• Answer incoming calls with a professional, friendly, and welcoming tone.

• Call on new patient referrals to initiate scheduling and collect required information.

• Accurately enter patient demographics, insurance details, and medical information into the EHR

system.

• Schedule patient evaluations and follow-up appointments appropriately, balancing clinic

availability and patient needs.

• Verify insurance eligibility and communicate coverage, benefits, and out-of-pocket costs to

patients.

• Guide patients through the “patient journey” by educating them on practice policies, what to

expect at their first visit, and the importance of attending scheduled therapy sessions.

• Handle overflow calls from individual clinics to support front desk staff as needed.

• Collaborate with clinical teams and administrative staff to ensure seamless communication and

workflow.

• Follow up with patients after their first appointment to confirm satisfaction and answer any

questions.

• Maintain professionalism and a supportive attitude toward patients and staff.

• Uphold HIPAA and organizational policies, ensuring patient privacy and compliance at all times.

• Assist with additional administrative tasks and special projects as assigned by the supervisor.

Excellent communication and interpersonal skills with a compassionate,

professional demeanor.

• Strong organizational skills and attention to detail.

• Ability to manage multiple tasks in a fast-paced environment while adapting to

shifting priorities.

• Proficient in Microsoft Office and experienced with EHR systems

• Ability to problem solve and identify opportunities to improve the patient

onboarding process.

• Collaborative team player with the ability to also work independently

Patient Onboarding Advisor

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