Patient & Family Advisor
Core
First point of contact guiding families through accessing pediatric anxiety and OCD care, handling insurance navigation and onboarding.
Role type
Patient & Family Advisor (Customer Success)
Builds
Patient onboarding and insurance authorization workflows for pediatric mental health care
Domain
Healthcare / Mental Health
Deliverable
client delivery
Required skills
Patient advocacy, insurance navigation, CRM management, HIPAA compliance, multi-channel communication
Preferred skills
Health insurance knowledge, AI tool adoption, process improvement
Technologies
Salesforce, ZohoCRM, AI tools
Responsibilities
Educate families on treatment methods and clinical outcomes; Resolve onboarding barriers and verify insurance eligibility; Collaborate with internal teams (Payer, Scheduling, Clinical); Pilot new workflows and provide feedback; Manage help desk tickets and CRM records.
Seniority
Individual Contributor