Description
Status: Full-time
Location: Remote
Salary range: $1600 to $2200
Position Summary
The New Patient Specialist is responsible for converting inbound leads into scheduled evaluations by delivering an exceptional patient experience from first contact through onboarding. This individual responds quickly to inquiries, conducts discovery conversations, verifies insurance benefits, coordinates documentation, and ensures seamless handoffs to the care team.
Success in this role requires empathy, strong communication skills, attention to detail, and the ability to balance a high-volume pipeline with personalized patient care.
Key Responsibilities
Lead Management & Conversion
- Respond to all inbound leads within 5 minutes of receipt
- Manage inquiries from phone, web forms, referrals, email, and fax channels
- Conduct discovery calls to understand patient needs and motivations
- Build rapport quickly and guide patients toward scheduling an evaluation
- Strong consultative selling skills with the ability to uncover needs, build trust quickly, and guide prospects toward a decision.




- Address common concerns related to cost, timing, insurance, and treatment options
- Ensure every interaction ends with a clear next step

Insurance Verification & Financial Guidance
- Verify insurance eligibility, benefits, and authorization requirements
- Provide accurate financial estimates before the first visit
- Explain payment options and financial agreements clearly and professionally
- Assist cash-pay patients in understanding the value of care and available programs

Patient Onboarding & Coordination
- Schedule evaluations and send onboarding materials
- Ensure intake forms and required documentation are completed prior to appointments
- Provide appointment reminders and proactive follow-up
- Coordinate seamless handoffs to Patient Care Advisors and clinical teams
- Maintain clear communication regarding patient goals, insurance status, and special circumstances

CRM & Documentat

📌 New Patient Specialist (México)
🏢 Elevate and Delegate
📍 México