• Act as a trusted partner to providers by managing virtual patient rooming, gathering clinical history, and preparing all necessary documentation for neurology visits. • Perform and accurately score standardized clinical assessments, including the Montreal Cognitive Assessment. • Review complex medical records, lab results, and imaging reports to identify clinical gaps and support real-time clinical decision-making. • Support patients across specialized clinic tracks, including the GUIDE Program and the Anti Amyloid Therapy program. • Assist in preparing patients for specialty therapies by coordinating required testing and obtaining supporting documentation with infusion centers and imaging facilities. • Coordinate the collection of medical records, diagnostic testing, and referrals to ensure complete continuity of care. • Facilitate crucial patient referrals for respite care and home safety assessments to support families in the home. • Recognize urgent or clinically significant issues and escalate concerns appropriately to providers or other members of the care team. • Collaborate cross functionally with physicians, advanced practice providers, care coordinators, and navigators to deliver unified, patient centered care. • Communicate compassionately with patients and caregivers while providing HIPAA compliant advocacy support across insurance, billing, and clinical hurdles.

• Manage an assigned patient panel supporting Remote Patient Monitoring (RPM) and Chronic Care Management (CCM) enrollment and engagement, consistently meeting or exceeding outreach, conversion, and monthly patient touchpoint objectives • Complete timely, accurate, and compliant documentation in accordance with Welby Health policies, clinical protocols, and applicable program billing requirements • Model the high standards of outreach quality, professionalism, and patient-first service expected of all Medical Assistants • Monitor daily Medical Assistant productivity across outreach activity, enrollment performance, and documentation quality， proactively identifying performance trends and implementing corrective actions when metrics fall below expectations • Conduct regular one-on-one coaching sessions with each Medical Assistant, providing performance feedback that is directly aligned with operational data, key performance indicators, and program outcomes • Manage patient caseload distribution to optimize team capacity and operational efficiency, while escalating workload constraints or performance concerns to clinical leadership with documented action plans • Lead the onboarding and training of all newly hired Medical Assistants, ensuring successful integration into the team and achievement of expected productivity standards within the first thirty (30) days of employment • Develop, maintain, and continuously enhance Standard Operating Procedures (SOPs), training materials, and reference resources supporting Medical Assistant workflows and documentation standards • Identify individual and team-wide development opportunities and design targeted training initiatives to proactively address skill gaps and improve overall team performance • Partner with Human Resources throughout the recruitment process to establish hiring criteria, evaluate candidates, and provide hiring recommendations based on qualifications, competencies, and organizational culture alignment • Proactively identify staffing needs and communicate resource requirements to support timely recruitment efforts before operational gaps impact performance • Conduct periodic documentation audits to ensure compliance with organizational standards and deliver structured, actionable feedback that drives sustained quality improvement • Monitor team key performance indicators (KPIs) through performance dashboards and incorporate data-driven insights into coaching conversations, performance reviews, and team meetings • Ensure all Medical Assistants remain current on Welby Health clinical protocols, payer requirements, regulatory expectations, and program compliance standards • Analyze operational and clinical performance metrics to identify trends, evaluate team performance, and implement data-driven strategies that improve patient engagement, productivity, quality outcomes, and overall program performance.

• Reviewing intake records for completeness • Transfer information to Electronic Health Record (EHR) • Scheduling appointments • Assessing video readiness • Communication with other health care team members • Communication with members • Taking full history including medications • Documenting biometric screenings • Identify preventative measures needed • EHR chart preparation prior to visit • Assist nursing staff in preparing care plans

• 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.