• Addresses patient calls, portal messages, tasks, and emails concerning a wide range of patient care topics in a timely manner. • Follows standardized triage protocols for reporting changes in patient condition. • Assists with patient scheduling needs, including appointment coordination and follow-up. • Assists with medication reconciliation by gathering and documenting current medication lists. • Collaborates with physicians and healthcare professionals regarding patient care needs. • Utilizes standardized procedures to support quality patient care. • Distributes pre-approved patient and caregiver education materials. • Coordinates lab and diagnostic tests and tracks results. • Notifies patients of lab results following review and authorization. • Assists patients with compliance to prescribed treatment plans. • Identifies and accommodates patient disabilities and limitations.

• Conduct psychiatric evaluations and medication management visits for FamilyWell program participants via telehealth for the short-term management of mental health conditions in the perinatal period and/or experiencing peri/menopause. Provide treatment recommendations for patients who may need more intensive or more specialized mental health care. • Complete pre-conception medication consultation and psycho-education for individuals trying to conceive and currently treated with psychotropic medications. • Perform asynchronous caseload consultations through a review of clinical information prepared by the patient’s care team, as well as review of available medical records. Case review consultations focus primarily on patients who are new to the caseload or who are not improving as expected under their current treatment plan. Provide recommendations for next steps in treatment. • Complete documentation for case consultations and direct patient visits within 24 hours of visit. • Work with care managers to oversee the status and population health of their assigned patient caseload. The psychiatric consultant will use FamilyWell’s registry to track all assigned patients and prioritize patients for case review and treatment adjustment. • Provide the care team with educational support on diagnosing and managing behavioral health conditions. • Be available to provide occasional ad hoc telephone, email, or telehealth consultations to OB providers for complex patients or challenging patient situations within normal working hours. Maintain professional cell phone and email accounts for contact during usual business hours. Check professional accounts daily and respond to email questions/consultations within two business days, sooner if urgent.

• Partnering with members and families to identify needed supports and direct services to meet personal goals for good health, employment and independent or community living. • Collaborates with a team of clinical and social support colleagues to meet the physical, behavioral health and long term service needs of each member. • Conduct thorough and objective face-to-face visits with and assess each members situation to determine current status and needs, including physical, behavioral, functional, psycho-social, financial, and employment and independent living expectations. • Utilizing criteria for authorizing appropriate home and community based services and confirm those services are being provided and that members needs are being met.

• Identify and manage opportunities by identifying, qualifying, and progressing leads through the CRM tool; • Prospect and contact leads via phone, email, WhatsApp, and at events, trade shows and conferences, focusing on enterprise accounts and complex negotiations; • Conduct strategic solution presentations, both via videoconference and in person, with stakeholders at different hierarchical levels (analysts and decision-makers); • Lead the entire sales process from presales to closing, focusing on long sales cycles, multiple stakeholders and high-value deals; • Continuously analyze the market, customer behavior, trends and competitors’ activities, proposing improvements to processes and commercial approach; • Serve as a technical reference for the sales team, sharing best practices and supporting leadership in team development; • Collaborate with leadership to develop sales arguments, email cadences, outreach scripts and other materials that support the sales strategy; • Work closely with Marketing and Product to build strategies for lead generation and attraction of major opportunities; • Identify, develop and manage strategic sales partnerships to expand and increase the business’ reach; • Monitor and interpret sales-funnel metrics, proposing actions to improve and optimize commercial performance.