Responsibilities
• Receive new orders via email, ensuring that all relevant details are captured.
• Accurately enter patient and order data into our NetSuite ERP system.
• Ensure compliance with privacy regulations, handling PHI securely and appropriately.
• Organize, label, and store all order-related files in box.com in a clear, accessible manner.
• Maintain an organized, up-to-date file system for easy retrieval.
• Assign follow-up tasks to internal teams (sales reps, fulfillment team, etc.) to ensure the next steps for each patient’s order are completed.
• Once products are delivered, receive the corresponding fulfillment paperwork and input data into NetSuite.
• Label and store all fulfillment-related files in box.com.
• Monitor orders for missing information and flag any discrepancies for follow-up.
• Communicate with the sales team, sales management, and/or doctor’s offices to resolve any missing or incorrect order details.
• Work collaboratively with a second team member to verify 100% of the entered data and order details for accuracy.
• Provide support for other data entry tasks as needed, with opportunities for cross-training on various functions across the team.
• Ensure all orders received by the end of the previous business day (Pacific Time) are entered and completed by the start of the next business day (Eastern Time).
Qualifications and Requirements
• Knowledgeable with EHR systems
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and file management tools like Box.com or similar platforms.
• Strong attention to detail with a focus on accuracy when entering and verifying data.
• Clear and coherent in both written and verbal communication skills to communicate effectively with team members and departments to resolve issues or clarify order details.
• Ability to identify issues with orders and proactively take steps to resolve them.
• Ability to prioritize and manage multiple tasks effectively, meeting deadlines in a fast-paced environment.
• Strong organizational skills with the ability to manage and maintain accurate records and files.
