Conduct outbound and inbound calls to potential patients to explain services and assist with enrollment or scheduling.
Complete short intake forms to accurately collect demographic, eligibility, and clinical information.
Schedule patient appointments based on availability, location, and provider match.
Meet or exceed daily, weekly, and monthly performance goals (e.g., calls made, conversions, appointments scheduled).
Maintain a positive, empathetic, and professional attitude toward patients and teammates at all times.
Follow scripts and workflows while maintaining flexibility to personalize each conversation.
Document all interactions thoroughly and accurately in the company’s EHR system.
Collaborate with team members to troubleshoot scheduling or communication issues.
Adhere to HIPAA and confidentiality standards when handling patient information.
Participate in ongoing training, feedback, and quality assurance sessions to continually improve performance.

1–2 years of experience in a contact center, customer service, or patient access role.
Excellent verbal communication skills and comfort making or receiving high volumes of patient calls daily.
Strong interpersonal and listening skills; ability to engage compassionately and build trust quickly.
Ability to meet or exceed performance quotas in a structured environment.
Proficiency with basic computer applications (CRM, scheduling systems, or EHRs preferred).
Bilingual (English-Spanish), both oral and written, is required. If you are not fully bilingual, please do not apply.

Equity compensation package
Comprehensive benefits including medical, dental, and vision
401k
Generous PTO policy (up to 15 days per year for FT employees)
$1,000 home office stipend
We provide the equipment needed for this role.
Opportunity for rapid career progression with plenty of room for personal growth.

Patient Support Specialist

Key skills