• Conduct patient intake and gather relevant medical information • Update medications, allergies, medical history, and medical conditions within the NextGen EMR system • Document the reason for consultations and follow-up visits accurately • Enter diagnoses and physician comments as directed by providers • Assist with chart preparation and real-time documentation support during patient visits • Maintain accurate and up-to-date patient records within the EMR • Schedule patient appointments and manage provider calendars • Send appointment reminders and coordinate follow-up visits • Assist with patient inquiries regarding appointments and care coordination • Communicate professionally with patients, providers, pharmacies, laboratories, and external healthcare organizations • Request and obtain medical records from other clinics and healthcare facilities • Verify patient insurance eligibility and benefits • Process prior authorization requests and insurance-related documentation • Assist with claims processing and insurance follow-up activities • Maintain accurate insurance records and supporting documentation • Assist with medication orders, prescription workflows, and refill requests • Support referral coordination and laboratory order processing • Ensure orders, documentation, and follow-up actions are completed accurately • Manage patient correspondence through phone, email, and text communication • Cross-train in additional office functions to provide coverage and support when needed • Assist with workflow management and operational improvements • Support providers and staff by maintaining organized documentation and efficient processes

• Coordinate and maintain client schedules, ensuring appropriate staffing and coverage for ABA services. • Serve as a primary point of contact for clients, families, and providers regarding scheduling and service-related inquiries. • Manage schedule changes, cancellations, and provider availability while minimizing service disruptions. • Track and monitor cases to ensure timely follow-up and resolution of scheduling or service issues. • Maintain accurate client records and documentation within company systems. • Collaborate with clinical and administrative teams to ensure smooth service delivery. • Generate reports and assist with administrative projects as needed. • Utilize scheduling and case management systems to support operational efficiency.

• Respond promptly to incoming referrals generated through Meta lead campaigns and referral channels • Contact prospective families via phone, email, and text messaging • Build rapport and establish trust with families through professional and compassionate communication • Guide families through the enrollment and onboarding process • Conduct intake calls and gather required client information and documentation • Clearly explain agency services, processes, and next steps to prospective clients • Maintain consistent follow-up with referrals to maximize conversion rates • Track referral status and maintain accurate records within company systems • Coordinate with internal teams to ensure smooth onboarding and service initiation • Maintain accurate intake documentation and administrative records • Support additional intake, referral, and client coordination activities as required

• Manage and coordinate scheduling for multiple ABA client caseloads. • Communicate directly with parents, BCBAs, and therapists to arrange and confirm service schedules. • Proactively follow up with all parties to ensure appointments are scheduled in a timely manner. • Resolve scheduling conflicts and identify solutions to maintain continuity of care. • Monitor schedules closely and make necessary adjustments to accommodate changes in availability. • Maintain accurate scheduling records and documentation. • Ensure services are staffed efficiently and that scheduling gaps are minimized. • Collaborate with internal teams to support smooth day-to-day operations. • Escalate scheduling concerns and staffing challenges when necessary.