The PSA must ensure all financial and compliance related documents are completed and documented, check-in, check-out, point of service collections (deductible, copay, coinsurance, and balances), referral and order management, appointment coordination/scheduling, work queue management, MyChart enrollment and cash management according to established policies and procedures. 2.Verify, capture, and update demographic information to include name, address, phone number, emergency contact, guarantor, race, ethnicity, veteran status, employer, primary care provider and / or referring provider, primary language and religious preference in Maestro Care as needed.