Patient Onboarding Advisor

Lattimore Physical Therapy•Mendon, NY

2d•$18•Onsite

About The Position

This role involves managing the initial stages of a patient's journey within the practice. The Patient Onboarding Advisor will be responsible for handling incoming calls, initiating contact with new patient referrals, and ensuring all necessary information is collected and accurately entered into the EHR system. A key aspect of the role is scheduling appointments, verifying insurance, and educating patients about practice policies and what to expect during their visits. The advisor will also support front desk staff with overflow calls, collaborate with clinical and administrative teams, and follow up with patients to ensure satisfaction. Maintaining professionalism, upholding HIPAA compliance, and assisting with administrative tasks are also crucial components of this position.

Requirements

Excellent communication and interpersonal skills with a compassionate, professional demeanor.
Strong organizational skills and attention to detail.
Ability to manage multiple tasks in a fast-paced environment while adapting to shifting priorities.
Proficient in Microsoft Office and experienced with EHR systems.
Ability to problem solve and identify opportunities to improve the patient onboarding process.
Collaborative team player with the ability to also work independently.

Responsibilities

Answer incoming calls with a professional, friendly, and welcoming tone.
Call on new patient referrals to initiate scheduling and collect required information.
Accurately enter patient demographics, insurance details, and medical information into the EHR system.
Schedule patient evaluations and follow-up appointments appropriately, balancing clinic availability and patient needs.
Verify insurance eligibility and communicate coverage, benefits, and out-of-pocket costs to patients.
Guide patients through the “patient journey” by educating them on practice policies, what to expect at their first visit, and the importance of attending scheduled therapy sessions.
Handle overflow calls from individual clinics to support front desk staff as needed.
Collaborate with clinical teams and administrative staff to ensure seamless communication and workflow.
Follow up with patients after their first appointment to confirm satisfaction and answer any questions.
Maintain professionalism and a supportive attitude toward patients and staff.
Uphold HIPAA and organizational policies, ensuring patient privacy and compliance at all times.
Assist with additional administrative tasks and special projects as assigned by the supervisor.