• Receive and log all incoming referrals via phone, fax, email, and referral portals in the intake tracking system accurately and in real time. • Conduct initial eligibility screenings to verify insurance coverage, benefit levels, and ABA service authorization requirements. • Gather and organize all required intake documentation from families and referring providers, including diagnostic evaluations, prescription letters, and consent forms. • Communicate referral receipt and next-step instructions to families promptly and professionally. • Escalate complex or high-priority referrals to the Lead Intake Specialist as appropriate. • Assist in the preparation and submission of prior authorization requests for ABA services to Medicaid, managed care organizations, and commercial insurance payers. • Follow up on pending authorization submissions and document status updates in the tracking system. • Coordinate with clinical staff (BCBAs / LBAs) to collect required clinical documentation in support of authorization requests. • Flag cases that may require Single Case Agreement (SCA) processing and refer them to the Lead Intake Specialist or SCA Specialist. • Monitor approaching authorization expiration dates and initiate re-authorization outreach under the direction of the Lead Intake Specialist. • Contact families in a timely manner upon referral receipt to explain the intake process, collect required information, and address general inquiries. • Provide empathetic and professional communication throughout the enrollment process, recognizing that families are often navigating a complex and unfamiliar system. • Respond to inbound inquiries from families, pediatricians, schools, and other referral sources regarding intake status, required documents, and next steps. • Ensure families are informed of any delays, documentation gaps, or payer-related requirements affecting their enrollment timeline. • Maintain accurate, complete, and up-to-date records for all referrals and active intake cases in the designated tracking system. • Ensure all intake files meet documentation standards required by payers, regulatory bodies. • Conduct routine audits of assigned intake cases to identify missing documents, outstanding items, or stalled pipeline stages. • Generate status reports on assigned caseload as requested by the Lead Intake Specialist or Director of Operations. • Collaborate with the billing, clinical, and scheduling teams to ensure seamless handoff from intake authorization to active service delivery. • Participate in intake team huddles, pipeline reviews, and cross-departmental coordination meetings as directed. • Support the Lead Intake Specialist with special intake projects, payer-specific workflows, or capacity-driven assignments as needed. • Adhere to all HIPAA regulations and confidentiality policies when handling client records and communications.

• Maintenance of databases and tracking systems • Work with large amount of documents, including their compiling, procurement, processing, translation and filing • Communication with company departments and external parties • Communication point for investigative sites participating in the clinical research projects • Coordination of site-specific query resolution, project training and access to vendor-related systems for site teams • Receiving and routing all mails and incoming calls • Assistance with meeting arrangements • Preparation of draft agendas and minutes of project meetings

• Complete credentialing and/or re-credentialing applications for physicians, ancillary providers and facilities or groups with third-party payers and governmental programs (Medicare and Medicaid) as requested by the client in an accurate and timely manner • Perform Primary Source Verification (PSV) services including but not limited to verification of licenses, malpractice and work history; perform PSV file audits as requested. • Complete, update and maintain Council for Affordable Quality Healthcare (“CAQH”) profiles for providers • Maintain a Credentialing database in accordance with BerryDunn’s policies and procedures for all participating and non-participating providers with payer identification numbers and effective dates • Partner with client liaisons, including billing departments to update the enrollment status of the providers • Contact payers to follow up on submitted applications within BerryDunn’s policies • Respond to various inquiries and requests for information from participating physicians, staff, hospitals, and managed care companies timely and with professionalism • Communicate with providers or their designees to obtain requisite credentialing information to facilitate timely completion and submission of required documents • Update client regularly on process and communicate any delays • Continuously inform Credentialing leadership of the project status and assist in managing expectations related to deliverables and deadlines • Be responsible for timely and accurately accounting of hours (billable and non-billable) in time and attendance software for proper billing of services rendered

• Monitor and manage participant appointment requests and schedules • Notify participants, caregivers, and POAs of scheduled appointments • Complete authorizations and referral documentation accurately • Coordinate scheduling, re-scheduling, and follow-up for outside appointments, labs, and imaging • Enter encounters for outside appointments in the medical records system • Process invoices and documentation for proper routing and payment • Answer phone calls and respond professionally to participant and referral inquiries • Communicate clearly with healthcare providers and staff regarding scheduling updates • Participate in team meetings and quality improvement initiatives • Adhere to established procedures and ensure all work is accurate, consistent, and complete