The Client Specialist provides general operational and patient intake assistance under the general direction of the Administrative Manager. As the initial point of contact for patients by phone, email, or in person, the specialist discreetly handles requests and helps ensure patients’ health care needs are met. The role supports an outstanding experience for patients, their families, and referring entities. The specialist welcomes patients, enrolls patients in Concierge Medicine and Executive Health practices, maintains the Salesforce CRM database, and registers or updates patient information in EPIC. The position also handles service recovery when needed, escalates matters outside its scope to leadership, protects sensitive information, and completes other appropriate department-specific duties or projects.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED