• Accurately enter new patient referral information, including medical and insurance data, into the Prompt EMR system. • Review referrals for completeness and ensure all required documentation is received. • Create and establish new patient cases in the EMR in accordance with clinic standards. • Verify data accuracy, cross-checking demographic, insurance, and clinical details. • Maintain compliance with HIPAA and clinic privacy policies. • Manage and maintain the clinic’s patient waitlist. • Coordinate with the scheduling and intake teams to move patients efficiently from the waitlist into active scheduling. • Assist with periodic audits of referral and intake data for accuracy and completeness. • Provide general administrative support for intake-related tasks or special projects assigned by leadership. • Communicate effectively with the intake and operations teams to ensure smooth patient onboarding. • Participate in virtual meetings and maintain open communication via Slack and email. • Track workflow progress and alert the team of any potential bottlenecks or missing information.