• Receive and process requests for patient health information in accordance with Company and Facility policies and procedures. • Maintain confidentiality and security with all privileged information. • Maintain working knowledge of Company and facility software. • Adhere to the Company's and Customer facilities Code of Conduct and policies. • Inform manager of work, site difficulties, and/or fluctuating volumes. • Assist with additional work duties or responsibilities as evident or required. • Consistent application of medical privacy regulations to guard against unauthorized disclosure. • Responsible for managing patient health records. • Responsible for safeguarding patient records and ensuring compliance with HIPAA standards. • Prepares new patient charts, gathering documents and information from paper sources and/or electronic health record. • Ensures medical records are assembled in standard order and are accurate and complete. • Creates digital images of paperwork to be stored in the electronic medical record. • Responds to requests for patient records, both within the facility and by external sources, retrieving them and transmitting them appropriately. • Answering of inbound/outbound calls. • May assist with patient walk-ins. • May assist with administrative duties such as handling faxes, opening mail, and data entry. • Must meet productivity expectations as outlined at specific site. • May schedules pick-ups. • Other duties as assigned.

• Accountable for ensuring all assigned aspects of the project are delivered on time and against client objectives. • Thinks proactively throughout the project to anticipate and quickly escalates and addresses changes to approach, design, objectives, etc. • Supports the design of studies and contributes to writing proposals. • Thoughtfully crafts questionnaires / discussion guides with appropriate techniques and activities, and structures of questions that better address objectives and fit with participant type. • Effectively moderates 1:1 and group interviews and online engagements (Communities, Remesh, etc.), spending typically 15% of their time doing live moderation. • Demonstrates an ability to connect the dots, identifying emerging themes and how they connect to the bigger story. • Incorporates and suggests strategic elements for the report including the story flow, emerging implications (so-what), and recommendations (now-what). • Begins to determine appropriate visual elements to communicate the story. • Demonstrates the ability to leverage client / industry knowledge and external frameworks (e.g., Michael Porter's Five Forces, The Habit Loop), anecdotes (i.e., metaphor and story), constructs, macro and micro-trends, psychological understanding, etc., to elevate the strategy. • Writes succinctly, to the audience, with clarity, conviction, and tension as well as polish and professionalism.

• Actively looking to hire talented therapists in the area. • Passionate about patient care. • Committed to clinical excellence.

• Complete intakes and nursing assessments to understand client needs, health history, social supports, caregiver needs, goals and appropriate program/resource pathways. • Develop, document and update care coordination plans with clients and caregivers, including priorities, realistic goals, follow-up actions and clear next steps. • Support clients, caregivers and families through empathetic education, coaching and motivational interviewing so they understand provider instructions, symptoms, care plans, treatments, records and self-management needs. • Navigate healthcare, community, social, benefits, workplace, wellness, travel and virtual resources; support appointment preparation, referrals and follow-up; identify gaps; and advocate respectfully for access, continuity and client preferences. • Coordinate and share relevant information with authorized providers, care team members, program partners and internal colleagues in a timely, privacy-compliant manner to support transitions, reduce duplication and improve continuity of care. • Provide non-emergency guidance, check-ins and monitoring; recognize changes, symptom concerns, mental wellbeing or caregiver concerns; and escalate for clinical review, provider follow-up or emergency care as appropriate. • Use Serefin digital platforms, documentation tools and communication pathways securely to consolidate health information, manage caseload priorities, maintain confidentiality and support high-quality care. • Collaborate with colleagues and leaders to strengthen care coordination resources, referral/resource libraries, workflows, digital tools, platforms and communication pathways; participate in meetings, training and quality improvement. • Work independently with sound judgement while remaining responsive, team-oriented and aligned with clinical standards, policies and operational needs. • Support the organization's operational priorities and contribute to other business initiatives as required.