Patient Success Representative

Key Responsibilities

• Contact patients via phone or secure messaging to schedule and confirm appointments.
• Educate patients on Triplemoon services, articulate support services and answer patient questions.
• Audit patients have completed all necessary legal documents ahead of first appointment.
• Follow up with patients who miss appointments or need support rescheduling.
• Track outreach efforts and maintain accurate documentation in the electronic health record (EHR).
• Solicit ongoing feedback from patients to gauge satisfaction with Triplemoon experience.
• Assist patients in setting up and accessing telehealth platforms, patient portals, and other digital tools.
• Provide troubleshooting support and clear instructions to ensure successful use of technology.
• Attend weekly registry review sessions and accurately document and follow up on coordination needs that result from these sessions.
• Serve as a liaison between patients, clinic staff, and providers to ensure continuity of care and sharing of records.
• Cook referrals, obtain records, and relay information between patients, Triplemoon clinical team, and external clinical teams.

Qualifications

• Education/training: Bachelor of Social Work (BSW), Associates degree in nursing (ADN), Doula certification, education background preferred.
• Experience: Candidates should have 3+ years experience in a virtual patient-facing role working in patient engagement, care coordination, social services, and/or healthcare services. Past experience working with pediatric populations and/or young families preferred.
• Skills & Competencies: Excellent communication skills (verbal and written). Strong organization and attention to detail. Proficiency with electronic health records (EHR) and basic technology troubleshooting. Ability to work independently, identify needs and take action without prompting. Continuous improvement mindset. Experience collaborating with interdisciplinary teams. Record of timeliness and punctuality. Comfort researching and memorializing community resources and social service systems. Patient-first mindset. Ability to problem-solve and think critically in fast-paced situations. Ability to build trust and rapport with patients and families. Commitment to health equity and reducing barriers to care.

Benefits

• Part time role
• Fully remote environment
• Mentorship with other members of the team and field experts
• Opportunity to work with a rapidly growing and entrepreneurial environment where your views and ideas can have real impact
• Opportunity to directly and positively affect the lives of busy families trying to do it all!
• Opportunity for quarterly bonus based on performance.

Pay

The Pay Range For This Role Is 20,000 - 25,000 USD per year (Remote (United States)).