• Answer and direct phone calls; organize correspondence and answer emails • Prepare and organize databases and reports • Handle confidential employer and client information • Take notes or transcribe meetings • Schedule meetings and arrange employer's calendar; schedule meeting spaces and conference rooms • Present excellent customer-service skills to customers and clients • Manage filing systems, update records, and organize documentation • Prepare and create PowerPoint presentations and materials as needed; research materials and sources for presentations • Have the ability to work flexible hours in a quiet setting remotely • Are a professional and confident communicator with clients • Are a proficient and confident computer user • Speak smoothly and confidently in English

• Verify insurance eligibility for new patients at the time of intake and prior to initial evaluation • Complete ongoing and monthly insurance re-verifications as needed based on payer or plan requirements • Prepare and provide Good Faith Estimates when required, ensuring accuracy and compliance • Obtain and track prior authorizations across multiple therapy disciplines • Monitor visit limits and proactively flag when authorizations are needed • Verify and document deductibles, copays, and coverage details • Communicate insurance information clearly to internal teams and families • Ensure all insurance calls are documented with reference numbers • Obtain and maintain accurate fee schedules • Update patient records and insurance details in the EMR • Perform consistent, accurate data entry and documentation • Support credentialing-related tasks as needed • Maintain organized records for easy reference and audit readiness • Provide occasional phone support for patient or family inquiries • Communicate via email and text as appropriate, ensuring clarity and professionalism • Participate in 2–3 team meetings per week to support training and alignment

• Contact insurance companies regularly to check claim status and ensure timely resolution • Review and resolve denied, rejected, or unpaid claims • Document all claim activity, follow-ups, and outcomes accurately in the EMR • Maintain ownership of claims from submission through final resolution • Obtain prior authorizations for services and treatments • Verify insurance benefits and coverage details • Communicate authorization requirements clearly to internal teams • Ensure all insurance documentation is complete and up to date • Work closely with billing and internal operations teams to maintain efficient workflows • Escalate issues appropriately while continuing follow-ups • Ensure compliance with documentation and billing standards • Contribute to continuous improvements in billing and authorization processes

• Support marketing execution, content operations, and project management • Manage social media accounts and engage with audiences • Organize content ideas and maintain content structured in spreadsheets • Collaborate with marketing team and ensure tasks are executed effectively • Create design assets for social media using Canva