• Review and Track Medical Treatment: Review and stay updated on the status of client medical treatments throughout each phase of the treatment lifecycle. • Medical and Billing Records Management: Request and obtain medical and billing records, along with any necessary affidavits, in an efficient and timely manner. • Verify Record Accuracy: Review medical and billing records for accuracy and completeness, ensuring efficiency in the process. • Communication with Providers: Proactively contact medical providers and their records/billing departments to receive status updates on records and affidavit requests. Some requests will be made via Chartswap, but most will require direct phone calls to the medical facility. A friendly and patient phone demeanor is essential. • Reporting: Provide weekly status updates to the firm’s systems, tracking the progress of records and affidavits for each client. • Subrogation Liens: Research and manage subrogation liens, including Medicaid/Medicare, Hospital Liens, and other related claims. • Caseload Management: Efficiently manage a caseload of 30-40 active cases, with the ability to handle an increasing number as the caseload grows. • Client Treatment Confirmation: Assist the Case Manager in confirming that clients have received the necessary medical treatment as per the providers' referrals.

• Assist in the delivery of high quality, safe clinical care • Enhance patient satisfaction and provider efficiency through collaboration • Take patient vital signs and document medical history in EMR system • Provide patients and families medical information for positive patient satisfaction

• Maintain department patient care supplies • Ensure timely flow of patients • Assist physicians and nurses to provide optimal care • Perform a variety of routine direct patient care duties

• Receive new patient referrals from clients • Create charts for all new patients • Input medical information in new chart • Help Care Coordinators with patient needs as applicable • Foster relationships with their team to ensure the CareHarmony culture is positive and supportive. • Other duties as applies