Patient/Care Scheduling Specialist
Company:Charlie Health Behavioral Health Operations
Location:United States
Languages:English
Seniority level:Middle, 2+ years
Experience:2+ years
Skills:
SalesforceMicrosoft OfficeCustomer serviceCRM
Requirements:
Uphold Charlie Health's Mission, Vision, and Values. High school diploma or equivalent. Excellent written and verbal communication skills. Minimum 2 years experience in customer/patient success or support. 1-2 years of Salesforce experience (or equivalent CRM). 1-2 years of experience using contact center technology. 1-2 years of experience in customer financial discussions. Strong ability to multitask in a fast-paced environment. High level of emotional intelligence. Knowledge of HIPAA policies and procedures. Work authorized in the United States. Native or bilingual English proficiency. Proficiency with cloud-based communication and software (Slack, G-suite, Microsoft Office, Zoom & EMR).
Responsibilities:
Place outbound calls, emails, and texts to admitted clients for enrollment. Ensure clients understand insurance benefits and financial enrollments. Act as liaison between patients and internal Charlie Health teams. Support client-related requests from the Clinical Care team. Identify gaps in treatment attendance and resolve issues. Communicate aftercare resources and schedule appointments. Manage client schedules, including scheduling and rescheduling. Complete documentation accurately and timely. Adapt to organizational change. Meet KPIs for appointments scheduled, financial agreements, call volume, issue resolution, aftercare scheduling, and customer satisfaction.
