• Treating patients via tele-health visits, including telephonic triage calls, video visit appointments, and email follow-ups • Continuous learning during weekly Clinical Rounds and through other modalities • Ongoing collaboration with both virtual and in-office teammates via daily huddles • Utilization of your specific clinical training and opportunities to give exceptional care to patients virtually

• Manage calendars for six partners • Coordinate internal and external meetings • Schedule client calls and appointments • Manage inboxes and email communications • Assist with task management and workflow tracking within Karbon • Organize and maintain partner schedules and priorities • Coordinate recurring meetings and firm events • Prepare meeting agendas and follow-up action items • Support document preparation and administrative projects • Assist with travel arrangements when needed • Monitor deadlines and ensure timely completion of administrative tasks • Help improve administrative processes and workflows

• Verify insurance and call on outstanding insurance claims. • Scheduling appointments, contacting patients, and following up. • Collect and post payments and record receipts. • Work aging report to ensure all claims are paid properly. • Submits dental claims to insurance companies online, by mail, and by fax.

• Act as a trusted strategic partner to CFO and CMO by proactively managing priorities, calendars, and time allocation to ensure focus on the highest-impact work. • Anticipate needs and remove friction by staying several steps ahead - surfacing risks, flagging tradeoffs, and resolving issues before they slow the business. • Own complex calendar management for CFO and CMO. • Support meeting preparation for CFO’s and CMO’s leadership team meetings, including agenda creation, gathering pre-reads, identifying outcomes and next steps, and ensuring follow ups. • For the CFO’s and CMO’s full team meetings, facilitate deck creation across their leaders, including creating deck templates and ensuring team members complete their respective sections. • Provide light support with managing CFO’s and CMO’s inboxes. • Support execution of key initiatives by coordinating cross-functional meetings, tracking milestones, and helping leaders stay aligned on priorities. • Manage internal and external communications on behalf of leaders with sound judgment, clarity, and discretion. • Drive operational rigor by organizing workflows, improving and automating processes, and introducing structure as the organization scales, leveraging AI to improve your effectiveness and efficiency. • Coordinate travel and logistics efficiently and cost-consciously, ensuring leaders are prepared and productive while on the move. • Handle sensitive information with the highest level of confidentiality, professionalism, and trust. • Serve as a connector across the organization, building strong relationships and helping teams move faster together.