Patient Engagement Specialist - Inside HealthCare Sales
About The Position
HealthFlex is seeking a Patient Engagement Specialist for an inside healthcare sales role supporting its Business Development team. The role focuses on using internal systems and data to reservice past patients, convert non-admissions into successful starts of care, and help patients access timely and appropriate home health and hospice services. The specialist identifies missed and new opportunities and proactively coordinates re-engagement. The position also supports Community Liaisons with administrative work, patient referral and follow-up calls, customer service resolution, CRM maintenance, reporting, community events, and marketing inventory. The role contributes to HealthFlex’s mission of delivering compassionate care across the communities it serves.
Requirements
- One year of experience in business development, marketing, or a similar environment is desired.
- Strong organizational skills and attention to detail.
- Proficiency in CRM systems.
- Excellent written and verbal communication skills.
- Proficiency in Google Suite and other relevant software.
Nice To Haves
- Customer service experience in a medical setting is strongly preferred.
Responsibilities
- Monitor internal databases, including Cortex, CarePort, and the Non-Admit Log, to identify missed conversions and re-engagement opportunities.
- Act on leads by coordinating follow-up, verifying eligibility, and initiating appropriate next steps for potential admissions.
- Collaborate with Community Liaisons (Field Marketers), Intake Coordinators, Care Coordinators, and Clinical Leadership to support timely re-engagement and patient onboarding.
- Assist the Community Liaison team with documentation collection and review, CRM updates and data entry, and inbound and outbound calls related to referrals and follow-up.
- Follow up on Cortex alerts and internal service escalations to support customer service and care resolution.
- Maintain accurate and current CRM activity records, pull data, and generate reports as needed.
- Support community outreach events, including setup, engagement, and breakdown.
- Help manage marketing inventory, including ordering and restocking materials for the field team.
- Meet performance goals related to referral conversions and patient engagement metrics.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
