Legion Health

Insurance

• Own Legion’s provider-directory accuracy and growth metrics across every contracted payer and network, state, clinician, service location, specialty, and member-facing directory surface.
• Build and maintain the authoritative provider-data source of truth, including clinician legal and display names, Type 1 and Type 2 NPIs, group affiliations, taxonomy codes, licenses, specialties, service locations, telehealth eligibility, accepting-new-patients status, contact information, booking URLs, payer participation, last verification date, owner, status, and supporting evidence.
• Reconcile the source of truth against NPPES, CAQH, credentialing rosters, payer portals, third-party aggregators, and internal provider and contracting systems; define source precedence for every field so discrepancies are resolved consistently.
• Create a complete baseline inventory and risk-ranked remediation backlog, prioritizing missing providers, inactive or departed providers, wrong locations, missing telehealth indicators, incorrect specialties, duplicate records, broken links, phone-only calls to action, and high-volume payer opportunities.
• Audit each directory as a patient would: search by ZIP code, state, plan, specialty, telehealth, availability, and accepting-new-patients filters; confirm Legion appears in the expected results and that every profile is accurate, complete, and actionable.
• Verify that telehealth filters, virtual-visit tags, map pins, specialty mappings, language fields, appointment availability, and accepting-new-patients indicators behave correctly across desktop and mobile directory experiences where available.
• Submit corrections through the right payer workflow—portal, roster file, API, secure email, ticket, or escalation—and track submission date, confirmation number, payer owner, promised service level, follow-up date, publication date, and member-side verification. A fix is not complete until it is live and independently rechecked.
• Standardize naming conventions, address formatting, phone numbers, credentials, taxonomy and specialty mappings, group affiliations, telehealth designations, and URL structure; build validation rules and an explicit exception log.
• Partner with payer directory and network-operations teams to improve Legion’s legitimate search prominence through accurate category mapping, telepsychiatry and virtual-care terminology, featured or virtual-visit badges, complete profile fields, and correct filter eligibility.
• Replace phone-only or generic calls to action with direct Legion landing pages, self-scheduling links, or SMS short codes wherever payer rules and directory capabilities allow.
• Create and govern unique UTM-tagged links by payer, network, directory, state, and placement; maintain a durable naming convention, redirect ownership, destination QA, and documentation so attribution survives future updates.
• Partner with Growth and Engineering to build payer- and state-aware landing experiences, align insurance and availability messaging, reduce intake abandonment, and A/B-test calls to action, trust signals, scheduling flows, and page content.
• Instrument and validate the directory funnel in PostHog or equivalent analytics from directory referral through eligibility, intake, scheduling, completed first visit, retention, and reactivation; maintain event definitions and investigate attribution gaps.
• Build weekly reporting that covers inventory completeness, percentage of error-free listings, search-visibility coverage, corrections opened and closed, aging by payer, clicks, intakes, scheduled visits, completed visits, conversion rates, and attributable revenue.
• Quantify the incremental patient volume and revenue unlocked by each material directory fix; maintain an opportunity model that ranks the backlog by expected impact, confidence, effort, and time to resolution.
• Establish monthly sweeps and lightweight automated monitoring that detect payer regressions, roster drift, broken URLs, status changes, duplicate records, and unexpected search-result changes before they cost patients or revenue.
• Integrate provider launches, departures, license changes, new payer contracts, new states, address changes, taxonomy updates, and scheduling changes into a documented change-management workflow with clear owners and service levels.
• Create payer contact maps, escalation paths, reusable outreach templates, roster-submission checklists, evidence standards, SOPs, and a decision log so the operating system is auditable, repeatable, and transferable.

Insurance Directory Optimization Specialist

AI Engineer

• Own Legion’s organic growth number across various metrics
• Build Legion’s SEO and AI-search strategy
• Win visibility in SERPs and AI answer surfaces
• Create authoritative content with clinician review
• Own technical SEO aspects
• Maintain AI-search crawl visibility
• Own conversion from organic visit to appointment
• Build dashboards that connect organic and AI-search visibility to key metrics
• Partner with internal teams to ensure compliance and trust
• Build the operating system for organic growth

AI Search and SEO Growth Lead

Executive Assistant

• Respond to patient inquiries across phone and messaging platforms with clear, accurate, and timely communication
• Provide compassionate, top-notch support with a strong focus on patient satisfaction
• Assist with scheduling appointments, rescheduling, and helping patients onboard
• Support patient retention and outreach through follow-ups, reminders, and proactive patient check-ins
• Coordinate and track clinical workflows and administrative workflows to ensure patients get what they need with minimal delays
• Accurately document patient interactions to ensure proper follow-up, case tracking, and continuity of support
• Identify recurring patient issues and share feedback to improve workflows and quality of service
• Work closely with team members to resolve patient concerns quickly and effectively
• Maintain a reliable, high-speed internet connection for smooth and consistent communication

Virtual Executive Assistant – Patient Success Operations

Billing Specialist

• Oversee the end-to-end claims lifecycle from claim submission to insurance reimbursement
• Resolve behavioral health claim denials
• Investigate insurance claim denials and make Payer calls or message patients when required

Insurance Directory Optimization Specialist

AI Search and SEO Growth Lead

Virtual Executive Assistant – Patient Success Operations

Insurance Billing Lead