• 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.

• Receive Warm hand off of patients from internal and external call transfers • Verify contact info • Schedule first MD visit • Establish plan for vitals • Conduct initial KCCQ survey • Obtain baseline vitals if able - to include weight • Medication reconciliation • Verify Medical history/diagnostics • Arrange for lab draw • Arrange for Diagnostics • Prepare patients for physician visits. • Connect with patients, ensure video and audio work, add interpreters as needed. • Obtain signed consent. • Obtain photos of insurance cards • Utilize translator services to communicate with non-English speaking patients • Chart prep • Initiate visit • Document symptom's • Record patient’s height, weight and vitals based on outside records or patient's self reported information. • Identify and document the patient's preferred pharmacy in their chart under Profile. • Maintain communication with provider, reporting information relevant to visit • Schedule follow up appointments • Appt confirmation calls for next day • Chart checks • Chart Prep for visits for the next day