Onboarding Specialist / CSR

Customize initial discussions based on patient needs, ensuring they understand how the program can address their specific health conditions, providing personalized benefits rather than general services.

Manage inquiries through multiple communication channels (phone, email, etc.), including voicemail inbox management and message routing, providing prompt and accurate responses.

Process and manage referrals, working towards efficient conversion within a 7-10 day timeframe while managing multiple referral loop processes for a large patient panel.

Perform comprehensive data entry including clinical survey scores/results, diagnostic tests, remote physiologic monitoring (RPM), and remote therapeutic monitoring (RTM) data streams.

Schedule and coordinate patient appointments while maintaining communication with patients regarding their care schedule.

Manage and process inbound and outbound medical records, ensuring proper documentation and organization.

Maintain accurate EMR records by updating care notes, face sheets, and ensuring the integrity of patient information.

Attend clinical meetings, take detailed notes, and follow up on action items and project timelines.

Collaborate with a multidisciplinary team of physicians, engineers, designers, and care team members to continuously improve patient care delivery.

Resolve patient issues and complaints, identifying problems and finding appropriate solutions to ensure patient satisfaction while maintaining professional communication throughout the process.

Bachelor's degree in a relevant field, such as healthcare, nursing, or a related clinical discipline.

2+ years of professional experience in a customer service or healthcare setting, demonstrating a deep understanding of patient care and care coordination.

Solid grasp of the US healthcare system and its intricacies.

Exceptional written and verbal English communication skills.

Strong attention to detail, organizational skills, and ability to multitask in a fast-paced environment.

Proficiency with CRM systems, EMR software, and standard office applications (e.g., Google Suite)

Training or experience in clinical medicine, such as a nursing degree, nursing assistant, or clinical scribe.

Typing speed of at least 60 words per minute.

Reliable internet connection (at least 30 Mbps) and a quiet home environment for work

Ability to work in US time zones (EST)