• Insurance Verification (Phone-Based Required): • Contact insurance providers to verify coverage, benefits, and requirements • Perform phone verification especially for all first-time patient visits (portal-only verification is not sufficient) • Document all verification details, including representative name and reference number • Follow required verification procedures without exception** • Prior Authorization Management: • Initiate, submit, and follow up on prior authorization requests • Track authorization status and ensure timely updates • Maintain accurate documentation of approvals and pending requests** • Process Compliance & Data Handling ** • Follow established verification workflows and protocols • Retrieve missing or incomplete information from patient charts when needed • Maintain and update tracking spreadsheets for verifications and authorizations

• Provide excellent care, including mental health assessments and teletherapy, to PreK-12 students and school staff • Participate in case discussions with other Cartwheel team members • Support students and families with transition to community care providers • Build collaborative, trusted, and lasting relationships with school leadership, staff, students, and families • If qualified and interested, provide clinical supervision to other care team members

• Provide excellent care, including mental health assessments and teletherapy, to PreK-12 students and school staff in Cartwheel’s partner school districts • Participate in case discussions with other Cartwheel team members • Support students and families with transition to community care providers • Build collaborative, trusted, and lasting relationships with school leadership, staff, students, and families • Meet regularly with school staff to discuss student mental health needs and develop strategies to improve school services • If qualified and interested, provide clinical supervision to other care team members

• Deliver direct client counseling services to families, couples, and children (patients, their parents, and/or their siblings). • Utilize therapeutic approaches that draw from a variety of disciplines and are tailored to the needs of the client. This may include Narrative Therapy, Cognitive Behavioral Therapy, Play Therapy, Solution Focused Collaborative Therapy, and others. • Attend to relational ethics, while collaborating with others in the interdisciplinary team and the families we serve. Actively engage other team members to ensure wrap-around support for the family and sharing of information and ideas. • Participate in family care meetings with other providers. • Comply with clinic policies and all state, federal, and licensing board laws/requirements/regulations by fostering practices that adhere to the standards of care and ethical guidelines, including confidentiality and mandated reporting. • Adhere to – and support other team members’ adherence to – organizational standards and policies. • Maintain documentation and communication in line with legal, ethical, and company standards. • Team members must occasionally lift and/or move up to 25 pounds. • Knowledge of HIPAA regulations to safeguard patient information.