Pre-Enrollment & Patient Engagement Specialist (US Based Health-AI Company)

Posted 3 days agoViewed

📍 Location: Philippines, Argentina, Colombia, Mexico, EST

🔍 Industry: Healthcare

🏢 Company: Pearl👥 251-500💰 Angel over 6 years agoE-Commerce Sports

🗣️ Languages: English

🪄 Skills: SalesforceCommunication SkillsCustomer serviceAttention to detailWritten communicationExcellent communication skillsProblem-solving skillsVerbal communicationData entryCRMCustomer supportEnglish communication

Requirements:

Excellent written and verbal communication skills in English
Demonstrated experience in healthcare coordination, intake, or patient onboarding
Proficiency in CRM tools such as HubSpot and Salesforce
Comfort using dialers and SMS tools like OpenPhone or similar platforms
Strong attention to detail and ability to track multi-step patient processes
Ability to remain calm and solution-oriented in fast-paced, patient-facing situations

Responsibilities:

Reach out to patients via phone, SMS, and email to initiate pre-enrollment steps.
Guide patients through intake forms, pre-consult assessments, and onboarding processes.
Ensure all pre-enrollment documentation is completed accurately and on time.
Serve as a warm, informed first point of contact, making patients feel confident and supported.
Answer questions about the process and set expectations clearly and empathetically.
Act as a bridge between patient inquiries and clinical team readiness.
Update and maintain patient data in CRM and health system tools (e.g., Salesforce, HubSpot, EMR platforms).
Track pre-enrollment funnel metrics, identify bottlenecks, and escalate issues proactively.
Collaborate with Flagler’s internal teams to optimize workflows and ensure patients move through the funnel efficiently.

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