Job Summary: 

• Call partner clinic patients by phone, text, and email
• Establishing rapport, credibility, and authenticity
• Take responsibility for identifying patient needs
• Connecting patient needs to the features and benefits of programs
• Enrolling participants in the group programs
• Maintaining pre-program enrollments
• Communicating with key team members
• Updating, organizing, and documenting CRM
• Partnering with Head of Product to refine CRM
• Attending virtual team meetings
• Achieving relative KPI objectives

Skills on Resume:

• Patient Outreach (Soft Skills)
• Building Rapport (Soft Skills)
• Needs Analysis (Soft Skills)
• Enrollment Support (Soft Skills)
• CRM Updates (Hard Skills)
• Team Collaboration (Soft Skills)
• Process Improvement (Soft Skills)
• KPI Achievement (Hard Skills) 

Job Summary: 

• Prospect, develop, and nurture B2B relationships with key stakeholders to increase sales of professional education programs within their organizations.
• Make outbound sales calls to individual student prospects who have expressed interest in programs or alumni who have an existing relationship with the school and require additional education.
• Provide post-sales assistance and support to ensure a smooth hand-off to internal teams who deliver services.
• Conduct daily sales outreach via phone, e-mail, and social networking platforms. 
• Identify opportunities, assemble proposals, schedule events/logistics, perform follow-up, document interactions, etc. 
• Provide program details and other information to support the enrollment of individual students with whom you’ve engaged.
• Provide comprehensive B2B client support by handling inquiries, troubleshooting their concerns, and seeking help elsewhere in the organization when needed.
• Collaborate with internal stakeholders to ensure all customers receive top-notch service, including the administration of custom B2B programs (that are sometimes provided at client locations).
• Use customer relationship management system to leverage sales funnels, client documentation, prioritization, reporting, etc. 
• Collaborate with the marketing team to develop strategies and collateral that showcase value propositions to clients and individual students. 
• Assist with the planning and execution of open house/information session events, both virtual and in person, to generate individual course enrollments.  

Skills on Resume:

• B2B Sales (Soft Skills)
• Cold Calling (Hard Skills)
• Post-Sales Care (Soft Skills)
• Outreach Campaigns (Hard Skills)
• Proposal Setup (Hard Skills)
• Enrollment Help (Soft Skills)
• Client Support (Soft Skills)
• CRM Tools (Hard Skills) 

Job Summary: 

• Monitors applications for admission for all student types
• Works exception and error reports to resolve holds and move to the next step for processing
• Resolves discrepancies in residency, student type, and tuition and fees assessment based on enrollment data
• Assists with automated and manual processing of applicants and initiation of communication regarding admission decision
• Assists with intake and entry of enrollment documents, including high school transcripts, college transcripts, GED/HiSet certificates, dual credit/dual enrollment approval forms, etc.
• Assists with accurate and timely scanning and indexing of enrollment documents
• Prepares and processes admissions/enrollment correspondence to students via US postal mail and e-mail
• Opens, dates, and distributes incoming US postal mail, email, and fax communication related to enrollment processing
• Responds to emails and calls regarding enrollment processing
• Responsible for maintaining effective working relationships with campus staff by responding in a timely fashion to ensure the enrollment needs of students are met
• Assist during peak times with enrollment processes on campuses
• Maintain knowledge of the Family Educational Rights and Privacy Act (FERPA) and commit to operating in compliance 100% of the time

Skills on Resume:

• Application Review (Hard Skills)
• Issue Resolution (Hard Skills)
• Residency Updates (Soft Skills)
• Admission Communication (Soft Skills)
• Document Handling (Hard Skills)
• Data Scanning (Hard Skills)
• Student Correspondence (Soft Skills)
• FERPA Knowledge (Hard Skills) 

Job Summary: 

• Work with contracted providers, groups, and/or facilities to meet credentialing service expectations 
• Complete the processes to enroll and credential providers (physicians, groups, facilities, physician assistants, nurse practitioners, CRNAs, etc.) with insurance payers while meeting payer criteria 
• Complete the processes to re-credential existing providers, groups, and/or facilities 
• Gather and maintain current data and documents for all providers following policy and procedures 
• Follow up with clients and payers for timely credentialing processes 
• Clearly and effectively communicate with providers, operations managers, and insurance companies
• Handle basic questions dealing with the day-to-day operation of credentialing and enrollment 
• Review and update, if necessary, health plan directories, agencies, and other appropriate entities for current and accurate provider information 
• Know navigating and data entry of applications and spreadsheets 
• Know provider and payer credentialing, accreditation, insurance regulations, policies, guidelines, and standards 

Skills on Resume:

• Provider Credentialing (Hard Skills)
• Insurance Enrollment (Hard Skills)
• Re-Credentialing (Hard Skills)
• Data Management (Hard Skills)
• Client and Payer Follow-Up (Soft Skills)
• Communication Skills (Soft Skills)
• Credentialing Operations Support (Soft Skills)
• Policy and Regulation Knowledge (Hard Skills) 

Job Summary: 

• Provides admissions, advising, career services, financial aid and scholarships, registration, and general information to current and prospective students, as well as the public.
• Guides other CSI staff, students, and their families regarding financial aid, scholarships, records, advising, and admissions requirements and assist students in reaching their educational goals.
• Serves as a key staff member during the student registration process.
• Be responsible for completing cashiering functions.
• Take responsibility for data entry, report production, and student records creation.
• Take responsibility for Student Photo ID Card issuance.
• Responsible for accurate and efficient document processing, review, and auditing.
• Works to resolve issues while serving as a liaison between the student and other departments, explains and administers institution policies.
• Maintains student records including class registration, name changes, forms intake, and other miscellaneous information or documents.
• Provides positive, timely, and responsive action to students, staff, faculty, and third parties.
• Assists with creating and providing professional development and training opportunities for the Student Access team.
• Develop, plan, and implement short- and long-range goals.
• Special projects and student outreach (student contact calls) efforts
• Conveys by word and action the values expected by CSI.

Skills on Resume:

• Student Advising (Soft Skills)
• Financial Aid Guidance (Soft Skills)
• Registration Support (Soft Skills)
• Cashiering Functions (Hard Skills)
• Data Entry and Reporting (Hard Skills)
• Document Auditing (Hard Skills)
• Conflict Resolution (Soft Skills)
• Student Outreach (Soft Skills) 

Job Summary: 

• Directly drive patient growth by understanding newly enrolled patients' unique needs and effectively communicating Form's value proposition.
• Manage all ongoing communication with newly enrolled patients.
• Develop new and creative strategies for most effectively engaging newly enrolled patients.
• Serve as the principal advisor to newly enrolled patients.
• Work cross-functionally to measure the effectiveness of patient development efforts and manage ongoing tracking and reporting of results.
• Provide ongoing patient feedback to teams across Form Health.
• Report and highlight patient needs to the rest of the company to ensure we are prioritizing the most impactful products and services.
• Assists in researching claim denials and trends related to enrollment and billing
• Follows up with payers to resolve the billing issues related to enrollment and ensure claims are reprocessed for payment as payer systems are updated
• Responds to internal and external inquiries on routine enrollment and privileging matters
• Maintains a strict level of confidentiality for all matters about provider enrollment

Skills on Resume:

• Patient Engagement (Soft Skills)
• Communication Management (Soft Skills)
• Strategy Development (Soft Skills)
• Patient Advisory (Soft Skills)
• Performance Tracking (Hard Skills)
• Feedback Reporting (Soft Skills)
• Claim Research (Hard Skills)
• Confidentiality Maintenance (Soft Skills) 

Job Summary: 

• Collaborate with the retention team to ensure timely re-enrollment of returning students
• Collaborate with site Student Service teams on enrollment updates and new processes
• Assist SIS and Student Service Manager with audit reporting
• Provide superior customer service and support to current and prospective families
• Respond to inquiry calls and requests for information using the processes, guides, and materials provided by Five Keys utilizing a variety of communication which include phone, email, and text
• Make outgoing phone calls to contact interested students/parents daily
• Outbound calls are a key task of this role
• Conduct appointments with prospective students/parents via phone/video to identify educational needs, determine goodness of fit between student and institution, and uncover potential challenges of attending the institution
• Provide prospective and newly enrolled families with accurate and up-to-date information regarding registration requirements, school programs, and enrollment information
• Document all interactions with students in the appropriate SIS system

Skills on Resume:

• Student Re-Enrollment (Soft Skills)
• Team Collaboration (Soft Skills)
• Audit Reporting (Hard Skills)
• Customer Service (Soft Skills)
• Inquiry Response (Soft Skills)
• Outbound Communication (Hard Skills)
• Enrollment Advising (Soft Skills)
• SIS Documentation (Hard Skills) 

Job Summary: 

• Assess the current landscape and review best practices – Interview key stakeholders, gain an in-depth understanding of current portal enrollment
• Design and implement enrollment toolkit and quality improvement strategy
• Build out and improve upon the toolkit for optimizing enrollment operations, address any gaps identified
• Support process improvements, align resource investments and workflows, and identify a timeline for each recommendation’s integration
• Engage stakeholders and catalyze buy-in, develop a process improvement approach for Patient Portal enrollment efforts, and regularly iterate on the design.
• Form focus groups of staff to obtain input and improvement around the re-design of processes, procedures, and materials
• Analyze available data and launch the dashboard, review current data and systems
• Determine missing data sources, pinpoint internal/external sources or partnerships to gather more granular information on enrollees
• Review and re-set Key Performance Indicators (KPIs)
• Support long-term implementation and ensure initiative sustainability
• Develop the necessary internal and external systems to ensure that the toolkit resources are sustainable and successfully implemented, including putting into place budget, staffing, workflows, software, and external vendors, determine roles and responsibilities for managing the initiative

Skills on Resume:

• Stakeholder Assessment (Soft Skills)
• Toolkit Design (Hard Skills)
• Process Improvement (Soft Skills)
• Workflow Alignment (Soft Skills)
• Stakeholder Engagement (Soft Skills)
• Data Analysis (Hard Skills)
• KPI Development (Hard Skills)
• Initiative Implementation (Soft Skills) 

Job Summary: 

• Virtual enrollment appointments that include prospect discovery, education planning, and career planning
• Financial planning including the Federal Financial Aid application, cash payment plan, and scholarship options
• Urgency and creativity with prospective student follow-up
• Discovery time in the company's learning management platform to support personal and professional growth
• Showing up prepared, professional, enthusiastic, and achievement-oriented
• Deliver exceptional customer service to clients, clinicians, and stakeholders by determining the best financial options by connecting, engaging, and enrolling potential clients with the most appropriate financial resources.
• Ensure accurate data is collected and the appropriate forms are completed and scanned into the client's chart.
• Perform patient registration functions and accurately enter all information in the electronic health record (EHR).
• Review client charts for completion to ensure accurate and timely processing of information through various systems.
• Inform clients of any issues with securing the financial account for their encounter. 
• Proactively analyzes account activity, identifies problems, and initiates appropriate actions/resolutions.
• Adheres to policies, procedures, rules, and regulations regarding department and/or regulatory agencies.

Skills on Resume:

• Enrollment Support (Soft Skills)
• Financial Aid Planning (Hard Skills)
• Follow-Up Strategies (Soft Skills)
• LMS Proficiency (Hard Skills)
• Professional Demeanor (Soft Skills)
• Client Service (Soft Skills)
• Documentation Accuracy (Hard Skills)
• Policy Compliance (Hard Skills) 

Job Summary: 

• Performs provider enrollment tasks as they pertain to billing and claims.
• Ensures that all provider enrollment data remains current with the payers and in the Athena practice management system.
• Assists in preparing and submitting enrollment applications and supporting documentation to maintain participating status for individual physicians, facilities, and privileges.
• Ensures that the providers, facilities, and services are set up for electronic claims submission and remittance.
• Ensures there are no disruptions in the revenue cycle due to lapses in payer enrollment and accreditation.
• Know payer enrollment policies and update internal documents and checklists according to department guidelines
• Works closely with managers, providers, and clinical staff to obtain and verify the documentation and signatures necessary to process Medicare initial enrollments, Revalidations, and initial Medicaid non-billing enrollments
• Assists in completing initial credentialing applications for new facility enrollment, and supplies supporting documentation as required by commercial and government payers
• Performs assigned tasks required to maintain the timelines for enrollment schedules and ensure documentation is updated and submitted to avoid a disruption in participating status and revenue
• Audits provider rosters and payer directories.
• Provides updated provider files to the payers to ensure payer files are accurate and current
• Follow up with all payers to ensure enrollment documentation is received and updated on time
• Assists in coordinating enrollment data and other accreditations with the Credentialing Department.

Skills on Resume:

• Provider Enrollment (Hard Skills)
• Data Management (Hard Skills)
• Application Preparation (Hard Skills)
• Claims Processing Setup (Hard Skills)
• Revenue Cycle Support (Soft Skills)
• Policy Knowledge (Hard Skills)
• Credentialing Coordination (Soft Skills)
• Audit and Follow-Up (Hard Skills)