Patient Onboarding Advisor

About this role

• Answer incoming calls with a professional, friendly, and welcoming tone.
• Call on new patient referrals to initiate scheduling and collect required information.
• Accurately enter patient demographics, insurance details, and medical information into the EHR

system.

• Schedule patient evaluations and follow-up appointments appropriately, balancing clinic

availability and patient needs.

• Verify insurance eligibility and communicate coverage, benefits, and out-of-pocket costs to

patients.

• Guide patients through the “patient journey” by educating them on practice policies, what to

expect at their first visit, and the importance of attending scheduled therapy sessions.

• Handle overflow calls from individual clinics to support front desk staff as needed.
• Collaborate with clinical teams and administrative staff to ensure seamless communication and

workflow.

• Follow up with patients after their first appointment to confirm satisfaction and answer any

questions.

• Maintain professionalism and a supportive attitude toward patients and staff.
• Uphold HIPAA and organizational policies, ensuring patient privacy and compliance at all times.
• Assist with additional administrative tasks and special projects as assigned by the supervisor.

Requirements

• Excellent communication and interpersonal skills with a compassionate,
• professional demeanor.
• Strong organizational skills and attention to detail.
• Ability to manage multiple tasks in a fast-paced environment while adapting to
• shifting priorities.
• Proficient in Microsoft Office and experienced with EHR systems
• Ability to problem solve and identify opportunities to improve the patient
• onboarding process.
• Collaborative team player with the ability to also work independently

Benefits

• Salary: $18 per hour
• 401(k) Matching
• Dental Insurance
• Health Insurance
• Vision Insurance
• Paid Time Off
• Paid Sick Time
• Paid Holidays
• Life Insurance and AD&D
• Long Term Disability
• Clothing Allowance
• Employee Assistance Program
• Personal Training and Gym Discounts
• Financial Wellness Programs
• Hotel and Travel Discounts