[Hiring] Intake Specialist @Isaac Health

Role Description In this vital role, you will serve as the welcoming anchor for our practice—an essential facilitator who blends compassionate communication with meticulous organizational skills. As the foundational step in the patient journey, you will seamlessly transition individuals into our care ecosystem by managing and optimizing appointment schedules, capturing accurate intake data, and empowering patients to confidently navigate their telehealth setups. Leveraging a proactive, solutions-oriented mindset, you will safeguard continuity of care by swiftly addressing cancellations, re-engaging patients with flexible alternatives, and maintaining flawless EMR documentation to keep our clinical and internal teams perfectly aligned.

Qualifications

• Excellent verbal and written communication skills for effective interaction with patients, the medical team, and internal team members.
• High levels of professionalism in communication, high level of patience and caring attitude with patients and family members.
• Demonstrated call center experience, handling high-volume outbound and/or inbound calls.
• Prior telehealth experience is a plus.
• Familiarity with Medicare and Insurance concepts.
• Proven efficiency in patient documentation, typing skills, ensuring accuracy and completeness.
• Experience navigating multiple systems and completing documentation simultaneously during an outbound call.
• Strong overall tech-savviness and ability to quickly learn new software and systems.
• Competency with Google Office Suite.
• Experience working with the elderly.
• Excellent organizational and management skills, highly organized in approach and keeping track of complex information flows.
• A strong ability to quickly pick up and adhere to defined workflows and mandatory scripting requirements.
• Comfort and proficiency working in a remote office setting.
• Experience working with the elderly population with patience and empathy.

Requirements

• Schedule New Patient Appointments.
• Manage and confirm patient appointments via phone, email, and our scheduling system.
• Fill in vacancies with New Patients.
• Collect, verify, and organize patient intake information accurately.
• Support patients in setting up for their telehealth visits, including basic tech troubleshooting.
• Maintain clear communication with clinicians and other internal teams.
• Proactively address and overcome appointment cancellations by re-engaging patients or offering alternate options.
• Document all interactions and updates in our EMR system promptly.
• Follow up with patients as needed to ensure continuity of care and satisfaction.

Benefits

• Mission-driven impact: Shape the future of the #1 largest and fastest growing online brain health care company in the world.
• Build a platform that is improving the lives and well-being of hundreds of thousands of people, including those that come from historically underserved groups.
• Join a community of high achievers who have a passion for promoting brain health.
• Path to develop and grow: Readily available clinician leadership for case consultations to ensure you always receive the support you need.
• Access to innovative technology to support you in delivering the highest quality of care to your clients.
• Access to continuing training and education.
• Remote-first model: Flexibility to choose the hours and schedule that work best for you.
• Work virtually from anywhere in the United States.
• Culture and connectivity: A highly responsive and supportive team of clinical and operational management.
• Decreased administrative time for clinicians through ongoing technology improvements and automation.
• Fully integrated, data-enabled EMR with embedded clinical decision support and task management system.
• Opportunity to participate in strategic development initiatives to improve our clinical quality, safety, and processes across the organization.