- Answer inbound calls from patients seeking treatment.
- Make outbound calls to referred individuals to build rapport and share service information.
- Follow up with prospective clients requiring additional outreach or insurance enrollment assistance.
- Confirm patient insurance status using verification portals.
- Manage client records in the electronic health record (EHR) system.
- Walk clients through enrollment documents and explain sign-up processes.
- Provide warm hand-offs to external resources when clients are not eligible.
- Schedule initial appointments based on provider, timing, and format preferences.
EHR