Patient Onboarding Specialist

  • Remote
  • Part Time
  • Entry Level

Part-Time 10-15 hours

Salary: $16-24 an hour


Title: Patient Onboarding Specialist

Reports to: Director of Partnership Operations 


Interested in joining the Simplex team?  We are an exciting, rapidly growing  healthcare startup, and we’re seeking passionate leaders to join our growing team -- ones that embody our core values. Simplex Health: Home


Our Mission:

Simplex Health's mission is to prevent and reverse chronic disease by providing insurance-funded access to medical nutrition therapy administered by registered dietitians. Unlike traditional dietetics, we target the root cause of chronic disease: insulin resistance.  

About Us:

At Simplex Health, we do things differently.  Our insurance-funded medical nutrition therapy goes beyond treatment of symptoms to improve and, in many cases, reverse chronic conditions. Simplex Health partners with hospitals and healthcare practices as well as corporate offices and individuals -- focusing on prevention, root cause resolution, and sustainable lifestyle changes. Services can be accessed virtually with live telehealth appointments or in-person at offices located throughout the greater Philadelphia region.


Our evidence-based, progressive nutrition interventions consider each patient’s  unique biochemistry. With nutrition counseling, education, health coaching, and guidance patients achieve sustainable success. 


Job Summary:

Are you a creative self-starter with an obsession for excellence? Do you have a passion for client relationship management and impeccable customer service? Are you a team player who refuses to settle for good enough? Are you ready  for tremendous growth opportunities? Then this position may be for you. As the Patient Onboarding Specialist, you will provide an outstanding first impression  for our patients. Since our approach to nutrition therapy is different, in addition to scheduling patients and retrieving insurance information, this often requires patient education. As a result, it’s imperative that the candidate possess superior interpersonal, communication, and organizational skills; as well as the ability to excel under pressure. Phone and computer proficiency is mandatory. Use of GSuite, Salesforce, and ability to learn healthcare management software applications is required. A successful candidate for this position must have a strong desire to provide best in class customer service to our patients. 


Qualifications of the Ideal Candidate: 

  • Exceptional communication skills demonstrating a high level of care, compassion, understanding, urgency, and excellence.
  • Exceptional time management skills
  • Inside sales experience is preferred 
  • Maintain confidentiality when it comes to managing client privacy per HIPAA laws
  • Proficiency in data entry/typing 40 - 60 wpm
  • 2 years of experience in healthcare is preferred
  • Bilingual is a plus
  • High School graduate or equivalent required


Role Responsibilities including but not limited to: 

  • Centralize referrals and follow-up with call leads
  • Responsible for exceptional initial and follow-up patient experience and investigation of patient satisfaction 
  • Convert patient referrals to scheduled referrals including seven to ten call attempts within a 30-day period to achieve target performance metrics
  • Knowledge of medical terminology 
  • Exceed patient’s expectations 100% of the time
  • Perform outbound patient calls and doctor referral scheduling. 
  • Answer inbound calls and schedule patients
  • Answer cross-departmental  questions about patient scheduling and rescheduling as necessary
  • Optimize clinician schedules and utilizations for initial appointments 
  • Manage Google Chats:Partnerships & Scheduling/Billing Resolutions, Scheduling Questions, Gestational Chat & Scheduling Locations 
  • Add all patients and providers to Salesforce and Healthie 
  • Check voicemails and return calls (could be people who want to schedule)
  • Send text messages to patients (via Dialpad and/or Tiger Connect) 
  • Label all faxes in Healthie-labs, office notes, and referrals and upload in EHR 
  • Call patients to convert to self pay depending on insurance verification outcome 
  • Ensure the patient’s insurance is active at the time of scheduling (if applicable)
  • Call referring office for authorization or if a referral has the wrong number for the patient
  • Facilitate or participate in Weekly Clinical Meeting
  • Participate in Monday 9 A.M. Schedule Overview Meeting 
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