New Patient Scheduling Specialist-Medical Practices (Orthodontic & Dental Marketing Agency)
New Patient Scheduling Specialist-Medical Practices (Orthodontic & Dental Marketing Agency)
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Job Description
The New Patient Scheduling Specialist is critical in driving our success by consistently engaging with warm leads through calls texts and emails. Their primary responsibility is to schedule highquality appointments on the practices calendars ensuring a seamless and worldclass experience for all involved. Every interaction whether outbound or inbound is an opportunity to secure new orthodontic or dental patients. The ideal candidate possesses a strong assume the sale mentality working diligently to meet and exceed goals while upholding the highest service and partner satisfaction standards.
RESPONSIBILITIES
- Conduct a high volume of outbound calls to potential patients to generate interest and secure appointments.
- Follow up consistently with new and warm leads through calls texts and emails ensuring no missed opportunities.
- Handle inbound calls from potential patients providing information and addressing their needs.
- Maintain detailed and accurate notes on all leads to ensure seamless followup and tracking.
- Adhere to a structured daily workflow with minimal supervision ensuring all tasks are completed efficiently.
- Manage and oversee multiple practice pipelines using HighLevel ensuring leads are nurtured and progressed according to established guidelines.
- Contact all new and warm leads daily adhering to pipeline management protocols to maximize conversion rates.
- Schedule highquality leads onto the practices calendars ensuring appointments are wellcoordinated and aligned with the practices availability.
- Foster and maintain a professional and productive relationship with the primary contact for each assigned practice.
- Report all set appointments at the end of each day to ensure accurate tracking and communication with the team.
- Provide realtime feedback on any concerns or obstacles encountered with accounts escalating to the appropriate department as needed.
- Participate in daily team meetings contributing insights and updates to improve team performance.
REQUIREMENTS
- Experience: Proven experience in a highvolume outbound calling or sales role preferably within healthcare.
- Communication Skills: Excellent verbal and written communication skills with the ability to engage and build rapport with potential patients and partners.
- Bilingual (English/Spanish): Must be fluent in spoken and written English and Spanish.
- Organization: Strong organizational skills with the ability to manage multiple tasks leads and pipelines simultaneously.
- Selfmotivation: Highly selfmotivated and able to follow a structured daily workflow with minimal supervision.
- Technical Proficiency: Proficient in using CRM systems particularly HighLevel and communication tools such as email text messaging and phone systems.
- Detailoriented: Meticulous attention to detail ensuring accurate recordkeeping and thorough followup on all leads.
- Customer Service: A strong commitment to providing a worldclass experience for partners and potential patients focusing on exceeding expectations.
- Problemsolving: Ability to identify and escalate concerns or blocks in the process with a proactive approach to finding solutions.
- Time Management: Effective time management skills with the ability to prioritize tasks and manage a high volume of leads daily.
- Team Collaboration: Ability to work collaboratively with team members and other departments participating in daily meetings and contributing to overall team success.
ABOUT HIP
At HIP we dont have clientswe have partners. Everything we do is rooted in a collaborative mindset where we grow together and succeed together. Our core values arent just words on a slide; theyre how we show up every day to make a difference for our partners their teams and their communities.
Bring Your Genius
What are you passionate about What gets you in a flow state where work doesnt feel like work Everyone here has something theyre great ata zone where they can bring energy passion and focus. Thats your genius. Its not about just showing up; its about showing up with purpose and using your unique talents to push us all forward.
Elevate Others
Success isnt about climbing the ladder alone. Its about lifting others up along the way. Whether its mentoring a teammate helping a partners team crush their goals or just stepping in to support someone were here to make sure everyone around us wins. Elevating others isnt just a nice ideaits how we get better together.
Drive Value
Its not about just checking the boxes. Its about asking is this actually working Does this help our partners succeed If somethings not driving value we rethink it. Were here to add real measurable resultsnot fluff. And sometimes that means going beyond the usual playbook to figure out whats best for this partner right now.
Own It
This is simple: take responsibility. If youre in a role own it. If something needs fixing fix it. No passing the buck. We trust every person here to show up take charge and deliver. Its not about perfection; its about stepping up and doing the worktogether.
These arent just ideastheyre what make us HIP. Lets live them out every single day.
Brand Promises
At HIP these promises guide how we serve our partners every day. They reflect what we stand for and how we ensure meaningful impact.
We Are More Than Marketing
Its not just about running ads or generating leads. Thats just the starting point. HIP goes deeper to help partners grow their practices strengthen their teams and build scalable systems. Marketing is only one piece of the puzzle. The bigger picture is about transforming practices for longterm success.
We Provide a Holistic Approach
Everything in a practice is interconnectedoperations team structure marketing and patient experience. HIP takes a step back to look at the full picture. Its not about quick fixes but about ensuring that every piece works together to create sustainable growth.
We Provide a White Glove Experience
HIP aims to deliver an elite level of service in every interaction. Whether its a call a meeting or a solution partners should feel valued and supported at every step. Its about creating an experience where partners know their success is always the priority.
We Go Beyond the Business
HIP is focused on building real relationships with partners. Its not just about numbers or transactionsits about understanding their goals challenges and vision. When theres trust and connection the partnership goes beyond just business. It creates a foundation for mutual success.
BENEFITS
- 401(k) matching
- Dental Insurance
- Health Insurance
- Vision Insurance
- Life Insurance
- PTO eligibility after 90 days of hire (10 vacation days the first year of service unlimited PTO starting year two flexible partial days and sick/ personal days)
- Remote position
SCHEDULE
- 8hour shift
- 8 am 5 pm CST
- Monday to Friday
COMPENSATION
- $42000 $50000 (depending on experience)
- Fulltime W2 position for domestic candidates ONLY
- Commission package with an earning potential of approximately $5000/annually
SCHEDULE
- 8hour shift (You will be expected to track time.)
- 8 am 5 pm CST
- Monday to Friday
Required Experience:
Unclear Seniority
Employment Type
Full-Time
