• Uphold and integrate the customer’s Catholic and Christian identity to foster the teachings of the Church in all aspects of job performance. • Strictly adhere to HIPAA guidelines, conducting rigorous identity verification before disclosing any protected health information. • Verify member eligibility and gather necessary information to assist with member inquiry. • Efficiently authenticate and respond to provider request regarding patient policy status, effective dates of coverage, benefits, claim status, and other inquiries. • Inform members and providers on services requiring prior authorization and track the status of pending requests. • Maintaining detailed, audit-ready logs of every call, chat, and email interaction, including clear notes on the specific resolution or next steps promised. • Assist with producer support by performing regular DOI portal audits and checking Sircon credentials to verify active licensing status. • Perform other duties as assigned.

• Review order notes • Calculate pricing • Contact suppliers websites or call • Clarify missing information with AE

• Manage assigned corporate accounts and ensure timely collections on outstanding balances • Monitor aging reports and follow up on past-due invoices via email and phone • Maintain strong relationships directly with B2B clients to ensure smooth payment processes • Determine write-offs (month end and small amount) • Apply customer payments, adjustments, and credit memos accurately • Investigate and resolve billing discrepancies, payment issues, and disputes • Coordinate with internal teams (Sales, Account Executive, Customer Service, and Finance) to resolve AR-related concerns • Make recommendations to Supervisor for collection of past due accounts • Provide clients with invoice copies, statements, and payment confirmations upon request • Maintain accurate customer records, collection notes, and account history in the system • Prepare weekly and monthly AR reports for Account Executive review • Research returned mail and bank correspondence (i.e., short- & over-payments) • Independently manage AR and escalations • Payment Research and Credit validation support when need

• Responsible for all duties revolving around the management of patient Medical Records. • Accurately files dictations, lab results, endoscopy/hospital reports, all faxes and any other patient related correspondence from Document Import in a timely manner; ensuring document names and dates are updated. • Files scanned patient records received from Iron Mountain Image on Demand Faxes Office Visit Notes to referring providers as directed by the HIM Supervisor. • Tasks filed items as appropriate. • Ensures all documents received before 3:00 pm are filed the same day and tasked appropriately. • Prints, mails and/or faxes approved record requests to patients or other medical facilities. • Ensures that attorney records requests received are appropriately directed to the HIM Supervisor. • Works with HIM Supervisor and Office Manager(s) to coordinate off-site record storage and retrieval. • Answers emails and voicemails and returns patient calls in a timely and efficient manner. • Ensures tasks are completed daily. • Completes requests for information from other United Digestive staff and ensures that they are handled promptly and effectively to guarantee payment on patient accounts. • Abides by and promotes HIPAA compliance; maintains strict confidentiality with regards to patient information. • Meets or exceeds quality and productivity standards as set by the HIM Supervisor and Director of Clinic Operations. • Participates in staff meetings as directed by the HIM Supervisor. • Participates in marketing activities as directed by the HIM Supervisor. • Cross trains and performs other office functions as directed by the HIM Supervisor. • Any other duties and/or special projects as assigned.