Operations

• Actively monitor email inboxes, fax dashboards, provider platforms, and secure portals for incoming documents throughout the day.
• Confirm that each required channel is checked according to a defined monitoring schedule.
• Maintain ongoing visibility into all active inbound sources.
• Download newly received medical records, invoices, and supporting documents promptly.
• Ensure files are correctly named, saved, and logged following internal standards.
• Prevent file duplication, mislabeling, or misplacement by adhering to strict documentation requirements.
• Maintain an accurate tracking sheet that records when each inbox, portal, or fax line was last checked.
• Categorize documents into two core workflows: (a) invoices (b) medical records.
• Communicate with internal teams regarding missing documents, portal failures, or unresponsive provider systems.

Operations Specialist – Inbound Document Monitor

Operations Scheduler – Home Care Services

Marketing & Digital Operations Specialist

Operations Specialist – Record Request Triager

Operations Specialist – Medical Records Reviewer