iSTA Solutions

Therapist

• Manage the onboarding process for Behavioural Technicians and Responsible Behavioural Technicians regarding ABA services.
• Communicate directly with individuals via phone and email to collect required documentation.
• Review and verify onboarding documentation for completeness and accuracy.
• Perform data entry and maintain accurate records within internal systems.
• Proactively follow up on outstanding documents and onboarding requirements.
• Handle multiple onboarding tasks simultaneously in a fast-paced environment.
• Provide a professional, friendly, and confident first impression of the company.
• Identify process improvements and assist with additional administrative tasks as needed.

Onboarding Coordinator, ABA Therapy – US Healthcare

Financial Planning and Analysis

• Provide day-to-day support to executive leadership
• Work extensively in Microsoft Excel to maintain and update reporting files
• Assist with recurring financial and operational reporting requirements
• Maintain and update Excel-based P&L and Balance Sheet reporting files
• Add new reporting periods and ensure data structures remain consistent
• Ensure formulas, links, and calculations remain accurate across updates
• Work with financial data exported from systems such as QuickBooks Online
• Organise, validate, and prepare data for reporting and presentation
• Prepare summary views, charts, and structured outputs from existing data
• Identify opportunities to reduce manual work and improve reporting workflows
• Support ad hoc administrative, reporting, and project-related tasks

Executive Assistant, Finance & Reporting

• Work with financial data exports from systems such as QuickBooks Online
• Maintain and enhance Excel-based financial reporting models
• Prepare and update monthly P&L and Balance Sheet reporting files
• Ensure formulas, links, and structures remain stable across reporting periods
• Manage changes in GL codes, mappings, and account structures
• Reduce manual reporting effort through improved Excel logic and automation
• Build structured summary sheets, reconciliations, and visual reporting outputs
• Identify and implement process improvements within reporting workflows
• Ensure accuracy and integrity of financial data and calculations

Financial Reporting & Automation Specialist, Excel-Focused

Backend Engineer

• Lead data cleaning, manipulation, and statistical analysis of complex dataset.
• Assist in developing and deploying machine learning models from concept to production.
• Conduct code reviews and contribute to maintaining high-quality, well-documented codebases.
• Troubleshoot and resolve issues within data pipelines and analytical workflows.
• Collaborate with internal teams on technical specifications and solution design.

Python Developer, Data Analysis, Machine Learning

Procurement

• Capture, review, and process purchase requests in internal procurement systems
• Verify orders for budget alignment and required approvals prior to processing
• Coordinate with vendors and healthcare facilities regarding order status, deliveries, and timelines
• Follow up on back orders and assist with sourcing approved non-catalogue items
• Track rental and equipment items, ensuring timely returns
• Process supplier invoices and accurately match them to purchase orders
• Investigate invoice or order discrepancies and escalate issues where required
• Maintain accurate records and documentation in line with internal procedures and compliance standards

Healthcare Procurement & Vendor Coordinator

Accounts Receivable

• Review and analyse aging reports to identify outstanding balances and follow up on accounts.
• Accurately post payments, adjustments, and write-offs in line with client and legal protocols.
• Follow up on coinsurance balances and support AR collections activities.
• Ensure all AR activity is documented accurately and maintained in compliance with internal and client standards.
• Collaborate with U.S.-based billing, finance, and operations teams.
• Apply sound judgment when making AR-related decisions and resolving discrepancies.

Medical Accounts Receivable Agent – US Healthcare

Recruitment

• Support recruitment and credentialing activities for a U.S.-based ABA healthcare client
• Review and process incoming resumes for open roles
• Schedule and coordinate interviews with candidates and hiring teams
• Assist with initial candidate screenings when required
• Support onboarding processes for new hires
• Assist with credentialing documentation and tracking
• Maintain accurate and up-to-date candidate and employee records
• Communicate professionally and courteously with candidates via phone and email
• Ensure recruitment and credentialing processes are followed accurately and consistently

Recruiting and Credentialing Support Agent – ABA Services

Administrative Assistant

• Monitor and track expiring client assessments.
• Coordinate with BCBAs to schedule and complete reassessments.
• Submit documentation to insurance providers to obtain authorizations.
• Maintain accurate records and documentation.
• Provide administrative and virtual assistant support as required.
• Communicate effectively with internal teams to ensure efficient workflow.
• Assist supervisors with additional operational and administrative tasks.

Authorizations & Administrative Coordinator – ABA Services

Customer Support

• Handle inbound calls from healthcare facilities regarding their devices
• Provide basic technical guidance and troubleshooting related to device functionality
• Proactively contact facilities if devices are offline or require attention
• Follow scripts and SOPs while confidently managing real-time conversations
• Maintain a professional, patient, and friendly tone at all times
• Accurately document all interactions using internal systems
• Escalate complex issues to management when required

Customer Support Specialist – Technology

Consultant

• Contact warm leads who have already expressed interest in dental services for nursing home residents
• Conduct outbound follow-ups via phone and email in a professional and empathetic manner
• Clearly explain dental service packages, benefits, and care options
• Guide potential patients and decision-makers through the sign-up process using a consultative, relationship-focused approach
• Respond to questions, address concerns, and provide reassurance throughout the process
• Accurately capture all interactions, notes, follow-ups, and outcomes in the CRM system
• Manage structured follow-ups and daily outreach tasks in line with defined processes
• Ensure a smooth, positive, and informed experience for each prospective patient

Patient Outreach Consultant – Dental Healthcare

Billing Specialist

• Manage customer accounts by reviewing outstanding balances and identifying the appropriate course of action for resolution.
• Communicate clearly and professionally with customers via phone and email to address billing inquiries, provide account updates, and resolve discrepancies.
• Maintain accurate and detailed records of all interactions, payment arrangements, and account status updates in internal systems.
• Collaborate with internal teams to ensure account information is accurate and up to date.
• Follow up consistently on past-due accounts to facilitate timely collections while maintaining a positive customer relationship.
• Assist in preparing financial documentation and reports related to billing and collections activity.

Customer Billing Representative – US Dental Healthcare

Administration

• Accurately capture, review, and organise dental facility and enrolment-related data received from internal teams
• Convert large volumes of raw information into structured, easy-to-use data formats for enrolment and marketing activities
• Prepare and maintain spreadsheets and data sets used for eligibility review and enrolment tracking
• Compile enrolment-related documentation into clear, well-organised information packs for internal stakeholders
• Update internal systems to ensure enrolment records, supporting documents, and contact details are accurate and up to date
• Ensure all required data is complete, consistent, and correctly recorded prior to handover for enrolment outreach
• Manage multiple dental facilities and data sets simultaneously while maintaining a high standard of accuracy
• Identify, flag, and report discrepancies, missing information, or data quality issues
• Adhere strictly to data quality, confidentiality, and compliance standards

Pre-Enrolment Data Administrator, Dental Healthcare

Human Resources

• Act as the primary PointClickCare subject matter expert across all facilities
• Own system performance, optimisation, configuration, and usability
• Translate clinical, operational, and compliance requirements into effective EHR solutions
• Partner with executive leadership on EHR strategy, scalability, and roadmap planning
• Configure and maintain PCC templates, workflows, permissions, order sets, and user roles
• Optimise documentation to support PDPM, MDS, Quality Measures, and reimbursement accuracy
• Identify inefficiencies and implement system improvements proactively
• Resolve system issues, data integrity problems, and workflow gaps
• Lead PCC implementations, upgrades, integrations, and new-facility onboarding
• Manage multiple concurrent EHR initiatives, timelines, and priorities
• Coordinate data clean-up, standardisation, and governance initiatives
• Act as primary liaison with PointClickCare and third-party vendors
• Oversee EHR onboarding and ongoing training for clinical and administrative users
• Develop and maintain EHR policies, SOPs, and best-practice documentation
• Serve as escalation point for complex system and workflow issues
• Ensure EHR usage aligns with CMS, HIPAA, and regulatory requirements
• Support audits, surveys, and compliance investigations
• Maintain role-based access controls and data security standards

EHR Systems Manager, PointClickCare

• - Track provider utilization, including scheduled hours vs. verified hours with completed session notes.
• - Maintain and update utilization trackers to ensure accuracy and completeness.
• - Verify that scheduled sessions are supported by completed and approved documentation.
• - Follow up with providers regarding missing or incomplete session notes.
• - Support new RBT onboardings with systems training and documentation expectations.
• - Train and assist RBTs on writing session notes and navigating internal systems.
• - Provide hands-on support to RBTs during their initial period to promote consistency and confidence.
• - Assist with additional administrative and operational tasks as required.

Office Administrator

Manager

• End-to-end case management for US healthcare clients
• Review clinical documentation for medical necessity and level of care
• Process inpatient and SNF authorizations
• Coordinate authorizations and claims with providers, payers, and patients
• Manage US healthcare claims from submission to resolution, including denials, rejections, and appeals
• Liaise with Medicare, Medicaid, and commercial payers
• Ensure accurate medical billing and coding (ICD-10, CPT)
• Maintain compliant case notes and documentation
• Collaborate with clinical, administrative, and finance teams
• Ensure HIPAA (US) compliance
• Utilize MS Office for reporting and tracking
• Manage high volumes of emails with accuracy and professionalism