• Review medical records, clinical documentation, and payer guidelines to determine patient eligibility, qualification status, and compliance prior to service delivery • Communicate with patients regarding financial responsibility, collect payments when applicable, and document interactions accurately • Contact patients when documentation does not meet payer requirements, providing updates and alternative options to support timely care • Work with referral sources, physicians, and clinical teams to obtain complete and compliant documentation • Demonstrate expert knowledge of payer requirements to ensure services are provided appropriately and in compliance • Maintain accurate, timely documentation of patient information and communications using electronic systems • Accurately enter referrals within established timeframes while meeting productivity and quality standards • Coordinate with leadership to ensure appropriate inventory and services are selected and scheduled • Work closely with sales, insurance verification, and internal support teams to facilitate the referral and intake process • Navigate multiple EMR and online systems to obtain and manage documentation. • Ensure appropriate shipping and delivery methods are selected in accordance with company procedures • Answer incoming calls promptly and provide professional assistance to patients and referral sources • Participate in on-call rotation during non-business hours in accordance with company policy • Support team operations and quality standards by following company policies and procedures • Performs other related duties as assigned

- Serve as the first contact for leads through phone or email, delivering a friendly and helpful experience. 🤝 - Collect important information to understand client needs and assess how the firm can help. 📝 - Listen empathetically to individuals and guide them to appropriate resources within or outside the firm. 💬 - Complete legal forms and manage records of customer interactions. 📋 - Schedule and coordinate consultations with legal experts. 📅 - Follow up with clients to ensure their needs are met or provide additional support. 🔄 - Handle administrative tasks such as booking appointments, managing schedules, and organizing paperwork. 📑

• Work closely with Patients and Caregivers to educate them and assist them on the application and enrollment process, with the goal of completing the eligibility process and onboarding the Patients and Caregivers to active Care status within 60 days of initial call to FreedomCare. • Provides necessary documentation and requirements with Nevada Medicaid, patients' insurance and the Patient’s Caregivers to ensure services are authorized in a quick and efficient turn-around time to get them on Care. • Work with other medical providers to ensure all documentation for potential patients and caregivers are in compliance. • Provide high-level customer service through one-call resolution, as measured by “no need for additional follow up” demonstrating FreedomCare’s values of ensuring care and compassion with a positive, helpful demeanor. • Consistently meets monthly performance metrics of starting patients on Care and call handling • Be the initial point-of-contact for calls from prospective clients, caregivers or pending enrollees • Manage a high open caseload until the enrollment process is complete • Consistently meet monthly completed starts of care • Provide exceptional customer service and positive experience for potential patients/caregivers • Regular communication with a variety of health plans regarding patient benefits and authorizations • Navigate multiple systems and portals to determine eligibility and obtain authorization