Remote Patient Navigator for Healthcare Company
Core
Convert inbound patient inquiries into booked clinical consultations and completed treatment decisions for a non-surgical weight loss care company.
Role type
Patient Navigator (Intake & Conversion Specialist)
Builds
Clinical consultation bookings and treatment decision closures
Domain
Digital Health / Weight Loss Care
Deliverable
client delivery
Required skills
High-volume inbound call handling, structured patient screening, financing readiness assessment, benefits eligibility verification, HIPAA-compliant documentation, EHR/EMR proficiency, US business hours availability, C1+ English with neutral accent
Preferred skills
GLP-1/medical weight loss patient population experience, Spanish fluency, clinical credentials (RN/LPN), telehealth platform experience
Responsibilities
Pick up inbound calls and attend pre-scheduled video intro calls, screen patients for financing and benefits eligibility, educate patients on non-surgical procedures, book qualified patients for clinical consultations, join last minutes of medical consultations to walk patients through next steps and payment logistics, schedule follow-up calls, document interactions in EHR, track booking and close rates
Seniority
Mid-level, hands-on IC

