Patient Support & Communication
• Respond to patient inquiries via:
• Phone
• Email
• Chat
• Provide clear information regarding:
• Medical services
• Appointment scheduling
• Billing questions
• Insurance-related inquiries
• Deliver compassionate, patient-first customer service in every interaction
• Maintain professionalism, empathy, and responsiveness throughout the patient journey
Appointment Scheduling & Service Coordination
• Assist patients with scheduling and rescheduling appointments
• Coordinate with internal healthcare and support teams
• Ensure timely follow-up and issue resolution
• Escalate complex patient concerns appropriately while maintaining trust and clarity
CRM Documentation & Compliance
• Maintain accurate patient interaction records within the CRM
• Ensure documentation is complete, organized, and compliant
• Follow HIPAA, confidentiality, and healthcare data security standards
• Protect patient information and maintain privacy at all times
Customer Service & Issue Resolution
• Troubleshoot service-related or platform-related issues
• Resolve patient concerns efficiently and professionally
• Support positive patient experiences across all communication channels
• Adapt quickly to changing workflows, tools, and operational updates
Team Collaboration & Operational Support
• Communicate effectively with internal teams to improve workflow efficiency
• Participate in onboarding, training, and ongoing development sessions
• Contribute to process improvements and support team collaboration