Onboarding Specialist
Core
Onboard patients, manage referrals, and coordinate care communications for chronic disease patients using remote monitoring data.
Role type
Customer Success Representative (Onboarding Specialist)
Builds
Patient onboarding workflows and care coordination processes
Domain
Healthcare / Remote Patient Monitoring
Deliverable
client delivery
Required skills
patient onboarding, referral management, data entry, EMR management, appointment scheduling, complaint resolution, CRM proficiency, multitasking
Preferred skills
sales experience, remote patient monitoring familiarity, HIPAA knowledge
Technologies
CRM systems, EMR software, Google Suite
Responsibilities
customize patient discussions based on health conditions, manage multi-channel inquiries and voicemail, process referrals within 7-10 days, enter clinical survey and RPM/RTM data, schedule patient appointments, manage medical records, update EMR care notes, attend clinical meetings, resolve patient complaints, achieve daily call quotas of 50 interactions
Seniority
Individual Contributor


