Client Engagement & Intake Specialist
Core
First point of contact for new patient inquiries via SMS and phone, guiding prospective clients to their care journey through empathetic, curiosity-driven conversations.
Role type
Client Engagement & Intake Specialist
Builds
Patient care pathways and consultation schedules
Domain
Healthcare / Telehealth
Deliverable
client delivery
Required skills
empathetic communication, active listening, CRM usage, scheduling coordination, data documentation, written SMS communication, verbal communication
Preferred skills
familiarity with telehealth, chiropractic care, physical therapy, or concierge medicine, experience with Go High Level or DrChrono, basic Excel skills
Responsibilities
Monitor and respond to inbound SMS messages, conduct open-ended discovery calls, coordinate consultations via Calendly, record client information in CRM, provide personalized follow-ups
Seniority
Individual Contributor
