Patient Onboarding Specialist

General Description

• Manage and support ROMTechs remote pre-op patient onboarding process via telehealth technology.

• Remotely onboarding patients through ROMTech telehealth technology pre-op process.

• Perform all service agent responsibilities in accordance with established company protocols.

• Schedule patient follow-up appointments as necessary through our ERP & CRM systems.

• Continually exhibit excellent customer service skills to both external and internal patients.

• Utilize automated systems to log and retrieve information within our CRM platform.

• Complete supporting paperwork and data entry as required.

• Assists patients effectively by solving technical problems that may arise with the portable connect any other ROMTech devices.

• Identify and escalate difficult customer situations to the appropriate party.

• Consistently capture customer information accurately and appropriately.

• Coordinate and schedule appointments for new patients based on their needs and availability working closely with schedulers and other team members.

• Serve as a point of contact for patients addressing any questions concerns or issues they may have throughout the onboarding process.

• Collaborate with other healthcare team members such as Field Specialists Schedulers and Customer Service Agents to ensure a seamless patient experience.

• Follow up with patients after their initial onboarding to ensure their needs were met and address any post-visit questions and/or concerns.

• Complete any ad-hoc duties as assigned.

Skills and Abilities

• Demonstrated ability to work cross-functionally within an organization.

• Ability to work independently in a remote fast-paced environment.

• Must be assertive confident and adaptable.

• Top notch communications skills (both verbal and written)

• Excellent computer skills (Office 365 ERP CRM etc.).

• Excellent organizational skills.

• Ability to handle multiple tasks and deadlines.

• Experience with confidential data.

• Strong interpersonal skills (e.g. active listening communication teamwork patience empathy and the natural ability to assess the temperament of a situation and react accordingly).

Work Experience Requirements

• Experience in healthcare preferred.

Direct Reports

• None

Physical Demands and Working Conditions

• Ability to sit at a computer terminal for an extended period.

• Moderate noise (i.e. phone calls online meetings computer audio)

• While performing the duties of this job the employee may be regularly required to stand sit talk hear reach stoop kneel and use hands and fingers to operate a computer telephone and keyboard.

• Specific vision abilities required by this job include close vision requirements due to computer work.

• Regular predictable attendance is required.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Reasonable accommodation requests must be made in writing by emailing