Insight Therapy Solutions

QA Engineer

• Responsible for ensuring the quality and accuracy of all documentation which should be completed every day prior to the client's upcoming appointment.
• Review and audit documents and patient records (e.g. LOCUS/CASII, Treatment Plan, Progress Notes, etc.) to ensure completeness, accuracy, and compliance with all relevant information and guidelines
• Identify areas where documentation is incomplete or inaccurate and work with the staff to correct any issues
• Help develop QA Processes for other teams
• Lead or support coaching sessions and training programs to newly hired therapists in the QA documentation process as needed.

QA Documentation Specialist

Customer Support

• Connect with leads and clients via phone, email, and fax to guide them through scheduling therapy sessions
• Engage waitlisted clients and help match them with the right therapist based on their needs
• Handle inbound inquiries while proactively following up on missed or potential opportunities
• Build trust through thoughtful, empathetic conversations—especially with individuals in vulnerable situations
• Accurately document client information and interactions in real time using internal systems
• Collect and verify demographic, insurance, and referral information to support proper client placement
• Use EHR systems to schedule appointments, maintain records, and update client data
• Present and promote our services to referral sources such as healthcare providers, clinics, and organizations
• Develop relationships with partners and referral networks to drive consistent business growth
• Consistently meet and exceed individual and team sales targets

Healthcare Customer Service Representative

Operations

• Oversee day-to-day operations across non-clinical departments.
• Identify operational risks and remove obstacles before they escalate.
• Serve as the primary escalation point for operational issues.
• Drive accountability across department leaders.
• Monitor KPIs, commitments, and organizational priorities.
• Ensure cross-functional initiatives remain on track.
• Support acquisition integrations and expansion initiatives.
• Coordinate major operational, technology, and process improvement projects.
• Partner with leadership to implement scalable systems and workflows.
• Maintain operational dashboards and performance metrics.
• Provide concise updates, insights, and recommendations to leadership.

QA Documentation Specialist

Healthcare Customer Service Representative

Director of Operations