- Execute PA and referral workflows end-to-end: documentation follow-up, routing, and loop closure with provider offices
- Drive work forward by identifying next steps, obtaining missing information, and preventing case stalls
- Communicate clearly and professionally with provider office staff via phone and email
- Support clinical teams by reducing administrative burden — gather missing documentation, route questions appropriately
- Maintain accurate, timely documentation in HubSpot and operational tracking tools
- Identify recurring friction points and contribute actionable feedback to strengthen SOPs
- Operate strictly within scope — workflow, documentation, process, and follow-up only
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