• Talking to 30-40 patients per day from partnered medical practices • Educating patients on the advantages of remote patient monitoring • Facilitating a seamless transition for converted patients to the dedicated care team through efficient internal communication and documentation

• Serve as the primary contact for patients on the RPM365 platform. • Assist with device setup and app connectivity. • Engage with patients to ensure adherence to care plans. • Schedule monthly check-ins and monitor patient data. • Educate patients through shared resources. • Notify healthcare providers of critical alerts. • Attend virtual team meetings for updates.

• Monitor and respond promptly to inquiries across email, chat, and web forms, providing potential clients with information about the firm’s services and setting expectations for the intake process. • Conduct conflict checks to ensure compliance with firm policies. • Answer incoming calls with professionalism and empathy, transferring calls to the appropriate team members, and handling voicemails and follow-ups as needed. • Manage and update client records in the CRM, ensuring accuracy and timeliness in data entry. • Distribute, collect, and process fee agreements and credit card authorizations, entering details into the system with precision and facilitating retainer fee transactions. • Schedule meetings and initial consultations for attorneys, coordinating with both clients and firm calendars. • Follow up with potential clients via phone, email, or chat to address questions, encourage engagement, and guide them through the next steps. • Track and log follow-up activities to maintain a complete record in the CRM. • Identify high priority leads and escalate them to attorneys or senior intake team members as necessary. • Actively participate in weekly intake meetings and contribute to continuous improvement efforts within the intake department. • Collaborate with other departments, including marketing, IT, and sales, to ensure smooth client experiences.

• Manage data collection for market and opinion research • Assist with quality control for telephone surveys and online surveys • Oversee vendor performance by monitoring telephone interviews • Program online survey questionnaires in Qualtrics • Proofread and test survey questionnaire programming in Qualtrics and Computer Assisted Telephone Interviewing (CATI) systems • Use online interfaces to create demographic reports on survey populations • Use tools including Excel and R to clean survey respondent lists and prepare them for data collection • Communicate effectively with vendors and internal teams