Stefan Shaw

- Responding to customer inquiries via phone, email, and chat channels.

- Assisting customers with account inquiries, billing questions, and technical support.

- Processing customer orders, refunds, and exchanges accurately and efficiently.

- Collaborating with other departments to resolve customer issues and escalate complex issues as needed.

• Precisely reconciles daily payments, meticulously documenting and reporting errors or voids
• Distributes New Patient Packets to SMG newcomers, ensuring completion and updating in EMR, with thorough scanning into patient charts
• Verbally confirms and revises patient demographic details, including address, phone numbers, insurance, HIPAA designees, PCP information, Usual Provider, email addresses, etc.

• Swiftly updates and validates patient demographics, insurance, and contact information, guiding customers through necessary forms for regulatory and billing compliance pre-clinical care
• Scans essential paperwork and educates patients on financial assistance
• Guides patients on subsequent steps, providing updates on delays and wait times
• Schedules appointments proactively using provider templates and scheduling criteria
• Facilitates administrative tasks in the clinic, handling reports, addressing patient concerns, and managing paperwork.