Patient Coordinator for Holistic Health Center

Center For Natural Medicine • San Diego, CA

386d

About The Position

The Patient Coordinator at our holistic health center plays a vital role in ensuring a seamless and welcoming experience for patients. This position combines administrative excellence, patient engagement, and sales-oriented communication to support the clinic's operations and mission, focusing on front desk and sales support.

Requirements

• 2+ years in a medical, wellness, or customer-facing administrative role preferred.
• Experience in a holistic health or naturopathic setting is a plus.
• Excellent communication skills.
• Strong organizational ability and attention to detail.
• Proficient in software tools like MS Office, Trello, Google Drive, and CRM systems.
• Positive, proactive, and solution-oriented traits.
• Ability to multi-task with a calm and professional demeanor.
• Strong execution and implementation skills with follow-through on completing tasks and projects.
• Sales aptitude, comfortable discussing pricing, quoting services, and upselling or cross-selling services.

Nice To Haves

• Bilingual: Fluency in Spanish is a plus!

Responsibilities

• Greet and support patients, answer phones, check emails, and schedule appointments.
• Collect payments, create invoices and superbills.
• Review invoices and reconcile financial transactions.
• Prepare and follow up on lab testing orders.
• Explain testing and review fees with patients.
• Manage and oversee inventory, including supplements, lab kits, acupuncture and medical supplies.
• Prompt communication with leads.
• Schedule and onboard new patients.
• Present treatment packages and programs using effective sales and communication techniques.
• Assist with patient inquiries and resolve any patient concerns.
• Educate patients on services, packages, and wellness programs to drive engagement and retention.
• Drive sales by upselling services and treatment packages to new and existing patients.
• Proactively follow up with unscheduled leads and patients who have fallen out of care to encourage future appointments.
• Support providers and staff beyond regular duties.

Benefits

• Competitive hourly compensation
• Performance bonuses
• Significant discounts on clinic services
• Growth opportunities in patient care, sales, and operations

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Industry: Ambulatory Health Care Services
• Education Level: No Education Listed