Office Assistant

• Answer and screen phone calls by the third ring
• Direct calls to the appropriate staff member, ensuring all information is accurate
• Schedule patient appointments and register patients
• Update and verify system demographics and insurance information
• Perform billing functions, including entering charges and payments, collecting co-pays, reconciling batches, and preparing deposits
• Prepare referrals and obtain pre-certifications as required
• May train and direct office assistants at sites
• Prepare work and training schedules
• Act as an office resource and mentoring role model

• Verify insurance
• Answer and screen phone calls by the third ring and direct calls to appropriate staff
• Schedule patient appointments
• Register patients and update and verify demographics and insurance information
• Enter charges and payments
• Collect co-pays
• Reconcile batches and prepare deposits
• Prepare referrals and obtain pre-certifications
• File billing information
• May train and direct office assistants, including preparing work and training schedules
• Act as an office resource and mentoring role model

Office Assistant – Nephrology

• Answer incoming phone calls, website inquiries, and customer requests
• Convert inbound leads into scheduled inspections, estimates, and service appointments
• Follow up with unbooked leads and estimate opportunities
• Maintain accurate customer and lead records in CRM and scheduling systems
• Identify cross-selling and upselling opportunities
• Track lead sources and customer interactions
• Assist with local marketing campaigns, community outreach, and promotional activities
• Coordinate and schedule social media content
• Support customer review generation and reputation management
• Assist with email marketing campaigns and customer communications
• Coordinate company participation in networking and community events
• Identify and develop new residential and commercial business opportunities
• Support outreach to referral partners including property managers, insurance agents, real estate professionals, facility managers, plumbers, and HVAC contractors
• Coordinate follow-up communications with prospective referral sources and strategic partners
• Maintain referral partner and prospect databases
• Support business development meetings, networking events, and community outreach
• Track referral activity, lead sources, and partnership performance
• Support customer retention and referral programs
• Handle customer inquiries, scheduling requests, and service-related questions
• Address customer concerns and escalate issues when necessary
• Manage office communications, scheduling, calendars, and administrative tasks
• Prepare customer records, reports, and documentation
• Assist with data entry, invoice support, and customer correspondence
• Coordinate schedules between customers, technicians, and management
• Support field staff with accurate communication and appointment details
• Assist with operational projects and process improvements

Office Assistant – Coordinator

• Answer incoming phone calls, website inquiries, and customer requests
• Convert inbound leads into scheduled inspections, estimates, and service appointments
• Follow up with unbooked leads and estimate opportunities
• Maintain accurate customer and lead records in CRM and scheduling systems
• Identify cross-selling and upselling opportunities
• Track lead sources and customer interactions
• Assist with local marketing campaigns, community outreach, promotional activities, social media, review generation, email marketing, and networking events
• Support outreach and relationship management with referral partners
• Maintain referral partner and prospect databases
• Schedule business development meetings and community outreach activities
• Support customer retention and referral programs
• Handle customer inquiries, scheduling requests, and service-related questions
• Address customer concerns and escalate issues when necessary
• Manage office communications, scheduling, calendars, and administrative tasks
• Prepare customer records, reports, and documentation
• Assist with data entry, invoice support, and customer correspondence
• Coordinate schedules between customers, technicians, and management
• Support field staff with accurate communication and appointment details
• Assist with operational projects and process improvements