Patient Support Specialist (Remote)

Summary/Objective

The focus of this role is helping individuals schedule and attend health care services by forming meaningful connections and relationships. This position requires strong interpersonal skills, the ability to build trust quickly, and a relentless drive to help patients and their caregivers access the care they deserve. This role serves as the primary, empathetic, and knowledgeable point of contact for all incoming patient inquiries.

Essential Functions

• Handle all incoming patient inquiries with professionalism, efficiency, and compassion, serving as the primary point of contact for every patient.
• Adhere strictly to the Inbound Call Procedure and Scripting, including the Standard Greeting Script, for consistent and empathetic communication.
• Triage and resolve common inbound call reasons, including initial scheduling, re-scheduling, appointment troubleshooting, insurance/billing questions, patient feedback/complaints, medication status questions, and urgent patient needs.
• Provide support for appointment management, including verifying appointment times and rescheduling appointments.
• Handle emergency calls requiring urgent visits as needed.
• Assist patients with questions about medication status, re-sending scripts to pharmacies when needed.
• Execute core inbound call procedures using essential Author software tools.
• Document in CRM tools to log all call details (type, resolution, duration) and ensure data accuracy and HIPAA compliance.
• Work collaboratively with care teams to ensure a seamless transition from initial contact to ongoing support.
• Maintain availability to receive inbound patient calls throughout the entire scheduled shift, outside of designated break and meal periods.
• Provide feedback on engagement strategies to improve and evolve our approach, ensuring that we remain patient-focused and effective.

Competencies

• Strong ability to initiate conversations and build connections quickly, especially with individuals with vulnerable health care needs.
• Experience in healthcare, social services, or mental health services, with an understanding of seniors' needs and challenges.
• Proficiency in critical thinking, time management, and multitasking.
• Able to work independently and meet goals successfully.
• Basic proficiency in Google Suite and video conferencing platforms.
• Excitement for working in an innovative, fast-paced startup environment.
• Profound commitment to adherence to HIPAA regulations and internal company policies to ensure compliance.
• Strong tech proficiency and comfort using technology in daily work.
• Demonstrated ability to de-escalate emotional or high-stress patient situations with empathy, and effectively guide conversations toward a positive resolution or clear next steps.

Required Education and Experience

• 2+ years of experience in customer service or customer-facing roles
• 2+ years of experience in healthcare
• Fluent in English and Spanish

Preferred Education and Experience

• Experience in a high-volume inbound support or customer service environment
• Experience working with mental or behavioral health patients

Position Type and Expected Hours of Work

• Full time, a minimum of 40 hours per week, Monday-Friday
• Limited travel as required for team meetings and company events

Physical Demands

• This role requires sitting for extended periods of time in front of a computer screen.
• The role must be able to lift up to ten pounds.