- Communicate with healthcare providers (HCPs) and clinic staff via phone, email, and fax to obtain required patient documentation
- Proactively follow up on missing or incomplete information to ensure timely order progression
- Review incoming documentation for accuracy, completeness, and compliance
- Track and manage order status from initiation through completion
- Utilize Salesforce (or similar CRM) to document interactions and track order progress
- Maintain accurate and timely records to ensure data integrity
- Establish key contacts within partner clinics, including referral coordinators and navigators
- Identify workflow inefficiencies and recommend improvements
- Support sales teams with account updates, documentation summaries, and follow-ups
- Contribute insights on trends, barriers, and opportunities within assigned territories