Onboarding Specialist

• Customize initial discussions based on patient needs and explain personalized program benefits
• Manage inquiries through phone, email, voicemail, and other communication channels
• Process and manage referrals, targeting conversion within 7–10 days
• Manage multiple referral loops for a large patient panel
• Enter clinical survey scores, diagnostic tests, RPM, and RTM data
• Schedule and coordinate patient appointments
• Communicate care schedules to patients
• Process inbound and outbound medical records
• Maintain accurate EMR records, care notes, and face sheets
• Attend clinical meetings, take notes, and follow up on action items and timelines
• Collaborate with physicians, engineers, designers, and care team members
• Resolve patient issues and complaints
• Achieve daily call quotas of 75–100 interactions
• Adhere to performance metrics for incentive-plan eligibility
• Complete required assessment tasks involving facility calls, order follow-up, patient scheduling, patient notification, and internal notes

• 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
• 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 of at least 30 Mbps
• Quiet home environment for work
• Ability to work in US time zones (EST)
• Willingness to work rotating shifts and weekend shifts as required
• Experience in the healthcare industry or with medical terminology
• Proven track record in sales
• Familiarity with remote patient monitoring systems
• Knowledge of HIPAA regulations and healthcare privacy practices

• Paid Time Off
• HMO Coverage on 3rd month
• Performance-based incentive plans