- Guide families through the onboarding process, ensuring they feel supported from day one.
- Manage referral intake by uploading documentation and maintaining proactive communication.
- Serve as a responsive liaison through phone and email.
- Provide product and scheduling support via phone and email.
- Address dyad questions or concerns and escalate appropriately.
- Provide feedback to Clinical, Product, and Growth teams.
- Create informational materials for members.
- Accurately document interactions in EMR and CRM systems.
- Stay accountable against monthly enrollment targets.
Customer serviceCRM