - Provider-specific templates - EMR/EHR systems • Maintain accurate and organized medical records • Support provider follow-ups and patient communication workflows • Assist with: - Orders - Documentation updates - Clinical coordination - Administrative follow-up tasks • Verify prescriptions and initiate prior authorizations when needed • Coordinate documentation with healthcare providers and clinical staff • Help maintain efficient patient flow and provider productivity • Maintain HIPAA compliance and strict patient confidentiality • Ensure all medical documentation remains accurate, complete, and audit-ready • Follow provider documentation standards and clinical workflows • Stay updated on medical terminology and healthcare documentation best practices

• Submit clean claims electronically and via paper • Verify insurance eligibility, benefits, and coverage • Apply accurate CPT codes, ICD-10 codes, HCPCS codes • Process claims across multiple specialties and payer types • Handle: Workers’ compensation claims, Auto accident claims, Out-of-network billing workflows • Review Explanation of Benefits (EOBs) and resolve claim discrepancies • Track denied or rejected claims and resubmit corrected claims • Follow up with insurance companies regarding unpaid or underpaid claims • Appeal claim denials and resolve billing discrepancies • Contact patients regarding outstanding balances and payment plans • Post payments and reconcile accounts accurately • Monitor AR aging and prioritize collection activities • Maintain HIPAA compliance and confidentiality standards • Keep detailed records of: Claims, Payments, Denials, Appeals, Patient billing communications • Stay updated on billing regulations, coding updates, and payer requirements • Ensure billing documentation remains accurate and audit-ready.