Medical Patient Representative

• Answer inbound calls promptly across patient queues and route callers to the appropriate team when needed
• Schedule, reschedule, and confirm new and returning patient appointments for in-office and telehealth visits
• Verify and update patient demographic and insurance information accurately
• Return voicemails and respond to patient messages within the same business day
• Warm-transfer billing and insurance inquiries to the appropriate internal team
• Maintain a professional, patient, and empathetic manner across patient interactions
• Work with Athena, Klara, and Phreesia systems; training will be provided

• Minimum 1 year of call center experience, preferably within a medical practice or healthcare setting
• Working knowledge of US health insurance, including commercial plans, Medicare, Medicare Advantage, and TRICARE
• Clear, professional, and empathetic phone manner
• Strong attention to detail with the ability to accurately capture and update patient information while managing an active call
• Comfortable working simultaneously across multiple platforms and systems
• Reliable high-speed internet connection and a quiet, dedicated home workspace suitable for patient calls
• Prior experience with Athena, Klara, or Phreesia preferred
• Prior experience scheduling telehealth appointments in addition to in-office visits preferred
• Familiarity with HIPAA requirements and patient privacy standards in a remote work context preferred